More screens

Every More screens topic of the Zyntra OS user guide, step by step: Setup, Settings, All reminders, Audit trail and 114 more.

118 topics

SetupEverything that shapes how the system works, grouped by what it is about. Start here when you look for a setting and do not know where it lives.
SettingsHow the system behaves, grouped by what it is about: the language and time zone, your company's details, the brand, security, email, the client portal, documents and more.
All remindersEvery reminder set on any record, in one list. Most people see the reminders they set and the ones they are reminded of; an administrator sees everybody's.
Audit trailWho did what, when, and from where. Use it to find who changed a record, or what one person did on a given day.
Zyntra for OutlookZyntra for Outlook is a panel inside Outlook. Beside an email it shows who wrote it and everything open with them in Zyntra, with the same rights each person has in Zyntra. This screen is where an administrator gets it installed.
National e-invoicingWhich regime this company files under. It changes what an invoice is required to carry.
RegistersOne account's own ledger, in order, with the balance after every line.
Tax summaryTax on sales for a period, each document converted at the rate in force on its own date.
Sales & CRM settingsThe settings that belong to Sales & CRM, and the numbering of its documents.
Leads & Deals settingsThe settings that belong to leads and deals.
Deal conversion rulesHow leads convert into deals, and each pipeline stage’s win probability.
Templates for won dealsWhen a deal is won, its project is made by itself from a template. This screen says which template: the one the deal's service type, and its size, name.
Web formsEmbeddable forms that turn website visitors into estimate requests or leads.
Customer tiersWhich customer tiers exist and which outranks which. Rank 1 is the top tier.
Customer healthEach warning sign a customer shows adds points; the more points, the lower their health.
Sales targetsA revenue target per quarter. Progress is measured against deals actually won, never a forecast.
Sales reportHow much was sold, grouped by what you choose, over the period you choose.
Proposals & Estimates reportHow many proposals and estimates went out, how many came back, and how many are still waiting for an answer.
Returns reportHow much was credited back to customers, to whom and why, over the period you choose.
Leads reportHow many leads arrived and how many converted, grouped by what you choose.
Contracts & Subscriptions settingsThe rules this part of the system follows: when a contract counts as ending soon, when reminders go out, and what the customer may see.
Contract typesThe types a contract can be, and the cycles a contract bills and renews on. They are read everywhere and changed here.
Contract templatesA contract template is an agreement your contracts start from: the text, and clauses that appear only on the contract types they belong to.
Contracts & Subscriptions overviewA snapshot of everything under Contracts & Subscriptions. Every figure opens the records it counted.
Concierge overviewA snapshot of everything under Concierge, for one company.
Projects & Tasks settingsThe rules tasks and sprints follow: who sees what, how time is counted, and which reminders go out.
Projects & Tasks overviewA snapshot of everything running across projects, tasks and sprints. Every figure opens the records it counted.
Performance reviewHow much work went through each person's hands. This is throughput, not a ranking: the numbers depend on what each person was given, so the rows are sorted by name.
Support & Knowledge overviewA snapshot of everything under Support & Knowledge: the tickets, the promises and the articles.
Knowledge base reportHow much your articles are read and how readers voted on them, by group.
Expense rulesWho approves what, when a receipt is required, and what counts as a suspicious pattern.
Expenses reportEvery expense of a year, summed or listed, each converted at the rate that was true on its own date.
Expenses vs incomeMonthly income against what it cost, and the net for each month.
HR overviewStaff records, attendance and leave, and payroll, in one view.
OnboardingWhat has to happen when somebody joins, and how far along each new joiner is.
Layoff checklistWhat has to happen when somebody leaves, and what is still outstanding.
TrainingThe training programmes, and who has done them.
Q&AHR articles and the questions people ask, in their groups.
Job descriptionsWhat each position is for, what it is responsible for, and what it needs.
DependantsWho each person has on their record. It has its own permission: this is family data, not employment data.
