Staff: Assigned Projects

Assign member on the Staff page Assign member on the Project page Assign member on the Staff page On the ‘Edit staff’ page you can use the ‘Assigned projects’ tab to assign projects (or un-assign) to this specific team member. Just choose one and click on the ‘Move’ button: Or […]


zistemo allows you to apply different discounts for your invoice/estimate items: – Cash discount (more here); – Fixed discount; – Percentage discount per item; – Percentage discount for the total invoice/estimate amount. Fixed discount Fixed discounts can be applied by entering a new item with a negative amount to the […]

Project Statuses

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 – Signature – Placeholder – Default zistemo templates […]

Project Budget Method

Hours per Staff Hours per Task Total Project Hours Total Project Cost Staff Day Rate Task Day Rate 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 the “Create/Update Project” page by marking the […]

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 […]

Subscription plans

Free Trial You can use your free trial after you have registered. Your free trial is active for 30 days. 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 invite staff members. […]

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 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 […]


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 […]

Time-Tracking Reminders

The “Submit for approval” reminder The “Time tracking” reminder The “Submit for approval” reminder If you enabled the “Approve timesheets” feature (more here),  you can switch on the “Submit for approval” reminder. In this case, you can customize automatic email reminders which will be sent to the members of your […]

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

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. This means that your staff members will be able to send their working hours for your approval. Once you approve these hours, staff members […]

Team Timesheet: Monthly and Weekly View

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 In the monthly view, you can review staff members’ activity during one specific month: […]