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.
Version 3.2
What is new in 3.2 version?
Attendance, changes in user area and Gems.
Ready to Going live
Ready to Going liveThis step is formal end of onboarding. Client should be aware that all agreed services beeing delivered. System is set and ready for use and users knows how to work and maintain the system. Now is time to sign the handover with client and also...
Going live with Teamogy
Going live with TeamogyJust wow! So fast and we are ready to launch Teamogy in the company. Now the real work starts, mainly for key people in company, to keep pushing people to work with the new tool. But as we know after 20 days it will become a natural part of your...
Back office & HR Training
Back office & HR TrainingThis part of training is dedicated to the group of users who taking care about the company and its people so well. Let's take a look what are the things, that are needed to be known by them. Teamogy might be so helpfull in various agendas....
Handover of set up Teamogy
Handover of set up TeamogyIt's almost done. Client knows who will be doing what in Teamogy. Teamogy is set according to the client needs, so this step is about to confirm that everything is ready to for next step what is training and going live. Usually is this step...
Set of dimensions and other advanced features
Set of dimensions and other advanced featuresClient may start with Teamogy immediately without more advanced set up. However for some clients might be interesting to set up some advanced features. Especialy various dimensions how to sort or categorise data in system....
Activate basic approvals (optional)
Activate basic approvals (optional)In case the client decided to use basic approvals of important documents it is necessary to activate them and explain well to client. Entries what might be driven by predefine workflows are following: Quotation Purchase order...
Import internal overheads
Import internal overheads (optional)This step is not essential, it is possible to start using Teamogy without any overheads are imported in advance. Anytime during working with Teamogy is possible to create a new overhead. Here is the guide how to create overhead, it...
Import business contacts
Import business contacts (optional)This step is not essential, of course it is possible to start using Teamogy without any imported contacts. Anytime there is a new deal, job, supplier costs or whatever is needed to be linked with any business contact, is possible to...
Set numbering sequence for financial documents
Set numbering sequence for financial documentsOf course Teamogy is ready to be used immediately without need to set up anything with our default numbering for all documents. But in case of need or special requirements is possible to change the numbering sequence for...
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.