How to set up “Daily Task rate” Project list details on Task Day rates How to generate the Daily Task Rate Invoice Important notes about Daily Task invoices In Zistemo you can choose the project billing method “Daily Task rate”. This billing method interacts as a full day rate or […]
Staff Day Rate
How to set up “Daily Staff rate” Behaviour – Billable / Non-billable hours & Rounded Time Use half day rates How to generate the Staff Day Rate Invoice? In Zistemo you can choose the project billing method “staff day rate”. The “staff day rate” interacts as a full day rate […]
Quickbooks Integration
To synchronize your Quickbooks account and your zistemo account, go to Your Profile/Integration/Add Integration: Contacts Expenses Please note that when you connected quickbooks, you can use quickbooks category names only. invoices Please note that if you’re a non-US-company invoice sync to Quickbooks might not work due to sales tax guidelines.
Track location of staff members when they use the mobile timer
Where to find this option to switch it on How it works How an Admin can see the location of the Team Member Status of location tracking Where to find this option to switch it on? If the company uses the ‘Full System’ module or ‘Attendance Time’ module then the […]
Attach Time-Entries/Mileages/Expenses/Subtotals to Recurring Invoices
1. Add time entries 2. Add expenses 3. Add mileages 4. Add subtotals 5. Invoice format 6. Manual invoice for projects with recurring invoice On each Recurring Invoice Profile you will find a very helpful option – as soon your are choosing the client – ‘Include unbilled time and expenses’: This […]
White label your zistemo Domain
What is white-labeling? White-labeling is the functionality that shows Internet Service Providers (ISPs) that zistemo has your permission to send emails on your behalf. This permission is given by the act of pointing very specific DNS entries from your domain registrar to zistemo. Once these DNS records are entered and […]
Round Invoice Amount to Rappen
If your business currency is the Swiss Franc – you can use a special feature – 5 Rappen rounding on the final invoice summary. All you need to do is go to Settings -> Company Profile -> check ‘Round to 5 Rappen’: Save your settings and check out what you […]
Recurring Invoices
Recurring Invoices are invoices that are created automatically with a specific frequency. zistemo allows you to create a Recurring Invoice Profile that will create and even send out these invoices for you. Just go to Sales -> Invoices -> Recurring Invoices -> and click ‘Create recurring Invoice’: On the “Create Recurring […]
Template Editor: Show document title in the items table header
Add a title to your invoice Rename Invoice Add a title to your invoice You can add a title for all your zistemo documents. As an example, for an invoice: In general, this title will be shown on the Invoices list: But you can also have it on the invoice (or […]
Paste Text to the zistemo Input Fields
Sometimes it’s much easier to copy a text from one place and paste it to another – for example to a document’s ‘description’ field or ‘note’ field. zistemo allows you to copy and paste texts, but if the text includes some styles/tags, zistemo will skip them and will display the […]
Default Template for a Client
As you can now set the default template for all documents (invoices, estimates, retainers) in Settings -> Stationery Templates (more here), you can also choose a special template for each client you have. Just go to the Update Client page -> ‘Client Default Settings’: Next, click on ‘Default Template’ field […]
The Client’s Account
The Client Account gives your client access to the following: – Shared projects – Dashboard – Invoices – Estimates – Own settings Shared projects On a project you can invite the client to see project progress. Go to the project settings and activate client access to select who to invite. […]
Client’s Dashboard
Client’s Dashboard Overview The ‘Addressbook’ Tab The ‘Transactions’ Tab The ‘Projects’ Tab The ‘Client Activity’ Tab The ‘Retainers’ Tab The ‘Messages’ Tab Client’s Dashboard Overview You can review the relevant information and reports related to a specific client on the Client’s Dashboard. Just click on the Client’s name on the […]
Project Hours Report
This is a report which is related only to one project – you can access it on the project dashboard -> ‘Create an hours report’ link: Here you can see information about this project members’ activity during the day: By default, the report shows the tasks and hours logged by all […]
Inventory Balance
This report shows the current items’ stock and helps you to make an audit within moments. Here you can choose the inventory snapshot date (all calculations will be done up to this day) and filter report by items: In the table, you can see the item number, the item name, […]
Export Expenses
You can Export Expenses with all the information about them by going to the user menu -> Export -> Choose ‘Export Expense’. In the ‘File Format’, you can choose CSV or DATEV (more about DATEV). ‘Delimiter’ – comma or semicolon – this is the punctuation mark which separates your data […]
Invoicing the Flat Amount Project
Flat Project Amount Flat Amount for Tasks Tracking the invoice amount on the project dashboard Custom unit on invoice Flat Project Amount If you’re working on the project based on the ‘Flat Project Amount’ billing method (read more about them here), it means that the project price is constant and […]
Payment without Invoice
You can create a payment without an invoice reference. Just go to Sales -> Payments -> Add Payment: Then click ‘Create without invoice’: Enter the information about the payment and click ‘Save’: Very important: the information about such payments will be included in reports (Profit and Loss Report, VAT Report, […]
Personal Days on a Project Dashboard
If you set an hours budget for your project (Total Project Hours, Hours per Staff, Hours per Task – more about Project Budget here), you can easily track how much time is spent on this Project. You can see this information on the Project Dashboard: – Budget Shows the number […]
Purchase Order based on Invoice or Estimate
If you want to create a Purchase Order with tasks and Items from the existing Invoice or Estimate, you can simply do it by choosing any Invoices (Estimates) and clicking on the ‘Create Purchase Order’ option from the end-of-line drop-down menu: Now all tasks and items with their price and […]
