Company Profile – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Fri, 15 May 2026 10:02:20 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Company Profile https://zistemo.com/knowledge-base/content/company-profile/ Thu, 16 Jul 2015 22:13:04 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=81 1. Company Information
2. Address and Phone
3. Company Settings
3.1  Base Currency
3.2 Number Format
3.3. Time Zone
3.4 Date Format
3.5 Time Format/First Day of Week
3.6 Language
3.7 Company Registration Number/Tax ID
3.8 Account Number System
4. Business Bank Information
5. Email Delivery

When you register your account you will be asked to enter your company’s location. This location will determine which predefined settings are applied to your company account.

These predefined settings are:

However, you can change that (and further company data) on the company profile.

Company Information

On the company information tab you can change the company name, company email address and change your zistemo subdomain (business link).

Address and Phone

On the second tab you can change the company address and a general phone number. This information will be used on the invoice/estimate footer

Company Settings

On the company settings you can change default settings for the company’s zistemo account.

The tax ID will be used to your zistemo subscription invoices.
Night worktime will be used on the HR report

 

Base Currency

Your Base currency is used as the currency for all account reports, hourly salary rates, tasks, and items rates.
It is also a default billing currency. To bill clients using other currencies – you can add and customize at Settings ➝ Currency. Learn more about using multi-currencies

Number Format

Here you can change the general number format in the system. Please note that it doesn’t effect the currency format on estimates/invoices. If you want to the change the number format of a currency, please read this article: click here

Time Zone

This is your company’s time zone. Automated account actions such as email notifications will take place at 9:00 AM in your time-zone. Each user can have separate time zones if needed. Click here learn more about user time zones.

Date Format

The date format is used for all account actions and will display on invoice and estimate documents. following date formats are supported:

  • mm/dd/yy
  • mm/dd/yyyy
  • dd/mm/yy
  • dd/mm/yyyy
  • yy-mm-dd
  • yyyy-mm-dd
  • yy/mm/dd
  • yyyy/mm/dd
  • mm-dd-yy
  • mm-dd-yyyy
  • dd-mm-yy
  • dd-mm-yyyy
  • mm.dd.yy
  • dd.mm.yy
  • yy.mm.dd
  • mm.dd.yyyy
  • dd.mm.yyyy
  • yyyy.mm.dd
  • dd M yyyy
  • dd M yy
  • dd.MM yyyy
  • dd MM yy

Time Format/First Day of Week

zistemo supports two Time Formats – 12h (5:22 PM) and 24h (17:22). You can choose the one you prefer. And also set up the first day of the week. The first day of week will be used for calendar views like on timesheets.

Language

The company language will be used as default to all users, documents (invoices, estimates, retainers, etc.) and notifications. Following languages are supported:

  • English 🇺🇸
  • German 🇩🇪
  • French 🇫🇷
  • Italian 🇮🇹
  • Czech 🇨🇿
  • Ukrainian 🇺🇦
  • Spanish 🇪🇸
  • Polish 🇵🇱
  • Portuguese 🇵🇹
  • Russian 🇷🇺

If you want to change the language of an invoice, click here to learn more.
Further, staff can use their own language if the want/need to. Learn more about users’s language

Company Registration Number/Tax ID

The company registration number and the will be used in the footer of documents like invoices, estimates and retainers.

Account Number System

Based on you company location (GER/AT/CH) you can select between account number system SKR04/SKR03. If you aren’t sure what to use ask you tax consultant/accountant. It will effect your expense categories numbers.

Business Bank Account Information

You company bank information will be used on all invoices, estimates, retainers etc.

Email Delivery

By default, all emails will be send from your email address but from the zistemo server. Due to that fact, it could happen that your email will get into spam at your client’s inbox. To avoid that you can either whitelabel your domain or you change the email delivery setting. You could also send emails from “do-not-reply@zistemo.com” or send emails from your outgoing server using SMTP.


Learn more about using do-not-reply@zistemo.com
Learn more about sending email from your server using SMTP

 

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How Can I Change My Business Link (Subdomain) https://zistemo.com/knowledge-base/content/portal-settings/ Thu, 16 Jul 2015 22:22:04 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=85 To change the subdomain of your account, go to Settings -> Company Profile -> field “Business Link”.

Enter changes and Save, as shown below:

As soon as you’ve completed this step, your old business link will no longer be active. After clicking “Save Changes”, you will be logged out from your previous account link and you’ll need to log in again with the new link.
By default, your team will receive a notification with the new Business Link by e-mail.

Important: if you also want to inform your Clients, do not forget to mark the checkbox “Send notification” before Saving Changes.

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Profile Data https://zistemo.com/knowledge-base/content/profile-data-2/ Thu, 16 Jul 2015 22:31:57 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=88 How do I change my Company Profile settings?

To change Company Profile settings including company name, email, default account data, bank data, address, and phone – go to, Settings ➝ Company Profile.

Company Profile definitions and uses

Your Company Name is displayed on your account login pages

Login page

and on all invoice/estimate documents

Invoice/estimate document

As a default, your Address, Phone and Bank Data will be displayed on the footer of invoices and estimates, along with your contact details.

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Global Number Input Format https://zistemo.com/knowledge-base/content/global-number-input-format/ Fri, 30 Sep 2016 11:08:46 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=1266 In zistemo you can choose the number format which is convenient for you. Once chosen, it means that each time you edit or fill number fields, you should use this format. To set up the number format you prefer, go to “Settings” -> “Company Profile” -> “Company Settings” block.

Here, you’ll notice three types of numbers:
– 1,234,567.89 – comma as a thousand separator and dot as a decimal separator;
– 234.567,89 – dot as a thousand separator and comma as a decimal separator;
– 1 234 567,89 – space as a thousand separator and comma as a decimal separator.
The number format you pick will be applied to all number (amount) input fields across your zistemo account.

IMPORTANT: You still can change print number format for each of currencies which are used in your account. To do so, go to currency settings (Settings -> Currency -> Edit Currency -> Choose format -> click “Save”). This means that invoices and estimates (in preview mode and as PDF files) in this currency will display amounts in the number format you’ve chosen for it.

Note: If you want to know how to change the currency number format, you can read more details here.

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General Email Address https://zistemo.com/knowledge-base/content/general-email-address/ Mon, 09 Aug 2021 05:16:58 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=9879 If you want to store your company’s general email (e.g. info@… or invoice@…) on zistemo you can do that on the company profile.

By default it takes the Account Owner’s email address but can overwrite it without changing the Account Owner’s email. Once you set up a company email address you can use it to send documents (invoices, estimates, retainers, etc.) from zistemo.

When changing the general email address for your zistemo account you have to confirm both the old and new email address to prevent email abuse.

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Do-not-reply Email https://zistemo.com/knowledge-base/content/do-not-reply-email/ Mon, 09 Aug 2021 06:22:11 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=9892 Sometimes it could happen that email you sent from zistemo end up in spam. In this case we recommend to whitelabel you zistemo domain. If a domain authentication is not possible, you can use “do-not-reply@zistemo.com” as email address for sending documents (invoice, estimate, retainer, etc.), user invitations and notifications. Just go to Settings/Company Profile/Company Information and activate “Send estimates, invoices, payment notification invitations from do-not-reply@zistemo.com”.

If activated you can select on email the “reply to” field but not the “from” field.

Your customer/staff will see that the email was sent from “do-not-reply@zistemo.com” but can easily answer to you because of the “reply to” field. In most mail systems it takes automatically the “reply to” field is someone replies to an email.

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