Using Templates
What will happen if I change the template which is in use? How to create a template? Read here Your zistemo documents (invoices, estimates, purchase orders) have their document styles – templates. zistemo has 6 default templates (find out more about them from here) to begin with. You can review them in […]
Templates’ Types
Currently, we provide six types of PDF templates for your invoicing and estimates: Classic Clean Dubai Paris London Sofia Chicago Dortmund Praha The Classic Template The Clean Template The Dubai Template The Paris Template The London Template Sofia Template Note: Sofia template is especially convenient for our Bulgarian users. Only […]
Different Bank Accounts on Invoice Footer
Some companies has separate bank accounts for different currencies. E.g. you have an account for EUR/€, another account for CHF and a third account for GBP/£. But on zistemo you only can add one bank account to the company profile – your main bank account. This bank account is taken […]
Balanced Invoice with Retainer
If you want to sent to your client a balanced invoice (amount due = 0) you can run through the following steps to do so: Of course you need to have a paid retainer and an invoice. Next, you need to pay the invoice with the retainer. Therefore, you need […]
How to change vacation for staff individually?
In general, the vacation days per year are always in the attendance time template. But you also can adjust vacation days per staff on the staff settings: But for the next year you need to adjust it again, since it will take the vacation days from the attendance time […]
Show every absence and leave types for all users
By default the team members can only see their own absences/vacations and leave types. But sometimes it might be useful if team members are able to see every absence of the on the absence calendar. Show every absence To do so, you can activate “Show every absence” within the attendance […]
List of all Placeholders
1. Company Logo block 1.1 ::logo image:: 1.2 ::logo text:: 2. Sender Name block 2.1 ::sender address:: 2.2 ::creator email address:: 3. Client Address block 3.1 ::client name:: 3.2 ::client address:: 4. Document Info block 4.1 ::number:: 4.2 ::issue date:: 4.3 ::due date:: 4.4 ::service date:: 4.5 ::document title:: 4.6 […]
Create travel “expense” out of a “leave type” (Meal Allowances)
If you create a “leave type” as a “meal allowance” in your attendance template/settings and you add this leave type to your absence calendar – you can create directly (after approval) an expense out of it. After your created the the leave type (meal allowances) you can create a travel […]
Own fonts on documents
Upload your Font How to activate your Font? Upload your Font You can use your own fonts on invoices/estimates/retainer/PO/OR by applying to the templates. Please Note: Own fonts are only available for our enterprise customers. This feature is also in Beta Version. Please use the TTF file format to upload your […]
Defaults – Preferences
Default Fonts Variable Strings Document Names Welcome Messages Client/Vendor numbers for datev export Cancel invoice Staff email In the “Default” settings you can set some iptions, which you would love to have on default how you want them. Default Fonts The choosen font will be use as the default […]
Connect Project Time with Attendance Time
How does it work? Can other roles connect their Project Time with Attendance Time? Details Exceptions Additional Info If you use “clock for break” – zistemo behaviour How does it work? You can enable this option in the Staff Settings: NOTE: Changes only be made automatically when editing project time […]
Invite a client & why can’t I delete a client?
Why can’t I delete a client? I’m getting a “Please correct the following” error message Invite and Re-Invite client Why can’t I delete a client? I’m getting a “Please correct the following” error message. You cannot delete a client if this client is associated with an active invoice, estimate or […]
HR Admin Role
About HR Admin The HR Admin’s Permissions About HR Admin We are happy to present you a new role called HR Admin. An HR Admin can manage your staff members and teams, and can also create/read/update/delete members – except the account owner role. So if you’d like to assign someone an […]
Attendance – Vacation Days Adjusting
Adjust the remaining vacation days Show every absence Adjust the remaining vacation days Zistemo also supports “automatic calculation of vacation when switching templates”. Find more infos HERE. Once the attendance template is attached to a staff member, don’t forget to adjust the remaining vacation days for this year for this […]
Request Vacations/Leave/Half a Day Vacation
Submit vacation for approval The easiest way to send a request for vacations (or just to add the vacation if you are the account owner and no one has to approve it) is to go to your Absence Calendar from the Dashboard: or On this page choose the month […]
Attendance Report – Detailed Calculations
1. Column ‘Start’ and ‘End’ 2. Column ‘Break’ 3. Column ‘Actual’ 4. Column ‘Plan’ 5. Column ‘Not payable’ 6. Column ‘Overtime’ 7. Column ‘Flextime balance’ Public Holidays Calculation All calculations are completed every day at 01:00 AM in your company’s time zone. 1. The ‘Start’ and ‘End’ Columns Start time […]
Attendance Report
In the Attendance Report, you will get a detailed overview of your team-members/staff’ attendance. Follow the link, for the detailed calculations regarding the attendance report. Note: – Standard Break Times and Office Shutdown Times influence the Total Break Time – If the time model is Just CORE time, we calculate on Flex […]
Attendance – Vacation
Add Approval Add Notifications Unused days Use ban on vacations What’s your company’s vacation policy? Define employee vacation rules and rollover allowances. Here you can easily solve scheduling conflicts and handle early vacation planning, with clear approval rules. In the upper section, you can choose the color for the vacation […]
Attendance – Flex Time Model
You can choose between 6 flex time models: 1. Flex Time Models 2. Flex Time Escalation Rules 3. Flex Time Settings 4. Flex Time Reset 5. Flex Time Corrections 6. Non-tracking Model Flextime is a scheme that allows you to set a ‘Flexible working hours’ plan for your employees. Basically, […]