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User Guide

    • What’s new in VOGSY
    • Introduction
      • What is Quote-to-Cash?
      • Getting started
      • How VOGSY gets your business going
        • Benefits of using VOGSY
      • How VOGSY works with Google Workspace
    • Working together in VOGSY
      • Managing your day
        • The VOGSY feed
        • Notifications
      • Creating teams
      • Communicating in VOGSY
        • Commenting
        • Leaving notes
      • Use the VOGSY Google Workspace add-on
      • Inviting co-workers to VOGSY
    • Understand the Quote to Cash process in VOGSY
      • Managing accounts and organizations
        • Organizations
          • Create an organization
          • Change an organization card’s logo
          • Change a organization card’s background
          • Add a team member to the organization
          • Remove a team member from the organization
        • Contacts
        • Customers and suppliers
      • Tracking leads and opportunities
        • Opportunities
          • Create an opportunity
          • Delete an opportunity
        • Quotes
          • Generating a quote
          • Delete a draft quote
          • Approving and sending a quote
          • Signing a quote
        • Statements of work
      • Managing projects
        • Projects
          • Work breakdown structure
          • Create a project
          • Delete a project and its dependencies
          • Move forward the start date of a project
          • Deliverables
            • Create a deliverable
            • Duplicate a deliverable
            • Delete a deliverable
            • Work with deliverable templates
            • Add resources to a deliverable
            • Delete a resource
          • Calculation
            • Create a budget
            • Project activities
            • Delete an activity
            • Project costs
            • Add a cost to your budget
            • Delete a cost
          • Milestones
          • Planning hours
            • Editing planning
            • My planning
            • Day pattern
            • margin-fixed-price.adoc
        • Invoices
          • Invoice methods
            • Fixed price invoice method
            • Time & Materials invoice method
            • Subscription invoice method
          • Change a template logo
          • Choose a layout for your customer’s invoice
          • Create an invoice template
          • Generate an invoice
          • Send an invoice to the customer
          • Create an invoice schedule
          • Delete an invoice schedule
          • Generate a draft invoice manually
          • Set a custom invoice date
          • Generate bulk invoices
          • Create a subscription invoice schedule
          • Delete a subscription invoice schedule
          • View and approve invoices
          • Add project costs to an invoice
          • Create a purchase invoice
          • Create a credit invoice
          • Create an expense
          • Submit an invoice for approval
      • Tracking time
        • Add a time entry
        • Timesheets
        • Submit a timesheet
        • Approve or reject time entries
        • Reject and resubmit hours
      • Progress visualization
      • Managing financial administration
    • Overviews in VOGSY
      • Charts
        • Sales funnel
        • Sales pipeline progression
        • Opportunities - weather changes
        • Order intake
        • Customer profitability
        • Projects - weather changes
        • Billability per month
        • Billability per employee
        • Project billabillity per department
        • Billable vs. non billable hours
        • Resource utilization
        • Outstanding invoices
        • Actual project margins
        • Financial KPIs
        • Revenue forecast
          • Unplanned order book details
        • Work in progress
      • Work with boards
      • Planning overviews
        • Planning projects
        • Planning resources
      • Persons
        • Your personal profile
      • Reports
    • Set up VOGSY
      • Set up a VOGSY subscription
      • VOGSY's data handling policy
      • Setup assistant
        • Basic Setup
          • Company and departments
          • Add your logo to VOGSY
          • Template languages
          • Your logo on document templates
          • Email templates
        • Resources setup
          • Skill levels
          • Billable activities
          • Time off and other non-billable types
          • Employees
          • Official holiday schedules
          • Expense types
          • Expense verification
        • CRM setup
          • Set up opportunity stages
          • Set up opportunity types
          • Set up sources
          • Set up job titles
          • Set up opportunity weather
          • Set up industries
          • VOGSY and data synchronization
            • Connect to the CRM
              • Connect to Salesforce
              • Connect to Copper
              • Connect to Hubspot
            • Map opportunity stages
        • Accounting integration setup
          • Connect to your accounting software
          • Set the accounting software integration level
          • Map revenue types
          • Map journals
          • Map ledger accounts
          • Map departments
          • Import organization and contact data
        • Projects setup
          • Other project costs
          • Sales taxes and VAT
          • Set up payment conditions
          • Set up project settings
        • Accounting setup
          • Ledger accounts
          • Journals
          • Revenue types
          • Currencies
          • Accounting settings
          • KPI attributes
          • Set up Financial KPIs
      • Employees
        • Placeholders
        • Roles and Permissions
        • User types
        • Skills
      • Master tables
        • Opportunity stages
        • Opportunity types
        • Sources
        • Job titles
        • Activities
        • Costs
        • Sales tax types
        • Payment conditions
        • Industries
      • Settings
        • Companies and Departments
        • Opening balance
        • Holidays
        • Mail templates
        • Opportunity weather
        • Project settings
        • General settings
        • Timesheet
        • Opportunity settings
    • Implementation of VOGSY
      • Edit document templates
        • List of template merge fields
      • Edit ledger accounts
      • Mass import
      • Manage budgets
      • Uninstall VOGSY
    • Opportunities for new projects
    • Work with tasks
      • View all tasks
      • View a task
      • Create a task
      • Change the status of a task
      • Change the due time of a task
      • Add a comment to a task
      • Attach a file to a task
      • Track time on a task
      • Add a status to the Tasks view
    • Videos
    • FAQs
      • FAQ: Onboarding
      • FAQ: Why can’t I close this project?
      • FAQ: Invoices
    • Release notes
      • Release notes 2020
      • February/March 2021 Release notes
      • October 2021 Release notes
    • Blog
Documentation version: latest
  • User Guide
    • latest
  • User Guide
  • Set up VOGSY
  • Setup assistant
  • Basic Setup

Basic Setup

The basic setup is about the general configuration of VOGSY like the definition of your company structure (companies and departments) and applying your logo to VOGSY itself and the document templates which are used for invoices and quotes.

It takes just five steps to complete the basic setup:

  1. Company and departments

  2. Add your logo to VOGSY

  3. Template languages

  4. Your logo on document templates

  5. Email templates

Setup assistant Company and departments

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