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.
How to Disable An Address, Contact or Brand
How to Disable An Address, Contact, Brand Or The Whole CompanyYou can easily disable: 1. The whole company 2. Addresses 3. Contacts, brands or the other details separatelyInvalidation of the company1. Go to the company that you would like to disable, open and press...
Different Types Of Addresses
Different Types Of AddressesThere are several different addresses, that you can manage for every contact in the system. Teamogy allows you to keep all of them safe and secure. Registered office address official adress of an company, that is part of the public...
About Accounting
About AccountingIn the Accounting view, There are all your Sales invoices, Purchase invoices and Cashbox documents that was created in Teamogy. You can see all of the information about every invoice or financial document.You can synchronize your Invoices and financial...
About Journal
About JournalThe Journal is a list of all accounting records of the company. It is used for recording individual accounting cases. In the Journal, there are columns that help you to organize and specify all account cases. Column Details Date Accounting date - Date...
About BI Export
BI ExportBI Export (Business Intelligence Export) allows you to export your key account data for other work and data mining or exporting into other BI solutions. It is primarily used to gather information about the items (Sales quotation, Invoices, Orders, Cash...
Spend 20 hours a month doing better things than searching for documents
It is a given that digitalizing documents in an organized, well-archived manner will improve the effectiveness of employees‘ work. Electronic document organization is also a simpler and less expensive solution than paper documents. However, according to many studies, organizing and searching for documents remains one of the biggest problems and time-wasters that employees face.
How To Work With Items In Jobs
How To Work With Items In JobIt is very important to know how to work with items in the Job. Items represent external costs or your company’s work for the client. One of the the biggest benefit of items in the Job is that you can track the status of each item...
Customized views
Customized viewsOption to save the current setup of breadcrumbs as a default You can save current setup of breadcrumbs as a default. Once you save the chosen breadcrumbs view as a default in the particular entity, the system will display you the view based on the...
About Job Statuses (Kanban)
About Job Statuses (Kanban)Job statuses enable you to see the phases of many Jobs in one overview. It helps every company to know every Job’s status. In this view you can change the status of the Job easily just by dragging the Job. The status indicates which phase...
About Job List
About Job ListJob list is an overview of all created Jobs, which can be sorted and filtered by various criteria. The most important criteria is the owner of the Job, deadline or status of the Jobs. Use Breadcrumbs to categorize and organize company Jobs or use the...
Get in Touch
If you still have any questions or need further assistance, feel free to contact Teamogy support. You can use Online chat (inside the Teamogy or anywhere on www.teamogy.com in bottom right corner) and you will receive a prompt reply.