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. |
||
Create and process (distribute costs) purchase invoices. |
||
Manage (adjust and approve) draft invoices. You can also create draft invoices manually. |
||
Use this page to set up your 'in flight projects' to show the actual costs and sales of your pre-VOGSY business. |
||
Use this application to manually create account payable records. |
||
Use this application to manually create account receivable records. |
||
Use this application to review expense claims submitted by employees. |
||
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. |
||
Create and manage costs. |
||
Create and manage financial KPIs. |
||
Create and manage attributes for financial KPIs. |
||
Create and manage ledgers. |
||
Create and manage revenue types. |
||
Create and manage VAT types. |
||
Create and manage invoice payment conditions. |
||
Create and manage expense types. |
||
Create and manage opportunity types. |
||
Create and manage sources, which are used to specify the origin of opportunities and organization leads. |
||
Create and manage opportunity stages. |
||
Create and manage currencies. |
||
Create and manage industries. |
||
Create and manage job roles. |
||
Define a set of activities, such as holiday or sick leave, that is trackable but not chargeable to customers. |
||
Create and manage languages that are available for creating invoice templates. |
||
Create and manage skill sets. |
||
Create and manage skill levels. |
||
Create and manage job role experience levels. |
||
Create and manage task statuses. |
Settings
Back office settings |
Help topic link |
Description |
Contains the configuration settings for your company’s journals and ledgers. |
||
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. |
||
The settings on this page control some of the most basic configuration options for VOGSY. |
||
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). |
||
Back Office > Document templates |
Your document (quotes and invoices) templates are listed here. |
|
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. |
||
Use these settings to configure the lead times for the different stages in the opportunity cycle. |
||
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. |
||
Subscribe to VOGSY. |
||
Back Office > Reset VOGSY |
Removes all data except configuration data. |
|
Back Office > Uninstall VOGSY |
Remove VOGSY and its associated files from your browser and document management system (Google Drive or Microsoft OneDrive). |
|
Use this page to create the folder structure for the documents that your store on your shared drive. |
||
Use this page to designate who can verify expense claims. |
||
Use this page to configure settings for each chart. |