Manual - Teamogy

How to activate and set up bank statements in Teamogy

by Libor Černý | Jun 13, 2023 | Manual

This is how to activate the functionality of importing and processing bank statements in Teamogy.

Bank statements – how it works in Teamogy

by Kateřina Ambrusová | Jun 13, 2023 | Manual

Teamogy allows you to import bank statements in different formats and allocate each row of bank statement to relevant financial document.

The Back Button and Search Retention

by Kateřina Ambrusová | Mar 30, 2023 | Manual, Manual, Manual

Back Button And Filter Retention 1. Opening in Modal window If you use filters in the views for better searching, open document in a smaller window – Modal (one click). When you close the window, you will be left with the search results. 2. Opening Teamogy...

Using Chat in Jobs, Documents, etc…

by Kateřina Ambrusová | Mar 6, 2023 | Manual

Using Chat in a Job, Task, Document – Discussion You can discuss individual documents, jobs, invoices and other entities in Teamogy. The “Comments” tab can be used either for writing notes or for active discussion. Just click on the “eye”...

Test version

by Naďa Šolcová | Dec 13, 2021 | Manual

About Jobs The 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...

Common settings

by Naďa Šolcová | Nov 8, 2021 | Manual

Common settings In the section Common Settings, you will find the most common configuration of Teamogy related to the configuration of the system logo, letterhead, as well as fonts and personal name order. Let’s take a closer look: 1. Logo for headed paper 2....