Protemos Wiki - User contributions [en]

Release history

2025-09-28T10:39:25Z

Andrii:

='''Protemos release 2.0'''=

=='''Updated UI'''==
The view of multiple main pages has been changed, and Protemos now has an updated, more structured UI across the system.

Here is, for instance, a new project view page:

[[File:New ui project view.png|border|1050px]]

=='''Default CAT log conversion scheme for each client and vendor'''==

Now, you can define a default CAT log conversion scheme for each '''[[Client_default_settings#Default_CAT_log_conversion_scheme|client]]''' and '''[[Change_vendor_default_settings#Default_CAT_log_conversion_scheme|vendor]]''', as well as '''[[Account#Account_settings|set global defaults]]''' at the account level:

[[File:New feature def cat logs.PNG|border|1050px]]

=='''Custom payment methods'''==

You may create various '''[[Create_payment_method#Create_custom_payment_method|custom payment methods]]''':

[[File:New feature custom payment methods.PNG|border|1050px]]

=='''Access to relevant reports for roles lower than “Administrator”'''==
Managers with roles lower than “Administrator” can now view relevant reports according to their role. More info '''[[Access_rights#Reports|here]]'''.

=='''Read-only access to relevant settings for roles lower than “Administrator”'''==
Managers with roles lower than “Administrator” can now see the relevant settings sections in read-only mode. It may help a manager to view all account-related data in a consolidated way. More info '''[[Access_rights#Settings|here]]'''

=='''Numerous minor improvements'''==

- Now, the ability to use project templates is available only for managers with the "Administrator" and "Project and finance manager ".

- The roles without access to finances no longer allow a manager to view the '''Prices''' tab in the client and vendor profiles.

- It is no longer possible to create and clone receivables in projects with the "Cancelled" and "Offer rejected" statuses.

- It is no longer possible to upload CAT logs in projects with the "Cancelled" and "Offer rejected" statuses.

- Minor update of quick links in vendor profiles.

- On the '''Payables''' page, a manager in the client pool can only see if a payable is invoiced or not (instead of seeing a link to a certain invoice).

- If a vendor invoice contains payables from jobs that were made for clients outside of a manager's pool, such an invoice will not be displayed on the list of invoices for a manager in the pool.

- It is now possible to link and unlink receivables and payables from invoices with written-off amounts.

- Various bug fixes.

='''Protemos releases 1.61 - 1.63 (current version)'''=

Here is the list of the new features that have been added with the latest version.

A brief overview video of the vendor rating functionality [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=fBV3pqMl4eA]]

=='''Vendor rating'''==

Now, you can define your own '''[[Vendor_rating_categories|rating categories]]''' and rate vendors’ performance.

Based on the '''[[Vendor_rating#Rate_jobs|job ratings]]''', the vendors will get average ratings for each category as well as an '''[[Vendor_view_page,_General_tab#Vendor_rating|overall rating]]''' which is displayed in their profiles:

[[File:Vendor rating.2.png|border|900px]]

You can also filter vendors by rating when assigning them to jobs:

[[File:Filter vendors by rating.1.png|border|900px]]

=='''Minor improvements and bug fixes'''==

The update includes minor improvements, bug fixes, and new [https://api.protemos.com/docs/index.html '''API methods'''].

Also, the '''[[Reports_%E2%80%93_Work_amount_by_receivables|work amount reports]]''' have been improved, job deadline dates are now displayed in the '''[[Project_details,_Workflow_tab|“Workflow”]]''' tab of the project, etc.

='''Protemos releases 1.57 - 1.60'''=

You may also watch a video showing the new features [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=czn6hzR2Q6k]]

=='''Business expenses'''==

The business expenses functionality allows you to [[Business expenses list|'''add expenses''']] (such as rent, salaries, etc.), [[Business expenses category list|'''customize''']] expense categories, and view an expenses list as well as [[Business expenses report|'''reports''']]:

[[File:Business expenses.1.png|border|950px]]

=='''New role — "Sales manager"'''==

A new "Sales manager" role has also been added to the system. A manager with this role can create quotes and projects but cannot access jobs as well as job tenders. This role also does not allow to access vendor profiles and all vendor-related finances.

[[File:New role - sales manager.png|border|1050px]]

=='''Other improvements and bug fixes'''==

Various improvements and bug fixes have also been added to the system. E.g. a new page with connectors provided by our partners [https://cloud.protemos.com/connector/locale '''Locale'''], additional API methods, a list with all the [https://cloud.protemos.com/lang/list '''languages'''] currently available in the system, etc.

='''Protemos release 1.56'''=

=='''Client pools'''==
Now you can limit the access of your managers by specific clients. E.g. you can create a pool with 1 client and assign it to a specific manager, and that manager will have access only to that 1 client, and won’t see anything related to other clients. So you can segment your clients between your managers and let each of them see only the clients they work with. For more information, please check [[Client_pools|'''here''']].

'''Note:''' The roles giving access only to the assigned objects were removed in favor of the client pools functionality. Managers with such roles are now assigned to the corresponding client pools instead. Such pools were created automatically with the new system release and named with the corresponding managers' names.

[[File:New client pool (1.56).png|border|1070px]]

=='''PDF templates customization'''==

We have reworked and improved the ability to customize PDF templates. All the PDF template settings can now be found on a single page. Now you can also specify the page footer and header for each template and add images. More info [[PDF_templates|'''here''']].

[[File:Pdf templates.png|border|1070px]]

=='''Email templates'''==

We also simplified the setting up of email templates, which is now more intuitive. Instructions [[Email_templates|'''here''']].

[[File:Quote email templates.1.png|border|1070px]]

=='''Non-financial reports'''==
We have added a number of non-financial reports:

==='''Project reports'''===
Project reports show the number of projects, how many of them were delivered in time, and what the average delay is. Instructions [[Project_report|'''here''']].

[[File:Project counts.png|border|1000px]]

==='''Job reports'''===
Job reports show the number of jobs, how many of them were delivered in time, and what the average delay is. Instructions [[Job_report|'''here''']].

[[File:Overdue job percentage.png|border|1000px]]

==='''Work amount reports'''===
Work amount reports show the volume of work you did for your [[Reports_–_Work_amount_by_receivables|'''clients''']] and the volume of work your [[Reports_–_Work_amount_by_payables|'''vendors''']] did for you (in words, hours or any other units you use). You can see work amount by client, service or language pair, and the report can be customized by filters.

[[File:Work amount by client.png|border|1000px]]

==='''To-do reports'''===
To-do reports show the number of to-dos, how many of them were performed in time, and what the average delay is. Instructions [[To-do_report|'''here''']].

[[File:Overdue by (to-dos).png|border|1000px]]

==='''Improved filters and reports'''===
E.g. now you can filter by project tag in [[Reports_–_General_finances|'''finance report''']], filters added to [[quote_report|'''quote report''']], filter by country to [[Reports_–_Clients_–_Finances_by_receivables_and_payables|'''client reports''']] added, [[Jobs_list#Search_jobs_with_filters|'''vendor type filter''']] on the jobs grid page.

=='''New role — "To-do employee"'''==
This is a special role for someone who should not have access to the database but may perform various tasks you may assign to them. E.g. it could be your office manager, system administrator, etc. More info [[Access_rights#Access_rights_for_managers|'''here''']].

[[File:Role based access control (to-do employee).png|border|1200px]]

=='''Batch actions on the Jobs page'''==

You can use batch actions on the '''Jobs''' page to offer multiple jobs to assigned vendors, start, cancel or change jobs' status to "Draft", and accept completed jobs. More info [[Jobs_list#Batch_actions|'''here''']].

[[File:Batch actions (news release).png|border|1070px]]

=='''Minor improvements and bug fixes'''==
E.g. included [[PDF_templates#Job_PO_PDF_templates|'''САТ-log details in POs''']], [[Import_vendors_from_Excel#Import_vendors.27_services|'''services importing''']] for vendors, [[Project_templates#Add_jobs|'''checklists''']] in job templates, etc.

Hope you like these features, as many of you requested them. We’ve already started working on new ones, and if you need something to be added, please let us know so that we could include it in our plan.

='''Protemos releases 1.51 - 1.55'''=

==='''Quickbooks integration'''===

Users from the United States can now integrate Protemos and Quickbooks Online accounts to quickly push invoices from Protemos into Quickbooks. Instructions [[QuickBooks_integration|'''here''']].

==='''Negative taxes'''===

They exist in some countries (e.g. Spain), so we've added them. Instructions [[Taxes#Negative_taxes|'''here''']].

==='''Improved CRM'''===

Each client now has own responsible [[Client_view_page_–_CRM_tab#Manager|'''manager''']], you can track the [[Client_view_page_–_CRM_tab#Client_info|'''sources''']] of clients, added ability to [[Clients_list#Search_clients_with_filters|'''filter clients''']] by manager, statuses, and active to-dos.

==='''Jobs and payables in quotes'''===

Now you can plan the project budget by adding jobs and payable to quote. Instructions [[Create_quote#Jobs_and_payables_in_quotes|'''here''']].

==='''Other improvements'''===

Improved filters for projects payables and receivables; [[Account#Account_settings|'''CAT-log details in PDF files''']]; internal notes for quotes, projects, and invoices: ability to clone [[Client_prices_list#Clone_price|'''client''']] and [[Vendor_prices_list#Clone_price|'''vendor''']] prices; API improvements.

='''Protemos add-on to Gmail'''=

Do your clients send you the projects and quote requests via email?

If yes, then you may use Protemos add-on to Gmail to convert emails from your clients into projects and quotes, without copy-pasting the information manually. For more information, please check this [[Protemos_add-on_to_Gmail|'''page''']].

This add-on was developed by [https://technolex.com '''Technolex Translation Studio'''] and shared with other Protemos users that may find it useful.

='''Protemos release 1.48-1.50'''=

==='''CRM'''===
Now you can define your own [https://cloud.protemos.com/client-status/index '''client statuses'''] and use them as a sales funnel. You will see the CRM tab on client pages, and you can use it to change client status, create client-related to-dos, and record the history of important communication with your leads and clients. For more details, please check [[Client_view_page_–_CRM_tab|'''here''']].

==='''Checklists'''===
You can create checklists that your vendors will have to fill before delivering the jobs to you. More info [[Job_checklists|'''here''']].

