HR Report

The HR report is designed for professional HR managers. Perform quick plausibility checks to determine if any actions are required. Access all relevant information about staff working hours and leave, simplifying your handover to payroll. More here →

Void Corrections to the Flextime Balance

Corrections to a staff’s flextime balance can now be voided. An offsetting entry will be created and the initial correction will be voided. More here →

Advanced Attendance Time Logs

All changes made to the attendance time are logged and accessible for admins. See changes to the flextime balance, changes to the attendance time settings and a history for each attendance time record. More here →

Attendance Time Clock-Out Rules

Additionally to apply rules for clocking with the attendance, add rules for clocking out. If active, it tracks the location when clocking out and sends a message if a clock-out rule was violated. More here →

Credit Notes as E-Invoice

When using electronic invoicing with zistemo and cancelling an invoice, the credit memo created will be a valid electronic invoice as well.

Attendance Transparency

Following improvements have beed made for more transparency and easier handling on attendance time features:

• If a correction to the flextime balance is made, the user receives an email
• If vacation was transferred from the previous year, vacation days and mandatory holidays from the previous year can not be edited

January 14, 2026

Project Timeline

Manage your projects with timelines as a Gantt chart. Add start and due dates, dependencies and visualize progress.  More here →

New Invoice Placeholder

Use the order number placeholder to put data from the dedicated field into your invoice. More here →

Clock-out Rules for Attendance Time Tracking

Track users clock-out rules to see where they end work. More here →

Swiss QR Invoice

Updated Swiss QR invoice data with structured address to meet new regulations.

November 05, 2025

Attendance Details Report

Breaks added from automatic meal break rules are added to the first time record of the day. Before, it was just shown in the summary. Also, working time is now attendance time minus break, reflecting the real work time.

Scheduled hours to the current week

If you track time on scheduled hours for the current week all hours track at the current week are connected to the time ticket. Works for weekly planing only.

Main Dashboard for Staff Members

The new dashboard for staff members and data captures shows important information more user friendly. A more reduced view shows made requests (e.g. vacation), flex-time balance, remaining vacation days, and this weeks working time for user’s attendance time. For users’s projects it shows user‘s tasks, new messages, logged vs. planned hours and tasks due soon.

Attendance Report Filter

Added a new filter for not-payable/payable time on attendance report.

Attendance Monitor List View

Brand-new list view for attendance time tracking with bulk actions for add and delete time records. More here →

Progress Invoice

For progress invoices there’re a new menu point which shows estimates you can create a progress invoice from.

September 25, 2025

Recurring Invoices for Flat Projects Amounts

You can now create recurring invoices for projects using flat amount.
More here →

New Menu for Project Time Tracking

For project time tracking submenu was moved into the project time tracking page. You can find there: Time tracking, my tasks, messages (comments mentoining you), team timesheets, team monitor and team planning (scheduler).

E-Invoices

Supporting now different units when creating electronic invoices. Mapping of units is automatically, before all units where Hour (“HUR”).

Also, tax handling is updated, n/a or n.v. taxes are 0% (zero rated) no longer as exemption.

Cash discount is nor supported.

XML-Preview was updated and unused fields were removed.

Invoice Wizard

Improved performance for previewing timesheets and text updates when creating an invoice from a project.

Vacation Approval

When vacation must be approved, at least one person must be added as approving person.

Banking Import

Bank transactions can be imported as XML-Camt.053 file.

Project Communication

Comments mentioning you are now available on the project submenu on “Messages”.

Mileage Currency on Project

Added currency to the project mileage rate since it’s always in base currency.

Email Blocks Error

If an email address was added automatically to zistemo’s suppression list you can now directly request customer service to remove it there from your system bell.

HubSpot Integration

If you connected zistemo to your HubSpot account you can change now client’s department on zistemo. Updates were made to syncing client country from HubSpot.

Create Project from Estimate

When creating a project form an estimate using hourly staff rate it takes the default rate from the staff settings.

Hidden Main Menu Points

If main menu points for you are hidden you see a note on the bottom of the menu.

June 17, 2025

Progress Invoices

Progress invoices or progress payments are now supported on zistemo. More here →

Browser Extension Language

zistemo’s browser extension is now available in GER, CZ, IT, FR, PL, PT, ES and UKR language. It takes the user’s language on the browser extension

Client filter on Project Revenue Report

You can now can filter for clients on the project revenue report. That allows, to see i.e. revenue for all active project of a client.

