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.
New Cash Credit
New Cash Credit 1. In the left navigation menu unroll Financial. 2. Click on Cashbox. 3. Click on New Voucher. 4. Choose New Cash Credit.4. Choose Bill Reimbursement. Pair Purchase Invoice to the relevant Job. If you did right, you will see the value of Purchase...
New Cash bill reimbursement
New Cash bill reimbursement1. In the left navigation menu unroll Financial. 2. Click on Cashbox. 3. Click on New Voucher. 4. Choose Cash bill reimbursement. Pair Cash bill reimbursement to the relevant Job. If you did right (see here), you will see the value of Bill...
New Purchase Invoice from View
New Purchase Invoice from View1. In the left navigation menu unroll Financial. 2. Click on Purchase Invoices. 3. Click on Compose New. 4. Choose Purchase Invoice.5. Complete all details. Mandatory fields are red underlined (can be different by company’s settings)....
Create Sales Invoice From View
New Sales Invoice From View1. In the left navigation menu unroll Financial. 2. Click on Sales Invoices. 3. Click on Compose New and choose Sales Invoice.4. Complete all details. Mandatory fields are red underlined (can be different from company’s settings). Pair Sales...
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...
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.