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.
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 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.