In order to create an expense in zistemo, you have two options: 1. You can do it manually, by clicking the “Add Expense” button or 2. By import through .csv file (click the “Import” button -> choose ‘Import as CSV’ OR open user menu -> ‘Import’ -> choose ‘Import Expenses’ […]
Cost Report
‘Cost Report’ is a detailed report about timesheets (logged hours), staff rates, total costs per timesheet, total hours and total costs. You can find this report in “Reporting” -> “Accounting Reports” -> “Cost Report”: Use filters to view only the data you’re interested in, for instance, you can select the […]
Export
If you want to export all your zistemo account data to one (.csv) file, the “Big Export” feature will help you do it. First, choose “Account Export” from the user menu: On “Export Data” page, click “Export Your Data”: As soon as the data will be archived as a ZIP […]
More than 15 Users on the Enterprise Plan
If you’re on the Enterprise pricing plan, the maximum number of users (staff) you can invite is 15. If you need to add more people on your zistemo, you can “buy” additional users on the “Subscription Details” page: go to My Profile -> Subscription -> and click on “Add Users”. […]
2Checkout Payment Gateway
With zistemo, your clients can pay invoices online through their “Client” profile. To make it possible, you should integrate your account with one or several payment gateways. One of such payment gateways is 2Checkout. To start the integration, go to “Settings” -> “Payment Integration” -> click the “Active” button. Then […]
Datev Export
zistemo supports exports for invoices and expenses in Datev file format (CSV files). This format is primarily used in Germany, Austria, and Switzerland by tax consultants. You can find the “Datev export” function in the “Export” menu. First, select the entry “zistemo Datev” from the “File Format” dropdown list. In […]
Credit Memo/Cancel Invoice
Credit Memo via cancellation of an invoice Credit Memo via negative amount of an invoice Credit Memo via cancellation of an invoice In case you’ve sent an invoice, but the client doesn’t like the product or wants a refund, zistemo helps you cancel the invoice and send a “Credit Memo” […]
Mark “Zero invoices” as Paid
In zistemo you cannot create a payment for 0.00 amount invoices (also, your clients cannot make such payment through PayPal or credit card because an amount is required). However, if, for any reasons, you need to mark these invoices as “paid”, zistemo allows it. Just choose the needed invoice and […]
Inventory
Items inventory tracking How zistemo calculates the cost of outgoing items Reorder Level zistemo helps you to track the number of available items (products) your company holds for reselling. It’s commonly known as Stock or – and as we also call it here – the Inventory. To set the number […]
User Presence Report
The “User Presence” report (Reporting -> Time Tracking Reports -> User Presence Report) in zistemo is based on Presence Time Calendar data. All data for this report we take from the Attendance Monitor. The ‘hours per day’ we take from the Attendance Template. So ‘start time’ its ‘clock in’, […]
User Avatar
In zistemo, each user has an avatar which can be uploaded under “My Profile” settings. An account owner (or admin/leader) can upload or change avatar of other members as it follows: – On “Edit Staff” page – for staff members: – On “Edit Client” page – for clients: After the […]
Global Number Input Format
In zistemo you can choose the number format which is convenient for you. Once chosen, it means that each time you edit or fill number fields, you should use this format. To set up the number format you prefer, go to “Settings” -> “Company Profile” -> “Company Settings” block. Here, you’ll […]
Projects Grid
Search Projects zistemo makes your business data more visually-friendly. That’s why, if you go to ‘Time & Projects’ -> ‘Projects’, you’ll notice the ‘Projects’ table includes general information about existing projects that are very accessible and easy to understand. – The first column – ‘Project Name’ – shows project names, […]
Received Invoices
zistemo makes it easier for you to not only send invoices but also to receive them. To get invoices through your zistemo account, your suppliers should also have their own zistemo accounts or you can invite them yourself. First, you have to go to “Sales” -> “Invoices” -> “Received Invoices” […]
The ‘Client Number’ for Clients
For a more detailed Client number (Number Groups) – read this article If you want to assign an internal number to your clients, you can enter it on ‘Add a client’ page (Dashboard -> Contacts -> Clients -> Add Client) : Once you press “Save Client”, this number will be […]
Images on Templates: Stamp and Signature
In zistemo you can send and print invoices, as well as estimates with your own stamp or signature. This will increase the authenticity while enhancing the professional look of your documents. To attach a stamp or a signature to any invoices/estimates, first, you have to create a template with this […]
Invoice Reports
The “Invoices Report” shows information about all your invoices and helps you get a clear overview of this side of your business. You can access it from “Reporting” -> “Invoice Reports” -> “Invoices”. Here, you can personalize it as much as you want and filter information by invoice creation date, […]
Payment receipt
For every payment, zistemo gives you the option to access the payment receipt. You can have it as a PDF file or you can even print it. Simply go to the payments list (“Sales” -> “Payments”) and pick either of these options from the row end menu: Another way would […]
The Client Score/Rating
Customer relationship management (CRM) helps companies improve marketing, sales and service engagement with their customer base. A basic step towards creating extraordinary customer relationships is using a “Client score.” zistemo adopted a simplified version of it, where you can assign each client a lead qualification status. You find this option […]
Editor on Terms & Conditions, Intros and Notes
To help you achieve a higher degree of personalized business communication, zistemo supports an editor on the existing “Terms & Conditions”, Intros and Notes. This means you can now customize texts not only in text templates but also right on the invoice/estimate page. Just tap the mouse in the related […]
