If you sending estimates forward and backward with your clients, this feature will help you to avoid confusions and further misunderstandings. You can add “sub numbers” to your estimates. For example: – You send an estimate with the number AN-189, to your client. – Client wants changes, you add the changes […]
Create travel “expense” out of a “leave type” (Meal Allowances)
If you create a “leave type” as a “meal allowance” in your attendance template/settings and you add this leave type to your absence calendar – you can create directly (after approval) an expense out of it. After your created the the leave type (meal allowances) you can create a travel […]
Team Member – Show financial data on projects
You can choose if your team member is allowed to see the financial charts on the project dashboard (sales & costs). NOTE: If you create a team member, it is by default disabled. So your team member can’t see any financial data. To enable or disable this feature, go to […]
Change credit card details / payment method
If you need to change your credit card details or you want to switch your payment method, please go to your “subscription” tab. After that, you can choose if you want to “change the credit card details” or “change your payment method.
Own fonts on documents
Upload your Font How to activate your Font? Upload your Font You can use your own fonts on invoices/estimates/retainer/PO/OR by applying to the templates. Please Note: Own fonts are only available for our enterprise customers. This feature is also in Beta Version. Please use the TTF file format to upload your […]
SQL Data Warehouse
1. How to add the Integration 1.1 Use SSL Encryption 1.2 How to connect with MySQL 8.0 2. Cloud Applications recommendation 3. Bring the Data to Life With our new function “SQL Data Warehouse” you can easily export all your stored infos from zistemo to a SQL database. This gives you […]
Sets – group items and tasks
Sets are a summary of items and tasks. These Sets can easily added to Invoices, Estimates, Retainers and Purchases. E.g. you create an website for a customer, so the website includes the desing, development and testing. The Sets would be called Website, with the tasks or items added to it. […]
Dashboard Pulse Widget
The Pulse Widget is the fastest way to track your time. Soonest you start to log time to a project, the timer starts running and you see it directly on your dashboard. Just click on the “Play” Button and choose your preferred Projects, where you want to track time. To […]
Optical Character Recognition (OCR) on Receipts – BETA
When you are uploading a receipt to your expense we do support an optical character recognition. That means we recognize vendor, date and amount on the receipt and it will automatically filled into the fields on your expense. For currency and tax it depends if it matches to the OCR […]
How to Payroll?
You can payroll your staff via zistemo easily and keep your bookkeeping clean. Just start following the description below. Create an expense for the salary, let’s say for “Andre”. Use the right category “employee salary” or create a new category on your tax consualtant recommendations. Create the payment transaction to […]
Jira Integration
Connect Jira with your zistemo account Assign Projects with “bulk-action” Customize your workspace and projects Zistemo Integration in Jira Mark tasks as completed Connect Jira with your zistemo account Connect Jira to zistemo: Go to your Profile -> Integrations and click “add integration”. Choose Jira. After that please allow […]
Optional items in an estimate
Sometimes you may want to offer your client some extra services or additional products as a supplement to an estimate. So, you don’t need that the extra items are included in the estimate. Here’s how to add additional/optional line items in an estimate: First you need to activate this option. It […]
Payment for an Expense
1.Explain Transaction 1.1 Explain Transaction in Expenses Menu 1.2 Explain Transaction via Banking “unexplained transaction” 2. Expenses Currency 2.1 The expense currency is the same as the transaction currency 2.2 The expense currency is different as the transaction currency 3. Show only expenses which fits the transaction 3.1 Multiple expenses […]
Unsubscribe from our emails
You can easily unsubsribe from our mailing-list if you wish. Just click the link shown below: How to disable email notifications see HERE
Estimates Report
In the Estimates Report you are able to see when, to whom and with which amount you sent/created estimates. How to reach the report? Simply follow the steps: Reporting -> Client Reports -> Estimates Settings and customizing the report First of all choose your preferred date range: You can also […]
Staff Details
Contact Details Assigned Projects Staff Default Settings Flex Time Settings Flex Time Settings – Show changelog of corrections Two factor auth The “Staff Detils” you can find here – and scroll down on the staff page: Contact Details You can add more details to you staff. Assigned Projects […]
Change file type of “attached timesheet details” to ZIP or PDF
You can change the file-type your client receives, if you send an invoice with attached timesheet details. You can choose between ZIP or PDF. Note: ZIP is always set as default.
Defaults – Preferences
Default Fonts Variable Strings Document Names Welcome Messages Client/Vendor numbers for datev export Cancel invoice Staff email In the “Default” settings you can set some iptions, which you would love to have on default how you want them. Default Fonts The choosen font will be use as the default […]
API Token
Auto Login with Trello & Asana REST Api Our Api Token is necesarry for the Auto Login via our browser extensions with Trello and Asana. You hust have to gernerate one. See below how! Auto Login with Trello & Asanai For secure and private computers you may enable the API Token […]
How to cancel or delete your trail account?
You don’t need to cancel your trail account. If your trail period is over, your trail will automatically canceled. If you want to delete all your trail account and data please following this procedure: Go to my profile/subscription change plan and cancel your “subscription” 2. After you cancelled the subscription […]
