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.
Notatka ze spotkania
About Purchase Invoice
About Purchase InvoiceTeamogy has the ability to enter all Purchase invoices so the company can keep track of every dollar they spend. 1. Purchase invoices in Teamogy are assigned to: Jobs – Job-related costs are connected directly with a particular job and are called...
About Sales Invoice
About Sales InvoiceTeamogy allows for the creation of Sales invoices for your clients – easy to create, approved internally, and sent to the client (as a PDF, for example). Sales invoices also meet all legal requirements of your territory: VAT rates Legal texts...
About Task Statuses
About Task StatusesTask status enables you to see the phases of many Tasks in one overview. It helps every company to know every Task’s status. In this view you can change the status of the Task easily just by dragging the Task. The status indicates which phase the...
About Capacity Plan
About Capacity planCapacity plan is the tool which enables you to see the entire agency workload in visual form. Each task is represented by allocation, which determines the person’s workload each day. A few points you need to know about Capacity plan: Each bead...
Task List – Filters
Task List - FiltersDistinguish between My Tasks (Assigned to me or participating in) & All Tasks!Try other filters to make your work faster and more efficient. Example of using other filters is in GIF below. Get in Touch If you have problem or need further...
Version 2.11
What's new in Teamogy 2.11 Release date: 2019-07-29 Improvements Graphs in view Task status Custom range - filter your documents faster than ever! Financial reports - check quoted/recorders hours on job Tag in task Bug Fixes Clone fix - clone button will...
Filters
Task Status - FiltersIf you see only your Tasks, change the filter to see the Tasks of other employees.Try other filters to make your work faster and more efficient. An example of using other filters is below.Get in Touch If you have problem or need further...
How It Works
Task Statuses - How It WorksChange Task’s Status in a few seconds. Check the GIF below.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...
Layout
Task Statuses LayoutThe Task Status is helpful to coordinate Tasks and their status. It’s easy to check the Task status of all/selected employees in just a few seconds. Column’s description Firstly, there is the name of the employee (e.g. Frank Sample, George Simon),...
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.