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.
Create a Binder
Create a Binder1. In the left navigation menu, scroll Documents. 2. Click on the Binders view. 3. Click on the New document button. 4. Choose Binder.5. Complete all details. Once you complete all requested details, press SAVE button.6. Perfect! The binder is created....
Version 2.6
What's new in Teamogy 2.6 Release date: 2019-05-24Major functionality New entity Binder - possibility to put together various records (jobs, documents, etc.) Improvements Task Statuses - new header line & possibility to expand or collapse all tasks Number...
Mail:to links
Mail:to linksGmail In section List of Colleagues on your Dashboard you have contact information of your colleagues. There are also mail:to links, once you click on the photo of the colleague. You can easily click on them. If your settings are ok, browser will...
Moving the calendar dates back or forward
Moving the Calendar Dates Back or ForwardWhen you open the Time Recorder, it shows today’s date and the number of recorded days (depending on selected mode). If you want to see other weeks, or months, or periods, you can change the date on the calendar to the past....
Zoom from 1 week to 5 weeks
Zoom from 1 week to 5 weeksIt is also possible to zoom from 1 week to 5 weeks. The more weeks you choose, the more weeks are available for you to view. One week is recommended for daily work with Time Recorder, 4 or 5 weeks for a monthly overview of recorded hours.Get...
Switching between Jobs / My Jobs / Tasks / Client overheads / Internal overheads and searching
Switching between Jobs / My Jobs / Tasks / Client overheads / Internal overheads and searchingIt is easy to search for a required Job, Task, or Overhead. Just switch between these categories, search by Client name, Job/Overhead name, or other criteria and choose the...
Details of Time Record
Details of Time recordA few things you need to know about Time record: Recorded time is displayed. Brown box time recorded on Job or Task. Grey box time recorded on Client or Internal overhead. Job/Overhead number is displayed. Client and Brand name is displayed....
New Time Record for selected Job / Tasks / Overheads
New Time Record for selected Jobs / Tasks / OverheadsYou can select a required Job, Task or Client/Internal overhead in the Time Recorder and easily record time on it. The advantage of this approach is that the Job or Client/Internal overhead number is automatically...
New Time Record
New Time RecordA New Time Record can be easily created by the New Time Record button. You can quickly create a new Time Record from anywhere in the system. Click on the New Time Record button. Complete all mandatory fields, press SAVE button, and that's it! Check the...
Version 2.5
What's new in Teamogy 2.5 Release date: 2019-05-17New major functionality Automatic Job item creation from Sales Quotation Proforma invoice has been added as new financial document Improvements Task Board - new button for quick task creation Warning for not...
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.