1. VAT Report 2. Generate VAT Report 1. VAT Report The VAT Report shows your company’s activity by including the following: – how much money you got from selling goods or services; – how much money you spent on purchasing goods or services; – the VAT amount from sales and […]
Project Report
Project Report Project Report with billing methods “staff day rate” & “tast day rate” Project Report shows how much you will earn from each of your projects. Project Report In the Report header, you have the general project information, such as: – Project Status (not started, in progress, finished, overdue); […]
Invoice Numbering
Invoice Numbering Pro-Forma Invoice Numbering How can I re-use an invoice number? Invoice Numbering Every invoice has to have a Number, which should be unique. By default, invoice numbers have the format “IV-nnnn” (first invoice – IV-0001, second invoice – IV-0002, third invoice – IV-0003 etc.). However, you can customize […]
Project Custom Fields
You can add your own fields to a project on zistemo. These fields are in the custom fields tab available on the project. You could also use the data to show it on estimates and invoices. Create Project Custom Field To create a project custom field go to Settings/Preferences/Custom Fields […]
Staff: internal notes
zistemo allows you to enter Internal Notes on “Edit Staff” page. This means staff members cannot see these comments (labeled as Internal Notes) added on their profile. The viewing rights of Internal Notes are as it follows: – If you are an Account Owner – you can see and edit […]
Clone Project
To clone a project go to the project actions: When cloning a project you can set the information that’ll copied to the new project
Import Items
We’ve made it very simple for you to import product items into your zistemo account as a CSV file. Simply go to “Sales” -> “Products List” -> “My Items” and click the “Import” button. You can view and download a sample file HERE Note: You can also import items through My […]
Gross/Net Prices on the Invoice/Estimate
On the invoice/estimate you can switch between the gross or net product prices. You can find the related buttons in the “More Options” section: “Gross” means that your items prices will include taxes. For example, if you have two items with the same prices “40,00” and one of them has […]
Client Without E-mail
In your zistemo account, it’s now possible to create a client without adding an email (yes, this means email is no longer required). Therefore, you can work with this client in zistemo as you do with other clients (that have e-mail addresses). The only differences are: When you try to […]
Text below the Logo
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). […]
Expense Categories’ Numbers
NOTE: For companies based in Austria, zistemo will automatically use the Austrian number system. If you want to export your expense categories to another system (DATEV, SKR3-SKR4, customized), you need to follow its’ categories numbers. By default, the zistemo uses DATEV numbers – you can review them in “Purchases” -> […]
Team Timesheet
“Team Timesheet” is a calendar that shows how your team members have spent their time. Here, it’s simple to organize your data and, for instance, filter it by team members: Or choose to see information for the current month, the previous one or the past 30 days. You can also […]
Total Hours
In your zistemo dashboard, you’ll find the “Total Hours” table which is a graphic display of staff members’ working hours. Note: In the “Total Hours” widget, we show the hours of all projects (active, archived and deleted) It includes a drop-down list with your staff members. You can choose anyone […]
Number Groups
Number Group: Estimate Number Group: Invoice Number Group: Recurring Invoice Number Group: Project Number Group: Client Number Group: Item/ Item Number in Description Number Group: Vendor zistemo helps you customize the format for Invoice Number, Estimate Number, Client Number, Vendor Number, Project Number, and Item Number. In order to set […]
Create Expense by Sending E-mail
We’re doing our best to simplify the way you record expenses and this feature is a part of this. Now you can create an expense within seconds in your zistemo account by simply sending an e-mail to expenses@zistemo.com. The subject of this email should consist of: expense name, amount, date, […]
Petty Cash Account
By default, in your zistemo “Banking” tab you have a Petty Cash Account. Petty cash is a small amount of cash on hand that is used for paying small amounts owed, rather than writing a check. Some examples for using petty cash include the following: paying the postal carrier the […]
Credit Card Account
You can add a credit card account to your zistemo in “Banking” -> “Create account” button -> check “I want to create a Credit Card Account”. You can connect this account manually by uploading bank statements through CSV files. Read more about it in the “Bank Account” article.
Bank Account
1. Manual Bank Account/CSV import 2. How to explain “unexplained transactions” You can add a bank account to your zistemo under “Banking” -> “Create account” button -> check ”I want to create a Bank Account”. on the next step, you should enter your bank information: Then you can […]
Banking – General Info
zistemo has a special “Banking” tab, where you can add and track your bank accounts, credit card accounts, and cash. By default, in your “Banking” tab you already have a “Petty Cash” account. It’s a cash account that records details of all amounts paid or received in cash. However, you also […]
Slack Integration
Integrate your zistemo account with Slack Add Projects to Slack Direct messages to Slack Flex-time Escalation rules Slack is a cloud-based team collaboration tool. It brings all your communication together in one place by including real-time messaging, archiving and search for modern teams. More infos about slack Integrate your zistemo […]
