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.
Using Teamogy
Using Teamogy Teamogy is running in agency. To use Teamogy will become the habit withing the first twenty days. It is important to keep this on track and be sure that everyone is using it as you defined at the begining. For sure, if you will find out some processes or...
Certify A Company
Certify A CompanyFirst, open the Company you would like to certify. Read more in Find The Company article. Some of the companies are used for sensitive financial operations: invoices are issued to clients and invoices are also received from suppliers. To ensure that...
Add New Brand To A Client
Add New Brand To A ClientYou can create as many brands as you want for your clients. The Brand may include the brand logo and the client’s responsible person for the brand. All of these brand details help you to gain faster orientation among many additional running...
Version 1.10
What's new in Teamogy 1.10 Release date 2019-03-08 Improvements Online chat with Teamogy support Tables in documents: rows categorisation including summary on category row Tables in documents: possibility to reorder rows (move row up/down) Documents can be...
Add Another Address
Add Another AddressA Company can have several different addresses, such as an official registered office address, correspondence address, or ordering address. Teamogy allows you to keep all of them safe and secure. 1. Click On the tab Addresses. 2. Fill in...
Create A Company
Create A CompanyThere are two option to create a new Company. First option: New company from the view Contacts 1. In the left navigation menu, scroll Contacts. 2. Click on the Companies view. 3. Click on the New company button.4. Complete all details. Mandatory...
Create A Person
Create A PersonOpen the Company for which you want to add a new person. Read more in Find The Company article. 1. Click on Edit. On the tab People click on Add new person. 2. Fill in details. Mandatory fields are red underlined (can be different by country...
Forgotten Password
Forgotten PasswordIn case you forget your password, please follow these steps to successfully log into Teamogy. 1. Choose the option "Forgot your password?" on the login page.2. Enter your user name. You will receive an authentisation code on the cell phone registered...
First Login To Teamogy
First Login To TeamogyEvery new user receives an initial email with login details: username, temporary password and link to the system. 1. Click on the link from initial email. Enter your Username and Temporary password. (temporary password is valid for 8 days)2. Now...
Daily Login Routine
Daily Login RoutineUse your username and password for daily login. If you log in from a new device for the first time, you will also need to enter the authentication code. The code is sent to the cell phone number registered with your username. If you don’t receive...
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.