Glossary

In VOGSY, you use accounts to store information about the customers or suppliers you do business with. See Managing accounts and organizations for more information.

A team of members that are working on an opportunity. See Creating teams and Opportunities for more information.

In VOGSY, these are the records of the purchase invoices that your company receives from your suppliers. See The Accounts payable report for more information.

In VOGSY, these are the records of the invoices that you have sent to customers. See The Accounts receivable report for more information.

A notification usually with an associated activity that needs to be performed in VOGSY.

In VOGSY, an activity is an action or series of actions that must be performed in order to complete a deliverable.

The person who decides whether the submitted documents—​for example, timesheets, draft invoices, or draft quotes—​should be approved or disallowed.

This is where VOGSY’s administration, accounting, and configuration settings are located. See Back office for more information.

In VOGSY, this is the percentage of hours billed to the customer versus the total hours worked. See Billable vs. non billable hours for more information.

An activity that is directly related to a project and that can be used for project management tasks such as planning resources or invoicing clients. See Billable activities for more information.

Boards allow you to conveniently group together relevant VOGSY content. See Work with boards for more information.

The part of a deliverable that details how much you’ll spend, for what, and by when. It lists the activities and costs required to complete a deliverable as well as the revenue the deliverable should bring in once it is completed and the customer is invoiced. Also called a budget. See Calculation for more information.

VOGSY offers a set of charts which gives you real-time insight into how your company performs from different perspectives. See Charts for more information.

All companies that you have relationships with—​whether they are customers or suppliers--should have an Organization page in VOGSY.

The person in an organization with whom you communicate about everything related to that organization, or who is at least the first point of contact. See Contacts for more information.

Users whom you hire temporarily, perhaps on a project basis. As opposed to users who are employees and permanent members of your company’s workforce. See Invite external users to VOGSY for more information.

A contractor.

The prices of the materials or services needed to complete a deliverable. See Costs for more information.

A statement detailing a refund or credit to an invoice. Also called a credit note. See Create a credit invoice for more information.

The monetary value in general use for a particular country. VOGSY allows you to set a company’s or a department’s currency.See Currencies for more information.

A company to whom your company provides a product or service. See Customers and suppliers for more information.

The continuous process of synchronizing data between VOGSY and select CRM or accounting software. See VOGSY and data synchronization and Levels of synchronization for more information.

The weekly work schedule of an employee or contractor. Typically eight hours per day, Monday through Friday, but in VOGSY you can set the schedule as you please. See Day pattern for more information.

A deliverable is a product or service, produced as part of a project, that is intended to be delivered to a customer.

A specialized division of a company. See Company and departments for more information.

The cloud storage solution (Google Workspace or Microsoft Office 365) that VOGSY uses to manage the documents it creates during the project cycle. See Folder locations for more information.

The initial, unofficial invoice that you can submit to the project manager for approval. Once this invoice is approved, the official invoice can be sent to the customer.

This is the version of a quote that you can submit for approval to authorized persons in your company, before submitting the final quote to your customer.

All users who work for your company—-both employees and contractors—-are considered employees in VOGSY. See Employees for more information.

Money that was spent by an employee or a contractor for a project. See Create an expense for more information.

VOGSY has a default 'Home' view that displays all of the notifications that it generates. See The VOGSY feed for more information.

A billing and pricing model where the customer is charged an agreed-upon price for a product or service. In VOGSY, this term applies to deliverables and invoices. Also known as a fixed fee or a flat rate. See Fixed price invoice method for more information.

A document submitted from a business to a customer that details the products and services provided with their price. See Invoices for more information.

A document template that defines what information is displayed (and where) when you generate an invoice. See Choose a layout for your customer’s invoice for more information.

In VOGSY, the work on a project can be invoiced based on the time and materials spent, a fixed price, or a subscription. See Invoice methods for more information.

A schedule for generating and sending invoices. See Create an invoice schedule for more information.

The part that an employee or contractor plays within your company. See Job roles for more information.

A database that keeps track of all financial transactions you make in the administration of your company. See Journals for more information.

Financial indicators used to evaluate and assess the financial performance, health, and stability of the company or department. See KPI attributes for more information.

Perhaps your organization wants to tag your VOGSY records—-projects, opportunities, organizations, and persons—-with phrases or names that are meaningful to your business. VOGSY has a label management system that allows you to easily organize and track your VOGSY records. See Labels for more information.

