If you using timesheet approvals you can see who did actions to a weekly timesheet. Just go to a weekly timesheet and click on “Show Approval History” below the timesheet table. After, a window opens where you can see who – submitted a timesheet for approval – rejected a timesheet […]
Project Currency
On zistemo you can set up a specific currency for a project. By default it takes the currency of the client but you can change the currency for a project anytime on the edit project page under more options:
Hourly Chart for Projects
To get more details about scheduled and logged hours for a project you can review the hourly chart on the project page: On the hourly chart you can apply different filters: Date Range (start and end date) Chart type Project Hide budget (budget line won’t be shown on the chart) […]
Scheduled Capacity Report
On zistemo you can pre-plan, schedule and allocate your resources on the Scheduler. You can review the scheduled capacity of your team/department/company on the scheduled capacity report. You’ll find it on Reporting/Project Report/Scheduled Capacity. In that report you see the capacity hours of the selected staff, scheduled and logged hours. […]
Project Timesheet Report
On the project timesheet report you can see for a selected project all tracked hours with staff, staff position, notes and information if hours where billed or not. Also you will see the total budget, already used budget, remaining budget and project start date. You can find that report on […]
Password Expiration Policy
On zistemo you can set up that users need to change their password after a number of days. By default passwords never expire. If you want to set and password expiration rule for all users, go to Settings/Preferences/Password Expiration Policy and activate “Password expires after a number of days”. After […]
Set up SQL instances in Google Cloud SQL
This tutorial assumes that you have a Google Cloud account, so sign in to your Google Cloud account. Go to “SQL” and click “Create an instance” at the top of the page. Then choose MySQL. If you haven’t already, enable the Compute Engine API. This may take a minute. Enter […]
SQL Tutorial
Here you can find short lessons on how to create your own SQL queries to manage your data warehouse on zistemo. Learn more about the SQL Data Warehouse. We’re using the MySQL Workbench in the lessons. Customers and Invoices Learn how to create a custom query to get the customer […]
Manage Menu Points
On zistemo you can define an individual menu for each user role. Go to Preferences/Manage Menu and select the user role you want to customize the menu. Once you set up here the menu, for all users with that role the changes applies.
Mileage Gaps and Overlaps
General On zistemo we keep track on overlaps and gaps on zistemo. That means that you cannot create a mileage with a start and end mileage that are already existing. Example: Mileage 1: 400km – 600km Mileage 2: 450km – 550km Mileage 2 is not allowed to create because the […]
Create Projects in Trello
On zistemo you can sync projects from zistemo to Trello. This might be helpful if you e.g. create a project out of an estimate in zistemo but want to manage the project in Trello. To do so, please make sure that you have your Trello account connected to zistemo. Learn […]
Create Projects in Asana
On zistemo you can sync projects from zistemo to Asana. This might be helpful if you e.g. create a project out of an estimate in zistemo but want to manage the project in Asana. To do so, please make sure that you have your Asana account connected to zistemo. Learn […]
Create Time Entry via Mileage
On zistemo you can create a time entry while you create/edit a mileage record. Please make sure you read our article about mileages or at least you should be familiar with creating mileages before read this article. To add time entries via mileages, it must be attached to a project. […]
Void Invoice
In the Line End Menu you can void an invoice (mark as invalid) If you do, please note that the invoice will have no longer any connections to timesheets, expenses, mileages, items etc.) and it cannot be made undone. If you want to void an invoice you will see a […]
Different Bank Accounts on Invoice Footer
Some companies has separate bank accounts for different currencies. E.g. you have an account for EUR/€, another account for CHF and a third account for GBP/£. But on zistemo you only can add one bank account to the company profile – your main bank account. This bank account is taken […]
Balanced Invoice with Retainer
If you want to sent to your client a balanced invoice (amount due = 0) you can run through the following steps to do so: Of course you need to have a paid retainer and an invoice. Next, you need to pay the invoice with the retainer. Therefore, you need […]
Time Card Machine
With zistemo you can also use a time card machine for a more easy clock-in and clock-out. Further, you can also use it for a professional access control to your office/building. If you are interested using a time card machine either with access control or not please contact us and […]
Recurring Budget on Projects
By default all budget methods are for the complete duration of a project. But sometimes it might be useful if a project has a recurring budget since you want to measure the tracked against a budget even on “never-ending” projects like service-contracts. You can think of recurring budgets, that the […]
Absence calendar as HR Admin
As an HR Admin you have access to all absence calendars of your company. You can see all vacations and absences in the user’s absence calendar. But you can’t see draft absences. However you can add other absences for the user and in case the are overlaps with draft absences, […]
Future Time Entries
By default, it is possible for user to add time entries for future days. However, you can disallow future time entries by going to Preferences/Projects and activate “Don’t allow to make time entries in the future”. After you activate it, users will see this if they try to add future time […]
