About Financial Board
The finance board is a place that provides a clear view of the entire company. It contains charts with key indicators – overall evolution of revenues and costs of the company, according to financial and Job aspects, various views on client profitability and efficiency, and VAT report.
All charts have the option to select a date period while client reports also have the option to monitor the best and worst ranked clients.
Version 6.2
What’s new in Teamogy? Check out the latest Release notes.
ToDo – Small and Quick Tasks
ToDo - Small and Quick Tasks The ToDo feature introduces a new universal tool for assigning small operational tasks across the entire Teamogy system. ToDo items are designed as small and quick tasks that can be: created on any entity in the system, created...
KSeF 2026: what companies must change in invoicing
KSeF 2026 will reshape invoicing. Integration alone is not enough — companies must clean up data, set roles, and avoid cash-flow risks.
Microsoft Teams vs Teamogy
Microsoft Teams is great for chat. But for companies working on client projects, traceability and connection to projects, tasks, and documents are crucial. Teamogy solves that.
Receiving Invoices from KSeF into Teamogy
Receiving Invoices from KSeF into TeamogyUnder the mandatory KSeF regime, supplier invoices are delivered and recorded through the government system in a structured format. Invoices are therefore no longer created as email PDF attachments but as standardized data...
Teamogy & KSeF Setup
Setting Up Communication Between Teamogy and KSeFCertificate Preparation and Required Credentials – KSeFTo configure communication between Teamogy and KSeF, the client must have the following access credentials and certificates prepared in advance: - Private key-...
Programmatic User – Secure API Access in Teamogy
Programmatic User – a Secure way to Work with the APIProgrammatic User and API AccessExternal system integrations with Teamogy are implemented using the Teamogy API.Access to the API is secured via an API token (API key). Each API token is always associated with a...
Instructions For API Key Generation
Instructions For API Key GenerationWhat this can be useful for?An API key enables secure communication between Teamogy and external systems or integrations. How to Generate an API Key in Teamogy Log in using the user account under which the API key will be...
Programmatic User – Setup and Configuration
Programmatic User – Setup and ConfigurationWhat this can be useful for?A programmatic user is primarily used in integration projects and represents a professional approach to creating an API key. Creating a programmatic user A programmatic user can be created by a...
Version 6.1
What’s new in Teamogy? Check out the latest Release notes.
Get in Touch
If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.