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Zistemo Knowledge Base

Knowledge Base

Attendance – Clock in Rules

  • 2670

Limit clock ins to the listed IP addresses and geo locations to avoid misuse of this function from other desktops, in other areas. You can also set dedicated location points where you only allow clock ins from mobile devices (BETA, in development) If you want to ‘activate’ the ‘mobile clock in […]

Track location of staff members when they use the mobile timer

  • 2253

Where to find this option to switch it on How it works How an Admin can see the location of the Team Member Status of location tracking Where to find this option to switch it on? If the company uses the ‘Full System’ module or ‘Attendance Time’ module then the […]

Recurring Invoices

  • 2472

Recurring Invoices are invoices that are created automatically with a specific frequency. zistemo allows you to create a Recurring Invoice Profile that will create and even send out these invoices for you. Just go to Sales -> Invoices -> Recurring Invoices -> and click ‘Create recurring Invoice’: On the “Create Recurring […]

The Client’s Account

  • 2476

The Client Account gives your client access to the following: – Dashboard – his own reports – Invoices (invoices, retainers, payments) – created for this client – Estimates – generated for this client – Own settings. On the Dashboard page, the client is able to see some general information about his […]

Retainer Creation

  • 2818

How to create a Retainer? Create a Retainer out of an Estimate Retainer data – description Why do you need a Retainer? The benefit of a Retainer is that the client pays in advance for products or services to be specified later. In other words, a Retainer is a payment […]

Bank Transfer Slip

  • 9556

You can create invoices with Bank Transfer Slip on the second page: So, how to add it? First, you should create a document template with Bank Transfer Slip (how to create your own template). Go to Edit template and mark the checkbox ‘Enable bank transfer slip’, then upload your bank […]

Staff: Working Hours and Notifications

  • 2558

You can define how much time your staff members should work during the week. Go to ‘Staff edit’ page -> ‘Working Hours’ block: Here you can enter the number of hours for each day of the working week. Also, you can enable notifications, for instance, if a user would work less than […]

Show Project Custom Fields on Invoice

  • 2604

zistemo helps you organize your projects better by adding any information which is important for you, your staff or business. For this purpose, you can create custom fields (read more here). This information can be further displayed on the invoices generated through the project (how to generate such an invoice? Read […]

Project Hours

  • 2749

The “Project Hours” report shows the total hours spent by team members. You can easily find it in Reporting -> Time-Tracking Reports: In the report table, you can see the following: * date – when the time was logged * hours – the amount of logged hours * balance – […]

Text below the Logo

  • 2358

With zistemo, you can add some special notes to be displayed below the logo on estimates or invoices. You can insert this text by going to “Settings” -> “Company Logo”. The text will be displayed by default on all zistemo standard invoice/estimate templates (more about zistemo templates in this article). […]

Reset Data

  • 2544

If you’d like to delete everything on your account, except the Settings, Staff Members, Items, Tasks, Units – you can use the “Reset Data” feature. Reset Data If you want to permanently delete all your Invoices, Estimates, Expenses, Projects, Timesheets etc. with no ability to restore all this data, go […]

Fonts

  • 2439

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 […]

User Presence Report

  • 3345

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’, […]

Editor on Terms & Conditions, Intros and Notes

  • 2002

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 […]

Absenteeism Report

  • 2565

Another useful feature offered by zistemo is the “Absenteeism Report” which comes handy for those interested in having accurate information about their staff’s time records. This report gives you access to detailed data on the hours worked by each employee. With zistemo you can easily set daily working hours limits […]

Email Preview

  • 2251

Whenever you send your client an invoice, an estimate, an invitation, a reminder, etc. via e-mail, zistemo opens the E-mail Preview screen right before sending it out (right after you click ‘Send to Client’). If you are an Account Owner, then you’ll only see your e-mail in the ‘From” drop-down. […]

Payment Reminders – Automatic and Manual

  • 2833

Automatic Reminders Manual Reminders   zistemo helps you get paid faster by enabling you to set up Payment reminders which will be sent to your client if the related invoice is overdue. This can be done either automatically or manually. Automatic Reminders To customize auto-reminders, go to Settings -> Reminders.  […]

Client’s VAT ID

  • 4231

Client’s VAT ID on invoices There are countries where you are legally bound to add the client VAT ID (tax number) on the invoice if a certain amount is exceeded (e.g. Austria – for invoices over 8.000 € – or in case of a reverse charge notice). Go to ‘Contacts’ […]

Reverse Charge Notice

  • 4999

Set a reverse charge notice With zistemo it’s easy to keep your invoices in accordance with official regulations. So if the receiver doesn’t need to pay VAT, you can use a reverse charge notice on your invoices. For instance, according to the European law, this has to be stated right on […]

Create/update an Estimate

  • 3808

Create a new estimate View or edit an estimate Estimate data – description Send an estimate to a customer Create a new estimate To create a new estimate go to, Sales ➝ Estimates ➝ Create Estimate ➝ fill fields ➝ click “Preview” or “Activate and Send”. You can also find […]

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