Project View

Updated project view for project managers. If team member is project manager, they can see now hourly charts on the project and all project members timesheets on timesheet details report.

Preview XML invoice

When creating an e-invoice (ZUGFeRD) you can now preview the XML date in a detailed breakdown on the invoice preview. More here →

Electronic invoice update

If client (primary) contact is a department contact, according fields are now populated.
German only field “Leitweg-ID”  is 999 as default value (according to documentation)+
If client is a organization and company tax-id is missing you‘ll get a warning.
E-invoice (EN 16931:2017) are now available for all countries.

Estimate and flat amount project

When converting an estimate to a project using flat project amount it now uses the net amount (subtotal without taxes) as flat project amount.

Swiss QR-invoice

If invoice amount due is 0 it does not show the QR code. Especially useful, for invoice was balanced with a retainer. More here →

Mark task as completed

Tasks can now be marked as completed by using the check icon on the board view right on the card.

Approve Vacation

If user role is administrator but is not set as person who approves vacation hint is shown on staff vacation.

My Tasks

On my tasks, project name is now a link to get straight to the project.

API

GET user/list has now filter for active and inactive users. More here →
When creating a user leave, duration max. duration is 1.080 days. More here →

Client export

Client tax-id was added to client csv export.

Client “Your Vendor Number”

“Your vendor number” on client details is no longer unique.

Invoice report

Filter added for canceled and void invoices.

Auto creation time

Recurring expenses and invoice will be created at 5:00 AM company timezone.

November 20, 2024

Import E-Invoices to zistemo

Upload expenses in ZUGFeRD, FacturX, XRechnung or XML (EN16931) to zistemo. More here →

Project Dashboard for Team Members

Dedicated dashboard on projects for team members. More here →

Project Timer

If a timer runs for a project and the project is deleted, the timer stops automatically. Also, it doesn’t show closed projects on the timer anymore.

Videos

We started to adding continuously explanation videos for zistemo features.

Profit & Loss Report

Total income is now calculated wihtout tax.

Project Staff Settings

When editing project staff settings changes will be saved now automatically.

Creating Project

When creating a project it now shows the three option (create from scratch, template or with AI) in a pop-up

Off-Site Activities

Description for off-site acitivty settings was changes to make it more clear that user has to manually clock-in/clock-out.

Allow to Edit Attendance Time Records

When just using the attendance time module you can now limit the possibility for users to edit their attendance tome records.

Custom Holidays

When creating a custom holiday that repeats every year on an attendance time template, it doesn’t automatically duplicates itself.

Time Tracking – Pie Chart

The pie chart about tracked time on prpojects on the weekly/monthly time tracking now shows ascending from project with most tracked to less tracked time.

Attendance Monitor Details

On the attendance monitor you can now see the dates when a templates was assigned to a person.

Convert Estimate into Project

When converting an estimate into a project it creates now for each line item a separate task and does not accumulates tasks with the same name.

Convert Proposal into Project

You can now convert an interactive proposal into a project.

Attendance Time with AM/PM

You can now edit attendance time in time format using AM and PM time.

API

New API call was added to get daa warehouse integration status. More here →

Client contact email

Client contact email is no longer unique.

Filter for Overdue Tasks

On Timesheet Details  and Task Summary report a new filter for overdue tasks was added.

Invoice History

See on the invoice history who removed a line item that was connected to a timesheet. More here →

Billing Contacts

On the subscription page the account owner can add other billing contacts to receive subscription invoices. More here →

Billable Tasks

New tasks on a project are automatically billable by default

Expenses on Projects

If team members as projects managers can now see all expenses to their projects

Decimal Time Format on Detailed Timesheet

If time format is decimal, it shows four digits after the decimal to avoid rounding issues and different times on invoice and report.

Client Gird Search

The search field on the client grid searches also for client number

September 5, 2024

Create Project with AI

You could now create a new project with our artificial intelligence AI. More here →

Reports Headers

All reports have now sticky headers so you can see also when scrolling down the name of a column.

Project Templates

Improved usability when several users working on the same project template

Client Search

The free text search on the client grid also searches for client numbers

Task Search

Improved usability when searching tasks on project boards/lists

Decimal Hours on Reports and Invoices

Decimal hours on reports and invoices are now shown with 4 decimal places for higher accuracy.

