Where can I update my profile and contacts data?

You can enter and update your profile details by simply clicking on your name above the page header.

Contact Details – You can make changes to your Name, Email, Phone, Mileage Rate, Position and a Project Hours limit (if you don’t see any of those functions then you are probably not an Account owner or an Admin)

Profile Settings – you can change the Language, Billing Rate and Staff Cost, Change your Avatar, Get connected with Slack, Update Password, Set up your Quicktoolbox preferences, set up the Default e-mail, more details on those please read here

As to the language changes, the system notifications we will show in the User’s language, but if its a notification that in the same time can receive a few users (as an example, the request to approve vacation, this notification can receive the admin and the department leader) then the text will be in the company’s language.

You can also set up your Address on this page, Enable Two Factor Authentication and Calendar Subscription.

Log Hours on the Quick Toolbox

In ‘My Profile’ you can also set the behavior for the ‘Log Hours’ button of Quick Toolbox.

Here you can see three parameters:

1. Open the timer
If you choose it, ‘Log Hours’ will get you to the Timer widget:

2. Open the weekly view
If you opt for this one, ‘Log Hours’ will land you on the Time Tracking page, ‘Week’ tab:

3. Open the monthly view
Pick this and ‘Log Hours’ will send you to the ‘Month’ tab of the Time Tracking page:

Below the Toolbox options you can see the e-mail preferences set up:

This is related to Invoices, Estimates, or any other sent documentation if a member has the rights to send them out. If you don’t see this in your profile then you don’t have this permission.

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 ➜

Settings -> Stationary Templates -> and start to “edit” the preferred Template

In order to change the language for the Placeholders, click: “Change label placeholders”

Translate the “Value” into your preferred language in the template

You are set now! Enjoy!