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Employees

Setup VOGSY » Employees

With this function, you can maintain employees. Employees are individuals that work or contract to your Company. They are used for populating account teams and project teams. Each employee can be assigned to different roles. Depending on the assigned roles the…

Employees

Setup VOGSY » Setup assistant » Resources setup » Employees

VOGSY is about collaboration and improving team effort. To enable this, your VOGSY environment needs to be populated with employees which are configured so your employees can interact and use VOGSY in the best possible way. A populated environment enables project…

Skill levels

Setup VOGSY » Setup assistant » Resources setup » Skill levels

You can assign skill levels to your employees. This enables VOGSY to suggest a selection of available employees based on a selected skill level when planning resources on projects. The standard configuration of VOGSY contains a set of skill levels which can be…

Mass import

Implementation of VOGSY » Mass import

VOGSY provides a mass import option for financial transactions and organizations in the back office, under ‘Third party integrations’. Clicking on the option opens a Google sheet. Copy your list of financial transactions or organizations into this list,…

Planning overviews

Overviews in VOGSY » Planning overviews

VOGSY provides two interactive planning overviews. Project planning: an overview of all projects over time, and the hours planned for them Resource planning: an overview of the work of all employees over time You can toggle between a day or week view at the…

Resources setup

Setup VOGSY » Setup assistant » Resources setup

Check the default setup of all resource-related features and adapt it with a few simple steps so it fits your operation: Skill levels Billable activities ‘Time off’ and other non-billable types Employees Public holiday schedules Expense…

Setup VOGSY

Setup VOGSY

The back office is where the administration, financials and settings are managed. Enter it via the main menu (see screenshot); it will open in a new tab or your browser. Not all users of VOGSY have access to the back office: it depends on the role that is appointed to…

Managing financial administration

The Quote-to-Cash process in VOGSY » Managing financial administration

The VOGSY back office provides full support for the financial administration of your company. The VOGSY back office covers registration of Account statements Purchase invoices Create draft invoices (Invoice run) Accounts payable Accounts receivable Expense…

Holidays

Setup VOGSY » Settings » Holidays

When you are planning hours in VOGSY, holidays can be skipped. In the planning overviews, these days will be coloured grey. This back office option allows you to import a list of official holidays for your country. These are lists presented by Google. After importing…

Roles & Skills

Working together in VOGSY » Creating teams » Roles & Skills

Roles Each user in VOGSY has one or more roles. Depending on your role, you are restricted to edit information in VOGSY. The roles for employees can be edited in the back office. This allows you to manage editing and approval rights of information in VOGSY. In order…

Charts

Overviews in VOGSY » Charts

VOGSY offers a set of charts which gives you real-time insight into how your company performs from different perspectives. These charts can be accessed via the VOGSY-menu or a board. VOGSY promotes transparency, so all charts are available to all employees.…

Implementation of VOGSY

Implementation of VOGSY

VOGSY takes the implementation of a new ERP system from 2 years to 2 months. If you are still considering, read how VOGSY gets your business going by doing a trial. During the trial you are already configuring and setting up VOGSY for implementation. Before full…

Project costs

The Quote-to-Cash process in VOGSY » Managing projects » Projects » Calculation » Project costs

Costs are money that your company spent on any material (not work hours of employees) to realize a deliverable for a project. To add costs to a deliverable, start a calculation and add the cost amount and sales amount. Add calculation of activity or cost for a…

User management

Setup VOGSY » Settings » User management

With this function, you can configure the access of VOGSY for your G suite domain users. There are 2 available options: Automatically grand access to all G Suite domain users When this option is activated, each G Suite domain user can access VOGSY. When the user…

Planning hours

The Quote-to-Cash process in VOGSY » Managing projects » Projects » Planning hours

When you are setting up a project, you can add a planning to it. You plan in VOGSY by allocating future working hours of resources (co-workers) to activities for projects. You can plan resources directly when calculating hours for activities, by pressing the employee…

My planning

The Quote-to-Cash process in VOGSY » Managing projects » Projects » Planning hours » My planning

Your planned hours are shown in My planning in your personal menu. Here you can view and edit them for each week, and add personal time-off like holidays. Tapping a project will open the deliverables and activities you are planned on. Tapping on the activity or on…

Billability per month

Overviews in VOGSY » Charts » Billability per month

This chart gives insight into the billable hours per month. Each bar presents a month and shows the actual billable hours, the planned billable hours and the target of billable hours in one view. This visualization makes it easy to see the difference between planned…

Persons

Overviews in VOGSY » Persons

All persons in VOGSY are available in the list of Persons. Persons in VOGSY can be contact persons for leads, customers or suppliers, employees or other persons you want to register. New persons can quickly be added by searching Google + profiles. This will copy…

Project activities

The Quote-to-Cash process in VOGSY » Managing projects » Projects » Calculation » Project activities

Activities describe the work that you and others of your company do in order to complete deliverables for projects. Time registered on activities can be used for invoicing, resource management and generating overviews of your company in charts. Only team members of a…

Margin when ‘Time and Material’

The Quote-to-Cash process in VOGSY » Managing projects » Projects » Project margin » Margin when ‘Time and Material’

Tapping on the margin indicator of a deliverable with invoicing type ‘Time and material’ shows the following specification of the margin: Specification margin (Time & Material) The first section is the calculation of the margin of the deliverable. Below that…

Billability per employee

Overviews in VOGSY » Charts » Billability per employee

This chart shows the billability per employee and visualizes the actual and future billability (planned/forecast) in one view. Also, the targets of the employee are displayed (red markers). This makes this chart very useful to track if employees will meet their…

Signing a quote

The Quote-to-Cash process in VOGSY » Tracking leads and opportunities » Quotes » Signing a quote

A (potential) customer can sign a quote digitally using the Signhost plugin. The customer will receive a link to Signhost via e-mail. After signing in Signhost, the customer will receive an automatic confirmation e-mail form you. You will receive a notification in…

G Suite logo

Setup VOGSY » Setup assistant » Basic Setup » G Suite logo

You can brand your G Suite apps with your company logo. VOGSY offers the exact same feature and can show the uploaded company logo in the header. If it doesn’t show, there is probably no logo uploaded yet to your G Suite. This step leads you to the admin…

Creating a statement of work

The Quote-to-Cash process in VOGSY » Tracking leads and opportunities » Creating a statement of work

A statement of work defines what you will deliver to a potential customer and at which price. To create a statement of work for an opportunity, start a pending project. In the pending project you can add deliverables and calculate their price. The work defined in the…

Setup assistant

Setup VOGSY » Setup assistant

VOGSY has a default configuration which makes it ready to use right from the moment it’s installed. There are lots of features and items that you can set up and configure. VOGSY offers a setup assistant which leads you along the most important configuration…

Close projects

Close projects

These are the circumstances under which it’s not possible to close a project. This topic describes per circumstance what to to do be able to close a project. There are still unsubmitted time entries on this project Ask the employee to submit the listed time…

Margin when ‘Fixed Price’

The Quote-to-Cash process in VOGSY » Managing projects » Projects » Project margin » Margin when ‘Fixed Price’

Taping on the margin indicator of a fixed price deliverable shows a detailed specification of the margin: Specification margin (Fixed Price) Just like deliverables with invoicing type Time & Material, the specification of the margin shows the calculated margin (on…

Master tables

Setup VOGSY » Master tables

When you, or co-workers in VOGSY add or edit information, you are often presented several fixed options to choose from. These options are configured in the Master tables section of the back office. Configuring the Master tables will align VOGSY better to your company…