Attendance Time Module

Improved the attendance time module and hiding now all fields that are not needed when using that model only.

Attendance Time Tracking

Improved usability when tracking attendance time manually.

Invoice History

On invoice history you can now see who changed the invoice template and who removed line items that where connected to timesheets.

Billing contacts

You can now add up to 3 additional billing contact email addresses for your zistemo subscription. More here →

Timesheet Details Report

New filter on timesheet details report for overdue tasks. New grouping for timesheet details report for detailed summary. More here →

Billable Tasks

New tasks on a project are now automatically billable by default.

Project Time Tracking

Improved usability when tracking project time manually. E.g. users see now that they’re not assigned to any task on a project where they’re assigned.

April 4 , 2024

Inbox for task mentions

If you was mentioned on a task comment you see that on your inbox. More about inbox for task mentions →

Mark project as favorite

Mark a project as favorite to get to it faster via the main menu. More about marking projects as favorite →

Leave Duration

Maximum leave duration was increased to three years (1095 days). More about creating leaves →

My Tasks

Find “My Tasks” right on the main menu. More about my tasks →

Xero

We now sync the expense status from Xero

Items

Items are now available on the API. Also, you can now see and search items by number on a project.

Attendance time

When adding manually attendance time we changed the input field for start and stop time so you can insert time manually much more faster.

Working time on sick leave days

If no time was tracked on a day with sick leave the flex time balance does not change. When tracking attendance tome on a day with sick leave that working time is not counted as overtime. Overtime is calculated as for regular working days. If you track more time than your regular working plan you get overtime. But if you you tracked less than the regular working plan you won’t get a negativ flex time balance. More here

Task Sections

You can now hide task section names on reports, more here →

E-Mail confirmation

When changing the company email you have to confirm the new email address

Staff custom fields

We now support staff custom fields on the API on a user.

Flex time corrections

When manually correcting a user’s flex time balance you can now insert it in time format (hh:mm).

Project revenue report

On the project revenue report you will find now a summary line on the end

Retainers

We’ve added a search field for retainers

Account Access

We may need temporarily access to your account to diagnose and resolve a customer support issue you’ve raised. Our access automatically expires after 3 days, more here →

Maximum hours per timer

You can set up that a user’s timer automatically stops after a certain amount of hours, more here →

December 20, 2023

Mark hors as billed

Previously, hours were marked as billed if they were billed in invoices only. Now it’s also possible to manually add timesheets to an invoice so they’ll appear as billed in zistemo.

Mark hours as billed →

My Tasks

Get an overview of the tasks assigned to you. Sort them by due date or by project and enter your timesheets. Each employee can see their tasks sorted by urgency.

More about My Tasks →

Add sets to projects

Tasks and items can be grouped into sets. Now these sets can also be added to projects. Add multiple tasks and items to a project with a single click.

Adding sets to a project →

Project assignment

Specify that all people should be added to a new project or all project members should be added to a new task by default. This makes the management of responsibilities in projects even more efficient.

Manage project and task assignments →

Mentoin persons in comments

Mention people directly in the comments on tasks. The people receive a notification and can reply directly. For even better communication within the team.

Mentoin persons in comments →

VAT rate change in Switzerland

From January 1, 2024 new vat rates apply in Switzerland. We added for Swiss companies a new function to bulk update their tax rates easily. More here →

September12, 2023

Vertical Side Menu

New Project View

With a fresh design and seamless functionality, you’ll have complete control over your projects. From task cards to to-do lists, tracking and editing time entries has never been simpler. Keep your entire team in the loop with real-time updates on project status. Plus, you now can use project templates!

Sync Projekt Time with Attendance Time Retroactively

To make it much more easier to sync project time with attendance time you can now sync it retrospectively. Bring more transparency to your attendance time. Learn more here

Manually update lexoffice integration

You now can manually update the sync to your lexoffice account

Detailed Timesheet Time Format

Show time record on the detailed timesheets report attached to your invoice with the same time format (decimal or hour format) as your invoices.

Quickbooks for non-US companies

We now support integrations to Quickbooks for non-US companies (e.g. Canada), mainly by support HST/GST tax.