==='''Vendor assignment by filter'''===
If you press “Assign” on the vacant job page, you’ll see the page with a filter to select the vendor meeting your criteria. More info [[Job_view#Assign_vendor|'''here''']].

==='''File categories'''===
You can mark the files according to their purpose, e. g. “TM”, “Reference”, “Translatable”, etc. More info [[Project_details,_Files_tab#File_categories|'''here''']].

==='''External invoice file'''===
Your vendors may now upload their own invoice file in addition to one generated by Protemos, as they may have their own systems to generate invoices. Also, you may upload additional files to the client invoices page. More info [[Vendor_invoice_view#Additional_files|'''here''']].

==='''Other improvements'''===
E. g. [https://api.protemos.com/docs/index.html '''API'''] has been extended upon users requests, payables now can be added to vacant jobs, dashboards for clients and vendors, project pages download speed improved, and a number of other minor enhancements and fixes.

='''Protemos release 1.46-1.47'''=

==='''Dashboards'''===
We’ve made four pages accumulating data on projects, jobs, and finances.

*[https://cloud.protemos.com/dashboard/projects '''Project dashboard''']: here you can see how many projects and jobs you have of each status. Clicking the number opens a list of the corresponding projects/jobs.

*[https://cloud.protemos.com/dashboard/finances '''Finance dashboard''']: this is the place where you can check financial issues, e.g., projects without entered receivables, jobs without payables, missing POs, overdue invoices, etc.

*[https://cloud.protemos.com/dashboard/gantt-projects '''Project Gantt chart''']: here you can see the visualized project timeline.

*[https://cloud.protemos.com/dashboard/gantt-jobs '''Job Gantt chart''']: this is the visualized job timeline. Now you also have it on the Jobs tab within any Project.

To see more info on dashboards, please check [[Dashboard|'''here''']].

==='''To-dos'''===
Using this completely new feature you can generate to-do lists for yourself and the other managers in your team. More info [[To-dos|'''here''']].

==='''Customizable email templates for quotes and invoices'''===
Now you can change the template text for your emails when sending quotes and invoices to clients. Click [[Email_templates|'''here''']] to see how it is done.

==='''Unit and service translation'''===
If you issue invoices and quotes in different languages, you can now define translations of Units and Services for each language. More info [[Services#Translate_to|'''here''']].

==='''Report upgrades'''===
New reports on [https://cloud.protemos.com/report/client-average '''average project finances per client'''], an expenses chart added to the [https://cloud.protemos.com/report/client-finances '''client finances report'''], more filters added.

==='''Bulk payment creation for vendor invoices'''===
Now you can mark multiple vendor invoices as paid in a single click. More info [[Bulk_vendor_payment_creation|'''here''']].

==='''Numerous minor improvements'''===
Additional filter options, new API methods, more data for exporting to Excel, etc.

='''BeLazy integrates with Protemos'''=

==='''What is BeLazy and how can it help me?'''===

If you are working as a subcontractor for other translation companies (especially MLVs), you probably get the projects through their systems and then manually recreate them in Protemos. That’s monkey work that takes a lot of PM time, which could have been used for better purposes. Thus, [https://belazy.cat/ '''BeLazy'''] can copy the project from your client's system into your Protemos account to save your time and make your project management more efficient. Currently, [https://belazy.cat/ '''BeLazy'''] can connect to the following vendor portals and TMS systems:

*WeLocalize Junction

*Moravia Symfonie

*Lionbridge TMS

*Lionbridge LCX

*Translated

*Transperfect GlobalLink

*XTRF

*Plunet

*Transline Transact

*Memsource
...and more systems to come!

So, if your clients are giving you jobs through any of these portals, you can connect [https://belazy.cat/ '''BeLazy'''] to them and to Protemos and let robots work for you!

==='''How to try it?'''===

You need to [https://belazy.cat/contact-us/ '''contact the BeLazy team'''], and they will explain everything to you. Most importantly, they would like to get improvement suggestions from you to understand how they can make the integration work better for your company.

The Protemos team may also join your meetings with BeLazy if needed. Just let us know about it.

='''Protemos release 1.42-1.45'''=

==='''Workflow feature improvement'''===

Previously, if you combine several jobs into the [[Project_details,_Workflow_tab|'''workflow''']], the system was notifying vendors only when the job was started, and the next vendor did not know that you’ve planned a job for them. Now, all vendors are getting the notification that the job will start in the future if they accept your offer so you no longer have to notify them manually about the future job.

As result, the statuses of the job have changed:

'''Offered to vendor''': the job gets this status after you press “Offer to vendor" (instead of "Start" in the previous version). The vendor can accept or reject the job. The accepted job is started automatically unless it is the non-first job of a workflow. If it is the non-first job of a workflow, then it starts after the previous job is completed.
For more info, please see [[Project_details,_Workflow_tab#Job_statuses_and_notifications_in_a_workflow|'''this page''']].

==='''Multiple option quotes'''===

Now you can combine several quotes into one multi-option quote to let your clients choose what they like. More info [[Multi-quotes|'''here''']].

==='''Global search'''===
You can search the objects (projects, jobs, etc.) by their name directly from the main page. More info [[Global_search|'''here''']].

==='''Projects and jobs history'''===
On the [[Project_details,_Details_tab#Project_history|'''project''']] and [[Job_view#Job_history|'''job''']] page, you can now click the "View history” link to see when and by whom the object status was changed.

==='''Numerous minor improvements'''===

*Projects now can be filtered by language pairs and sorted by the '''"Status"''' column.

*Common notes for [[Common_notes#Quote_common_notes|'''quotes''']], [[Common_notes#Client_invoice_common_notes|'''invoices''']], and [[Common_notes#Job_PO_common_notes|'''job PO''']] PDF files generated by the system. So you can now add any additional standard text to your documents.

*New [[Quote_details_section#Expire_at|'''valid date''']] property in the quotes.

*Now language pairs can be created through API.

*Automatic creation of payable on tender success.

*“Minimum profit share" filter added to the Clients “Finances by project balances" report.

... and a number of other enhancements and bug fixes.

File:New feature custom payment methods.PNG

2025-09-27T18:05:54Z

Andrii:

File:New feature def cat logs.PNG

2025-09-27T17:35:00Z

Andrii:

File:New ui project view.png

2025-09-27T17:22:43Z

Andrii:

Account

2025-09-27T15:48:04Z

Andrii: /* Account settings */

''Account page: [https://cloud.protemos.com/account/view https://cloud.protemos.com/account/view]''
----
On the '''Account''' page you can complete or update general information, upload the logo of your company, delete your account.

To do so, go to '''Settings ⇾ Account''':

[[File:Account tab.png|border|150px]]
__FORCETOC__

==''' Account details'''==

The '''Account details''' section contains common information about your company.

Here you can '''[[Change account owner|change the account owner]]''' ''(this option is available only for the owner of the account)'' and '''Update account name''' by clicking on the corresponding buttons:

[[File:Account itself.png|border|700px]]

=='''Account settings'''==

Some of the features described below will be available with the forthcoming system release.

Here you can define the following settings:

*'''Time zone for new users''': the time zone that will be added by default to all newly created manager, client, and vendor profiles (unless you don't indicate the different one).

*'''Default legal entity''': the legal entity that will be added by default to all newly created clients and vendors (unless you indicate the different one).

*'''System currency''': the currency you are using for balances and reporting. For more info, please see the '''[[Currencies]]''' page.

*'''Default CAT log conversion scheme for clients''': a specified conversion scheme will be preselected when creating a CAT log-based receivable for a client (unless a different conversion scheme is selected for a particular client in their profile). This can also be changed for a '''[[Client_default_settings#Default_CAT_log_conversion_scheme|particular client]]''', if needed.

*'''Default CAT log conversion scheme for vendors''': a specified conversion scheme will be preselected when creating a CAT log-based payable for a vendor (unless a different conversion scheme is selected for a particular vendor in their profile). This can also be changed for a '''[[Change_vendor_default_settings#Default_CAT_log_conversion_scheme|particular vendor]]''', if needed.

*'''Default quote PDF template''': here you may specify the default PDF template that will be selected automatically when creating quotes.

*'''Default client invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new clients.

*'''Default vendor invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new vendors.

*'''Default job PO PDF template''': here you may specify the default PDF template that will be applied to every job PO you create.

To change any of the above settings, click '''"Update"''':

[[File:Ent acc settings v2.0.PNG|border|1070px]]

=='''Change system currency'''==

You can set any currency as the default one for your account.

Click the '''"Change system currency"''' button:

[[File:Change default currency.png|border|1070px]]

Then choose the needed currency from the drop-down list and click '''"Update"''':

[[File:Updsate button.png|border|600px]]

If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.

'''Note:''' If the following screen appears, please '''[[Frequently_Asked_Questions#How_to_contact_support_team_from_my_Protemos_account|contact us]]''' to change the default currency:

[[File:New update.png|border|350px]]

=='''Delete account '''==

If your account is on trial, you can immediately and permanently delete all your account data and files from the server.

To do so, click the '''"Delete account"''' button:

[[File:Delete account.png|border|900px]]

'''Note:''' If you have an active license and you need to delete your Enterprise account, first, please contact us at [mailto:support@protemos.com support@protemos.com] and request to disable the license. Once it is disabled, an account owner will be able to delete the account.

More details '''[[Delete account|here]].

[[File:Redirect.jpg|40px|link=Account]] Back to the '''table of contents'''.

Change vendor default settings

2025-09-27T15:45:23Z

Andrii: /* Default CAT log conversion scheme */

__FORCETOC__
=='''Vendor settings'''==

Go to the vendor profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':

[[File:Vendor settings section v2.0.png|border|1070px]]

It will display the '''"Change settings"''' page where you can set your vendor's default legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template:

[[File:Vendor settings section v2.0 (update).png|border|1070px]]

'''Note:''' Payment methods can be created in the '''[[Vendor_view_page,_Payment_methods_tab|Payment methods]]''' tab in a vendor's profile.

=='''Default legal entity'''==

By default, for all newly created vendors, the system uses the default '''[[Legal entities|Legal entity]]''' of your account.

