Jisti is a user-friendly tool where the menus are easy to navigate and very intuitive.
This article provides an exploration through the pages that are accessed directly from the main menu.
In this guide we’ll discuss:
Using the Main Menu
The Main Menu has buttons to access the information on Sessions, Expenses, Clients and Reports.
At far right of the Main Menu is a Feedback button.
Clicking on it, will display a Feedback form.
There is a drop down at the upper right of the main menu.
Clicking on the drop down will display options for Help Center, Support, Feedback, Settings, Account, and Log Out.
Find your way around the clients page
Clicking on the Clients button will display the Clients Page. The screen of this page is divided into two parts, namely the Main Menu; and the Client Detail View. In the Main Menu are Sessions, Expenses, Clients and Reports buttons.
Clicking on the Client sub-menu button will display from top to bottom: Add Session, Edit Details, Case Notes; and Sessions icons.. Clicking an icon will open each respective form.
Click on a record in the Clients Detail view.
This will display Clients profile which is a summary of the Client's Sessions, Case Notes, Invoices and Stats. There is a Back link such that clicking on it will go back to the Client Details view.
The Sessions, Case Notes and Invoices summaries have a + in the upper right of their respective boxes. As we click their corresponding +, we can directly add from this page a session, or add an invoice or add a case notes for this client.
The Stats summary shows two basic information on the amounts yet to be paid by the client: Owing and Overdue.
Find your way around the sessions page
Clicking on the Sessions button will display the Clients Session Page. This page consists of a list of a Clients Sessions schedule and status. At the right side, the buttons of the three schedule modes are displayed: W for weekly, M for monthly and All.
The default calendar is Weekly - displaying the current week and highlighting the current day.
In this sample screenshot, there are no scheduled sessions.
Horizontal scroll buttons are provided for viewing the succeeding(or preceding) date intervals . Scrolling to the right will display the succeeding week schedule. Scrolling to the left will display the week prior. Suppose the right scroll button is pressed.
We see that there are scheduled sessions on Apr 6. Click on it.
The scheduled sessions for this day are listed.
A Date Search box is provided for faster navigation to a more distant date. Suppose we want to view the sessions on Jan 29, then we click on the Date Search box.
Put in the date and click Go.
The sessions that were scheduled on Jan 29 are displayed.
To display the monthly calendar, click on the M button.
The view is toggled to the monthly view. Click on a drop down on Jan 29.
This will display the list of sessions for that date.
Find your way around the expenses page
To see the list of expenses spent, click on the Expenses button. The list is arranged from the most recent date. The second column is the date the expenses are spent. The first column is the week interval of that date in the second column. The third column is a concatenation of the Expenses type and Description. The fourth column is the Amount spent. The fifth column is Edit button.
There are two expenses record for the week interval of Jan 28 to Feb 3, 2019.
On Jan 31, $78.3 was spent for Dinner and Lunch-out.
On Jan 30, $20 was spent for Beverages.
The total amount spent for this week is $98.3.
To view an Expenses record, click on a record.
The details for that record is displayed. The service tax is displayed in the Inc. GST field. If we only need to view this record and there are no changes to be done, then click on the Cancel button to return to the list of Expenses view.
To search for an expenses record, click on a Filter drop down beside the + Add Expense button.
The drop down lists the Expense types. The Expense types were set and added in Settings.
Choose an Expense type, for example, Beverages.
All expenses spent for Beverages are displayed.
Find your way around the reports page
Clicking on the Reports button will display the Reports page. Jisti generates three reports namely Financial Detail, Client Summary and Time Utilization reports.
To view the Financial Detail report click on the Financial Detail area.
There is a Financial Year drop down where we can choose what Financial Year to view and download. To download the Financial Detail report, click on the Download PDF button.
To view the Client Summary report, click on the Client Summary area.
There is a Financial Year drop down where we can choose what Financial Year to view and download. To download the Client Summary report, click on the Download PDF button.
To view the Time Utilization report, click on the Time Utilization area.
There is a Financial Year drop down where we can choose what Financial Year to view and download. To download the Time Utilization report, click on the Download PDF button.
What is the Feedback button?
Click on the Feedback Button.
This will pop-up a Feedback form.
How to find your settings for Jisti
The configuration of Settings can be done in several forms of the Jisti Application. But Jisti has a Settings page where all the settings can be done from there. The Settings page is displayed when Settings is chosen from the dropdown at the right side.
The Settings page, groups Settings into Practice and Services.
The Practice group of Settings consists of the following Settings items: Business, Client Groups, Expense Types, Invoicing & Payments, Client Referrers and Invoice Templates. Clicking on each Settings items will open their corresponding page where we can do addition or edits.
The Business Settings form is where we can edit the several settings related to the account.
The Client Referrers page is where we can add client referrers or edit some details of the client referrers that are already added.
The Invoice Templates form is where we can change from the default invoice templates to other templates available.
The Client Groups form is where we can add client groups or edit some details of the client groups that are already added.
The Expense Types form is where we can add Expenses Types or edit some details of the Expenses Types that are already added.
The Invoicing & Payments page is where we can choose to use Invoicing or not, use External Invoicing or not, use Stripe Payments or not, and create or link Stripe account.
The Services group of Settings consists of the following Settings items: Service Locations, Service Statuses, and Service Types. Clicking on each Settings items will open their corresponding page where we can do addition or edits.
The Service Locations form is where we can add a Service Location or edit some details of the Service Locations that are already added.
The Service Statuses form is where we can add a Service Status or edit some details of the Service Statuses that are already added.
The Service Types form is where we can add a Service Type or edit some details of the Service Types that are already added.