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.
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Time Records – Report
Time Records - ReportsTime records - Reports enablee you to see how many hours should be reported and how many hours are already reported. It gives you a perfect overview if someone didn’t report his/her time or reported many hours above the normal limit, etc. You can...
Keep invoicing under your thumb
BLOGKeep invoicing under your thumbInvoicing clients is a necessary administrative activity, and without it, the company would not make any money. For many, however, invoicing is more of a bother.Some people postpone invoicing by the deadline because it is an...
Bulk Changes In Teamogy
Bulk Changes In Teamogy You have an option of bulk changes in Jobs/ Tasks/ Client Overheads/ Internal Overheads. You can mark the data and change their fields. In Jobs, you can change the field - Owner, Participants, Start date, End date, Status or Binder. In Tasks,...
How To Edit Attendances
How To Edit AttendancesYou can edit all the created Attendances of the whole team and also create new Attendances retrospectively. To have rights to edit Attendances, you have to be added in the Group - Attendance editor. 1. Go to the Attendance in the Financial...
Enter Company Details
Enter Company DetailsFirst, open the Company you would like to edit. Read more in Find The Company article.1. Click on the tab Details. 2. Complete all details in the section Details. Mandatory fields are red underlined (can be different by company’s settings)....
Mark Company As A Client/Supplier
Mark Company As A Client/Supplier1. First, open the Company you would like to edit. Click on the tab Details. 2. Mark company as a client or supplier. Click on the small square "Client" or "Supplier". 2. Fill in details. Mandatory fields are red underlined (can...
About Sprints
About SprintsSprints are used to plan and complete a specific list of Tasks. They allow you to manage and have an overview of all important activities related to the Tasks. Sprints are limited to a specific period of time during which specific Tasks must be completed...
About Opportunities
About OpportunitiesOpportunities are used to manage business cases and are used mainly by sellers. This functionality offers the possibility of registering, leading and closing business opportunities in the company. Business opportunities in Teamogy can be linked to...
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.