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Explore the knowledge base

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Accounting

Why can't I close a period?
At Wyzio, we are committed to maintaining the highest standards of financial accuracy. To safeguard the integrity of your accounting records, our system includes a robust mechanism that prevents the closure of any financial period if discrepancies are detected in the General Ledger. For example, discrepancies may occur if an allocation has not been correctly assigned to a purchase invoice.
This rigorous approach ensures that no erroneous financial statements are generated at the close of the fiscal year. Correcting these issues is straightforward: simply navigate to the General Ledger, where you'll find a critical tool—a checkbox—at the upper right corner.
By selecting this checkbox, the system will generate a comprehensive list of entries with accounting errors. This consolidated view allows you to efficiently address and correct each error, ensuring your financial records are accurate. Once corrections are made, you can confidently finalize and close the period.
By following this simple procedure, you reinforce the precision and reliability of your financial management, allowing you to proceed with confidence throughout your fiscal year.
I made a mistake and I closed a period before all the entries were made. Can I re-open the period ?
Absolutely, the process is quite straightforward. Begin by accessing the Period module. Once there, locate the desired period you wish to reopen. To initiate this action, simply click on the blue downward arrow situated at the end of the corresponding line. This action will reveal a dropdown menu, from which you can select the option "Re-open period."
Upon selecting this option, the system will perform an automatic removal of all closing entries associated with that period. This pivotal step effectively paves the way for you to make necessary modifications within the previously closed period, thereby granting you the flexibility you require.
Why is VAT blocked or incorrectly applied?
To ensure that VAT is applied correctly, please make sure that :
  • The customer or supplier is marked as “subject to VAT” in the contact form.
  • The VAT rate is correctly defined in the appropriate place:
    • In the invoice itself
    • On the product or service concerned,
    • Or in the contact record (customer or supplier),
    • Or in the system's global parameters.
  • The invoice date falls within the validity period of the VAT rate applied.
Why are some invoices impossible to delete or modify?
An invoice linked to a payment cannot be modified. To allow modification, it is necessary to :
  • Delete all payments associated with the invoice in question.
  • Check that the user has the necessary rights to carry out this operation.
Also, modifications cannot be made if all or part of the invoice falls within a blocked or closed accounting period. In this case, the period must be unblocked or reopened before any action can be taken.


Banks

Can I connect to my bank with Wyzio to automatically reconcile my bank accounts?
Yes, we proudly offer comprehensive support for numerous banks within our system.

In the event that your bank is not included in our current roster, we recommend taking the following steps. Firstly, establish direct contact with your bank to ascertain the availability of an EBICS connection. Should your bank indeed offer this service, the subsequent course of action involves reaching out to us to initiate the necessary communication between our systems and your bank's infrastructure.


EBICS Key Generation
Please make sure to have all the required information before trying to generate the keys.
To generate the keys, go to Settings -> General -> System tab. You will find the EBICS section in which you'll have to fill in your details and click the "Generate keys" button.
Of course, your bank account must have been setup in Wyzio before trying to generate the EBICS keys.
If all the informations are correct, you will receive an email from system@wyzio.com with a letter you will have to sign and return to your bank.


EBICS Key Initialization
Once being processed by the bank, you will be informed by the bank that your contract is active.
You will then be able to initiate the connection by going back to Settings -> General -> System tab in the EBICS section. You will see the "Initiate keys" button. Click on it. That's it. If the connection was successfully activated, you will see that the button has been replaced by "Initiated".
By adhering to these essential steps, you'll be well on your way to harnessing the full potential of Wyzio's automatic reconciliation capabilities, ensuring a streamlined and efficient financial management experience.


Contacts

Why can't I save my contact if I just put a bank name?
To uphold our commitment to delivering unparalleled client experiences and ensuring the utmost quality of data, we have implemented a safeguard that governs the process of saving bank information for contacts.
For your convenience and accuracy, the ability to save bank details for a contact is contingent upon the completeness of the provided information. Essential components such as the Account Number, BIC/SWIFT, and Bank Name must be included in their entirety. This meticulous approach ensures that only comprehensive and accurate bank information is stored within our system.
Should you find yourself in a scenario where you wish to save a contact without possessing the complete set of bank details, we offer a straightforward solution. Simply refrain from entering any bank information at all. By adhering to this approach, you can seamlessly save the contact's information without any hindrance from the system, all while maintaining the high standards of data quality that we uphold.
This balanced approach not only streamlines your experience but also contributes to maintaining a robust and accurate database, ultimately enhancing the value and reliability of the information stored within our platform.