But here you may define the different one only for this particular vendor:

[[File:Change vendor default legal entity1.png|border|1070px]]

=='''Default invoice PDF template'''==

You can select a default invoice PDF template for each individual vendor. Click the '''"Update"''' button in the '''"Settings"''' section of a needed vendor profile and select the PDF template:

[[File:Change vendor default pdf template1.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

=='''Default CAT log conversion scheme'''==

You can select a default CAT log conversion scheme for each individual vendor. Click the '''"Update"''' button in the '''"Settings"''' section of a needed vendor profile and select the conversion scheme:

[[File:Def conv scheme for vendor.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

File:Def conv scheme for vendor.png

2025-09-27T15:44:55Z

Andrii:

Change vendor default settings

2025-09-27T15:41:22Z

Andrii:

__FORCETOC__
=='''Vendor settings'''==

Go to the vendor profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':

[[File:Vendor settings section v2.0.png|border|1070px]]

It will display the '''"Change settings"''' page where you can set your vendor's default legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template:

[[File:Vendor settings section v2.0 (update).png|border|1070px]]

'''Note:''' Payment methods can be created in the '''[[Vendor_view_page,_Payment_methods_tab|Payment methods]]''' tab in a vendor's profile.

=='''Default legal entity'''==

By default, for all newly created vendors, the system uses the default '''[[Legal entities|Legal entity]]''' of your account.

But here you may define the different one only for this particular vendor:

[[File:Change vendor default legal entity1.png|border|1070px]]

=='''Default invoice PDF template'''==

You can select a default invoice PDF template for each individual vendor. Click the '''"Update"''' button in the '''"Settings"''' section of a needed vendor profile and select the PDF template:

[[File:Change vendor default pdf template1.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

=='''Default CAT log conversion scheme'''==

You can select a default CAT log conversion scheme for each individual vendor. Click the '''"Update"''' button in the '''"Settings"''' section of a needed vendor profile and select the conversion scheme:

[[File:Conv scheme for client.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

Account

2025-09-27T14:55:11Z

Andrii: /* Account settings */

''Account page: [https://cloud.protemos.com/account/view https://cloud.protemos.com/account/view]''
----
On the '''Account''' page you can complete or update general information, upload the logo of your company, delete your account.

To do so, go to '''Settings ⇾ Account''':

[[File:Account tab.png|border|150px]]
__FORCETOC__

==''' Account details'''==

The '''Account details''' section contains common information about your company.

Here you can '''[[Change account owner|change the account owner]]''' ''(this option is available only for the owner of the account)'' and '''Update account name''' by clicking on the corresponding buttons:

[[File:Account itself.png|border|700px]]

=='''Account settings'''==

Some of the features described below will be available with the forthcoming system release.

Here you can define the following settings:

*'''Time zone for new users''': the time zone that will be added by default to all newly created manager, client, and vendor profiles (unless you don't indicate the different one).

*'''Default legal entity''': the legal entity that will be added by default to all newly created clients and vendors (unless you indicate the different one).

*'''System currency''': the currency you are using for balances and reporting. For more info, please see the '''[[Currencies]]''' page.

*'''Default CAT log conversion scheme for clients''': a specified conversion scheme will be preselected when creating a CAT log-based receivable for a client (unless a different conversion scheme is selected for a particular client in their profile). This can also be changed for a '''[[Client_default_settings#Default_CAT_log_conversion_scheme|particular client]]''', if needed.

*'''Default CAT log conversion scheme for vendors''': a specified conversion scheme will be preselected when creating a CAT log-based payable for a vendor (unless a different conversion scheme is selected for a particular vendor in their profile). This can also be changed for a particular vendor, if needed.

*'''Default quote PDF template''': here you may specify the default PDF template that will be selected automatically when creating quotes.

*'''Default client invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new clients.

*'''Default vendor invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new vendors.

*'''Default job PO PDF template''': here you may specify the default PDF template that will be applied to every job PO you create.

To change any of the above settings, click '''"Update"''':

[[File:Ent acc settings v2.0.PNG|border|1070px]]

=='''Change system currency'''==

You can set any currency as the default one for your account.

Click the '''"Change system currency"''' button:

[[File:Change default currency.png|border|1070px]]

Then choose the needed currency from the drop-down list and click '''"Update"''':

[[File:Updsate button.png|border|600px]]

If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.

'''Note:''' If the following screen appears, please '''[[Frequently_Asked_Questions#How_to_contact_support_team_from_my_Protemos_account|contact us]]''' to change the default currency:

[[File:New update.png|border|350px]]

=='''Delete account '''==

If your account is on trial, you can immediately and permanently delete all your account data and files from the server.

To do so, click the '''"Delete account"''' button:

[[File:Delete account.png|border|900px]]

'''Note:''' If you have an active license and you need to delete your Enterprise account, first, please contact us at [mailto:support@protemos.com support@protemos.com] and request to disable the license. Once it is disabled, an account owner will be able to delete the account.

More details '''[[Delete account|here]].

[[File:Redirect.jpg|40px|link=Account]] Back to the '''table of contents'''.

Client default settings

2025-09-27T14:52:19Z

Andrii: /* Default CAT log conversion scheme */

__FORCETOC__
=='''Client settings'''==

Some of the features described below will be available with the forthcoming system release.

Go to the client profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':

[[File:Client settings section v2.0.1.png|border|1070px]]

It will display the '''"Change settings"''' page, where you can change your client's default client manager, legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template:

[[File:Client settings section v2.0 (update).png|border|1070px]]

 '''Note''': The payment methods you need can be created in the '''[[Payment methods]]''' settings.

 '''Note''': Leave blank empty to use default value from the '''[[Client portal|Client portal]]''' settings.

=='''Default legal entity'''==

By default, for all newly created clients, the system uses the default '''[[Legal entities|Legal entity]]''' of your account.

But here you may define the different one only for this particular client:

[[File:Change default legal entity.png|border|1070px]]

=='''Default invoice PDF template'''==

You can select a default invoice PDF template for each individual client. Click the '''"Update"''' button in the '''"Settings"''' section of a needed client profile and select the PDF template:

[[File:Change invoice PDF template.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

=='''Default CAT log conversion scheme'''==

You can select a default CAT log conversion scheme for each individual client. Click the '''"Update"''' button in the '''"Settings"''' section of a needed client profile and select the conversion scheme:

[[File:Conv scheme for client.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

Client default settings

2025-09-27T14:52:04Z

Andrii: /* Default CAT log conversion scheme */

__FORCETOC__
=='''Client settings'''==

Some of the features described below will be available with the forthcoming system release.

Go to the client profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':

[[File:Client settings section v2.0.1.png|border|1070px]]

It will display the '''"Change settings"''' page, where you can change your client's default client manager, legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template:

[[File:Client settings section v2.0 (update).png|border|1070px]]

 '''Note''': The payment methods you need can be created in the '''[[Payment methods]]''' settings.

 '''Note''': Leave blank empty to use default value from the '''[[Client portal|Client portal]]''' settings.

=='''Default legal entity'''==

By default, for all newly created clients, the system uses the default '''[[Legal entities|Legal entity]]''' of your account.

But here you may define the different one only for this particular client:

[[File:Change default legal entity.png|border|1070px]]

=='''Default invoice PDF template'''==

You can select a default invoice PDF template for each individual client. Click the '''"Update"''' button in the '''"Settings"''' section of a needed client profile and select the PDF template:

[[File:Change invoice PDF template.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

=='''Default CAT log conversion scheme'''==

You can select a default CAT log conversion scheme for each individual client.

Click the '''"Update"''' button in the '''"Settings"''' section of a needed client profile and select the conversion scheme:

[[File:Conv scheme for client.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

Client default settings

2025-09-27T14:51:34Z

Andrii:

File:Conv scheme for client.png

2025-09-27T14:50:47Z

Andrii:

Client default settings

2025-09-27T14:20:14Z

Andrii:

__FORCETOC__
=='''Client settings'''==

Some of the features described below will be available with the forthcoming system release.

Go to the client profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':

[[File:Client settings section v2.0.1.png|border|1070px]]

It will display the '''"Change settings"''' page, where you can change your client's default client manager, legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template:

[[File:Client settings section v2.0 (update).png|border|1070px]]

 '''Note''': The payment methods you need can be created in the '''[[Payment methods]]''' settings.

 '''Note''': Leave blank empty to use default value from the '''[[Client portal|Client portal]]''' settings.

=='''Default legal entity'''==

By default, for all newly created clients, the system uses the default '''[[Legal entities|Legal entity]]''' of your account.

But here you may define the different one only for this particular client:

[[File:Change default legal entity.png|border|1070px]]

=='''Default invoice PDF template'''==

You can select a default invoice PDF template for each individual client. Click the '''"Update"''' button in the '''"Settings"''' section of a needed client profile and select the PDF template:

[[File:Change invoice PDF template.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

=='''Default CAT log conversion scheme'''==

You can select a default CAT log conversion scheme for each individual client. Click the '''"Update"''' button in the '''"Settings"''' section of a needed client profile and select the conversion scheme:

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

Account

2025-09-25T12:49:52Z

Andrii: /* Account settings */

''Account page: [https://cloud.protemos.com/account/view https://cloud.protemos.com/account/view]''
----
On the '''Account''' page you can complete or update general information, upload the logo of your company, delete your account.

To do so, go to '''Settings ⇾ Account''':

[[File:Account tab.png|border|150px]]
__FORCETOC__

==''' Account details'''==

The '''Account details''' section contains common information about your company.

Here you can '''[[Change account owner|change the account owner]]''' ''(this option is available only for the owner of the account)'' and '''Update account name''' by clicking on the corresponding buttons:

[[File:Account itself.png|border|700px]]

=='''Account settings'''==

Some of the features described below will be available with the forthcoming system release.

Here you can define the following settings:

*'''Time zone for new users''': the time zone that will be added by default to all newly created manager, client, and vendor profiles (unless you don't indicate the different one).

*'''Default legal entity''': the legal entity that will be added by default to all newly created clients and vendors (unless you indicate the different one).

*'''System currency''': the currency you are using for balances and reporting. For more info, please see the '''[[Currencies]]''' page.

*'''Default CAT log conversion scheme for clients''': a specified conversion scheme will be preselected when creating a CAT log-based receivable for a client (unless a different conversion scheme is selected for a particular client in their profile). This can also be changed for a particular client, if needed.

*'''Default CAT log conversion scheme for vendors''': a specified conversion scheme will be preselected when creating a CAT log-based payable for a vendor (unless a different conversion scheme is selected for a particular vendor in their profile). This can also be changed for a particular vendor, if needed.

*'''Default quote PDF template''': here you may specify the default PDF template that will be selected automatically when creating quotes.

