How To Allocate Money 1. Create Document (Sales Quotation, Purchase Order, Purchase Invoice, Timesheet, Bill Reimbursement) or Find it.  2.  Complete all details. Mandatory fields are red underlined (can be different by company’s settings). 3. Pair element to a Job/...

About JobsThe Job is the central point of the entire system. The Quotation for the client is projected into the Job, Supplier costs are allocated, Client invoices are issued, tasks are assigned, and tracked time are all allocated for the Job. As a result, you have a...

Create A Job1. In the left navigation menu, unroll Jobs section. 2. Click on the Job schedule (Gantt), Job statuses (Kanban) view or Job list view. 3. Click on the New Job button.4. Complete all of the details. Mandatory fields are red underlined (can be different...

PrintEvery element of Teamogy you could Print out. This manual will show how to Print a Document. But you could apply this manual to all elements of Teamogy, which are printable.  1. Find the Document which you would like to Print out. 2. Click on the icon of the...

Add AttachmentsIn every element of Teamogy you could Add Attachments. This manual will show how to Add Attachment to a Document. But you could apply this manual to all elements of Teamogy. 1. Create Basic Document, Sales Quotation , Purchase Order, Contract, Meeting...

Search Records and DocumentsThe aim of Teamogy is to be user-friendly and effective software. Search Records and Documents is very simple. You can use a search engine or breadcrumbs. Breadcrumbs Use filters to work more efficient with your Documents. Just go to the...

Views And BreadcrumbsViews In Teamogy we have many Views. Simply, it is a page, where you are actually working. It is a very helpful tool in communication with your intern Teamogy admin or professional support team. You could easily describe, where is the problem that...

Document Header SetupThe document header consists of your company logo and the default information that is common for commercial correspondence. However, Teamogy is a very flexible system and the document header can be also adjusted or modified. Please contact your...

About DashboardDashboard is a homepage of your Teamogy. When you log in, Dashboard is the first page you will see on your display. On Dashboard you can see agency favourite links which can be customized for any agency. You can also see a List of Colleagues from your...