December 20, 2022

Scheduler Weekly Planning

Ressource planning by days is suitable to control priorities according to urgency. However, this is not suitable for all companies. To reduce micromanagement, you can now allocate your project’s budgets by weeks in the Scheduler.

Plan projects by weeks →

Proposal Release

Our new tool for web-based proposals was previously available as beta. Now we are releasing the feature for digital and interactive proposals! Finally put an end to redundant processes, because 60% of medium-sized companies in Germany print out customer contracts, sign them by hand and enter them again digitally. With zistemo proposals, you can impress your customers digitally.

Create now web-based propsoals →

Project Revenue as Report

To give you a better overview of your ongoing projects, we’ve added a new report to zistemo: Project revenue. Here you can see total costs, revenue and profit for multiple projects as a monetary value.

See revenue of your projects →

Bottom-up Employee Scheduling

New Placeholder: Subtotal Minus Discount

To make your invoices more transparent to your customers, you can now show the net amount minus discount on invoices.

Links in Client Custom Fields

To store and retrieve additional information from your customers more efficiently, links are now recognized in the client custom fields.

Add URL to client custom fields →

Page Break After Intro Text

Add a page break after your intro text on invoices and estimates to start the pricing on the next page

Add page break after intro → 

Display closed tasks for project invoicing

If you invoice a project with flat amount for task as billing method you will now see which task is completed.

Invoice projects with flat amount for tasks → 

Invoice Report: Sort by Due Date

Sort your invoices on the invoice report by due date.

Vacation Entitlement on Vacation Overview

See the vacation days per year on the vacation overview report

October 12, 2022

Brand new proposal tool as beta

We roll-out the beta version for all existing users on zistemo! Close deals faster with interactive packages, optional items and share your web-based proposal across all devices. Make it easy for your prospects to say “yes!” and get your quote approved in minutes with digital signatures.

Watch Intro Video →

Project Custom Fields

Structure you data on projects. You can now set up the field type of custom fields on projects. Define if the custom field is a text or date field, checkbox, dropdown, picklist or multi-select-picklist and lead people to insert proper data.Here more →

Add Sets to Projects

Add predefined set to you projects. This allows you to add multiple items and tasks to a project with just one click, either on the project edit page or project’s item list.

CSV Client Import

Here more →

Improved Absende Report

Custom unit on flat amount projects

For more flexibility, you can change the line item unit for projects with flat amount on the project settings.

Here more →

Record Payment Search Field

When recording a payment you can now search for invoice and client in a free text field.

Email Subject for Approval Requests

When receiving an email that your approval for any absence is required, you can directly see the date range in the email subject, allowing you to search for approval emails right in your inbox.

Project History

You can see now in the project history who closed or re-opened a project

New Internal Project Number

When using the client number on project numbers you will see as internal client number now “internal”.

Swiss QR-Code on Retainers

For our customers from Switzerland: You can now also create retainers with QR-code (QR-invoice)

Reverse Charge Expenses with Lexoffice Integration

You can now create and manage expenses where you have to apply reverse-charge with your Lexoffice account integrated. You don’t have to do anything, it automatically snycing it correctly by the account number.

Mileage ordering

When sorting mileages e.g. by date, it shows the mileage odometer chronological

Manage Subscription

We improved the page where you manage your subscription. It gives you a more transparent information what’s already in your plan.

Delete Timesheet from Invoice

When a timesheet was added to an invoice, you surely can delete it. We now show a warning when deleting timesheets from an invoice that these timesheets will be then again unbilled.

Assign staff to task

When there’re allocated hours on the scheduler for a staff, you can’t unassign this person from that task in the project.

Service Date on Recurring Invoices

When you create a recurring invoice from a manual invoice it clears the ::service date:: placeholder. Also, it gives you the right invoice intro right ahead.

Rename Payments Collected Report

We renamed the “Payments Collected” report into “Invoice Payments” to be more clear what data it shows.

You’ll see staff cost, cost (expenses, items and mileages), total cost, budget, remaining budget, revenue, profit as well as unbilled and non-billable hours. All monetary values are shown in you account’s base currency ➜

The budget is shown as set up on the project. So, if you set up the budget in hours it’s shown in hours and if you set up as cost you’ll see it as monetary value on this report.

The report can be exported as PDF, CSV and Excel file.