*'''Default client invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new clients.

*'''Default vendor invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new vendors.

*'''Default job PO PDF template''': here you may specify the default PDF template that will be applied to every job PO you create.

To change any of the above settings, click '''"Update"''':

[[File:Ent acc settings v2.0.PNG|border|1070px]]

=='''Change system currency'''==

You can set any currency as the default one for your account.

Click the '''"Change system currency"''' button:

[[File:Change default currency.png|border|1070px]]

Then choose the needed currency from the drop-down list and click '''"Update"''':

[[File:Updsate button.png|border|600px]]

If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.

'''Note:''' If the following screen appears, please '''[[Frequently_Asked_Questions#How_to_contact_support_team_from_my_Protemos_account|contact us]]''' to change the default currency:

[[File:New update.png|border|350px]]

=='''Delete account '''==

If your account is on trial, you can immediately and permanently delete all your account data and files from the server.

To do so, click the '''"Delete account"''' button:

[[File:Delete account.png|border|900px]]

'''Note:''' If you have an active license and you need to delete your Enterprise account, first, please contact us at [mailto:support@protemos.com support@protemos.com] and request to disable the license. Once it is disabled, an account owner will be able to delete the account.

More details '''[[Delete account|here]].

[[File:Redirect.jpg|40px|link=Account]] Back to the '''table of contents'''.

Project details, CAT logs tab

2025-09-20T18:37:27Z

Andrii: /* Upload CAT log */

__FORCETOC__
On this tab you can upload CAT log files to the project.

If the system cannot parse your CAT word count logs, you may just enter them manually.

=='''Upload CAT log'''==

Analysis log files can be imported from the following CAT tools:

*Lionbridge Translation Workspace (XML);

*memoQ (CSV);

*Memsource (CSV);

*SDL Trados 2007 (CSV);

*SDL Trados 2014 / 2015 / 2017 (XML);

*SmartCAT (XML);

*Wordfast 3 / 4 (CSV);

*XTM (CSV).

To upload a CAT log file to your project, go to the '''Cat logs''' tab and click the '''"Upload"''' button or import CAT log manually:

[[File:Cat log upl.png|border|900px]]

It will bring you to the '''CAT log import''' page.

Enter а log file name, choose the necessary CAT log file using the '''"Choose file"''' button, and upload it by clicking the '''"Upload"''' button:

[[file:CAT log upload page.png|border|700px]]

The '''CAT log''' page will be displayed.

Here you can delete this file, see the log file summary, data analysis, and whether it used in receivables\payables:

[[file:CAT Log file details.png|border|1500px]]

 '''Note''' You can’t delete the CAT log files that you have already used in receivables\payables.

'''Note:''' It is not possible to upload CAT logs in projects with the "Cancelled" and "Offer rejected" statuses.

 '''Note''' Weighted word count will be calculated when you add '''[[Create_receivable#Cat_log_based_receivable|receivables]]''' or '''[[Create_payable#Cat_log_based_payable|payables]]''' based on CAT logs.

=='''Input CAT log manually'''==

To add a CAT word count log manually, click the '''"Input CAT log manually"''' button and select the required table from the list by clicking on its name:

[[File:-rt.png|border|400px]]

Enter the CAT log name, word count, and click '''"Update"''' to add it to the project:

[[file:Manual CAT log input.png|border|300px]]

It will display the '''CAT log''' page.

Here you can update or delete this CAT log, see log details, data analysis, and whether it used in receivables\payables:

[[file:Manual log details.png|border|1500px]]

 '''Note:''' You can’t delete the CAT log files that you have already used in receivables\payables.

'''Note:''' It is not possible to manually input CAT logs in projects with the "Cancelled" and "Offer rejected" statuses.

 '''Note:''' Weighted word count will be calculated when you add '''[[Create_receivable#Cat_log_based_receivable|receivables]]''' or '''[[Create_payable#Cat_log_based_payable|payables]]''' based on CAT logs.

== '''Project tabs'''==

Apart from the '''CAT logs''', the project has the following tabs:

[[File:Cat logs.png|border|400px]]

*The '''[[Project details, Details tab|Details tab]]''' contains the project details you entered during the project creation and update, click to see the details.

*The '''[[Project details, Files tab|Files tab]]''' contains all the files related to the project, click to see the details.

*The '''[[Project details, Jobs tab|Jobs tab]]''' is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details.

*The '''[[Project details, Finances tab|Finances tab]]''' is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.

Project details, CAT logs tab

2025-09-20T18:36:54Z

Andrii: /* Input CAT log manually */

__FORCETOC__
On this tab you can upload CAT log files to the project.

If the system cannot parse your CAT word count logs, you may just enter them manually.

=='''Upload CAT log'''==

Analysis log files can be imported from the following CAT tools:

*Lionbridge Translation Workspace (XML);

*memoQ (CSV);

*Memsource (CSV);

*SDL Trados 2007 (CSV);

*SDL Trados 2014 / 2015 / 2017 (XML);

*SmartCAT (XML);

*Wordfast 3 / 4 (CSV);

*XTM (CSV).

To upload a CAT log file to your project, go to the '''Cat logs''' tab and click the '''"Upload"''' button or import CAT log manually:

[[File:Cat log upl.png|border|900px]]

It will bring you to the '''CAT log import''' page.

Enter а log file name, choose the necessary CAT log file using the '''"Choose file"''' button, and upload it by clicking the '''"Upload"''' button:

[[file:CAT log upload page.png|border|700px]]

The '''CAT log''' page will be displayed.

Here you can delete this file, see the log file summary, data analysis, and whether it used in receivables\payables:

[[file:CAT Log file details.png|border|1500px]]

 '''Note''' You can’t delete the CAT log files that you have already used in receivables\payables.

 '''Note''' Weighted word count will be calculated when you add '''[[Create_receivable#Cat_log_based_receivable|receivables]]''' or '''[[Create_payable#Cat_log_based_payable|payables]]''' based on CAT logs.

=='''Input CAT log manually'''==

To add a CAT word count log manually, click the '''"Input CAT log manually"''' button and select the required table from the list by clicking on its name:

[[File:-rt.png|border|400px]]

Enter the CAT log name, word count, and click '''"Update"''' to add it to the project:

[[file:Manual CAT log input.png|border|300px]]

It will display the '''CAT log''' page.

Here you can update or delete this CAT log, see log details, data analysis, and whether it used in receivables\payables:

[[file:Manual log details.png|border|1500px]]

 '''Note:''' You can’t delete the CAT log files that you have already used in receivables\payables.

'''Note:''' It is not possible to manually input CAT logs in projects with the "Cancelled" and "Offer rejected" statuses.

 '''Note:''' Weighted word count will be calculated when you add '''[[Create_receivable#Cat_log_based_receivable|receivables]]''' or '''[[Create_payable#Cat_log_based_payable|payables]]''' based on CAT logs.

== '''Project tabs'''==

Apart from the '''CAT logs''', the project has the following tabs:

[[File:Cat logs.png|border|400px]]

*The '''[[Project details, Details tab|Details tab]]''' contains the project details you entered during the project creation and update, click to see the details.

*The '''[[Project details, Files tab|Files tab]]''' contains all the files related to the project, click to see the details.

*The '''[[Project details, Jobs tab|Jobs tab]]''' is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details.

*The '''[[Project details, Finances tab|Finances tab]]''' is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.

Project details, CAT logs tab

2025-09-20T18:31:20Z

Andrii:

__FORCETOC__
On this tab you can upload CAT log files to the project.

If the system cannot parse your CAT word count logs, you may just enter them manually.

=='''Upload CAT log'''==

Analysis log files can be imported from the following CAT tools:

*Lionbridge Translation Workspace (XML);

*memoQ (CSV);

*Memsource (CSV);

*SDL Trados 2007 (CSV);

*SDL Trados 2014 / 2015 / 2017 (XML);

*SmartCAT (XML);

*Wordfast 3 / 4 (CSV);

*XTM (CSV).

To upload a CAT log file to your project, go to the '''Cat logs''' tab and click the '''"Upload"''' button or import CAT log manually:

[[File:Cat log upl.png|border|900px]]

It will bring you to the '''CAT log import''' page.

Enter а log file name, choose the necessary CAT log file using the '''"Choose file"''' button, and upload it by clicking the '''"Upload"''' button:

[[file:CAT log upload page.png|border|700px]]

The '''CAT log''' page will be displayed.

Here you can delete this file, see the log file summary, data analysis, and whether it used in receivables\payables:

[[file:CAT Log file details.png|border|1500px]]

 '''Note''' You can’t delete the CAT log files that you have already used in receivables\payables.

 '''Note''' Weighted word count will be calculated when you add '''[[Create_receivable#Cat_log_based_receivable|receivables]]''' or '''[[Create_payable#Cat_log_based_payable|payables]]''' based on CAT logs.

=='''Input CAT log manually'''==

To add a CAT word count log manually, click the '''"Input CAT log manually"''' button and select the required table from the list by clicking on its name:

[[File:-rt.png|border|400px]]

Enter the CAT log name, word count, and click '''"Update"''' to add it to the project:

[[file:Manual CAT log input.png|border|300px]]

It will display the '''CAT log''' page.

Here you can update or delete this CAT log, see log details, data analysis, and whether it used in receivables\payables:

[[file:Manual log details.png|border|1500px]]

 '''Note:''' You can’t delete the CAT log files that you have already used in receivables\payables.

'''Note:''' It is not possible to upload or manually input CAT logs in projects with the "Cancelled" and "Offer rejected" statuses.

 '''Note:''' Weighted word count will be calculated when you add '''[[Create_receivable#Cat_log_based_receivable|receivables]]''' or '''[[Create_payable#Cat_log_based_payable|payables]]''' based on CAT logs.

== '''Project tabs'''==

Apart from the '''CAT logs''', the project has the following tabs:

[[File:Cat logs.png|border|400px]]

*The '''[[Project details, Details tab|Details tab]]''' contains the project details you entered during the project creation and update, click to see the details.

*The '''[[Project details, Files tab|Files tab]]''' contains all the files related to the project, click to see the details.

*The '''[[Project details, Jobs tab|Jobs tab]]''' is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details.

*The '''[[Project details, Finances tab|Finances tab]]''' is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.

Project details, Finances tab

2025-09-20T18:14:30Z

Andrii: /* Receivables from client */

On the '''Finances''' tab of a project you can:

— Add receivables from your client.

