Back office

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

Activities

Create and manage activities.

Costs

Create and manage costs.

KPIs

Create and manage financial KPIs.

KPI attributes

Create and manage attributes for financial KPIs.

Ledger accounts

Create and manage ledgers.

Revenue types

Create and manage revenue types.

Sales tax types

Create and manage VAT types.

Payment conditions

Create and manage invoice payment conditions.

Expense types

Create and manage expense types.

Opportunity types

Create and manage opportunity types.

Sources

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

Opportunity stages

Create and manage opportunity stages.

Currencies

Create and manage currencies.

Industries

Create and manage industries.

Job roles

Create and manage job roles.

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

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

Skills

Create and manage skill sets.

Skill levels

Create and manage skill levels.

Task statuses

Create and manage task statuses.

Settings

Back office settings

Help topic link

Description

Accounting

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

Project settings

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

Timesheets

Use this page to configure how VOGSY handles timesheets.

General settings

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

Document management settings

Folder permissions

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

Document templates

Your document (quotes and invoices) templates are listed here.

Companies/Departments

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

Holidays

Set up or import holiday schedules per country.

Mail templates

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

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

Setup Assistant

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.

Subscription

Subscribe to VOGSY.

Back Office > Reset VOGSY

Reset VOGSY

Removes all data except configuration data.

Back Office > Uninstall VOGSY

Uninstall VOGSY

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

Drive folders

Use this page to create the folder structure for the documents that your store on your shared drive.

Expense settings

Use this page to designate who can verify expense claims.