[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row column_structure=”3_4,1_4″ module_class=” et_pb_row_fullwidth” _builder_version=”3.25″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” custom_padding=”27px|0px|27px|0|false|false” make_fullwidth=”on”][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.7.7″ custom_margin=”|40px|40px|||”]<\/p>\n
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Teamogy should be your right-hand tool for you and for your business. However, in order for Teamogy to show you the right data, you have to use it properly throughout the year. The end of the year<\/strong>,\u00a0in particular,\u00a0<\/strong>is the right time to do some kind of „deeper data hygiene”. Below, you will find some useful hints<\/strong> on how to easily roll over Teamogy to the new year with clean, accurate data.<\/p>\n 1. INVOICES AND CASHBOX<\/strong><\/p>\n First of all, it is important to check all unprocessed Invoices and Cashbox documents to ensure they have been processed properly<\/strong>. With supervisor rights, you can check ALL UNPROCESSED documents and urge your colleagues to do the same.<\/p>\n Tip: Use In Process view in the main menu to check all unprocessed documents. <\/strong><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/in-process-1.png” alt=”in-process” title_text=”in-process” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.7.7″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″ locked=”off”][\/et_pb_image][et_pb_text _builder_version=”4.7.7″ text_font=”|300|||||||” custom_margin=”|40px|40px|||” custom_padding=”0px|0px|0px|||”]<\/p>\n 2. JOBS & CONNECTED DOCUMENTS<\/strong><\/p>\n Once you are confident about the status of your financial documents, you can continue by checking the Jobs.\u00a0Use the filter<\/strong>\u00a0not closed Jobs<\/strong>\u00a0for the year that are not closed that you would like to finish. As a guarantor, you must check your own Jobs.\u00a0 As a supervisor, you can also check the Jobs for your team.<\/p>\n Jobs that are not closed should be checked and closed. If they cannot be closed, you should at least change the deadline.<\/strong><\/p>\n Before you close the Job, please be sure to also check all of the connected documents \u2013 Quotations, Purchase Orders, Invoices and Tasks (see # 1 – # 4\u00a0in this article).<\/p>\n IMPORTANT NOTICE: <\/strong>For correct revenue display use correct date for Job Closing. This date is important for proper reports.<\/p>\n Tip: You can use the Drag & Drop feature in the Job statuses (Kanban) view to speed up this closing process. However, please be very careful to check all connected documents first \u2013 Quotations, Purchase Orders, etc.<\/em><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-16.gif” alt=”drag-and-drop-job-statuses” title_text=”drag-and-drop-job-statuses” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.7.7″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″ locked=”off”][\/et_pb_image][et_pb_text _builder_version=”4.7.7″ text_font=”|300|||||||” custom_margin=”|40px|40px|||” custom_padding=”0px|0px|0px|||”]<\/p>\n 3. BUDGETS<\/strong><\/p>\n Internal Overheads (budgets)<\/strong>\u00a0should be\u00a0created at the beginning of each year<\/strong>.\u00a0Close all budgets from the previous year immediately to prevent resources, time, and money from being allocated to the previous year.<\/p>\n The same procedure should be done for Client Overheads.<\/strong> [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-15.gif” alt=”cloning-internal-overheads” title_text=”cloning-internal-overheads” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.7.7″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″ locked=”off”][\/et_pb_image][et_pb_text _builder_version=”4.7.7″ text_font=”|300|||||||” custom_margin=”|40px|40px|||” custom_padding=”0px|0px|0px|||”]<\/p>\n 4. TASKS<\/strong><\/p>\n Use the filter to show all not closed Tasks in the past. Close all possible Tasks or set the appropriate new deadline. 5. ATTENDANCE<\/strong><\/p>\n All possible requests should be approved or canceled.<\/p>\n IN GENERAL:<\/strong>\u00a0 For most of these actions, you will need to have appropriate rights<\/strong>. You should be the owner of those documents<\/strong> or be some kind of supervisor. If you feel you do not have the rights you should have, you can ask your Internal Administrator or your Manager to assign you those permissions or refer you to the person responsible.\u00a0 Be sure to ask your company staff to complete all of these steps from their position<\/strong> and ask them to process everything for which they are responsible.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”3.26.5″ text_font=”|300|||||||” custom_margin=”-14px|40px||||” custom_padding=”12px|0px||||” text_font_last_edited=”off|desktop” global_module=”14686″ saved_tabs=”all”]<\/p>\n
If you are the person who is responsible for Teamogy settings or the Finance supervisor, you should also check the numbering of all financial documents.
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<\/em>Tip: You can create each budget as a clone of the previous one. You only need to set the new deadline correctly.\u00a0<\/em><\/p>\n
Tip: You can use the Drag and Drop feature in the Task statuses (Kanban) view to speed up this closing process.<\/em><\/p>\n