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 […]

VAT Report

1. VAT Report 2. Generate VAT Report 1. VAT Report The VAT Report shows your company’s activity by including the following: – how much money you got from selling goods or services; – how much money you spent on purchasing goods or services; – the VAT amount from sales and […]

Project Report

Project Report Project Report with billing methods “staff day rate” & “tast day rate” Project Report shows how much you will earn from each of your projects. Project Report In the Report header, you have the general project information, such as: – Project Status (not started, in progress, finished, overdue); […]

Invoice Numbering

Invoice Numbering Pro-Forma Invoice Numbering How can I re-use an invoice number? Invoice Numbering Every invoice has to have a Number, which should be unique. By default, invoice numbers have the format “IV-nnnn” (first invoice – IV-0001, second invoice – IV-0002, third invoice – IV-0003 etc.). However, you can customize […]

Assign Tasks for Time Tracking

We’ve made it easier for you to not only choose project tasks but to also assign tasks to specific project members. Just click the ‘Task Name’ on ‘Edit Project’ page: then choose the assigned team members and click “Save”. Next, “Save project”. From now on, this task will only be […]

Project Custom Fields

You can add your own fields to a project on zistemo. These fields are in the custom fields tab available on the project. You could also use the data to show it on estimates and invoices. Create Project Custom Field To create a project custom field go to Settings/Preferences/Custom Fields […]

Staff: internal notes

zistemo allows you to enter Internal Notes on “Edit Staff” page. This means staff members cannot see these comments (labeled as Internal Notes) added on their profile. The viewing rights of Internal Notes are as it follows: – If you are an Account Owner – you can see and edit […]

Clone Project

You have no longer to start a Project from scratch. zistemo simplifies it by allowing you to make a copy of the project. Just choose “Clone Project” from the Project Menu: The cloned project will have the same client, billing and budget methods, rates, tasks, members. But will also have […]

Import Items

We’ve made it very simple for you to import product items into your zistemo account as a CSV file. Simply go to “Sales” -> “Products List” -> “My Items” and click the “Import” button. You can view and download a sample file HERE Note: You can also import items through My […]

Mark tasks as “Done” & Close Project

Mark tasks as “Done” Close Project How to ‘reopen’ closed projects If some tasks from your project are done and you don’t want your staff members to work on these tasks anymore, you can mark these tasks as “Done”. Just go to the Project Dashboard -> “Manage Tasks” tab. Click […]

Gross/Net Prices on the Invoice/Estimate

On the invoice/estimate you can switch between the gross or net product prices. You can find the related buttons in the “More Options” section: “Gross” means that your items prices will include taxes. For example, if you have two items with the same prices “40,00” and one of them has […]

Client Without E-mail

In your zistemo account, it’s now possible to create a client without adding an email (yes, this means email is no longer required). Therefore, you can work with this client in zistemo as you do with other clients (that have e-mail addresses). The only differences are: When you try to […]

Expense Categories’ Numbers

NOTE: For companies based in Austria, zistemo will automatically use the Austrian number system. If you want to export your expense categories to another system (DATEV, SKR3-SKR4, customized), you need to follow its’ categories numbers. By default, the zistemo uses DATEV numbers – you can review them in “Purchases” -> […]

Tasks in Project

Create Tasks Temporary Tasks Mark Tasks as Billable/Non-Billable Add Estimate/Budget to Tasks Delete Tasks Task Description Insert all tasks of the previous week in the weekly timesheet overview Create Tasks To start working on a project in your zistemo account, you need to have tasks assigned to this project, otherwise, […]

Team Timesheet

“Team Timesheet” is a calendar that shows how your team members have spent their time. Here, it’s simple to organize your data and, for instance, filter it by team members: Or choose to see information for the current month, the previous one or the past 30 days. You can also […]

Total Hours

In your zistemo dashboard, you’ll find the “Total Hours” table which is a graphic display of staff members’ working hours. Note: In the “Total Hours” widget, we show the hours of all projects (active, archived and deleted) It includes a drop-down list with your staff members. You can choose anyone […]

Number Groups

Number Group: Estimate Number Group: Invoice Number Group: Recurring Invoice Number Group: Project Number Group: Client Number Group: Item/ Item Number in Description Number Group: Vendor zistemo helps you customize the format for Invoice Number, Estimate Number, Client Number, Vendor Number, Project Number, and Item Number. In order to set […]

Create Expense by Sending E-mail

We’re doing our best to simplify the way you record expenses and this feature is a part of this. Now you can create an expense within seconds in your zistemo account by simply sending an e-mail to The subject of this email should consist of: expense name, amount, date, […]