A potential sales contact, individual, or organization that expresses an interest in your goods or services. In VOGSY a lead is called an opportunity. See Opportunities for more information.

Account numbers used to categorize types of financial transactions. The most commonly used GLs are income, expenses, and transfers. See Ledger accounts for more information.

The profit ratio that remains after sales completion and the payment of all project-related expenses. See Margins for more information.

A specialized table that holds the set of options that are available to the VOGSY feature in question. See Master tables for more information.

Project milestones indicate the moment when a group of tasks or a project component is completed, so that you can start the next project phase. They mark the important moments - the milestones - in your project.

An alert generated by VOGSY to inform you about a significant event. See Notifications for more information.

As a new VOGSY user, it is common that you will have ongoing projects that you want to move from your previous software platform into VOGSY. Once the projects are imported into VOGSY, you likely want them to be up-to-date and accurate, especially when it comes to how much time and costs have been tracked thus far and how much you have already invoiced. You can accomplish this with VOGSY’s Opening balance back office feature.

A lead.

An agreement that details how and when your customers will pay for your goods or services. See Set up payment conditions for more information.

Can refer to the authorization given to users that enables them to access specific resources in VOGSY. Can also refer to the authorization given to VOGSY by a user that enables VOGSY to create and manage folders on the user’s DMS.

All users of VOGSY have a Person page. Persons in VOGSY can be contact persons for leads, customers or suppliers, employees or other persons you want to register.

If you want to start planning for a project, but don’t yet know which resources to assign, use a placeholder to reserve the hours necessary to complete the activities.

The act of allocating the future working hours of resources to activities for deliverables. The resulting schedule provides a clear overview of all activities. This collection of all activities and the timeline of projects forms the basis of the planning you work with. See Planning overviews for more information.

VOGSY uses a set of weather icons to provide a quick and intuitive way to visually assess the overall health of an opportunity or project. See Progress visualization for more information.

In VOGSY, a project is the central hub for managing all your client work, tasks, and resources.

An invoice that you receive from a supplier for costs relating to a project. See Create a purchase invoice for more information.

A document for a potential customer outlining the price of a sale generated from an opportunity. See Quotes for more information.

A business process that covers a company’s entire sales cycle from lead generation to project management, fulfillment, and revenue management. See Understand the Quote to Cash process in VOGSY for more information.

VOGSY can generate a suite of reports to help you with your business planning and analysis. See Reports for more information.

An employee or a contractor assigned to complete an activity. See Add resources to a deliverable for more information.

Used for reporting the revenue and costs of the different kinds of services you’re delivering from projects. See Revenue types for more information.

Your ability to use VOGSY’s features are based on your role and user type.

An expertise; a learned ability. In VOGSY you can assign skills to employees and contractors. See Skills for more information.

A rating of a person’s degree of knowledge and experience with a particular skill. In VOGSY when you assign a skill to an employee or contractor, you can also assign a skill level. See Skill levels for more information.

A document, attached to an opportunity, that describes what need to be done to succesfully complete a project. If the opportunity is won, the statement of work will be converted into a project. See Statements of work for more information.

A billing and pricing model where the customer is periodically charged—​usually per month, per quarter, or per year—​for a product or service. In VOGSY, this term applies to deliverables and invoices. See Subscription invoice method for more information.

A company that provides a product or service to your company. See Customers and suppliers for more information.

Tasks allow you to organize your work and make sure things are getting done on time. See Work with tasks for more information.

A group of VOGSY users that is formed around organizations, opportunities, and projects. See Creating teams for more information.

A user of VOGSY who is a member of an opportunity or project team. See Creating teams for more information.

A billing and pricing model where the customer is billed based on the actual hours worked and the cost of materials used to create a product or provide a service. In VOGSY, this term applies to deliverables and invoices. See Time & Materials invoice method for more information.

The daily process by which an employee records their starting time and finishing time for a period of work. See Add a time entry for more information.

An employee’s collection of time entries for a standard period, usually a week. See Timesheets for more information.

Your ability to use VOGSY’s features are based on your user type and your role.

A tax on goods and services that is levied at each stage of the supply chain where value is added. See Sales taxes and VAT for more information.

A productivity technique that involves breaking a project down into smaller tasks to make the project more manageable and approachable. See Work breakdown structure for more information.