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.
Version 2.4
What's new in Teamogy 2.4 Release date: 2019-05-10New major functionality Task board - new way how to easily work with tasks. Just move from one status to another. Improvements Possibility to setup custom criteria for default sorting in any view Certification...
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...
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...
Version 2.7
What's new in Teamogy 2.7 Release date: 2019-05-31 Improvements Job owner visible in Sales / Supplier invoice table - now it's possible to send invoices for approval to Job owners automatically. New option for Sales / Supplier invoices sorting - by due date....
Version 2.8
What's new in Teamogy 2.8 Release date: 2019-06-07 Major functionality Export to Excel Improvements Company - attachments - add attachments to Company. Sales invoices - proforma invoices - values of proforma invoices visible in views Bug fixes Invoices -...
Version 2.9
What's new in Teamogy 2.9 Release date: 2019-06-15 Improvements New board (status) view for Jobs Reorganisation of left navigation menu Possibility to define who can restart the process Improvement details 1. New board (status) view for Jobs Jobs now can...
Version 2.10
What's new in Teamogy 2.10 Release date: 2019-06-29 Improvements Possibility to share Time Tracks and Tasks across more business units Speed improvement in loading large data volume New user can be created as a DRAFT user and activated later Attachments as...
Version 2.12
What is new in 2.12 version?
Improvement: Uncertify company, Job table redesign and new information for financial documents, Prepayment invoice straight from Proforma Invoice
Bug fixes: Printing overview, Job printing overview
Version 2.13
What is new in 2.13 version?
Improvement: Dropdownable
Version 2.14
What is new in 2.14 version?
Major Functionality: Financial Board
Improvements: Search in Breadcrumbs, Dropdownable in Time Recorder, Task Report, User Area Changes
Bug fix: Proforma fix, Better job table print
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