DATEV Import

zistemo unterstütz den Import von Kunden und Lieferanten (Debitoren und Kreditoren) aus einem Stammdatenexport von DATEV. Damit bist du mit deinem Steuerberater dann synchronisiert. Vor allem wird beim nächsten DATEV-Export aus zistemo die korrekte Debitoren-/ Kreditorennummer exportiert. INFO: Die Anzeige und Bearbeitung der Datev-Nummer wird auch in der “API” unterstützt. […]

Assign staff to task and checklist

Add staff to task To add staff to a task please go to the board or list view of your project. You can then assign a person to the task by clicking on “assing staff”. You can select departments or any staff one-by-one. You can assign several users to a […]

Credit Memo for expenses

In case your vendor gives you some kind of discounts after you paid the expense you received zistemo helps you to handle credit memos on expenses. If your expense is not paid yet you should delete the expense and create a new one with the correct amount. First, you should […]

Integrations

Overview about all integrations with zistemo: HubSpot Pipedrive Lexoffice     Asana  Jira    Trello  Shoeboxed  Expensify  Xero  Slack  Microsoft Teams  Zapier  Quickbooks  Outlook Calendar, iCal, Google Calendar     

Using multiple time templates

If you want to use multiple time templates, here a short explanation: This allows you to create, manage and assign all kinds of working time models. 1. Create a new working time model. 2. Set your working time rules. 3. You can assign this model to a team/group or a staff/member.-> Contacts […]

Browser Extension

Using zistemo’s browser extension Using browser extension on Trello Using browser extension on Asana Using browser extension on Jira Reviewing time records NOTE: To see the embedded timer in Asana, Trello and Jira you need to make sure you have our browser extension installed and authorized after you established the […]

ZUGFeRD & XRechnung (en)

ZUGFeRD is an abbreviation for »Zentraler User Guide des Forum elektronische Rechnung Deutschland«. The goal of ZUGFeRD is to enable electronic invoice exchange including structured data in the public and private sectors. However, unlike existing standards like EDI it is not only targeted at large organizations, but also small and […]

Italian Invoice XML

Italy has a requirement now that all electronic invoices send by email needs to send also an XML Infomation block to an Italian exchange system. For our Italian customers we’ve implemented the ability to download the ‘FatturaPA’ and you can find it in the Invoice Preview Dropdown (Sales -> Invoices): […]

Xero Integration

If you want to synchronize your Xero account with your zistemo account, go to Your Profile/Integration/Add Integration:   This Integration will be for the whole company, not only for the user’s account that created this integration, so if it was done by the account owner for ex., then the admin […]

Connect Project Time with Attendance Time

Some companies don’t want their staff to take care of two time records, project time and attendance time. In this case you can use “Connect project time with attendance time” and you and your staff only need to track project time. This Setting is available per user, you’ll find it […]

API Info

An API (Application Programming Interface) is the building blocks developers use to create software and applications. Think of it as the linking of information between one source and another and the automation of tasks between them. You will need some level of experience coding to use the API. That being […]

Zapier BETA

How does Zapier integration work? Zapier is a tool that allows you to connect apps you use every day to automate tasks and save time. You can connect any of Zapier’s 750+ integrated apps together to make your own automation, without writing any code. Each automation (called a Zap) has one app as the Trigger, […]

Vacation Request Link – abilities to approve

There are 3 ways to get a notification to approve or reject the Vacation/Leave request: Email Slack Bell First of all, select “This needs to be approved”: Then choose which notification you would like to use in the Settings ->Attendance -> Vacation:   Email Notification Buttons ‘Approve’ and ‘Reject’ in […]

Team Report

In the Team Report you are able to see the efficiency of each team member. How to reach the report? Simply follow the steps: Reporting -> Time Tracking Reports -> Team Report   Settings and customizing the report: First of all choose your preferred date range:   You can also […]

Expenses in other currencies

If you want to add an expense in another currency and not in your base currency than you have to choose the currency you want (here US dollar). Beneath you will see the exchange rate (here from USD to EUR). The amount will be also translated to your base currency. […]

Meal Allowances

Meal allowances per day Meal allowances per overnight Meal allowances per day If you want to allow meal allowances for your staff, simply head over to the attendance settings. First head over to the “Leave” section in the attendance settings. Add another leave reason Choose and mark “this leave type […]

Invite a client & why can’t I delete a client?

Why can’t I delete a client? I’m getting a “Please correct the following” error message Invite and Re-Invite client Why can’t I delete a client? I’m getting a “Please correct the following” error message. You cannot delete a client if this client is associated with an active invoice, estimate or […]

Adding a Short Break Manually

You can not only clock in and out for a Short Break but also add it manually when needed. #1 and #2 – Go to Time and Projects ->Attendance -> Attendance Monitor (click on the person’s name). #3 – Click on the day you’d like to add a break to: […]