Landing page for VOGSY set up

Trial and subscribe

• Start a free trial
• How to connect VOGSY to Microsoft 365 or Google Workspace
• Browse the sample data
• How to create your own opportunities, projects and invoices
• How to subscribe to VOGSY

Onboarding VOGSY

• Step 1: Learn how VOGSY works
• Step 2: Map your business
• How to use the Setup Assistant in VOGSY
• Step 3: Populate VOGSY with data
• Step 4: Communicate to the teams

International setup of VOGSY

• How to set up your international company structure in VOGSY
• How to set up your multinational resource pool in VOGSY
• How to set up multiple concurrent international finance integrations
• How to manage currencies in VOGSY
• How to set up local and global consolidated reporting

• How to set up intercompany rates
• How to set up intercompany invoicing
• How to set up price lists per country or region
• How to set up VAT and/or sales tax for different countries

Integrations setup

• How to set up CRM integrations
• How to set up finance integrations
• How to set up HR integrations
• How to set up a Jira integration
• How the Microsoft 365 integration works

• How the Google Workspace integration works
• How to connect an e-signature service
• How to connect VOGSY through APIs
• Integrate VOGSY with Salesforce

Set up reports and charts

• How to set up local and global consolidated reporting
• How to customize VOGSY spreadsheet reports
• How to connect VOGSY to external reporting tools
• How to set up VOGSY boards for different countries, currencies and stakeholders
• How to create custom charts for VOGSY boards

VOGSY support

• How to get support during your trial
• VOGSY support during onboarding
• How VOGSY support works
• Frequent customer calls with VOGSY team
• Zero disruption continuous product updates

• VOGSY Glossary