Expense Categories

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 […]

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 Leader

Who is a Team Leader and what permissions does the role has? How do I invite a Team Leader? Advanced Settings for the Role “Team Leader” Allow ‘Team Leader’ to add/edit clients Hide Financial Data on client dashboard (Role: “Team Leader”) Allow “Team Leader” to approve Timesheets Team Leader should […]

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 […]

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 […]