About Financial Board
The finance board is a place that provides a clear view of the entire company. It contains charts with key indicators – overall evolution of revenues and costs of the company, according to financial and Job aspects, various views on client profitability and efficiency, and VAT report.
All charts have the option to select a date period while client reports also have the option to monitor the best and worst ranked clients.
Groups
GroupsEach Teamogy user belongs to certain groups. These groups affect what rights the user has in the system. What views he sees, what he can modify in them, what actions he can perform in the system, etc. So our groups are actually what determines rights in Teamogy....
Job category activation
Job category activationSome Teamogy functionality needs activation. The job items belong to this group. So see this simple tutorial on how to activate Job category. 1. In the left navigation menu, unroll Configuration. 2. Click on Register. 3. Into the Breadcrumb...
Job items activation
Job items activationSome Teamogy functionality needs activation. The job items belong to this group. So see this simple tutorial on how to activate Job items. 1. In the left navigation menu, unroll Configuration. 2. Click on Register.3. Into the Breadcrumb Sub-key...
Binder activation
Binder activationSome Teamogy functionality needs activation. The Binders belong to this group. So see this simple tutorial on how to activate Binder. 1. In the left navigation menu, unroll Configuration. 2. Click on Register. 3. Into the Breadcrumb Sub-key type...
Import users
Import UsersWe need tools to do the agenda more faster. Import is one of these tools. Clients often have many users which they want to enter into the Teamogy. You can import it as one big part. You just need to follow these steps to do it successfully: 1. Prepare the...
Import
Import Jobs & OverheadsWe need tools to do the agenda more faster. Import is one of these tools. Clients often have many overheads & jobs, which they want to enter into the Teamogy. You can import it as one big part. You just need to follow these steps to do...
Change Logo
Change Logo - Print & Screen DARK/LIGHT We know for partners it is very difficult to fullfill wishes and needs of Clients. One of the needs is to setup a Logo. Teamogy distinguish between logo inside the system and the logo on the print version of the documents. ...
New Job Category
New Job Category We know for partners it is very difficult to fullfill wishes and needs of Clients. One of the needs is to add the Job Category. 1. Unroll Configuration. 2. Click on Register. 3. Search by Main Key - Type there CATEGORY.JOB. 4. Open the register...
New Currency
New Currency We know for partners it is very difficult to fullfill wishes and needs of Clients. One of the needs is to add the New Currency. Imagine the situation, that you need to add Jamaica’s Dollar. 1. Unroll Configuration. 2. Click on Register. 3. Search by Main...
Change VAT
Change VAT We know for partners it is very difficult to fullfill wishes and needs of Clients. One of the needs is to setup a special VAT. Follow these steps to change the VAT successfully: 1. Unroll the Configuration in the left navigation menu. 2. Click on the...
Get in Touch
If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.