Auto-Complete Expense Fields

With zistemo, if you have a recurring expense or want to create a new one that is similar to the already existing one, you can use the “Auto-Complete Expense” feature to simplify creation. To activate this feature, just go to “Settings” -> “Preferences” -> and make sure you tick the […]

Private Clients

In zistemo, there are the two main types of clients you can have: “Organisation” and “Private Person”. Therefore, you can easily add as the Clients not just Organizations but also Private Persons. The procedure is similar and equally simple in both cases. Just go to Clients list -> click “Add […]

Service date on Invoices

The more you can customize your invoices, the better. Straight from your zistemo account, you can now add a “Delivery”, “Dispatch” or “Performance” date to your invoices. You can choose either a date or a free text to describe the “Service Date”.     If you opt for a date, […]

Order Confirmation

zistemo streamlines your ordering process, so if an estimate is approved (read here on how to approve it),  Account Owner, Administrator or the Team Leaders can quickly send an order confirmation (based on this estimate) to the client: Either if you print or send an order confirmation you can enter […]

Time Overview Portlet

zistemo makes it easier for you to track who is working on what at any given time. The “Actual Team Overview” portlet is reachable from your dashboard and it will show you live the current activities of your staff. Here are a few helpful hints: – This portlet shows all […]

Greeting Formula in the E-mails

Adding a personalized greeting to your e-mails is a sign of professionalism and proves your attention to details. It also increases the chances of receiving a prompt reply, while decreasing the possibility of having your message marked as a spam. Because it’s sometimes difficult to create automated emails based on the […]

Staff Cost

Staff Cost on time entries Change the Staff Cost for Timesheets Hide staff costs to team leaders Staff cost on time entries Since the actual costs can increase or decrease, zistemo helps you bind staff costs to time entries. You can add staff costs by simply going to ‘Contacts’ ➝ […]

Blocking Clients

The ability to block clients If you have clients with overdue invoices and want to make sure your team doesn’t log time for these clients anymore, the ‘Block client’ option is very useful. Any clients who didn’t follow your business rules may be blocked by you. In this way you […]

Export as CSV

Export your data as CSV We know how important it is for you to know that you can easily import or export your data at your own convenience. That’s why, you can export all your data or just specific tables from your zistemo account, with just one click. Go to […]

Reverse Charge Notice

Set a reverse charge notice With zistemo it’s easy to keep your invoices in accordance with official regulations. So if the receiver doesn’t need to pay VAT, you can use a reverse charge notice on your invoices. For instance, according to the European law, this has to be stated right on […]

Start – End Time Reports

Create Start – End time reports In zistemo you can generate a detailed Report per Client based on the start and end time per Task. Such hourly reports can be easily created from the Client Dashboard, but just by the Account owner or staff members. You can have customized hourly reports by […]

Statement of Activity

If you want to compare all or a part of your invoices and expenses for a specific client or time frame, zistemo has the ‘Statement of Activity’ Report. You can access it by going to ‘Reporting’ ➝ ‘Client reports’➝ ‘Statement of Activity’. At first, you will get an overview of all […]

Customizable Address Block

With zistemo you can customize the default address block on your invoices and estimates to meet the diversity of your business partners and industry-specific detail requirements. Just go to Settings ➝ Preferences and scroll down for a Client Address Block. On the address block you can manage via placeholders which […]

Cash Discount

Set Up Cash Discount What happens when your clients use a cash discount? For those who want to offer their clients an incentive to pay invoices promptly, zistemo introduced the ‘Cash discount’ option. This “early payment discount’” is used to improve the cash flow. For instance, you can allow a special […]

Attach Expense Documents to Invoices

zistemo streamlines your invoicing process by allowing you to attach the expense documents (receipts, checks, etc.) to your clients’ invoices straight from your mobile phone. For instance, you uploaded a photo of a receipt through the zistemo mobile app. Now you can add it to the invoice right away. In […]

Client Custom Fields

Add New Client Custom Field General With zistemo you can add more information about your clients by using Custom Fields. You’ll see this tab under Client Details on the edit client page. As you can see, Client Custom Fields could be different field types. These fields are also added to […]

Units List

How to customize my units list? Each of your products or services has its units of measure. For tasks, it’s ‘hours’ and it’s a constant unit while for products or services, you can create and use any unit you want. For instance: if you sell home appliances, you might sell […]