Teamogy allows you to import bank statements in different formats and allocate each row of bank statement to relevant financial document.

Back Button And Filter Retention 1. Opening in Modal window If you use filters in the views for better searching, open document in a smaller window - Modal (one click). When you close the window, you will be left with the search results. 2. Opening Teamogy record in...

Using Chat in a Job, Task, Document - Discussion You can discuss individual documents, jobs, invoices and other entities in Teamogy. The "Comments" tab can be used either for writing notes or for active discussion. Just click on the "eye" icon. This will activate the...