Documents

Why the invoice I sent by email does not appear in the Invoices Scan module?
To ensure a swift resolution to the reported issue, we kindly request you to review the following aspects before proceeding:
1. **Invoice File Format:** It's important to note that only PDF files are recognized as purchase invoices within our system. If you've been utilizing alternate formats such as JPG, PNG, or others, these invoices will not be processed through the Purchase Invoices Scan module. Instead, they will be found within the Document Scan module. Confirm that your invoices are indeed in PDF format for proper processing.
2. **Recipient Email Address Verification:** Double-check the accuracy of the email address to which you're sending the documents for scanning. To do this, navigate to the "My Account" module (located in the "Other" section at the bottom of the page). Alternatively, you can access your company details via the System tab, if you have the necessary permissions. Compare the email address you've been using to send invoices with the "Email for document scans" to ensure alignment.
3. **Email Signature Consideration:** In the event that your email includes a signature featuring one or more images, we recommend attempting to send the email without the signature. Sometimes, image-laden signatures can impact processing.
4. **Email Server Functionality:** Perform a check to ascertain the correct operation of your email server. Sending a test email to an external address can help identify any potential technical issues on the mail server side. It's crucial to use a distinct external address for this purpose, avoiding sending the test email to your own email address.
By meticulously examining these facets, you contribute to a smoother troubleshooting process. Should you encounter any further challenges, rest assured that our support team is readily available to assist you. Your proactive engagement is pivotal in swiftly resolving the situation and ensuring the seamless operation of our system.
I scanned documents that were in the Document Scan module, but they disappeared.
The document scan module uses a temporary folder, designed to allow you to easily link scanned documents to items such as contacts, orders, or other system records.

This folder is not intended to store documents permanently. Any document not linked to a contact, order or other item within 30 days will be automatically deleted from the system.

Remember to link your documents quickly to avoid any loss of information.


General Topics

First Steps

How to start with Wyzio?
Once your company has been successfully established in Wyzio, you'll gain access to a standard Chart of Accounts and a set of Report Templates.
Your initial task is to thoroughly evaluate the Chart of Accounts to ensure that it aligns seamlessly with your specific requirements. Subsequently, based on any modifications you make, a comprehensive review of the Report Templates becomes essential. This ensures the accurate alignment of accounts within various reports and guarantees the precise configuration of parameters for both cashflow and ratio calculations.
Once this vital step is complete, proceed to the Settings->General module. Here, you'll input the relevant details for your bank account(s). Transition to the System tab, meticulously inspecting all settings to confirm their harmonization with your Chart of Accounts.
Moving to the Templates tab, you'll have the opportunity to personalize your experience by uploading your logo and letterheads in various formats. This is also where you'll designate the templates for use in generating diverse documents such as sales invoices, late notices, and salary slips.
Following this, navigate to the Invoices tab, where you'll fine-tune the system's parameters to precisely meet your unique needs.
Lastly, if Wyzio serves as your tool for salary slip generation, proceed to the Salary tab. Here, you'll meticulously configure all necessary components, empowering the system to autonomously generate accurate salary slips.
Throughout each of these pivotal stages, you can easily access assistance within each respective module by simply clicking on the informative blue question mark icon situated at the top right corner.

Displays & Browsers

What is the minimum display resolution I need to use Wyzio?
To fully optimize your experience with Wyzio, we recommend ensuring a minimum display resolution of 1280x1024 pixels. This resolution will enable you to harness the platform's features and interface to their fullest potential, ensuring a seamless and immersive user experience.
Which browsers are supported by Wyzio?
Wyzio is committed to delivering an exceptional user experience, and as part of that commitment, we provide comprehensive support for a selection of modern web browsers. Specifically, we fully support the most current version of the following browsers, as well as the two previous versions:
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari
  • Microsoft Edge

However, it's important to note that Internet Explorer is not, and will not be, included in our list of supported browsers. In order to ensure the utmost functionality and optimal performance while using Wyzio, we strongly recommend that you take advantage of the latest iteration of your preferred browser. This approach guarantees that you can seamlessly leverage all the innovative features and capabilities that Wyzio has to offer, resulting in a superior and uninterrupted browsing experience.
Why do I often have problems with Wyzio's display?
When utilizing Wyzio, it's essential to be mindful of the use of automatic translation tools within your browser. Wyzio operates as a dynamic web application, distinct from a traditional website, and as such, compatibility with automatic translation plugins can lead to undesired outcomes.
Engaging these translation tools may trigger conflicts that manifest as display irregularities, blank pages, and other similar issues. To ensure a seamless and error-free experience with Wyzio, we strongly advise you to disable any automatic translation plugins that might be active in your browser settings.
By refraining from the use of such plugins, you contribute to the optimal functioning of Wyzio, allowing its features and interface to perform as intended. This prudent measure will help guarantee a smooth navigation process, allowing you to fully capitalize on the capabilities and benefits of our web application without any interference.

