O Pulpicie finansowym
Pulpit finansowy to widok, które zapewnia przejrzysty obraz całej firmy. Zawiera wykresy z kluczowymi wskaźnikami – ogólną ewolucją przychodów i kosztów firmy, według aspektów finansowych i jobów, różne spojrzenia 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.
Handover of set up Teamogy
Handover of set up TeamogyIt's almost done. Client knows who will be doing what in Teamogy. Teamogy is set according to the client needs, so this step is about to confirm that everything is ready to for next step what is training and going live. Usually is this step...
Set of dimensions and other advanced features
Set of dimensions and other advanced featuresClient may start with Teamogy immediately without more advanced set up. However for some clients might be interesting to set up some advanced features. Especialy various dimensions how to sort or categorise data in system....
Activate basic approvals (optional)
Activate basic approvals (optional)In case the client decided to use basic approvals of important documents it is necessary to activate them and explain well to client. Entries what might be driven by predefine workflows are following: Quotation Purchase order...
Import internal overheads
Import internal overheads (optional)This step is not essential, it is possible to start using Teamogy without any overheads are imported in advance. Anytime during working with Teamogy is possible to create a new overhead. Here is the guide how to create overhead, it...
Import business contacts
Import business contacts (optional)This step is not essential, of course it is possible to start using Teamogy without any imported contacts. Anytime there is a new deal, job, supplier costs or whatever is needed to be linked with any business contact, is possible to...
Set numbering sequence for financial documents
Set numbering sequence for financial documentsOf course Teamogy is ready to be used immediately without need to set up anything with our default numbering for all documents. But in case of need or special requirements is possible to change the numbering sequence for...
Teamogy Appereance
Teamogy appearanceIt is Teamogy, but it is Teamogy of the client. Let's change the look of system and prinout of documents Is necessary to deliver logos for following use: Black theme of Teamogy White theme of Teamogy Logo for your letterhead (will appear on prinout...
Client introduction to Onboarding
Client introduction to TeamogyKey people and users form client side should be known by Onboarding manager before the first real meeting of implementation starts. Onboarding manager should get those information from Sales representative of Teamogy. Number of units and...
Scope of onboarding
Scope of onboardingBased on the selected type of license and onboarding programme is necessary to set the scope, what will be delivered by Teamogy to client. This topic is important for both sides. Teamogy goal is to provide, in the most effective way, the agreed set...
Set up the Team
Set up Onboarding teamIf your company decided to have Teamogy consultant to help you and guide you throught to the implementation than you have already at least one member of the Onboarding team from Teamogy. Let's add also the guys from your company to set up the...
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.