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 […]

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: If you connect the attendance time with project time you […]

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 Powers 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 Once the attendance template is attached to a staff member, don’t forget to adjust the remaining vacation days for this year for this employee in his profile. After you set up the vacation rules, the vacation days […]

Request Vacations/Leave/Half a Day Vacation

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 and the days (or […]

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 […]

Recurring Invoices

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

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

How to create a Retainer? 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 guarantee for future products, services to be […]

Bank Transfer Slip

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

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

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 […]