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 Sales Invoice From Job
New Sales Invoice From Job1. In the left navigation menu unroll Jobs. 2. Click on Job schedule, Job statuses or Job list. 3. Choose and open the Job for which you would like to create a Sales Invoice. 4. Click on Compose new. 5. Choose Sales Invoice.Teamogy...
About Time Record
About Time RecordTime is the key asset of every company. Efficient time management of company employees and co-workers is crucial for the delivery of promised jobs and campaigns on time and also has a direct impact on company profit. A Time Record is a record of the...
New Time Record From Job
New Time Record From JobGenerating a Time Record directly from the Job is a great option for people working directly on the Job. Just use the button Time Record icon inside the Job and complete all the mandatory fields. Job details are completed automatically and you...
About Time Recorder
About Time RecorderThe Time Recorder is a visual tool for simple time recording and an overview of all recorded hours in daily, weekly, or monthly mode. It displays all recorded hours of the selected user in a selected time period. Empty columns with a yellow border...
How To Allocate Money
How To Allocate Money 1. Create Document (Sales Quotation, Purchase Order, Purchase Invoice, Timesheet, Bill Reimbursement) or Find it. 2. Complete all details. Mandatory fields are red underlined (can be different by company’s settings). 3. Pair element to a Job/...
About Jobs
About JobsThe Job is the central point of the entire system. The Quotation for the client is projected into the Job, Supplier costs are allocated, Client invoices are issued, tasks are assigned, and tracked time are all allocated for the Job. As a result, you have a...
Create A Job
Create A Job1. In the left navigation menu, unroll Jobs section. 2. Click on the Job schedule (Gantt), Job statuses (Kanban) view or Job list view. 3. Click on the New Job button.4. Complete all of the details. Mandatory fields are red underlined (can be different...
PrintEvery element of Teamogy you could Print out. This manual will show how to Print a Document. But you could apply this manual to all elements of Teamogy, which are printable. 1. Find the Document which you would like to Print out. 2. Click on the icon of the...
Add Attachments
Add AttachmentsIn every element of Teamogy you could Add Attachments. This manual will show how to Add Attachment to a Document. But you could apply this manual to all elements of Teamogy. 1. Create Basic Document, Sales Quotation , Purchase Order, Contract, Meeting...
Search Records and Documents
Search Records and DocumentsThe aim of Teamogy is to be user-friendly and effective software. Search Records and Documents is very simple. You can use a search engine or breadcrumbs. Breadcrumbs Use filters to work more efficient with your Documents. Just go to 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.