Daily Task Rate

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

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 ‘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 […]