O Pulpicie finansowym

Pulpit finansowy to miejsce, które zapewnia wyraźny obraz całej agencji. Zawiera wykresy z kluczowymi wskaźnikami – ogólną ewolucję przychodów i kosztów agencji, zgodnie z aspektami finansowymi i jobu, różne poglądy na rentowność i wydajność klienta oraz raport VAT.

Wszystkie wykresy mają opcję wyboru zakresu dat, a dodatkowo raporty klientów mają również opcję monitorowania klientów najlepiej i najgorzej ocenianych.

Version 2.16

Version 2.16

What is new in 2.16 version?

Major Functionality: Comments

Improvements: Tasks in Job, Signature, Better Job Export, Searching by Company ID, Editable Tabs, Counterparty reference/invoice number

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Version 2.15

Version 2.15

What is new in 2.15 version?

Major Functionality: Stopwatch

Improvements: Composing documents from selected job items, New column in job table, Job Item creation driven by Quotation status

Bug fixes: Charts calculate also with operation billings

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About Frequent Bad Habits

About Frequent Bad HabitsAlmost every company has some bad habits. We tried to describe some of them and at the same time to show them on graphic reports where they can be easily detected.Get in Touch If you have problem or need further assistance, do not hesitate...

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About Financial Board

About Financial BoardThe 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...

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Jobs Are Not Closed Correctly

Jobs Are Not Closed Correctly The job is the basis of all operations at the company - it includes an approved quotation for the client, purchase orders placed to suppliers and Tasks for the internal team. All financial documents are related to the Job - it contains...

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Cash Basis Performance

Cash Basis PerformanceCash basis performance helps to track company financial performance based on Revenues and Costs. This chart shows Revenues (green bar) and Costs (blue bar) for the selected months. The chart locates both Revenues and Costs into the period...

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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.

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