In zistemo, on each Client page, there is a field “Your Vendor Number for This Client” (in the “Client Default Settings” tab): If you want to print it on the invoices (or estimates) for this client, just choose it from the placeholders available for the address block on the invoice/estimate. […]
Surcharge for expenses
1. Add Admin Fee 2. Change the fixed amount & percentages for admin fees Add Admin Fee In zistemo, if an expense is assigned to a project/client and is billable – you can add an admin fee to this expense. It can be a fixed amount or a percentage of […]
Links to the Relevant Knowledge Base Pages
Have you noticed the “Help” link in your account menu? It helps you find the answers to your zistemo questions in Knowledge Base. This link will redirect you to the Knowledge Base article related to the current zistemo page (the one you are on at some specific moment). For example, […]
Reset Data
On zistemo you can reset your data, e.g. if you made a trail with test data and now you want to use zistemo with real data. To do so go to “Settings” -> “Reset Data”, You’ll see the overview what will be reseted For the attendance time following data will be […]
Dashboard Widgets
On this page you can learn how to manage your dashboard widget and what dashboard widget you can use on your zistemo dashboard. Since there are plenty of dashboard widgets to use you can review the overview below and you also get informations about permissions and visibility. 1. Manage Dashboard […]
User Presence Notifications
In general, if you (or your staff members) are working with zistemo, your presence status should be “Online”. But if you log in with statuses the “Offline”, “Break” or “Vacation”, zistemo will ask you to change the status. Also, we highly recommend you to change your status to “Offline” before […]
Recent Activities
The “Recent Activity” section in your Dashboard includes 6 tabs: “My Projects”, “My Reports”, “Invoices”, “Estimates”, “Team” and “All”. It always displays the last 10 activities, from the most recent to the oldest. My Projects. This tab displays information about the newly-created projects or the projects for which users logged hours […]
Subscription: Expired Cards
If you bought a zistemo subscription, you shouldn’t pay it manually each month. The amount will be charged automatically from your card. But if your card is about to expire, zistemo will send you an email notification about it at the beginning of the month when your card expires. Therefore, remember […]
Braintree as a Payment Gateway
As they put it in their own words: “Braintree is a simple, robust way to accept payments or enable commerce from almost anywhere — in your mobile app or online.” You can now add a Braintree as one of the payment gateways available in your zistemo account. It means that […]
Username (or How to Have Different Users with One Email)
You or other users of your account (staff members, clients or your tax consultant) can log in to zistemo with their email or username. By default, the username is an email, but the user can change it in his/her account settings. You can find it in the user menu -> […]
Mileage Reports
There are two mileage reports you can have by using zistemo: – The Mileage Report 1 (go to: Reporting -> Accounting Reports -> Mileage Report) – The Mileage Report 2 (path: Reporting -> Client Reports -> Mileage Report) The Mileage Report 1 (Accounting Reports -> Mileage Report) only shows information about […]
Mileage Tracking, Billing, Approval process & Settings
1. Create Mileage 2. Mileage Rate 3. Mileage Billing 4. Mileage Settings 4.1 Automatic Tax on Mileage 4.2 “Attach to project” is checked by default 4.3 Notes, Departure, Arrival are required “field” settings 4.4 Enable mileage approval process 4.5 Manage Trip purpose 4.6 Delete all mileages 5. Mileages – compensated […]
Import Expenses from Shoeboxed/Expensify
Expensify Shoeboxed Xero Expenses Import To integrate zistemo expenses with Expensify or Shoeboxed, first, you have to set it up in “User menu” -> “Integration”. Expensify Click the “Expensify” button. Here, you need to fill “Client ID” and “Client Secret”. To get it, click the green link in the header – […]
Default Client and Project
When you create a new zistemo account, you will see “Test Client” as a client in your “Clients” list and a “General” project in the “Projects” list. Both “General” project and “Test client” are sample files, created for your convenience. Now you don’t have to manually add such a data […]
Import Timesheets via CSV
With zistemo, you can create timesheets manually, but you can also import them from a .CSV file. Please use “UFT-8” for encoding. If you import timesheets for a staff member that doesn’t exist in your staff list member will be added automatically after timesheets importing. The same goes for a […]
Special prefix for invoices
From your zistemo account, you can assign a special prefix to invoices created for a precise client or a particular project. You can easily add such a prefix right on Client’s page (Contacts -> Clients -> Edit client), as shown below: In this case, the invoice number for this client […]
Default Settings Stored (for payments, invoice wizard, reports)
Payments When you record invoice payments (more on “how to add a payment” is available here ), one of the required fields is “Payment Method”. To simplify things, zistemo stores the last method you used, so when you create a new payment, the most recent payment method will show up […]
Transaction Report
The “Transaction Report” is a report that includes the invoices you created, the payments you received and the expenses that have been made. Find it in “Reporting” -> “Accounting Reports” -> “Transaction Report”. This report consists of 4 tables, as you can see below: – Invoices Created – includes all […]
Fonts
Default Font Template Font zistemo Default Font Default Font With zistemo, you can choose a default font for all your documents in Settings/Preferences/Defaults. By default the default font is Open Sans. Please not that Open Sans don’t support all languages, for e.g. Chinese, Japanese, Hebrew characters you might choose […]
Timesheet Invoicing
In zistemo, you have two ways of billing your clients based on the times your staff worked for them: 1. You can create an invoice based on the project (this will include all the time your staff spent working on a specific project). More about this type of invoice creation […]