Work routesThe round a field person walks on a given day, in order.
Timesheet reportsAttendance and leave over a period, by person and by org unit.
HR reportsHeadcount, contracts and movement, by org unit.
The payroll monthWhat goes into a month's payroll besides pay: attendance, commissions and bonuses.
Payslip columnsWhich figures a payslip shows, and in what order.
Payslip templatesWhich columns each group of people sees on their payslip.
Payroll reportsThe year's payslips, the month totals, and what insurance cost.
Logistics overviewLocker packages, shipments, pickups and consolidated shipping in one combined view, because they are one document.
Logistics usersStaff, customers and drivers.
Logistics reportsFive reports over the same documents the lists show, narrowed by kind and date.
LocationsThe places the company has: an office, a floor, a room. Every asset sits in one of them.
Equipment reportsWhat is on the equipment register, read back as reports.
Equipment settingsThe lists Fixed Equipment reads: statuses, categories, kinds, models, maintenance types, and how asset tags are numbered.
Vendor contractsAgreements with vendors. It is the same contracts module the sales side uses, pointing the other way.
AccountingWhether the books agree with themselves, and what is still owed.
TransferMoney from one account to another.
Set-offSet what a party owes you against what you owe them. It is an agreement you record, not a figure the ledger works out.
BillsWhat this company owes, and when it is due.
ChequesA cheque is an instrument with a life: written, issued, presented, and then cleared or bounced.
Cash forecastWhat the bank and cash will hold over the next 30, 60 or 90 days, from what the books already know.
VendorsWhich account each vendor's bills hit, and what is still owed to them.
Period-end stockFor a company that keeps its stock periodically: at the end of a period the counted stock is brought into the books, and goods received but not yet billed are accrued. Read it first, then post it.
Period-end revaluationAt a period end, what each open balance in a foreign currency is worth at that day's rate, against what the books carry. Read it first, then post it.
TransactionsEvery document, by type, and where it stands on the ledger: posted, waiting, refused and why, or not recorded yet.
BudgetsA figure per account per period, for one company, and three reports that compare it with what really happened.
Accounting settingsWhere each event lands on the ledger, and how much of your history is on it.
Tax setupThe tax law your companies file under: jurisdictions, tax types, return lines, categories and which rule wins.
Purchase overviewWhere the Purchase module stands, worked out from live records.
Purchase reportsEight reports over what the company bought. Every money total is a line per currency: nothing here is converted.
ItemsWhat this company buys, read from the catalogue, with the vendors who supply each item.
Financial ApprovalWhat is waiting for a signature. Approving here is the same act as approving on the document itself, and the same approval chains serve Inventory.
Vendor-ItemsWhich vendors supply which items. It answers who sells something; what it costs is a quotation, with a date on it.
Vendor contactsEveryone you deal with at your vendors, on one list.
Inventory OverviewStock, movements and counting across every warehouse, in one combined view.
Inventory settingsHow Inventory behaves: its options, the lists its forms offer, stock limits, document numbers and approval chains.
Inventory reportsSix reports on stock: what moved, what is on the shelves, and what it is worth.
System OverviewWhat this system has, and how much of it is connected, on one page. It is the first screen of the System part.
UtilitiesThe system's tool shelf, in four tabs: announcements, the activity log, database backups and system information.
MediaYour own folder and the shared folders of the companies you work in. Files are archived, never deleted.
Ticket Pipe LogEvery email the mailboxes read, and what became of it: a ticket, a lead, or why not. Come here when a customer says they wrote and no ticket appeared.
e-Invoice ExportEvery attempt to send an invoice or credit note to JoFotara, what it answered, and the file to download.
Bulk PDF ExportOne zip file with the PDFs of one kind of document, filed by year: only the documents you can open, in the companies you work in.
ReportsEvery report you may open, in one place. Pick a report to open it.
TagsEvery tag and where it is used. Keep the list tidy here, so the same thing is not tagged in three different ways.
