On zistemo, each project has a status. You can see it on the Project dashboard: Projects can have any of the following statuses: 1. Not started – if you just create it and then do nothing with it. 2. In progress – if you or your staff members are working on […]
Attach Expenses to an Invoice
Assigne expenses to a client or/and a project Attach multiple expenses Assigne expenses to a client or/and a project With zistemo, you can easily bill your expenses if they are assigned to a client or/and a project. First, choose the client/project for the expense: Note: Don’t forget to mark the […]
Make ‘Paid’ invoices “Unpaid”
You can make your “Paid” invoices “Unpaid” by simply choosing the invoice and click ‘Mark as unpaid’: In this case, the related payment will also be deleted from the Payments list. Moreover, if the invoice had a discount, the linked expense will be erased (more about discounts here). If a […]
Notification System
At the top right menu, you can see a Bell icon which indicates any notifications received from zistemo, for instance about new features and improvements or information about unsuccessful email sending. The system will notify you with any changes, requests, or actions that are happening on your account. The amount […]
Stationery Templates – Your Own Invoice/Estimate Template
How to create my own template? Templates Editor General Settings Template Blocks (Placeholders) – Sender Name – Client Address – Company Logo – Document Info – Intro – Item table settings – Totals – Terms, Notes, Payment Options – Pagination – Footer – Footer Border – Signature – Placeholder – […]
Project Budget Method
Hours per Staff Hours per Task Total Project Hours Total Project Cost Staff Day Rate Task Day Rate Recurring Budget The “Project Budget Method” is an optional information about the forecasted project price or forecasted time spent on this project. You can set it on project settings/project budget. There are […]
Project Hours
The “Project Hours” report shows the total hours spent by team members. You can easily find it in Reporting -> Time-Tracking Reports: In the report table, you can see the following: * date – when the time was logged * hours – the amount of logged hours * balance – […]
Logged Hours
‘Logged Hours’ is a brief view of the logged project hours of each team member. In other words, ‘Logged Hours’ is a generalized part report of the ‘Timesheet Details’ report. In ‘Logged Hours’, you can group the information by a team or a task: In each table of this report, if […]
Currency
What is a base currency? How to change the base currency? How can I add new currencies? Using currencies on different features of my zistemo account Currency symbol position Currency exchange rate customization? What is a base currency? How to change the base currency? By default, your base currency will […]
Subscription plans
Free Trial You can use your free trial after you have registered. Your free trial is active for 14 days (max. 5 users). You can then buy one of our full subscriptions to continue working with zistemo. Starter Plan You can use the Starter Plan if you don’t need to […]
Email Confirmation for the New Accounts
Once you’ve registered for a new zistemo account you should confirm your e-mail. We will send you the confirmation link in the Welcome E-mail: It’s important to confirm your e-mail, otherwise, you will not be able to invite the staff members/clients, send invoices/estimates or upload files to the document space. […]
Vendors
Vendors have their own tab in zistemo. You can save all Vendors information by going to Contacts -> Vendor. Click “Add Vendor” to create a new one: Here you can add all the vendor information you need – Vendor Name, Number, Currency, Language. Use tabs like ‘Vendor contacts’, ‘Address’, ‘Vendor default […]
Grids
Delete/Archive and Undelete/Unarchive Grids are the lists of invoices or estimates, expenses, projects, clients etc. For example, if you go to Sales ->Invoices – you will see the Invoices grid: Each table includes columns with the main information: There are helpful buttons such as “Search” and “Show all …” which […]
Your zistemo Subscription Invoices
Buying extra GB of document space Where to find the subscription monthly invoices from zistemo? Buying additional users Whenever you buy a subscription and then each month, for as long as you remain a zistemo subscriber, we will send you a confirmation email. Attached to this email you’ll also find the […]
Reminders & Notifications
Payment Reminders Time Tracking Reminders Weekly Timesheet Reminders Estimate Reminders Slack Integration Project Assignment Notification Mileage Notification Approve Timesheet Notification Payment Reminders You can set up automatic payment reminders that will be sent to your clients if an invoice is overdue. If you want to know more about how to […]
Team Approvals
If you enabled the “Approve Timesheets” feature (Settings -> Preferences -> the “Approve Timesheets” block, read more on Timesheet Approving here) in “Time & Projects you will see an extra tab – “Approvals” – where you can review team members’ working hours and see which weeks are approved, unapproved or […]
Timesheet Approval
Allow “Team Leader to Approve Timesheets Only Admin can Unlock Timesheets With zistemo, you can save more time by simplifying the timesheet approval process. Just enable the “Approve timesheets” feature and you’ll get the magic of it. Note: Timesheets can be approved only by the account owner, admins or team […]
Team Timesheet: Monthly and Weekly View
The Monthly View The Weekly View Option: Insert all tasks of the previous week zistemo gives you two view options when it comes to “Team Timesheets”, a weekly one and a monthly one. You’ll find them under the tabs “Month” and “Week” on your Team Timesheets screen. The Monthly View […]
Adjustment of the Final Time
How to round the final time In zistemo, Projects have an option titled “Automatic adjustment of the time”. This means that if you will log hours on a specific project through the timer, the time will be rounded up. Please note that manual time entries won’t be rounded. Mark this […]
Profit and Loss Report
The “Profit and Loss” Report shows the net profit or loss your company gets during an accounting period by subtracting costs from incomes. Income basically means the company’s revenue from the taxable and non–taxable operations. The “Income” category includes the next subcategories: – Taxable Operation Income – a summary of […]
