Back Office

Start here to find answers to your questions about the options available to you in the back office.

Backoffice applications

Help topic link

Back office link

Description

Create or edit an employee record.

Purchase invoices

Purchase invoices

Create purchase invoices.

Create draft invoices.

Projects opening balance

Projects opening balance

This is the first step in importing pre-VOGSY projects into VOGSY.

Reports

Third party integrations

See Integrations.

Master tables

Help topic link

Back office link

Description

Create and manage activities.

Create and manage costs.

Create and manage financial KPIs.

Create and manage attributes for financial KPIs.

Ledger accounts

Ledger accounts

Create and manage ledgers.

Create and manage revenue types.

Sales tax types

Sales tax types

Create and manage VAT types.

Payment conditions

Payment conditions

Create and manage invoice payment conditions.

Create and manage expense types.

Opportunity types

Opportunity types

Create and manage opportunity types.

Create and manage sources, which are used to specify the origin of opportunities and organization leads.

Opportunity stages

Opportunity stages

Create and manage opportunity stages.

Create and manage currencies.

Create and manage industries.

Create and manage job roles.

Time off / Non-billable types

Time off / Non-billable types

Define a set of activities, such as holiday or sick leave, that is trackable but not chargeable to customers.

Template languages

Template languages

Create and manage languages that are available for creating invoice templates.

Create and manage skill sets.

Create and manage skill levels.

Create and manage task statuses.

Settings

Help topic link

Back office link

Description

Contains the configuration settings for your company’s journals and ledgers.

Project settings

Project settings

Use this page to configure the global settings that apply to all projects that you create in VOGSY.

Use this page to configure how VOGSY handles timesheets.

General settings

General settings

The settings on this page control some of the most basic configuration options for VOGSY.

Folder permissions

Document management settings

Use this page to configure the access permissions that VOGSY will use when creating folders in your document management system (Google Drive or Microsoft OneDrive).

Document templates

Your document templates are listed here.

Companies/Departments

Companies/Departments

Use this page to set up your organization’s companies and departments.

Set up or import holiday schedules per country.

Mail templates are used when VOGSY sends out quotes, project invoices, order confirmations and project evaluations. Here you can configure the texts of these mail templates.

Opportunity settings

Opportunity settings

Use these settings to configure the lead times for the different stages in the opportunity cycle.

Setup Assistant

Setup Assistant

VOGSY offers a setup assistant which leads you along the most important configuration options and gives you information which enables you to setup VOGSY so it runs smoothly for your organization.

Subscribe to VOGSY.

Uninstall VOGSY

Remove VOGSY and its associated files from your browser and document management system (Google Drive or Microsoft OneDrive).