Task templates and items
What’s the difference between tasks and items? Create a New Task Create a New Task in Project Managing Tasks Deleting Tasks Task’s Log Create a New Item Item/Task description formatting What’s a task and what’s an item? A list of your products is available at ‘Sales’ ➝ ‘Products List’ ➝ […]
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 […]
Progress Invoice
A progress invoice, or also known as stage payment, milestone invoice, or progress payment is a type of invoice that breaks down a project’s total cost into smaller, incremental payments, typically sent at predetermined intervals or milestones during the project’s lifecycle. 1. Create a progress payment First, you need to […]
Adding sets to project
On zistemo you can create and manage sets that include several tasks and items. More here ➜ Those sets can be added to your project. Adding sets to a project If you want to add a set to a project you can do that on the project/items. If you click […]
VAT rate change in Switzerland
From 1 January 2024, the following current VAT rates apply in Switzerland: Normal rate: 8,1 % Reduced rate: 2,6 % Special rate for accommodation: 3,8 % Reason for the increase in tax rates: In the vote of 25 September 2022, the amendment to the AHV Act and the federal decree […]
Project Tasks
Tasks in a project refer to the specific activities, actions, or work items that need to be completed in order to achieve the project’s objectives. Tasks are the fundamental building blocks of a project plan and serve as actionable steps that project team members must execute to move the project […]
Period Selection
When changes made to an attendance template or staff member will be assigned to new attendance template, you’ll be asked fro which date zistemo should calculate these changes. You can select from the following options: From this month Your changes will be applied to the first date of the […]
New at zistemo
June 17, 2025 Progress Invoices Progress invoices or progress payments are now supported on zistemo. More here → Browser Extension Language zistemo’s browser extension is now available in GER, CZ, IT, FR, PL, PT, ES and UKR language. It takes the user’s language on the browser extension Client filter on […]
Pipedrive Integration
With the Pipedrive integration you can import/export contacts and companies from/to Pipedrive and review estimates directly in Pipedrive. Watch the video or read the article to learn how to integrate zistemo to Pipedrive. Initial Connection with Pipedrive To connect Pipedrive and zistemo, go to My Profile/Integrations/Add Integration and select Pipedrive. […]
HubSpot Integration
With the HubSpot integration you can import/export contacts and companies from/to HubSpot and create and see estimates directly in HubSpot. Watch the video or read the article to learn how to integrate zistemo to HubSpot. Initial Connection with HubSpot To connect HubSpot and zistemo, go to My Profile/Integrations/Add Integration […]
What to do if you got sick on vacation
It’s never fun to be sick, but it’s especially awful to be under the weather on vacation. But how to handle vacation when being sick. Well, this one’s tricky. While in some countries you’re getting back your vacation days (because your vacation is interrupted by sickness) in other countries you’re […]
Time Off in Lieu/Compensatory Time Off
If you using a work time model with flextime, staff can have overtime. Staff could take time off to reduce overtime. In zistemo there are two options to do so. We’ll explain each option below: 1) Turn overtime into vacation 2) Use leave type for time off lieu/compensatory time off […]
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 for the current year on the staff settings: But for the next year you need to adjust it again, since it will take the vacation days […]
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 […]