— Open existing receivables for editing.

— View payables to your vendor.

— Open existing payables for editing.

— Create invoices.

— View the project finances summary.

=='''Receivables from client'''==

This is the summary of how much your client will pay you.

You can add a receivable by clicking the "'''New receivable'''" button and choosing the receivable type:

[[File:New rec.png|border|1070px]]

* '''"Flat rate"''' — if you just need to enter the amount of a receivable without entering volumes and rates.

* '''"Unit based"''' — if you have to enter the volume and rate for calculating the price.

* '''"CAT log based"''' — if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

It will open the '''[[Create receivable|New receivable]]''' page (''the data type to fill in will be displayed in accordance with the '''[[Create receivable|type of receivable]]''' you've selected''):

[[File:UB receivable.png|border|500px]]

Entered receivables can be edited, cloned, and deleted by clicking the corresponding buttons:

[[File:1st update clone.png|border|1070px]]

'''Note:''' If the receivable has been already invoiced, you cannot delete it without deleting the invoice first. Or you can unlink the receivables from the invoice.

'''Note:''' It is not possible to create and clone receivables in projects with the "Cancelled" and "Offer rejected" statuses.

==='''Invoice receivables'''===

If you are issuing a separate invoice for each project, you can create invoices directly from this section.

To do so, select the receivables you need to invoice and click '''"Invoice selected"''':

[[File:3rd one.png|border|1070px]]

Find more about clients invoicing '''[[Clients receivables list#Create invoice|here]]'''.

==='''Export data to Excel'''===

To export the list of receivables to Excel, go to the '''Finances''' tab of the project and click the '''"Export to Excel"''' button in the '''Receivables from client''' section:

[[File:Export receivables to excel.png|border|1070px]]

=='''Payables to vendors'''==

This is the summary of how much you have to pay your suppliers.

[[File:1 rr.png|border|1000px]]

'''Note:''' Payables (as well as receivables) might be in different currencies, and the system automatically converts '''Grand total''' to your default currency.

Each payable can be managed by clicking the '''"Clone"''', '''"Update"''', and '''"Delete"''' buttons.

'''Note:''' If the payable has been already invoiced, you cannot delete it without deleting the invoice first.

To add new payables, go to the '''Jobs''' tab of the project page, and open the '''[[Create payable|job]]''' you need to add them.

You may also do so by clicking the link above the payables table:

[[File:To add another job.png|border|1000px]]

==='''Invoice payables'''===

You can create invoices directly from this section.

To do so, select the payables you need to invoice and click '''"Invoice selected"''':

[[File:2nd one.png|border|1000px]]

'''Note:''' You cannot invoice payables included in jobs that haven't been accepted by managers. The checkbox is not displayed in this case.

If the job status is not "Completion accepted" or there is no payment method specified for the vendor, the corresponding payable(s) will not be invoiced.

Find more about vendors invoicing '''[[Vendors_payables_list#Create_vendor_invoices|here]]'''.

== '''Project finances summary''' ==

Project finances summary is based on the '''[[Project_details,_Finances_tab#Receivables_from_client|receivables]]''' entered on the '''Finances''' tab of the project and '''[[Job view#Payables to vendor|payables]]''' entered in the assigned jobs within the project:

[[file:Project finances summary.png|border|400px]]

A project profit margin is calculated according to the formula:

Profit margin=(100 * (Σ(receivables) — Σ(payables)) / Σ(receivables)

=='''Free of charge project'''==

If you are not going to charge your client for this project, you may mark it as free of charge on the '''Finances''' tab of the project by clicking the corresponding button:

[[File:Mark as free of charges.png|border|900px]]

If needed you may always unmark the project as '''Free of charge''':

[[File:Unmark 2.png|border|900px]]

'''Note:''' You cannot make the project free of charge if there are any receivables.

=='''Receivables and Payables sorting'''==

You can sort your Receivables and Payables by clicking on the names of the columns highlighted with blue:

[[File:Receivables sorting.png|1000px]]

[[File:Payables sorting.png|border|1000px]]

=='''Project tabs'''==

Apart from the '''Finances''', the project has the following tabs:

[[File:Finfin.png|border|350px]]

*The '''[[Project details, Details tab|Details tab]]''' contains the project details you entered during the project creation and update, click to see the details.

*The '''[[Project details, Files tab|Files tab]]''' contains all the files related to the project, click to see the details.

*The '''[[Project details, Jobs tab|Jobs tab]]''' is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details

*The '''[[Project details, CAT logs tab|CAT logs tab]]''' calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools.

[[File:Redirect.jpg|40px|link=Project details, Finances tab]] Back to the '''table of contents'''.

Project details, Finances tab

2025-09-20T18:08:43Z

Andrii: /* Receivables from client */

On the '''Finances''' tab of a project you can:

— Add receivables from your client.

— Open existing receivables for editing.

— View payables to your vendor.

— Open existing payables for editing.

— Create invoices.

— View the project finances summary.

=='''Receivables from client'''==

This is the summary of how much your client will pay you.

You can add a receivable by clicking the "'''New receivable'''" button and choosing the receivable type:

[[File:New rec.png|border|1070px]]

* '''"Flat rate"''' — if you just need to enter the amount of a receivable without entering volumes and rates.

* '''"Unit based"''' — if you have to enter the volume and rate for calculating the price.

* '''"CAT log based"''' — if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

It will open the '''[[Create receivable|New receivable]]''' page (''the data type to fill in will be displayed in accordance with the '''[[Create receivable|type of receivable]]''' you've selected''):

[[File:UB receivable.png|border|500px]]

Entered receivables can be edited, cloned, and deleted by clicking the corresponding buttons:

[[File:1st update clone.png|border|1070px]]

'''Note:''' If the receivable has been already invoiced, you cannot delete it without deleting the invoice first. Or you can unlink the receivables from the invoice.

'''Note:''' It is possible to create and clone receivables in projects only with the following statuses: "In progress", "Completed", "Completion accepted", "Completion rejected".

==='''Invoice receivables'''===

If you are issuing a separate invoice for each project, you can create invoices directly from this section.

To do so, select the receivables you need to invoice and click '''"Invoice selected"''':

[[File:3rd one.png|border|1070px]]

Find more about clients invoicing '''[[Clients receivables list#Create invoice|here]]'''.

==='''Export data to Excel'''===

To export the list of receivables to Excel, go to the '''Finances''' tab of the project and click the '''"Export to Excel"''' button in the '''Receivables from client''' section:

[[File:Export receivables to excel.png|border|1070px]]

=='''Payables to vendors'''==

This is the summary of how much you have to pay your suppliers.

[[File:1 rr.png|border|1000px]]

'''Note:''' Payables (as well as receivables) might be in different currencies, and the system automatically converts '''Grand total''' to your default currency.

Each payable can be managed by clicking the '''"Clone"''', '''"Update"''', and '''"Delete"''' buttons.

'''Note:''' If the payable has been already invoiced, you cannot delete it without deleting the invoice first.

To add new payables, go to the '''Jobs''' tab of the project page, and open the '''[[Create payable|job]]''' you need to add them.

You may also do so by clicking the link above the payables table:

[[File:To add another job.png|border|1000px]]

==='''Invoice payables'''===

You can create invoices directly from this section.

To do so, select the payables you need to invoice and click '''"Invoice selected"''':

[[File:2nd one.png|border|1000px]]

'''Note:''' You cannot invoice payables included in jobs that haven't been accepted by managers. The checkbox is not displayed in this case.

If the job status is not "Completion accepted" or there is no payment method specified for the vendor, the corresponding payable(s) will not be invoiced.

Find more about vendors invoicing '''[[Vendors_payables_list#Create_vendor_invoices|here]]'''.

== '''Project finances summary''' ==

Project finances summary is based on the '''[[Project_details,_Finances_tab#Receivables_from_client|receivables]]''' entered on the '''Finances''' tab of the project and '''[[Job view#Payables to vendor|payables]]''' entered in the assigned jobs within the project:

[[file:Project finances summary.png|border|400px]]

A project profit margin is calculated according to the formula:

Profit margin=(100 * (Σ(receivables) — Σ(payables)) / Σ(receivables)

=='''Free of charge project'''==

If you are not going to charge your client for this project, you may mark it as free of charge on the '''Finances''' tab of the project by clicking the corresponding button:

[[File:Mark as free of charges.png|border|900px]]

If needed you may always unmark the project as '''Free of charge''':

[[File:Unmark 2.png|border|900px]]

'''Note:''' You cannot make the project free of charge if there are any receivables.

=='''Receivables and Payables sorting'''==

You can sort your Receivables and Payables by clicking on the names of the columns highlighted with blue:

[[File:Receivables sorting.png|1000px]]

[[File:Payables sorting.png|border|1000px]]

=='''Project tabs'''==

Apart from the '''Finances''', the project has the following tabs:

[[File:Finfin.png|border|350px]]

*The '''[[Project details, Details tab|Details tab]]''' contains the project details you entered during the project creation and update, click to see the details.

*The '''[[Project details, Files tab|Files tab]]''' contains all the files related to the project, click to see the details.

*The '''[[Project details, Jobs tab|Jobs tab]]''' is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details

*The '''[[Project details, CAT logs tab|CAT logs tab]]''' calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools.

[[File:Redirect.jpg|40px|link=Project details, Finances tab]] Back to the '''table of contents'''.

Update payment method

2025-09-20T17:54:40Z

Andrii:

''Payment methods page: [http://cloud.protemos.com/account-payment-method/index/ cloud.protemos.com/account-payment-method/index]''
----

To update payment method details, go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Then click '''"Update"''' in the payment method row that needs to be amended:

[[file:Payment methods update button.png|border|1000px]]

It will bring you to the '''Update payment method page''' where you can renew the payment method name and description:

[[File:Update custom payment method v2.0.1.png|border|1070px]]

File:Update custom payment method v2.0.1.png

2025-09-20T17:54:18Z

Andrii:

Create payment method

2025-09-20T17:42:32Z

Andrii: /* Create custom payment method */

__FORCETOC__
''Payment method page: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method/index]''
----
To create a new payment method, go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Then click the '''"Add payment method"''' button to open the payment method creation page:

[[File:Create payment method v2.0.png|border|1070px]]

Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

==='''Create custom payment method'''===

If you cannot find the needed fields or payment systems when creating the payment method, you may create your own custom payment methods using the "'''Custom'''" type.

