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 download Authenticator
This chapter describes how to download Authenticator app.
Price Lists Items
Price Lists ItemsYou can simplify the work of creating Sales quotations by preparing price list items.How to activate First of all, you need to activate this feature. Ask your internal Teamogy administrator or contact our support. To activate: Go to Configuration -...
Assignment of one payment to multiple financial documents
Assignment of one payment to multiple financial documents.
Assignment of partial payment to finance document
Teamogy allows to assign bank transactions to financial documents.
Advanced work with bank transactions
See how you can work with Bank transactions in Teamogy.
Assignment of bank transactions to financial documents
Teamogy allows to assign bank transactions to financial documents.
Manual assignment of bank transactions to financial documents
Overview of all bank statements imported in Teamogy.
How to import bank statements in Teamogy
This is how to import bank statements in Teamogy.
How to activate and set up bank statements in Teamogy
This is how to activate the functionality of importing and processing bank statements in Teamogy.
Bank statements – how it works in Teamogy
Teamogy allows you to import bank statements in different formats and allocate each row of bank statement to relevant financial document.
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.