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.
VAT Report
VAT ReportThe VAT report shows the VAT values from Sales and Purchase invoices and provides useful information about the amount of the VAT obligation (deduction) for each month. The VAT report contains the individual financial documents (Sales and Purchase invoices)...
P&L Report
P&L ReportThe P&L report consists of individual financial documents (Sales and Purchase invoices including internal documents), which are assigned to the relevant Job, Client overhead or Internal Overhead. This report shows the company’s actual profit. How...
Operation Report
Operation ReportThe Operation Report shows the agency’s Operation costs sorted by individual Internal Overheads. It compares the estimated value of individual Overheads with the real cost. In addition, it displays the time spent information on internal projects. The...
Business Report
Business ReportThe Business Report shows results of individual overheads of the Jobs and Client. Actual values (billing, costs, and time) are compared to the approved client quotation. Problematic areas of Jobs, such as under-invoicing, higher costs, or more hours...
New Internal Costs
New Internal CostsThis document is useful if you need to record the costs on the Job or Overhead for which you do not have an invoice or other tax documents (example: employee salaries, depreciation, and others) or you need to transfer costs between Jobs or Overheads....
New Internal Billings
New Internal BillingsThis document is useful if you need to record the billings on the Job or Overhead for which you do not have an invoice or other tax documents (example: income from insurance incident, currency rate differences, and others) or you need to transfer...
About Client Overhead
About Client Overhead Every company has money and time expenses that relate to clients but cannot be allocated to a particular Job. Client Overhead is the place where all such client-related spending's should be linked. Record client spending's, such as project...
About Internal Overhead
About Internal Overhead Internal overhead is an option for you to monitor your Operating costs. Operating costs are normal costs in every company – office rent, water purchasing, electricity, etc. Teamogy provides the opportunity to have Operating costs clearly...
Too Many Hours Is Spent
Too Many Hours Is Spent People’s time is a key asset of any company, and therefore, needs to be handled with great caution. Many companies often find themselves trapped in excessive client care. Very often they are key clients in terms of gross margin, so we feel that...
Version 2.13
What is new in 2.13 version?
Improvement: Dropdownable
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