Back Office
Start here to find answers to your questions about the options available to you in the back office.
| To access back office applications you must have the Support staff role. |
Backoffice applications
Back office app |
Help topic link |
Description |
Create or edit an employee record. Use this page to set an employee’s user permissions in VOGSY. |
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Create and process (distribute costs) purchase invoices. |
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Manage (adjust and approve) draft invoices. You can also create draft invoices manually. |
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Use this page to set up your 'in flight projects' to show the actual costs and sales of your pre-VOGSY business. |
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Use this application to manually create account payable records. |
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Use this application to manually create account receivable records. |
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Use this application to review expense claims submitted by employees. |
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Use this application to create draft invoices for all the projects that have billable hours, billable cost, or billable periods. Will trigger an invoice run for all relevant projects. |
Reports
See Reports.
Third party integrations
See Integrations.
Master tables
Back office link |
Help topic link |
Description |
Create and manage activities. |
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Create and manage costs. |
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Create and manage financial KPIs. |
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Create and manage attributes for financial KPIs. |
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Create and manage ledgers. |
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Create and manage revenue types. |
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Create and manage VAT types. |
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Create and manage invoice payment conditions. |
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Create and manage expense types. |
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Create and manage opportunity types. |
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Create and manage sources, which are used to specify the origin of opportunities and organization leads. |
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Create and manage opportunity stages. |
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Create and manage currencies. |
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Create and manage industries. |
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Create and manage job roles. |
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Define a set of activities, such as holiday or sick leave, that is trackable but not chargeable to customers. |
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Create and manage languages that are available for creating invoice templates. |
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Create and manage skill sets. |
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Create and manage skill levels. |
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Create and manage task statuses. |
Settings
Back office settings |
Help topic link |
Description |
Contains the configuration settings for your company’s journals and ledgers. |
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Use this page to configure the global settings that apply to all projects that you create in VOGSY. |
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Use this page to configure how VOGSY handles timesheets. |
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The settings on this page control some of the most basic configuration options for VOGSY. |
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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). |
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Back Office > Document templates |
Your document (quotes and invoices) templates are listed here. |
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Use this page to set up your organization’s companies and departments. |
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Set up or import holiday schedules per country. |
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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. |
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Use these settings to configure the lead times for the different stages in the opportunity cycle. |
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VOGSY offers a setup assistant which leads you along the most important configuration options and gives you information which enables you to set up VOGSY so it runs smoothly for your organization. |
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Subscribe to VOGSY. |
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Back Office > Reset VOGSY |
Removes all data except configuration data. |
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Back Office > Uninstall VOGSY |
Remove VOGSY and its associated files from your browser and document management system (Google Drive or Microsoft OneDrive). |
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Use this page to create the folder structure for the documents that your store on your shared drive. |
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Use this page to designate who can verify expense claims. |
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Use this page to configure settings for each chart. |