Finance listsThe money lists your documents choose from: tax rates, currencies, payment modes and expense categories.
GDPRWhat people are asked to consent to, what is switched on, and the removal requests waiting for a decision.
MailboxesThe mailboxes this system reads. New mail becomes a ticket or a lead, once. A mailbox for bounce reports tells Reach which addresses could never be delivered to.
TranslationsWhat is translated and what is not, part by part, and the file a translator fills in.
Estimate request statusesThe columns an estimate request moves through, named as your company names them.
Menu SetupThe order of the left-hand menu and of the Setup sidebar, which entries show, and their icons. What you set here is for everyone.
NotificationsWhat reaches whom. The company decides first; each person can then narrow it for themselves.
Email templatesWhat each message the system sends says, in each language: the invoice email, the leave answer, the portal welcome and the rest.
Support settingsThe lists a ticket is made of, the promises you make to customers, and the rules that act when a promise is broken.
Sales listsThe lists the customer, lead and deal screens choose from. Every one of them is yours to add to.
Custom PDFThe cover, header, footer, closing page and items-table styling every printed document wears. Each document type keeps its own.
Payment GatewaysThe ways a customer can pay you online. Each one stands on its own: its own switch, its own credentials, its own button.
Statuses & prioritiesThe statuses a task or a project moves through, and the priorities a task can have. The names, the colours and the order are yours.
Custom fieldsExtra fields on any kind of record: something your company wants to write down that the system does not ask for, such as an account code on a customer.
Leads overviewHow healthy the lead funnel is: how many leads are being worked, how fast they are contacted and how many become deals.
Deals overviewThe deal pipeline at a glance: what is open, what it is worth, and why deals are lost.
Sales OverviewOne page for the whole sales picture: pipeline, invoices, money collected and what needs chasing.
Fixed Equipment OverviewAll the company’s equipment in one view: how much there is, what state it is in, what needs attention.
Order ListEvery sale and rental of an asset. The money is a draft Sales invoice; an asset is marked sold only once that invoice is issued.
Portal requestsWhat customers asked for in the client portal. Confirm places each line as an order with a draft invoice; nothing is issued until Sales issues it.
Flowrica InsightsFacts about your records that need a look, gathered part by part by Flowrica: invoices past their due date, contracts ending soon, tasks nobody has, and the like.
Workload settingsWhat Staff Workload counts with: each person's working hours, the public holidays, and a few rules of its own.
GoalsA goal is a target with a start and an end. You set it once, and the system measures it from your records.
Idea hubThe Idea hub asks your team, and your customers if you like, for ideas. A challenge is the question you ask. An idea is an answer to it.
Idea hub settingsA company's own lists for its ideas: the categories, the stages an idea moves through, what judges score, the statuses and the rules.
SurveysA survey asks your customers or your staff, and lets you read what they answered.
Survey mail listsA mail list is your own list of addresses to send a survey to. Each list has fields the email can say, for example a person's name.
InventoryEquipment that arrived on a goods receipt: what still waits to become an asset, and the assets already registered from it.
WebsiteThe company's public website is made inside Zyntra, in English and Arabic, from pages built of blocks. This screen is its overview: how big the site is, who visits it and what waits for you.
Website pagesEvery page of the site is one record that holds its English and its Arabic side together. A page is built from blocks, saved as a draft, and shows on the site only when it is published.
Website collectionsA collection is a list the site shows in more than one place: your services, your articles, your team. Each one is kept here once, and any page can show it with a block.
Website menus and footerThe links at the top of the site and at its bottom are kept here: the main menu, the footer and the legal links. You change them as a draft and publish when they are right.
Website formsThe site has no forms of its own. Each form on it is one of Zyntra's public forms, and what a visitor sends lands where that form already lands in Zyntra.
Website settingsEverything about the site as a whole: its address, its languages, who sees it, how it is measured, how visitors reach you, and its look. Each card has its own Save.

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