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.
Create a New Client Overhead
Create a New Client OverheadYou have two options how to create a new Client Overhead. First is available when you have sufficient rights for Financial section. The second is suitable once you do not have full rights to Financial section. Create a new Client Overhead...
Create a New Internal Overhead
Create a New Internal OverheadYou have two options how to create a new Internal overhead. First is available when you have sufficient rights for Financial section. The second is suitable once you do not have full rights to Financial section. Create a new Internal...
New Cash Payment
New Cash Payment 1. In the left navigation menu unroll Financial. 2. Click on Cashbox. 3. Click on New Voucher. 4. Choose New Cash Payment.4. Choose Bill Reimbursement. Pair Purchase Invoice to the relevant Job. If you did right, you will see the value of Purchase...
New Cash Credit
New Cash Credit 1. In the left navigation menu unroll Financial. 2. Click on Cashbox. 3. Click on New Voucher. 4. Choose New Cash Credit.4. Choose Bill Reimbursement. Pair Purchase Invoice to the relevant Job. If you did right, you will see the value of Purchase...
New Cash bill reimbursement
New Cash bill reimbursement1. In the left navigation menu unroll Financial. 2. Click on Cashbox. 3. Click on New Voucher. 4. Choose Cash bill reimbursement. Pair Cash bill reimbursement to the relevant Job. If you did right (see here), you will see the value of Bill...
New Purchase Invoice from View
New Purchase Invoice from View1. In the left navigation menu unroll Financial. 2. Click on Purchase Invoices. 3. Click on Compose New. 4. Choose Purchase Invoice.5. Complete all details. Mandatory fields are red underlined (can be different by company’s settings)....
Create Sales Invoice From View
New Sales Invoice From View1. In the left navigation menu unroll Financial. 2. Click on Sales Invoices. 3. Click on Compose New and choose Sales Invoice.4. Complete all details. Mandatory fields are red underlined (can be different from company’s settings). Pair Sales...
Create Sales Invoice From Job
New Sales Invoice From Job1. In the left navigation menu unroll Jobs. 2. Click on Job schedule, Job statuses or Job list. 3. Choose and open the Job for which you would like to create a Sales Invoice. 4. Click on Compose new. 5. Choose Sales Invoice.Teamogy...
About Time Record
About Time RecordTime is the key asset of every company. Efficient time management of company employees and co-workers is crucial for the delivery of promised jobs and campaigns on time and also has a direct impact on company profit. A Time Record is a record of the...
New Time Record From Job
New Time Record From JobGenerating a Time Record directly from the Job is a great option for people working directly on the Job. Just use the button Time Record icon inside the Job and complete all the mandatory fields. Job details are completed automatically and you...
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.