To do so, click '''"Add payment method"''', then select '''"Custom"''' from the drop-down list:

[[File:Create custom payment method v2.0.1.png|border|1070px]]

Input the payment method name, its type (you may create several types of your custom payment methods), details, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

'''Note:''' The '''"Custom type"''' and '''"Details"''' fields are displayed in the PDF file if a custom payment method is selected for the invoice.

Create payment method

2025-09-20T17:41:21Z

Andrii: /* Create custom payment method */

__FORCETOC__
''Payment method page: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method/index]''
----
To create a new payment method, go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Then click the '''"Add payment method"''' button to open the payment method creation page:

[[File:Create payment method v2.0.png|border|1070px]]

Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

==='''Create custom payment method'''===

If you cannot find the needed fields or payment systems when creating the payment method, you may specify your own custom payment methods using the "'''Custom'''" type.

To do so, click '''"Add payment method"''', then select '''"Custom"''' from the drop-down list:

[[File:Create custom payment method v2.0.1.png|border|1070px]]

Input the payment method name, its type (you may create several types of your custom payment methods), details, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

'''Note:''' The '''"Custom type"''' and '''"Details"''' fields are displayed in the PDF file if a custom payment method is selected for the invoice.

Create payment method

2025-09-20T17:38:17Z

Andrii: /* Create custom payment method */

__FORCETOC__
''Payment method page: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method/index]''
----
To create a new payment method, go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Then click the '''"Add payment method"''' button to open the payment method creation page:

[[File:Create payment method v2.0.png|border|1070px]]

Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

==='''Create custom payment method'''===

If you cannot find the needed fields or payment systems when creating the payment method, you may specify your own custom payment methods using the "'''Custom'''" type.

To do so, click '''"Add payment method"''', then select '''"Custom"''' from the drop-down list:

[[File:Create custom payment method v2.0.1.png|border|1070px]]

Input the payment method name, its type (you may create several types of your custom payment methods), details, and click '''"Save"''':

'''Note:''' The "Custom type" and "Details" fields are displayed in the PDFs if a custom payment method is selected for the invoice.

[[File:Create custom payment method.png|border|800px]]

Create payment method

2025-09-20T17:37:55Z

Andrii: /* Create custom payment method */

__FORCETOC__
''Payment method page: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method/index]''
----
To create a new payment method, go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Then click the '''"Add payment method"''' button to open the payment method creation page:

[[File:Create payment method v2.0.png|border|1070px]]

Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

==='''Create custom payment method'''===

If you cannot find the needed fields or payment systems when creating the payment method, you may specify your own custom payment methods using the "'''Custom'''" type.

To do so, click '''"Add payment method"''', then select ''''"Custom"''' from the drop-down list:

[[File:Create custom payment method v2.0.1.png|border|1070px]]

Input the payment method name, its type (you may create several types of your custom payment methods), details, and click '''"Save"''':

'''Note:''' The "Custom type" and "Details" fields are displayed in the PDFs if a custom payment method is selected for the invoice.

[[File:Create custom payment method.png|border|800px]]

Create payment method

2025-09-20T15:50:10Z

Andrii: /* Create custom payment method */

__FORCETOC__
''Payment method page: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method/index]''
----
To create a new payment method, go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Then click the '''"Add payment method"''' button to open the payment method creation page:

[[File:Create payment method v2.0.png|border|1070px]]

Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

==='''Create custom payment method'''===

If you cannot find the needed fields or payment systems when creating the payment method, you may specify your own custom payment methods using the "'''Custom'''" type.

To do so, click '''"Add payment method"''', then select ''''"Custom"''' from the drop-down list:

[[File:Create custom payment method v2.0.1.png|border|1070px]]

Input the payment method name, the fields, and payment method details, and click '''"Save"''':

[[File:Create custom payment method.png|border|800px]]

File:Create custom payment method v2.0.1.png

2025-09-20T15:49:40Z

Andrii:

Create payment method

2025-09-20T15:48:09Z

Andrii: /* Create custom payment method */

__FORCETOC__
''Payment method page: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method/index]''
----
To create a new payment method, go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Then click the '''"Add payment method"''' button to open the payment method creation page:

[[File:Create payment method v2.0.png|border|1070px]]

Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

==='''Create custom payment method'''===

If you cannot find the needed fields or payment systems when creating the payment method, you may specify your own custom payment methods using the "'''Custom'''" type.

To do so, click '''"Add payment method"''', then select ''''"Custom"''' from the drop-down list:

[[File:Add payment method (other).1.png|border|800px]]

Input the payment method name, the fields, and payment method details, and click '''"Save"''':

[[File:Create custom payment method.png|border|800px]]

Create payment method

2025-09-20T15:30:57Z

Andrii:

__FORCETOC__
''Payment method page: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method/index]''
----
To create a new payment method, go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Then click the '''"Add payment method"''' button to open the payment method creation page:

[[File:Create payment method v2.0.png|border|1070px]]

Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

==='''Create custom payment method'''===

If you cannot find the needed fields when creating the payment method, you may specify your own ones using the "'''Other'''" payment method type.

To do so, click '''"Add payment method"''', then select ''''"Other"''' from the drop-down list:

[[File:Add payment method (other).1.png|border|800px]]

Input the payment method name, the fields, and payment method details, and click '''"Save"''':

[[File:Create custom payment method.png|border|800px]]

Create payment method

2025-09-20T15:30:45Z

Andrii:

__FORCETOC__

''Payment method page: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method/index]''
----
To create a new payment method, go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Then click the '''"Add payment method"''' button to open the payment method creation page:

[[File:Create payment method v2.0.png|border|1070px]]

Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click '''"Save"''':

[[File:Create payment method page 2.png|border|1070px]]

==='''Create custom payment method'''===

If you cannot find the needed fields when creating the payment method, you may specify your own ones using the "'''Other'''" payment method type.

To do so, click '''"Add payment method"''', then select ''''"Other"''' from the drop-down list:

[[File:Add payment method (other).1.png|border|800px]]

Input the payment method name, the fields, and payment method details, and click '''"Save"''':

[[File:Create custom payment method.png|border|800px]]

File:Create payment method page 2.png

2025-09-20T15:29:15Z

Andrii:

File:Create payment method v2.0.png

2025-09-20T15:23:14Z

Andrii:

Payment methods

2025-09-20T12:41:57Z

Andrii:

''Payment methods page: [http://cloud.protemos.com/account-payment-method/index/ http://cloud.protemos.com/account-payment-method/index]''
----

Go to '''Settings → Payment methods''':

[[File:Settings - payment methods+.png|border|150px]]

Enter your payment details here so the clients can pay you.

You can enter many payment methods: Skrill, PayPal, wire transfer, and custom payment methods.

Here you may also change the default payment method and terms, update, disable or delete payment methods by clicking the corresponding buttons:

[[File:Set up payment methods.png|border|1070px]]

*"[[Create payment method|'''Add payment method''']]" — opens the page where you can create a new payment method.

*"[[Change default payment method|'''Change default payment method''']]" — it will bring you to the page where you can select the default payment method, define in how many days invoices should be paid, enable or disable an ability to create projects by your clients, and select a default client manager and client invoice manager.

*"[[Update payment method|'''Update''']]" — opens the page where you can renew payment method details.

*'''"Disable"''' — disables the payment method.

*'''"Delete"''' — deletes the payment method.

'''Note''': You can’t delete payment methods that you have already used in the system ''("Yes" in the "Іn use" column and no the "Delete" button).

But you can disable them in case these payment methods are no longer needed.

Frequently Asked Questions

2025-09-13T21:15:47Z

Andrii: /* Amount is written off */

=='''Licensing'''==

===How licensing works===

* The number of licenses acquired for your Enterprise account defines how many of your managers can log in to the system simultaneously.
For instance, if there are two licenses, only two managers will be able to log in at the same time.
If the third manager tries to log in as well, they will receive a notification that the limit has been reached:

[[File:Limit is reached.2.1.png|border|950px]]

* A license is not associated with any particular manager. In other words, they are not personal licenses and are simply connected to your Enterprise account. And any of the managers can log in as long as the limit of managers logged in simultaneously is not reached.

* Уou can [[New_manager#How_to_invite_manager|'''create''']] as many manager profiles as you need regardless of how many licenses you have. To log in, they just have to [[New_manager#How_to_accept_invitation_as_manager|'''accept the invitation''']].

* If you no longer work with a manager, you may simply disable the "[[Update_manager|'''Can log in''']]" option in their profile, and such a manager will not be able to log in to the system.

More info on licensing is [[License|'''here''']].

=== License for Protemos Enterprise ===

For more information on what factors determine the price and how it's calculated, please check the '''[[License]]''' page.

=== Protemos Freelance is free of charge. Why? ===

We’ll put it simple: because we want to get very famous and popular by bringing value to you. We want to be talked about, and this is how you may pay to us (if you think we deserve it). And when we succeed in that, we’ll have more Enterprise (i.e. paid) customers. The more freelancers use it, the more chances that translation companies will discover and use it too. Using Protemos, some freelancers may turn into agencies after some time, and will need the Enterprise version. Also, we may think about selling some additional features for freelance users, but rest assured that we will never take away what we have given you for free.

=='''Data and security'''==

=== What will happen to all our data stored on your server when the license is over? ===

We never block users access to their accounts and, therefore, to their data.

Even if a license is expired, a user can log in to their account, see and export the data to Excel.

The user won't be able only to create new objects (add new clients\vendors, create quotes\projects, etc.). It's sort of read only&export access.

And you can always '''[[Account#Account deletion|delete all your data completely]]''' if you wish.

=== Is it safe to use the cloud? Who may see my data? ===

Unless you are security pro, it’s safer than on your own computer (as long as it is connected to the Internet). The chances that someone will get into your computer (by hacking and stealing) or that you lose your data (because your hard drive crashes, your notebook gets stolen etc.) are a way higher than in the cloud, because cloud services take this very seriously.

And most probably you are already sharing the info in the cloud: social networks, cloud storages like Dropbox and Google drive, and even your emails (yes, with all confidential info) are stored in some cloud. So you are already using tons of sensitive info without noticing that. Or you are aware but fully trust Facebook, Google or your mail provider. So it all boils down to whether you trust the provider or not.

