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:

• Default Tax
• Default Language
• Base Currency
• Time Zone
• Date and Time Format
• Number Format
• First Day of Week

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 ➜

By default, your base currency will be predefined by the system based on your company location.
If your predefined currency is wrong – you may change it after registration in Settings ➝ Company Profile ➝ Your Base Currency field.
Your base currency can only be changed once and it cannot be changed at all after you have raised your first invoice/estimate/expense/product/project.

Note: You are also able to change base currency if you reset your account data (more here).

What is a base currency? How to change the base currency?

By default, your base currency will be predefined by the system when you register your company location.
If your predefined currency is wrong – you may change it after registration in, Settings ➝ Company Profile ➝ ‘Your Base Currency’ field.
Your base currency can only be changed once and it cannot be changed at all after you have raised your first invoice/estimate/expense/product/ or a project.

How can I add new currencies?

There are two ways to add a new currency:
1. On Settings ➝ Currency ➝ ‘Add New Currency’

2. During the creation of a new client, invoice, estimate or an expense:

Currency symbol position

By default the currency symbol is always before the amount, e.g. $100. In some countries or for some currencies you want to show the currency format after the amount, e.g. 100€. To do so, edit the currency and activate “Show currency to the right of the amount”

Using currencies on different features of my zistemo account

There are two types of currency:
– base currency;
– additional currencies.
Base currency is the default currency of your account. All your reports will be converted and displayed using your base currency. Products (tasks or items) and staff salary (hourly rates) will use your base currency.

The Multi-currency feature can be used for invoices, estimates, and expenses.
You can choose a currency during the creation of an invoice/estimate/expense or choose a default currency for your client. All subsequent new invoices/estimates/expenses for this client will automatically default to their last used currency.

Currency exchange rate customization

You can enter exchange rates for additional currencies at, Currency ➝ Edit (row end menu option) ➝ Add Exchange Rate button ➝ choose a date of rate and enter rate data (or choose rate data from the European Central Bank)  ➝ click Save button.

For the following currency we receive the exchange rate from the European Central Bank:

• United states dollar (USD)
• Japanese Yen (JPY)
• Bulgarian Lev (BGN)
• Czech Koruna (CZK)
• Danish Krone (DKK)
• British Pound Sterling (GBP)
• Hungarian Forint  (HUF)
• Polish Złoty (PLN)
• Romanian Leu (RON)
• Swedish Krona (SEK)
• Swiss Franc (CHF)
• Icelandic Króna  (ISK)
• Norwegian Krone  (NOK)
• Turkish Lira (TRY)
• Australian Dollar (AUD)
• Brazilian Real (BRL)
• Canadian Dollar (CAD)
• Chinese Yuan Renminbi (CNY)
• Hong Kong Dollar (HKD)
• Indonesian Rupiah (IDR)
• Israeli New Shekel (ILS)
• Indian Rupee (INR)
• South Korean Won (KRW)
• Mexican Peso (MXN)
• Malaysian Ringgit (MYR)
• New Zealand Dollar (NZD)
• Philippine Peso (PHP)
• Singapore Dollar (SGD)
• Thai Baht (THB)
• South African Rand (ZAR)

Furthermore, you can alter your exchange rates immediately on the Estimate/Invoice/Expense pages.