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.
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...
Sub-tasks activation
Sub-tasks ActivationSome Teamogy functionality needs activation. The sub-tasks, that are part of Tasks, belong to this group. So see this simple tutorial on how to activate Sub-tasks. 1. In the left navigation menu, unroll Configuration. 2. Click on Register.3. Into...
Limit and Competence
Limit and CompetenceSometimes it happens that you have a user in two agencies that have different accounting currencies. Set different limits (competence) for processing documents in both agencies. First thing you need to do is find the process, where you want to...
Division and Department activation
Division and Department Activation Some Teamogy functionality needs activation. The Division and Department, belong to this group. So see this simple tutorial on how to activate Division and Department. This guide will show you, how to activate Division, but for the...
Creating of Division and Department
Creation of Division and Department In the first step - Division and Department activation - we showed up how to activate the Divisions. Now the use of Divisions in Teamogy is activated, but now we need to create the specific Divisions that clients will use. 1. In the...
Logo for Division and Department
Logo for Division and DepartmentIn the previous steps - We have activated and created the division. - now divisions and departments still have the general Teamogy settings. You need to set how divisions should be different from the general settings. In this tutorial,...
Adding user into Division and Department
Adding user into Division and Department In the previous steps - We have activated, created the division. Also we set up a few things to the divison. Now we need to set division for particular users. You need to make sure that users belong to their divisions....
Setting up the Specific Print Header for Division and Department
Specific Print Header for Division and Department In the previous steps - We have activated and created the division. - now we have to set special settings directly for the Division. The print header is one of the options offered by the Division. Setting up...
Setting up the Numbering for Division and Department
Setting up the Numbering for Division and Department In the previous steps - We have activated and created the division. - now we have to set special settings directly for the Division. The Numbering is one of the options offered by the Division. Setting up a...
Client Service Training
Client Service Team TrainingDuration: 2 x 2 hrs Participants: client service team - account/project managers, account executives, account directors, project leaders and other members participating on the work with client.Training agenda1. OverviewBig picture - job...
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.