In Protemos, we take it seriously first of all because we don’t want to lose years of work and over several hundred thousand dollars of investment by compromising our reputation. It makes no sense to use this data for any unethical purpose, as we will lose everything and get nothing. On the contrary, we are spending years to deserve your trust, as this is the only way to win more users and be commercially successful. We’ve been out here since 2014. And you can check the companies which already entrusted us their confidential info.

*All the data stored on our server that is located in the Netherlands (https://www.worldstream.com/en).

*The web-site uses HTTPS protocol for the authentication and protection of the privacy and integrity of the exchanged data.

*Access credentials are encrypted by the SSL Certificate signature hash algorithm.

For your information, here is a part of our privacy policy (https://cloud.protemos.com/site/privacy-policy):

''We do not and shall not have access to the records and files stored under your account in Protemos system, and we will not use or distribute it in any way.
We do not store your credentials and passwords in a readable format, so they are encrypted and known only by you, so you agree to take all the precautions not to disclose them to unauthorized third parties. We shall never ask you to provide any credentials to access your account.
Protemos system only monitors the amount of disk space used by your account and number of simultaneously logged users in Enterprise version for the purpose of granting permission to the users.''

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== Protemos SSL encryption ===

SSL Certificate signature hash algorithm - sha256
The connection to this site is encrypted and authenticated using a strong protocol (TLS 1.2),

a strong key exchange (ECDHE_RSA with P-256), and a strong cipher (AES_256_GCM).

=='''Accounts in Protemos'''==

=== Multiple accounts for the same email ===

In Protemos, you may have 4 types of accounts:

*'''Enterprise''': used by translation companies to manage their translation business. You can create it yourself.

*'''Freelance''': used by freelancers to manage their own small business. You can create it yourself.

*'''Vendor''': used by vendors within Enterprise accounts. Such accounts are created by Administrators of the Enterprise version.

*'''Client''': used by clients within Enterprise accounts. Such accounts are created by Administrators of the Enterprise version.

You may have multiple accounts for a single email. E.g. you may create your own Freelance account to manage your projects and clients, but at the same time, some translation company can create a vendor account for you. Even more, you may be working as a vendor for many translation companies, and each of them may create a vendor account for you.

Ideally, you need to remember or record the passwords for each account, but if you happen to forget them, you may always reset them here: '''https://cloud.protemos.com/password/request'''

The system will send your password reset links to all your accounts.

For more detailed instruction on how to reset your password, please see the section below.

You can also check this video on how to manage multiple accounts: [[File:YT client.png|40px|link=https://youtu.be/UqLtOJ8fjyc]]

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== How can I reset my Protemos account password or remember my username? ===

If you forgot the password or/and username you use to log in to Protemos, you should do the following:

1. First and foremost, you need to log out of any accounts:

[[File:Log out.1.png|border|450px]]

2. Then go to '''https://cloud.protemos.com/password/request''', enter your email and click '''"Send"''':

[[File:Enter email.1.png|border|600px]]

The system will send you the password reset links to all your accounts.

3. Check your email for further instructions.

If you have several accounts, click on the corresponding link (or copy it to a web browser) to reset the password for the account you need:

[[File:E1.png|border|750px]]

4. It will open the '''Reset password''' page.

Enter your new password and click '''"Save"''':

[[File:Enter new password.1.png|border|600px]]

5. You'll be logged into your account automatically and redirected to the '''My profile''' page.

If it also happened that you forgot your username, you can find it on this page as well:

[[File:MP.png|border|600px]]

Use this username and the new password to log in to your account:

[[File:Log in to your account.1.png|border|300px]]


'''Note:''' Be careful to use the right username to enter into the correct account.

'''Note:''' Do not click '''"Sign up"''', it will create one more account.

More detailed information on these subjects is presented in our video tutorial:[[File:YT client.png|40px|link=https://youtu.be/J0dhYoln2Cw]]

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== The system does not remember my password ===

''"Every time I log out and try to log in the password is not recognised, and I have to reset it again because I get an error message."''

Please make sure you are using your username (not the email) when trying to log in.
If you do not remember your username, please use this link to reset your password once again: https://cloud.protemos.com/password/request

Once done, you'll be logged into your account automatically and redirected to the '''My profile''' page.

Then you may find your username in your profile settings under the "Username" field: https://cloud.protemos.com/user/view

Use this username and the new password to log in to your account.

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== My vendor cannot open the page in Protemos and gets an error ===

It usually happens if the vendor is not logged into your company account, but into their own independent account or the account of a different company.

Please follow these steps to help them:

Check if the vendor ever accepted your invitation. Open the vendor profile and see if it has the '''"Resend Invitation"''' button or '''"Update"''' if the email was wrong:

[[File:PU resend.png|border|1000px]]

This button means that your previous invitation was not accepted by the vendor, and they never logged into your account.

So the actions are the following:

'''A)''' If you can see the '''"Resend Invitation"''' button:

*Ask your vendor to do the following:

— Log out of their current account.

— Accept your invitation following '''[[How to add a vendor account|these instructions]]'''.

— Check the '''[[Vendor quick start guide]]'''.

*After accepting, the vendor should be able to log in. That’s it.

'''B)''' If you cannot see the '''"Resend Invitation"''' button:

*Ask your vendor to do the following:

— Log out of their current account.

— Log into your company account.

— Check the '''[[Vendor quick start guide]]'''.

*If the vendor forgot the password, they may reset it ''' [https://cloud.protemos.com/password/request here] ''' (for more details, please see the '''[[Frequently Asked Questions#How can I reset my Protemos account password?| Reset password]]''' section).

*Also, the vendor may see the video: ''' https://youtu.be/gDkIujYX8UM?t=112 '''

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== My vendor has a Protemos account at another company, so they cannot log into our portal ===

Vendors can have multiple accounts registered on a single email at several companies.

So, to accept your invitation they should:

1. Log out of all their Protemos accounts.

2. Click the first link in the received letter to accept your invitation:

[[file:Inv email.png|border|1000px]]

''If they've lost the invitation email, you can resend it right from the vendor profile by clicking the [[Vendor view page, General tab#Primary user|'''"Resend invitation"''']] button.''

3. Create their username and password, and then click '''"Submit"''':

[[file:accept invitation 2.png|border|700px]]

'''Note:''' The '''Username''' has to be different from the one they used when accepting the invitation from another company.

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

===Difference between Protemos account and Protemos user account===

1. '''"Protemos account"''' is the account of a company/team/workspace that groups one or more user identities. For instance, a single Protemos account can contain several manager accounts as well as client/vendor accounts.

2. '''"Protemos user account"''' is the account of an individual user that belongs to a Protemos account (it can be a manager, vendor, or client account).

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=='''Vendor FAQ'''==

==="Not found (#404)" error===

If you see the '''"Not found (#404)"''' error, it means you are trying to access the page that '''cannot be accessed from the current account'''.

* The most probable reason is that you have several '''vendor accounts''' at different companies and are currently not logged into the needed one.

Please check carefully what account you are logged in:

[[File:Page not found (404).png|border|800px]]

Then, please open a job offer email and check which company sent the offer:

[[File:Job offer email (page not found)2.png|border|470px]]

If the names of the companies do not match, then please log out of the current account and log in to the needed vendor account to access the needed page.

If you do not remember your credentials, please follow this instruction to restore access to your account: [https://wiki.protemos.com/wiki/Frequently_Asked_Questions#How_can_I_reset_my_Protemos_account_password_or_remember_my_username.3F Password reset]

* Also, if you are logged in to your own independent '''Freelance account''', you cannot use it for accepting job offers from translation companies you cooperate with. To access jobs, you need to be logged into the corresponding '''vendor account'''. You can check the difference here: [https://wiki.protemos.com/wiki/Frequently_Asked_Questions#Multiple_accounts_for_the_same_email Protemos accounts]

Please check carefully what account you are currently logged in:

[[File:Freelance (wrong account)2.1.png|border|800px]]

If you do not see the '''"Vendor of"''' next to your name at the top right (example on the screenshot below), it means you are not logged into the vendor account.

[[File:Page not found (404) vendor acc.png|border|430px]]

* If you are logged in to the needed vendor account, then it is possible that the job was deleted by the manager.
In this case, please contact the manager of the company you cooperate with directly. You can do that using their email address in the signature of the job offer emails you received from the system.

==="Forbidden (#403)" error===

If you see the '''"Forbidden (#403)"''' error, one of the possible reasons is that the job was moved to draft by a manager of the company you cooperate with.
Please contact them directly to check if that is the case.

[[File:Forbidden 403.png|border|800px]]

:'''How can I access the needed page?'''

There may be two cases:

;A. I already registered a vendor account before.
:1. Log out of the current account.
:2. Log in to the corresponding vendor account.

If you do not remember your credentials, please follow this instruction to restore access to your account: [https://wiki.protemos.com/wiki/Frequently_Asked_Questions#How_can_I_reset_my_Protemos_account_password_or_remember_my_username.3F Password reset]

;B. I have not registered a vendor account yet.
:1. Log out of your current account.
:2. Find the invitation email in your mailbox (you can search by "You are invited as a vendor to").
:3. Follow the corresponding link in the email to complete the registration.

A more detailed instruction here: [https://wiki.protemos.com/wiki/Vendor_user_manual#How_to_register_the_vendor_account Vendor account registration]

Please check this video on how to manage multiple accounts: [[File:YT client.png|40px|link=https://youtu.be/UqLtOJ8fjyc]]

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

===Why can't I invoice receivables?===

For receivables to be invoiced, several conditions should be met:

1. The corresponding jobs should have the "'''Completion accepted'''" status.

2. The corresponding payment method should be specified by the manager.
If the payment method is not specified, you will see a notification:

[[File:No payment method notification.png|border|1070px]]

In this case, you may contact the manager of the company you cooperate with directly.
You can do that using their email address that you can find in the signature of the invitation email you received from the system or using the Protemos [[Vendor_user_manual#Messages|'''messaging''']] feature on a specific job page.

'''Note:''' If there are no buttons '''“Invoice selected”''' or '''“Invoice all filtered”''' on the [https://cloud.protemos.com/payable/index '''Receivables'''] page, it means that the ability for vendors to invoice receivables has been disabled by the manager.

For more info on how to issue invoices, please check this [[Vendor_user_manual#Invoicing|'''page''']].

=== The job is done, but the translation company has not paid me yet ===

Protemos is a platform used by translation companies to manage their business.

