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.
New Card Payment
New Card Payment1. In the left navigation menu unroll Financial. 2. Click on Cashbox. 3. Click on New Voucher. 4. Choose New Card Payment.4. Choose Bill Reimbursement. Pair Purchase Invoice to the relevant Job. If you did right, you will see the value of Purchase...
New Card bill reimbursement
New Card bill reimbursement1. In the left navigation menu unroll Financial. 2. Click on Cashbox. 3. Click on New Voucher. 4. Choose New Card bill reimbursement. Pair Card Bill Reimbursement to the relevant Job. If you did right (see here), you will see the value of...
About Cashbox
About CashboxTeamogy has also perfect features for financial management. Cashbox is a overview of cash and card transactions. Our Cashbox in Teamogy is divided into two parts. First part is called Cashbox. There are all cash transactions of your company. Switch to...
New Time Report from Job
New Time Report from Job1. In the left navigation menu, Scroll Jobs. 2. Click on Job list. 3. Open the Job, from which you would like to compose a New time report.4. Click on Compose. 5. Choose Time Report. 6. Complete all details. Mandatory fields are red underlined...
Nowy Timesheet
Nowy raport z timesheetów
Notatka ze spotkania
About Purchase Invoice
About Purchase InvoiceTeamogy has the ability to enter all Purchase invoices so the company can keep track of every dollar they spend. 1. Purchase invoices in Teamogy are assigned to: Jobs – Job-related costs are connected directly with a particular job and are called...
About Sales Invoice
About Sales InvoiceTeamogy allows for the creation of Sales invoices for your clients – easy to create, approved internally, and sent to the client (as a PDF, for example). Sales invoices also meet all legal requirements of your territory: VAT rates Legal texts...
About Task Statuses
About Task StatusesTask status enables you to see the phases of many Tasks in one overview. It helps every company to know every Task’s status. In this view you can change the status of the Task easily just by dragging the Task. The status indicates which phase the...
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.