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.
New Document Category
New Document CategoryYou, as intern Teamogy admin, could add more Document Category. How to do add more Document category? 1. In the left navigation menu unroll Configuration. 2. Click on Register. 3. Use Breadcrumb Ownership and choose Shared. 4. Use Breadcrumb...
New Document Types
New Document TypesThese are the most used documents types that are predefined in Teamogy - Basic Document, Sales Quotation, Purchase Order, Contract, Meeting Report and any agency can start using them immediately. However, Teamogy is a very flexible system and adding...
Access Rights
Vat A value-added tax (VAT) is a consumption tax placed on a product or service. We will set up a default VAT rates for you based on your country. VAT rates will be ready for you at the beginning of using Teamogy. We calculate with case you would like to add...
Logo
Logo Every our Client could customize Teamogy. You could also change a logo. How to do it? 1. In the left navigation menu unroll Configuration. 2. Click on Register. 3. Use breadcrumb Main key. 4. Choose LOGO. 5. Now open Logo. In the column Ownership should...
Ledger
Reports 1. In the left navigation menu unroll Financial. 2. Click on Reports. Now, you are in the view Reports. It is a overview of profitability the Job. You could compare quoted values with real values. If your Job was non profit, Teamogy will mark these...
New Cash Payment
New Cash Payment 1. In the left navigation menu unroll Financial. 2. Click on Cashbox. 3. Click on New Voucher. 4. Choose New Cash Payment.4. Choose Bill Reimbursement. Pair Purchase Invoice to the relevant Job. If you did right, you will see the value of Purchase...
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...
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...
Onboarding Manager
Onboarding Manager Best practice for smooth onborading and starting to use Teamogy in company is to carefully choose the right person or team who will onboard the entire team. Your Onboarding manager needs to become the Teamogy expert soon. For sure needed is to know...
Skontaktuj się z nami
Jeśli nadal masz jakiekolwiek pytania lub potrzebujesz dalszej pomocy, skontaktuj się z pomocą techniczną Teamogy. Możesz korzystać z czatu online (wewnątrz Teamogy lub w dowolnym miejscu www.Teamogy.com w prawym dolnym rogu) a otrzymasz szybką odpowiedź.