December 20, 2023
Mark hors as billed
Previously, hours were marked as billed if they were billed in invoices only. Now it’s also possible to manually add timesheets to an invoice so they’ll appear as billed in zistemo.
Get an overview of the tasks assigned to you. Sort them by due date or by project and enter your timesheets. Each employee can see their tasks sorted by urgency.
Add sets to projects
Tasks and items can be grouped into sets. Now these sets can also be added to projects. Add multiple tasks and items to a project with a single click.
Specify that all people should be added to a new project or all project members should be added to a new task by default. This makes the management of responsibilities in projects even more efficient.
Mentoin persons in comments
Mention people directly in the comments on tasks. The people receive a notification and can reply directly. For even better communication within the team.
VAT rate change in Switzerland
Vertical Side Menu
New Project View
With a fresh design and seamless functionality, you’ll have complete control over your projects. From task cards to to-do lists, tracking and editing time entries has never been simpler. Keep your entire team in the loop with real-time updates on project status. Plus, you now can use project templates!
Sync Projekt Time with Attendance Time Retroactively
To make it much more easier to sync project time with attendance time you can now sync it retrospectively. Bring more transparency to your attendance time. Learn more here
Manually update lexoffice integration
You now can manually update the sync to your lexoffice account
Detailed Timesheet Time Format
Show time record on the detailed timesheets report attached to your invoice with the same time format (decimal or hour format) as your invoices.
Quickbooks for non-US companies
We now support integrations to Quickbooks for non-US companies (e.g. Canada), mainly by support HST/GST tax.
December 20, 2022
Scheduler Weekly Planning
Ressource planning by days is suitable to control priorities according to urgency. However, this is not suitable for all companies. To reduce micromanagement, you can now allocate your project’s budgets by weeks in the Scheduler.
Our new tool for web-based proposals was previously available as beta. Now we are releasing the feature for digital and interactive proposals! Finally put an end to redundant processes, because 60% of medium-sized companies in Germany print out customer contracts, sign them by hand and enter them again digitally. With zistemo proposals, you can impress your customers digitally.
Project Revenue as Report
To give you a better overview of your ongoing projects, we’ve added a new report to zistemo: Project revenue. Here you can see total costs, revenue and profit for multiple projects as a monetary value.
Bottom-up Employee Scheduling
New Placeholder: Subtotal Minus Discount
To make your invoices more transparent to your customers, you can now show the net amount minus discount on invoices.
Links in Client Custom Fields
To store and retrieve additional information from your customers more efficiently, links are now recognized in the client custom fields.
Page Break After Intro Text
Add a page break after your intro text on invoices and estimates to start the pricing on the next page
Display closed tasks for project invoicing
Invoice Report: Sort by Due Date
Sort your invoices on the invoice report by due date.
Vacation Entitlement on Vacation Overview
See the vacation days per year on the vacation overview report
October 12, 2022
Brand new proposal tool as beta
We roll-out the beta version for all existing users on zistemo! Close deals faster with interactive packages, optional items and share your web-based proposal across all devices. Make it easy for your prospects to say “yes!” and get your quote approved in minutes with digital signatures.
Project Custom Fields
Structure you data on projects. You can now set up the field type of custom fields on projects. Define if the custom field is a text or date field, checkbox, dropdown, picklist or multi-select-picklist and lead people to insert proper data.Here more →
Add Sets to Projects
CSV Client Import
Improved Absende Report
Custom unit on flat amount projects
For more flexibility, you can change the line item unit for projects with flat amount on the project settings.
Record Payment Search Field
When recording a payment you can now search for invoice and client in a free text field.
Email Subject for Approval Requests
When receiving an email that your approval for any absence is required, you can directly see the date range in the email subject, allowing you to search for approval emails right in your inbox.
You can see now in the project history who closed or re-opened a project
New Internal Project Number
When using the client number on project numbers you will see as internal client number now “internal”.
Swiss QR-Code on Retainers
For our customers from Switzerland: You can now also create retainers with QR-code (QR-invoice)
Reverse Charge Expenses with Lexoffice Integration
You can now create and manage expenses where you have to apply reverse-charge with your Lexoffice account integrated. You don’t have to do anything, it automatically snycing it correctly by the account number.
When sorting mileages e.g. by date, it shows the mileage odometer chronological
We improved the page where you manage your subscription. It gives you a more transparent information what’s already in your plan.
Delete Timesheet from Invoice
When a timesheet was added to an invoice, you surely can delete it. We now show a warning when deleting timesheets from an invoice that these timesheets will be then again unbilled.
Assign staff to task
When there’re allocated hours on the scheduler for a staff, you can’t unassign this person from that task in the project.
Service Date on Recurring Invoices
When you create a recurring invoice from a manual invoice it clears the ::service date:: placeholder. Also, it gives you the right invoice intro right ahead.
Rename Payments Collected Report
We renamed the “Payments Collected” report into “Invoice Payments” to be more clear what data it shows.