About Financial Board
The finance board is a place that provides a clear view of the entire company. It contains charts with key indicators – overall evolution of revenues and costs of the company, according to financial and Job aspects, various views on client profitability and efficiency, and VAT report.
All charts have the option to select a date period while client reports also have the option to monitor the best and worst ranked clients.
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...
Update your company information
Update your company information The company that works at Teamogy also has own details such as address, company ID, VAT ID, Bank account. These company information are shown in the system - for example in print versions of documents. Use this guide to change this...
General training
General Training The few things you will train new users will be common to everyone, no matter which team they belong to. First login Every user will receive initial e-mail and sms with username & password. New users will need these details to first login....
Training for realisators
Training for realisators We are now approaching specific trainings according to the team in the company. One of the teams you need to train are Realisators. You only need Tasky, Sub-tasky and Time Records to work with Teamogy. Therefore, in their training we will...
Preparation of training environment and training room
Preparation of training environment and training room After the teams and the training have been agreed, we need to send information to the Client about what must be prepared for the training and what each user should bring: Hello, great that we agreed on...
Get in Touch
If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.