Daily Task rate

How to set up “Daily Task rate” Project list details on Task Day rates How daily task rate works 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 half day rate. […]

Staff Day Rate

How to set up “Daily Staff rate” How to set up “Daily Task rate” Behaviour – Billable / Non-billable hours In Zistemo you can choose the project billing method “staff day rate”. The “staff day rate” interacts as a full day rate or half day rate. The billing is based […]

QuickBooks Integration

Copy your zistemo invoices directly into QuickBooks Online. To connect zistemo with QuickBooks simply go to your profile in the upper right corner and choose “intergrations” After that you can choose QuickBooks to connect: Simply log-in via google or your credentials and press “sign in”   Behaviour zistemo/quickbooks The current Quickbooks behaviour […]

Attendance – Time Calendar

Attendance calendar Attendance Time Calendar – Make a request for changes The Attendance Calendar gives you a quick overview of the weekly, monthly or annual attendance time. The supervisor (department leader, admin or account owner) is also able to create or modify clock in or clock out times and the […]

Attach Unbilled Time and Expenses to Recurring Invoices

On each Recurring Invoice Profile you will find a very helpful option –  ‘Include unbilled time and expenses’: This feature allows you to automatically include all new timesheets and expenses (related to your invoiced client) to the recurring invoices. The ‘Include unbilled timesheets and expenses’ window has 4 simple parts, as you […]

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 […]

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: – Dashboard – his own reports – Invoices (invoices, retainers, payments) – created for this client – Estimates – generated for this client – Own settings. On the Dashboard page, the client is able to see some general information about his […]

Client’s Dashboard

Client’s Dashboard Overview The ‘Transactions’ 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 list: The ‘Client Overview’ tab: On […]

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

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 it doesn’t depend on the rates and hours spent by your staff on this project. You can invoice this amount in several […]

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 […]