About Financial Board
The finance board is a place that provides a clear view of the entire company. It contains charts with key indicators – overall evolution of revenues and costs of the company, according to financial and Job aspects, various views on client profitability and efficiency, and VAT report.
All charts have the option to select a date period while client reports also have the option to monitor the best and worst ranked clients.
Assignment of partial payment to finance document
Teamogy allows to assign bank transactions to financial documents.
Advanced work with bank transactions
See how you can work with Bank transactions in Teamogy.
Assignment of bank transactions to financial documents
Teamogy allows to assign bank transactions to financial documents.
Manual assignment of bank transactions to financial documents
Overview of all bank statements imported in Teamogy.
How to import bank statements in Teamogy
This is how to import bank statements in Teamogy.
How to activate and set up bank statements in Teamogy
This is how to activate the functionality of importing and processing bank statements in Teamogy.
Bank statements – how it works in Teamogy
Teamogy allows you to import bank statements in different formats and allocate each row of bank statement to relevant financial document.
Version 3.10
What is new in Teamogy? Check the newest Release notes.
3 fees for summer clients
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The Back Button and Search Retention
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...
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.