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.

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...

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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...

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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),...

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Create A Task By Quick Button

Create A Task By Quick ButtonWe would like to offer you the fastest way how to use the Teamogy. Quick Button is one of this features. Check the GIF below to get you know, how to create a Task by Quick Button. Complete All Details. Mandatory Details are red underlined...

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Version 2.10

What's new in Teamogy 2.10 Release date: 2019-06-29  Improvements Possibility to share Time Tracks and Tasks across more business units Speed improvement in loading large data volume New user can be created as a DRAFT user and activated later Attachments as...

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Version 2.9

What's new in Teamogy 2.9 Release date: 2019-06-15  Improvements New board (status) view for Jobs Reorganisation of left navigation menu Possibility to define who can restart the process Improvement details  1. New board (status) view for Jobs Jobs now can...

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Version 2.8

What's new in Teamogy 2.8 Release date: 2019-06-07  Major functionality Export to Excel   Improvements Company - attachments - add attachments to Company. Sales invoices - proforma invoices  - values of proforma invoices visible in views Bug fixes Invoices -...

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Version 2.7

What's new in Teamogy 2.7 Release date: 2019-05-31  Improvements Job owner visible in Sales / Supplier invoice table - now it's possible to send invoices for approval to Job owners automatically. New option for Sales / Supplier invoices sorting - by due date....

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About Binder

About BinderBinder is a place, where every company can collect records for one large campaign. Do you have big campaign for one client and have many records in Teamogy due to this? Then Binder is the right feature for you. Now there is possibility to sort Documents,...

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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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