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 […]
Smart Integration for Accounting
You can easily integrate your existing accounting software to zistemo. zistemo supports integrations to: Quickbooks Xero LexOffice (German language) You can synchronize contacts like clients and vendors, expenses and invoices. Please not that every system has its own responsibilities. You can watch the keynote below to get an idea about […]
Extra Overtime – Überzeit
In Switzerland there are specific regulations for overtime. The maximum working hours are the agreed working hours regarding to your employment contract + overtime. Extra overtime are all hours further to your maximum working hours: You can use extra overtime if your company is located in Switzerland and if […]
Inactive Attendance Time Templates
If you are using multiple attendance time templates it might be that sometime you don’t use all of them and you don’t want to delete them. Here you learn how to make time templates as inactive and back to active again. If you are an Admin you can just delete […]
Show every absence and leave types for all users
By default the team members can only see their own absences/vacations and leave types. But sometimes it might be useful if team members are able to see every absence of the on the absence calendar. Show every absence To do so, you can activate “Show every absence” within the attendance […]
Overlapping time
By default it is possible to have overlapping time entries for projects. But you can deny for specific users to create overlapping project time. Just go to contacts/staff/edit staff. Under the user role you see a checkbox where you can deny overlapping time for that user: If this user […]
Export & Import Stationary Templates
If you using a test account and want to start afterwards a new account, you can easily export your templates which were created and import them into your new account or you just use it as a backup. You can export the ‘Company Templates’ in your company Account via the […]
Department Contact
A department contact can be used if you need to send your invoices via email to a department and not to a real person. A name etc. is not required using department contact. To create a department contact, just mark the contact as ‘Department Contact’ and insert the data. If […]
Project Time vs. Attendance Time via MySQL
If you want to see the non-production time of your staff members you can do that with our SQL integration.You can insert the SQL-Query below and insert it into your data visualization software or your business intelligence tool. Then, you can measure the project time vs. attendance time. Here […]
Add documents to invoices and estimates
You can always attach documents to your invoices and estimates. Just go to the invoice/estimate and scroll down to the “Attached Documents: Upload File -or- Choose an existing file from your file folder: You also can select if you want to add the attachments when you sending the document as […]
Update address on recurring invoices – if client address changed
If you need to change the client address, all ongoing recurring invoices associated to the client, need to be re-loaded, that the changes will take effect. Go to recurring Invoices or directly click the link in the notification: Choose the recurring invoice you want to change and press in the […]
Project Margin
If the timesheets (also if you use flat amount) and/or the expenses and/or the private mileages are assigned to the project then the project margin is calculated as predicted amount. As here shown in the project summary report: But we do only show the margin until the projects data aren’t […]
List of all Placeholders
1. Company Logo block 1.1 ::logo image:: 1.2 ::logo text:: 2. Sender Name block 2.1 ::sender address:: 2.2 ::creator email address:: 3. Client Address block 3.1 ::client name:: 3.2 ::client address:: 4. Document Info block 4.1 ::number:: 4.2 ::issue date:: 4.3 ::due date:: 4.4 ::service date:: 4.5 ::document title:: 4.6 […]
Manage Dashboard for staff members
If you are an Account Owner or an Admin you can manage or switch on the visibility of any widget on the dashboard for your staff members. Also, you can switch on or hide any dashboard widget available for staff. Go to Contacts -> Staff -> open the line end menu […]
Staff Day Rate – ‘Personal Day’ as a invoice unit
1. Use “Personal Day” as task unit in a project Use Personal Day as unit if you don’t want to see hours per task but the project day rate instead. Example: Task has 22 hours and my project day rate is 8h. I want to see 2.75 Days instead 22 […]
Import Mileages via CSV
With zistemo, you can create mileages manually, but you can also import them from a .CSV file. Note: Please use “UFT-8” for encoding Just go to the “Import” link in the header menu: choose “Import Mileages” and click “Import”: Next, you can click on the “sample file” link and download […]
Items on Projects
Starting from an estimate Creating a Project out of an estimate Add/Search new item Update the item quantity Team Member View Invoice Items from project If you are working in a craft business, this feature will suit you good. For example: As a user for Car Service Company, you want to […]
How to change/translate invoice/estimate placeholder on your template
For example you want to change ‘INVOICE’ to ‘TAX INVOICE’ on your template. First go to “settings” -> “Stationery Templates” –> “shared” or to your already edit ones. Select your default template (on this example “Dubai-template”) and copy it: Go to the “document info” window and edit it: Click on […]