Support Tickets

Which informations should I give upon ticket creation on the support website?
When initiating a support ticket in the system, kindly provide us with the following essential information. This comprehensive detail is crucial to enable us to effectively address the issue at hand, whether it's troubleshooting, resolution, or solution development.
It's important to note that without these particulars, our efforts to diagnose and rectify the situation could be significantly prolonged due to the need for blind troubleshooting.
**WHO**
- Company Name: Kindly specify the company impacted by the issue.
- User Identity: If not yourself, please provide the name of the user for whom the bug occurred.
**WHAT**
- Context Description: Is the issue tied to a specific invoice, report, calendar dropdown, or individual field? Elaborate on the specifics of the problem.
**WHERE**
- Module and Tab: Identify the module you were in and which tab was active when the issue manifested.
- Button/Action State: Detail the state of any relevant buttons or actions that were engaged.
**HOW**
- Task Description: Provide insight into the task you were attempting to perform.
- Action Sequence: Detail your actions leading up to the issue. Describe the precise circumstances surrounding the problem occurrence.
**HOW MANY TIMES**
- Frequency: Did the issue happen only once, or has it occurred previously? Has it reoccurred since the initial instance?
**EXPECTED**
- Anticipated Outcome: What result were you expecting when performing the task? This information aids in pinpointing deviations.
**ACTUAL**
- Observed Outcome: What was the actual result? Articulate why this outcome contradicts the expected behavior.
While these inquiries are not mandatory, your collaborative engagement significantly expedites the troubleshooting process. Addressing these aspects empowers our team to promptly navigate to the heart of the issue, thus minimizing delay and expediting the delivery of effective solutions.
Your cooperation is greatly valued, and we are confident that through this mutual effort, we will ensure a productive and harmonious collaboration. Your involvement paves the way for efficient issue resolution, allowing us to channel more time towards refining and enhancing your experience.


Licenses

Can I receive an invoice to pay for my licenses?
Regrettably, this isn't possible. The foundation of our system is built upon the credit card details you furnish for your account. In a seamless process, your credit card is automatically charged according to your designated billing plan on the 1st day of each month. In the event that the system encounters a challenge while processing your credit card payment, a series of notifications will be dispatched over the course of three consecutive days. These alerts serve as an opportunity for you to update your credit card information or rectify any credit card issues.
Following this three-day grace period, your account enters an automatic suspension state until fresh credit card details are entered and successfully charged by the system. Once the payment is successfully processed, an invoice is meticulously generated. Rest assured, this invoice is promptly dispatched to the email address you've registered, culminating in a comprehensive and transparent billing process.
We understand the importance of seamless transactions, and this meticulous procedure ensures the accuracy, efficiency, and integrity of your account payments while providing you with the necessary flexibility to address any credit card-related matters.
Why did you charge my credit card for more users than we actually do?
The responsibility for managing your billing plan rests with you. It's imperative to align the number of units you require for each category to accurately reflect your specific needs. The rationale behind your selection of a particular quantity of units in each category is unique and tailored to your operational context. Consequently, when you decide to remove a company, user, or employee, it becomes essential to proactively update your billing plan to ensure congruence.
We lack insight into the rationale behind your unit allocation, making it crucial for you to monitor and adjust your billing plan in line with your evolving requirements. By maintaining this proactive approach, you can ensure that your billing accurately mirrors your usage and that you're optimally aligned with your plan. This conscientious practice empowers you with cost-effective and precisely tailored billing, contributing to a seamless financial management experience.
How can I add a user with restricted rights to certain companies?
Go to Contacts->User :
  • Activate only the relevant companies.
  • For each activated company, select the rights required by your user.
  • Disable access to the main company if necessary.
Why can't some users access certain functions?
Visible functionalities depend on user rights settings. The user will only be able to see and interact with the functionalities and modules for which rights have been assigned.
Is it possible to archive a user?
Yes, it is possible to archive a user. To do so
  • Click on the arrow to the right of the user's name in the contact list.
  • Select “Archive”.
  • Click on “Save” to confirm the action.
Before archiving a user, you can simply remove the “User” role from the contact details.
Please note: it is not possible to remove a contact's “User” role if he/she is defined as the main user.
In this case, you must first assign this role to another contact, then proceed with the desired modification or archiving.
I’m having trouble updating my credit card following the email I received. Could you help me resolve this issue?
To pay your invoice, simply go to My Account > Billing, then click on "Pay Now".
You will then be able to enter your credit card information.

Important: Make sure that pop-up windows are allowed for the wyzio.app website so that the payment form can open properly.


