Recording a new expense category Using expense categories The ability to show/hide expense categories Update the expense category for all selected expenses in one click Recording a new expense category The zistemo includes a default list of expenses based on DATEV. However, you can add your own expense categories and […]
Expense Statuses
You can view the expenses’ statuses on the expenses grid: You can also search for a specific status via the search field. Just choose your “status” which you want to search for and hit “search”. There are 9 expense statuses, which belongs to 3 groups: If expense is assigned to […]
Using Expenses
Billable expenses by default Create Transaction out of expenses How do I search for a specific expense? Sort Expenses Change Category Change Vendor Billable expenses by default If some of your business expenses are related to a particular client or project, you can invoice the client with these expenses. To […]
Create/update an Expense
How to create an expense? How do I update/delete an expense? Recurring Expenses Expense Statuses How to create an expense? To create an expense go to Purchases ➝ Expenses ➝ Add Expense Expense creation page includes: – The Author name or the Expense creator. By default, this is the member […]
Project Timer
Save notes while the timer is running Edit Start Time While the Timer is Running Create New Task in Timer To open the timer, just click on the button “Start Timer” at the top of the page: or go to, “Time & Projects” ➝ “Time Tracking” ➝ “Start Timer”. First […]
Weekly Timesheet
How do I track working time? Rejection of submitted time in weekly timesheet How do I track working time? You can find your weekly timesheet at Time & Projects ➝ Time Tracking ➝ Week. Here you can: – add or change hours manually in the task-day field; – delete all […]
Monthly Timesheet
How do I track working time? You can find your monthly timesheet at, Time & Projects ➝ Time Tracking ➝ Month Here you can log the hours using the ‘log time’ widget. You can also view a calendar showing the amount of logged hours per day. Choose any day on […]
Status of Time Sheet Entries
You can see the time entries statuses on the timesheet table: Timesheet entries have six statuses: 1. Non-billable – if a task is marked as non-billable on a project (in this case, you will not be able to attach the related timesheet to the invoice) or if the task is related to […]
Updating Time Records
How do I change the hours that I logged? To edit timesheet entries go to, Time & Projects ➝ Time Tracking ➝ click on the pencil icon on the timesheet grid. You can change the project, task, notes and hours of the timesheet entry. Note: You can see when the […]
Logging Time
How can I log the time? Why Do I have the duplicated time entries? You can log hours of daily work to your timesheet. Go to, Time&Projects ➝ Time Tracking. Choose the project and the task and enter hours ➝ after clicking ‘Log Time’ record will be saved. Note: Double-clicking or […]
Invoicing the Client
Invoice the clients based on the staff’s time The invoice wizard Invoice against a project balance (invoice the project partly) The billing method of the project The ability to change hours on generated invoices Unapproved hours in Invoice Wizard Invoice the clients based on the staff’s time In zistemo you […]
Using Projects – View/Edit/Create a Project from an estimate
1. Create a project from an estimate 2. View or edit a project 3. What happens when I archive/delete a project? 1. Create a project from an estimate You can create a project based on your estimate data. To do this go to, estimate grid ➝ choose ‘Convert to Project’ […]
Project Billing Methods
Hourly task rate Hourly staff rate Hourly project rate Flat Project Amount Flat Amount for tasks Staff Day Rate Task Day Rate A Project billing method is a way in which your project costs will be calculated and invoiced to your clients. You can choose or change a project billing […]
Create a Project
How do I create a project? To create a project, go to Time & Projects ➝ Projects ➝ Create New Project Project data When you open the project page, you can see the following data and customization: – Project number – an internal number for this project. This field is required […]
Team Member
Who is a staff member? How do I invite a staff member? Who is a staff member? A Staff Member is a user role on zistemo which has limited access to your account. A “Staff Member” user will have access to the following data: Dashboard – available graphs: Invoices […]
Account Owner
Owner’s access levels How to change the Account Owner Owner’s access level The Account Owner (a person that registered the company) has admin access to the portal. Admin access includes all the features of the purchased subscription plan. Available account owner tabs and features: Dashboard – read simple reports of the account. Contacts […]
Credit Card Details
How do I update my credit card details? If you would like to change the credit card used for paying the subscription, go to My Profile (click on your name at the top of the page) ➝ Subscription. Here you can change a Credit Card Details or update a Billing […]
Subscription plan buying
How to buy a zistemo subscription? Subscription buying with Credit Card and PayPal How do I upgrade or downgrade my subscription? How do I update my credit card details? Pay your subscription via invoice How to buy a zistemo subscription? If you are currently taking advantage of a free trial period, […]
Using Templates
What will happen if I change the template which is in use? How to create a template? Read here Your zistemo documents (invoices, estimates, purchase orders) have their document styles – templates. zistemo has 6 default templates (find out more about them from here) to begin with. You can review them in […]