Reporting groups can be used if you want to search for group of users in the reporting that cannot be groups by zistemo user roles, teams etc. Therefore, you can create your own reporting groups to apply filters for them. Let’s say you are a functional manager and you want […]
How to install zistemo’s browser extension bypassing Chrome Web Store
Sometimes it can take up to 10 days, until the browser extension is released in the Google Store. Therefore this article explains how to install the latest zistemo browser extension bypassing Chrome Web Store where it could be outdated. Recently, developers (including us) have encountered a problem that while updating […]
XRechnung und ZUGFeRD (de)
Ab 27. November 2020 besteht eine E-Rechnungs-Pflicht in Deutschland für Bundesbehörden. Ab dann sind öffentliche Verwaltungen angehalten nur elektronische Rechnung zu akzeptieren. Das ZUGFeRD-Format ist eine XRechnung mit zusätzlicher PDF-Datei und ist gemäß Richtlinien. Das ZUGFeRD-Format ist ein hybrides Datenformat, dass in einem PDF-Dokument (PDF/A-3) Rechnungsdaten im XML-Format strukturiert. Rechnungen […]
Vacation Log
You can review all changes made to the vacation of a user on the vacation log which you find on the user settings: You will see there any changes to the vacation days of that user and when these changes was made.
Vacation Overview Report
On zistemo you can review the vacation of your team/company. Go to Reporting/Attendance Report/Vacation Overview This report shows which user has has how many days of vacation already taken, remaining, planing and pending for approval. This is an overview at the time you review the report.
Mark Task as Favorite
On the weekly timesheet you can mark tasks as favorite by clicking the star. Tasks that were marked as favorite will be copied automatically in the following weeks where you automatically enter your time records. Please note that favorite tasks are only in the weekly timesheet available
Timesheet Approval Report
On zistemo you can see on timesheet approval reports how many hours your staff has from the attendance hours and how many hours are unsubmitted, submitted and approved. As a reference you also see the attendance hours and the capacity. Also, Submitted times are shown as URL, so if you […]
Validate VAT Number
On zistemo you can validate the VAT number of your European clients. If you are on your client’s details settings you can validate the VAT number of your client. Please make sure that there aren’t any spaces in the ax number. After you entered the VAT number you can see […]
Productivity Chart Widget
On the dashboard you can review your productivity as a pie chart. Only account owner and admins can see this widget. You can see the project hours compared to the attendance time. You see how many hours are billable, non-billable and how many hours are not project related. So, the […]
Change Recurring Invoice Date
As an admin/account owner you can change the next invoice date of an active recurring invoice. Just go to your recurring invoices and click on the right hand side dropdown “Change next invoice date” Then, you can enter the new next invoice date for the invoice: After you changed the […]
How to change vacation for staff individually?
In general, the vacation days per year are always in the attendance time template. But you also can adjust vacation days per staff for the current year on the staff settings: But for the next year you need to adjust it again, since it will take the vacation days […]
Project Escalation Rules
If you want to set up notification for your projects if they are near the budget you can set up project escalation rules. Please note that the project must have a budget to use escalation rules. Let’s say you create a project escalation rule with a weekly sequence and day […]
User Timezone
It might be that your staff works in different timezones. So, that time entries won’t be splitted by midnight you can enter a timezone per user. Either you can do it for other users on the staff settings… … or for your own account on your profile Everyone sees […]
Timesheet Approvals per Project
By default only admins can approve timesheets per week. But if needed you can also allow project managers to allow the timesheets from their projects. On this article we show you how to active it. You need to activate “Enable project managers to approve all of their project timesheets” on […]
Create Manual Invoice on Project with Recurrring Invoice
If you want to create manual invoices for projects that are added to a recurring invoice, you need to go to Preferences/Invoices and Estimates and enable “Allow generate manual invoice for project included to recurring profile”: If active, you can create now for projects that are added to a recurring […]
Show QR Code (Swiss)
If your company is located in Switzerland you can activate to show the QR-Code on the invoice. To do so, go to preferences/invoices and estimates: Once you activated it, the QR Code will be automatically added to your invoices. Following conditions have to be met to create QR codes: […]
Use Commissions for Projects
On zistemo you can use commissions for your projects. To activate it, you need to go to Settings/Preferences/Projects and activate “Use project commissions via API”: Then if you create a new project, you can apply commissions on it. You’ll find it on “More options”. You either can use commissions as […]
Import CSV
On zistemo you can upload data via CSV to your account. In the following you can find the CSV-import features. There you will find further informations and also and example CSV-File. Import Timesheets Import Vendors Import Mileages Import Expenses Import Items Bank Account DATEV Stammdaten Import (GER only)
Change Default Tax
Sometimes it might be that you need to change the default tax. To do so, you can just create a new tax and mark it as default: Please note that you cannot delete taxes that is already used: Delete Taxes If you want to learn more about tax groups click […]
LexOffice Integration (DE)
Du kannst deinen zistemo Account mit deinem LexOffice Account verbinden. Das hat den Vorteil, dass du zwischen deinem Zeitmanagement-System (zistemo) und deinem Buchhaltungssystem (LexOffice) immer aktuelle Daten hast und du somit ein Datenchaos vermeidest. Außerdem sind die Zuständigkeiten jedes Systems klar geregelt. Bitte beachte, dass nur der Kontoinhaber diese Integration […]