Login

Is the QR code on the My account / Details page common to all users?
No, the system has been meticulously designed to ensure the highest level of security and individual accountability. In this regard, each user is uniquely assigned their own distinct QR code. This specialized QR code serves as a personalized authentication method, guaranteeing that no user can access the system using another individual's QR code. This stringent approach ensures a robust and secure user experience, preserving the integrity of user identities and interactions within the platform.
How can I unblock my account?
With your security in mind, our system employs an automatic account protection feature. After three consecutive unsuccessful attempts to log in, the system will proactively block the user account. To swiftly resolve this situation, you have a couple of options available:
  • Request Assistance from a Colleague: Reach out to a fellow user within your company who possesses the necessary authorization. They can effectively unblock your user login and reinstate your access.
  • Self-Service Account Unlock: Alternatively, you can conveniently initiate the account unblocking process independently. Located on the login screen, there is an intuitive link labeled "I have blocked my account or forgot my password." By clicking on this link, you'll be guided through the account recovery procedure, allowing you to swiftly unblock your own account using your designated credentials.
We prioritize your security and user experience, ensuring that you have accessible solutions at your disposal to promptly address any login challenges you may encounter. This multi-faceted approach underscores our commitment to maintaining the integrity of your account while facilitating seamless and efficient access to our platform.
What can I do if I forgot my password?
Easily navigate this situation by clicking on the link labeled "I have blocked my account or forgot my password" directly from the login screen. This intuitive link will guide you through the necessary steps to address the issue at hand.
What to do to retrieve the QR code that generates the OTP code?
In the event that you have misplaced or upgraded your phone, a straightforward solution is at your disposal. By accessing the link labeled "I have blocked my account or forgot my password" directly from the login screen, you can initiate a step-by-step process. Following this procedure will facilitate the retrieval of your QR code, enabling you to seamlessly reintegrate an OTP (One-Time Password) generator such as Google Authenticator. This restorative approach ensures that you can swiftly regain access to your account while bolstering its security through the reinstatement of the OTP mechanism.


Reporting

Excel Exports

Why do I have discrepancies between the totals on screen and the Excel report?
When you export a list from either the purchase invoices or the sales invoices section, you might notice a variance between the displayed totals on your screen and the figures presented in the Excel report. This discrepancy arises due to the selection of specific columns, where a single invoice could span multiple lines – an example being the inclusion of the payment field.
In practice, this means that if a particular field contains more than one value, the export process generates an equivalent number of lines. For instance, if an invoice has been subject to two separate payments, the export will generate two distinct lines for that same invoice.
It's important to comprehend that this behavior is intentionally designed in this manner. The rationale behind this approach is rooted in the recognition that we lack the insight into the precise data you seek. Consequently, the export process aims to provide flexibility by accommodating various potential scenarios, ensuring that your exported data remains comprehensive and adaptable to your specific needs.


Timesheets

Which modules are related to Timesheets and how?
Within the system, diverse modules are at your disposal to adeptly manage various facets of the Timesheeting process. Each module serves a distinct role, with access governed by specific permissions. Here's an overview of these modules and their functionalities:
**My Timesheets**
Location: Located under the "My Folder" menu, just above "My Account."
Permissions: No permissions required; availability is subject to company-enabled Timesheets and employee status.
Purpose: Designed to empower all employees to efficiently create and manage timesheets for customers and different orders.
**Timesheets**
Location: Found within the Staff menu; sometimes referred to as the "Time Details" module.
Permissions: Access necessitates specific permissions.
Purpose: Offers both employees and managers a comprehensive view of present and past timesheets, facilitating validation or invalidation for each client and order.
**Team Review**
Location: Situated under the Staff menu, positioned below Timesheets.
Permissions: Access mandates specific permissions.
Purpose: Provides managers with a comprehensive overview, including time allocation per order, overtime, employee availability, and pertinent Timesheets-related statistics.
**Salaries Settings**
Location: Accessible through Contacts, select employees, and under the Staff tab, you'll locate the salary settings. Setting the salary type to "Timesheet" enables Timesheets utilization in payslip generation.
Permissions: Access requires specific permissions.
Purpose: Facilitates the automatic generation of salaries based on approved employee timesheets, streamlining payroll processes for hourly-wage employees.
By navigating through these modules and leveraging their distinct functionalities, you can seamlessly manage Timesheeting tasks, enhance team collaboration, and streamline payroll procedures, all contributing to a more efficient and productive workflow.
My user cannot enter timesheets
For a user to be able to enter time tickets, the following conditions must be met:
  • The user must be defined as an employee in the company concerned.
  • The company must have confirmed orders containing at least one “Timesheet” or “Flat-rate timesheet” line.

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