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.
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...
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...
Versión 3.6
¿Qué hay de nuevo en la version 3.6 de de Teamogy? Consulte las notas más recientes de la versión .
Do you want more time, energy and money?
BLOGDo you want more time, energy and money?Do you know there is a system that saves time, gives you more energy, and at the same time brings more money into your company? This is not a fairy tale; this is Teamogy.These days present a lot of new challenges for every...
About Accounting
About AccountingIn the Accounting view, There are all your Sales invoices, Purchase invoices and Cashbox documents that was created in Teamogy. You can see all of the information about every invoice or financial document.You can synchronize your Invoices and financial...
About Journal
About JournalThe Journal is a list of all accounting records of the company. It is used for recording individual accounting cases. In the Journal, there are columns that help you to organize and specify all account cases. Column Details Date Accounting date - Date...
About BI Export
BI ExportBI Export (Business Intelligence Export) allows you to export your key account data for other work and data mining or exporting into other BI solutions. It is primarily used to gather information about the items (Sales quotation, Invoices, Orders, Cash...
Get in Touch
If you still have any questions or need further assistance, feel free to contact Teamogy support. You can use Online chat (inside the Teamogy or anywhere on www.teamogy.com in bottom right corner) and you will receive a prompt reply.