We will gladly help you with any technical issues, but we are not involved in any relations between the users of our system.

If you have any payment issues with your clients, please contact them directly. You can do that using their email address that you can find in a signature of emails you received from the system or using the Protemos messaging feature on a specific job or invoice page.

=== How can I find new clients on Protemos? ===

Protemos system is not a job portal. It is a Project Management and Accounting software for keeping the records of your jobs and projects, issuing invoices, tracking payments, coordinating vendors, storing files, etc. So to put it simply, you need to find the jobs and clients elsewhere and record them in Protemos.

Please check '''https://wiki.protemos.com''' to get a better idea of the system.

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=='''Production and settings'''==

===How to set up your Enterprise account===

* Invite your [[Managers_list|'''managers''']];
* Define the system values ([[Language_pairs|'''language pairs''']], [[Services|'''services''']], [[Specializations |'''specializations''']], [[Units|'''units''']], [[Currencies|'''currencies''']]);
* Set up the [[Payment_methods|'''payment methods''']];
* Create client profiles;
* Invite your vendors.

=== Why some prices are not displayed as relevant when adding a unit-based/CAT log-based receivable/payable? ===

In general, the system displays the prices as relevant only if there are such that correspond to the values entered.

In other words, specific prices (for example, for a certain specialization/service/language pair) are not displayed if the values of the job are different.

For example, prices for Editing will not be displayed as relevant when adding a payable to a job with Translation service.

If service A is specified within the job, prices for the same specialisation, vendor, unit, etc., but for service B will not be displayed as relevant.

===Why can't I issue invoices?===

* To invoice the '''receivables''', please make sure that there is a default payment method specified on the [https://cloud.protemos.com/account-payment-method/index '''Payment methods'''] page. If it is not specified, follow this [[Change_default_payment_method|'''instruction''']].

* To invoice the '''payables''', several conditions should be met:

1. The corresponding job status is "[[Job_view#Completion_accepted_.2F_rejected|'''Completion accepted''']]".

2. There is a default payment method specified in the vendor's profile.

More info on how to add and set the default payment method for a vendor [[Vendor_view_page,_Payment_methods_tab|'''here''']].

More info on how to set the default payment method for a vendor [[Vendor_view_page,_Payment_methods_tab#Change_default_payment_method|'''here''']].

===How can I edit invoices?===

To edit a client or vendor invoice, click '''"More actions"''', then click '''"Update"''':

[[File:Edit invoice.png|border|800px]]

If you cannot edit and delete the invoice, add/remove taxes, or add/unlink receivables/payables, it might be due to several reasons:

====The client invoice is already sent or marked as sent====

An invoice that is sent or marked as sent is "locked" and cannot be edited or deleted.

To be able to edit the invoice again, mark it as unsent first:

[[File:Invoice is sent.1.png|border|800px]]

====The invoice is covered by the payment====

If the invoice is covered by the payment, and you cannot make needed changes, scroll down to the '''Linked payments''' section and unlink the payment(s) connected to this invoice:

[[File:Invoice is covered by payment.png|border|800px]]

Once you make the needed changes to the invoice, you can link the payment(s) back again.

To do so, go to the [https://cloud.protemos.com/client-payment/index '''Client payments'''] page (or [https://cloud.protemos.com/vendor-payment/index '''Vendor payments'''] if it is a vendor invoice) and find the corresponding payment.

Open it, scroll down to the '''Linked invoices''' section and click '''"Link invoices"''':

[[File:Link invoice back to payment.png|border|800px]]

Select the corresponding invoice and click '''"Link selected invoices"''':

[[File:Link invoice back to payment2.png|border|800px]]

The invoice will be linked with the payment back again.

===Why can’t I change the job’s status?===

To change the job’s status, please put the job in the '''"Draft"''' status first:

[[File:Put job in draft1.png|border|900px]]

Then, click the "[[Change job status|'''Change status''']]" button:

[[File:Change job's status.png|border|900px]]

* If there is no '''“Draft”''' button, it means that there is at least one invoiced payable created for this job.

In this case, such a payable should be unlinked from the invoice first. This can be done on the corresponding invoice page. More info here: [[Vendor invoice view#Add and remove payables|'''Add and remove payables''']]

'''Note:''' If there is a payment linked to the invoice, it should be unlinked first. This can be done on the corresponding invoice page as well, in the '''Linked payments''' section by clicking '''"Unlink"''':

[[File:Unlink payment from the invoice.png|border|900px]]

=== How can I track my administrative expenses in Protemos? ===

To record and track administrative expenses, you may use the dedicated functionality, [[Business expenses list|'''Business expenses''']].

You can analyze your administrative expenditures in different ways.

*On every page (projects, jobs, invoices, payments etc.), you can '''[[Filters| filter data]]''' by necessary criteria and '''[[Export data to Excel|export]]''' filtered data into Excel files to use them for further analysis.

*You can also generate various business reports in the system and monitor your administrative expenses in this way.

For instance, you may generate a report detailed only by required criteria (vendors, clients, services, managers etc.).

For more info on reports, please see the '''[[Reports]]''' page.

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== How can I customize my quotes and invoice templates? ===

'''1.''' The information you have defined in your '''[[Account|account]]''' settings and added to client and vendor profiles are used in quotes and invoices generated by the system.

'''2.''' You can define the necessary '''[[Payment_methods|payment methods]]''' in '''Settings ⇾ Payment methods'''. Thus, it will be displayed on client invoices.
You can also define which payment method should be applied in invoices for each individual client '''[[Client view page – General info tab#Settings|(in case payment methods are different for some clients)]]'''.

'''3.''' As for payment methods for your vendors, you can define them for each individual vendor in '''[[Vendor view page, Payment methods tab|their profiles]]'''.

'''4.''' You can upload your '''[[Legal entities|company logo]]'''.

'''5.''' You can create PDF templates for '''[[PDF templates#Client_invoice_PDF_templates|client invoices]]''', '''[[PDF templates#Vendor_invoice_PDF_templates|vendor invoices]]''', and '''[[PDF templates#Quote_PDF_templates|quotes]]'''. Page size, page orientation, and locale can be defined for each template. You can also define which invoice PDF template will be applied for each individual '''[[Client_view_page_–_General_info_tab#Settings|client]]''' and '''[[Vendor view page, General tab#Settings|vendor]]''' in their profiles.

You can use '''[[PDF templates#XHTML_elements_and_attributes|XHTML 1.0]]''' markup and '''[[PDF_templates#Add_images|add images]]''' to your templates.

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== How can I see invoiced and paid projects on the Projects page? ===

There is no such thing as "invoiced project" or "paid project" in Protemos.

The thing is that projects do not contain invoices. They contain receivables, and receivables are included in invoices. One project may be related to many invoices, and one invoice may include receivables from many projects.

It is possible to invoice just some receivables from the project and leave the others uninvoiced. And there could be "free of charge" projects which cannot contain any receivables.

So it is possible to make a real mess and do not even notice it with the invoice-related filter on the '''Project''' page.

Instead, we'd recommend using a different and more structured approach (please see below).

*You may filter the projects without receivables on the '''[https://cloud.protemos.com/project/index Projects]''' page:

[[File:Filter projects.1.png|border|1050px]]

So if the project is not free of charge and does not contain receivable, it means that you probably forgot to enter receivable (or to mark the project as free of charge).

* Then you may go to '''[https://cloud.protemos.com/project-receivable/index Receivables]''' page and find the receivables which have not been invoiced:

[[File:Receivables not invoiced.1.png|border|1050px]]

Here you can also clearly see projects containing the filtered receivables:

[[File:Projects with receivables.1.png|border|1050px]]

* Projects cannot be paid (for the above reasons), invoices are paid. So you can check unpaid invoices on the '''[https://cloud.protemos.com/client-invoice/index Client invoices]''' page:

[[File:Invoices not paid.1.png|border|1050px]]

For a better understanding of the system terminology and objects relations, please check the '''[[Frequently Asked Questions#System terminology|System terminology]]''' section.

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== How can I export reports to PDF files? ===

To do that, please do the following:

1. Open the Google Chrome Web browser and log into your Protemos account.

2. Click the '''Reports''' menu:

[[file:Freelancer reports.png|border|160px]]

3. Go to the required report, generate it, and then click the '''"Ctrl+P"''' buttons.

4. Make sure that the destination is '''Save as PDF''' (if not, you may choose it using the '''Change''' button), adjust settings to configure the display of the report, and click the '''"Save"''' button:

[[file:New version report.png|border|1100px]]

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== How can I download all invoice PDF files from the page? ===

1. Add [https://chrome.google.com/webstore/detail/simple-mass-downloader/abdkkegmcbiomijcbdaodaflgehfffed Simple Mass Downloader] plug-in to your Chrome browser.

2. Open the [https://cloud.protemos.com/client-invoice/index Client invoices] or [https://cloud.protemos.com/vendor-invoice/index Vendor invoices] page.

3. [https://wiki.protemos.com/wiki/Client_invoices_list#Search_invoices_with_filters Filter the invoices] you want to download.

4. Click Simple Mass Downloader icon in your Chrome:

[[file:Simple Mass Downloader plug.png|border|450px]]

5. Click '''LOAD PAGE LINKS''' on the RESOURCE LIST tab, enter "PDF" in '''text filter''' field, mark the '''File name''' checkbox, and click download button:

[[file:Simple Mass Downloader 5.png|border|450px]]

6. Simple Mass Downloader will download all the PDFs from the page. You may be doing something else while it is working.

Alternatively, you can install another extension for Google Chrome, [https://chrome.google.com/webstore/detail/batch-link-downloader/aiahkbnnpafepcgnhhecilboebmmolnn/related '''Batch Link Downloader'''].

'''Note:''' This method can be used for downloading files from different pages in the system. For instance, you can download all the files displayed on the [https://cloud.protemos.com/file/index '''Files'''] page.

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=== Why all messages are sent from noreply@protemos.com? ===

First, you can use [https://cloud.protemos.com/account/smtp-update your own SMTP server], in this case, all notifications will be sent from the email you defined when configuring it.

But if you're using Protemos SMTP server by default, all emails are sent from '''noreply@protemos.com''' as we don't have the right to send emails on behalf of other than protemos.com domains.

It should not be misleading as in almost all cases the system sends emails with the name and email of the person whose action generated this notification in the '''"Reply to"''' field.

Thus, if a recipient uses the '''"Reply to"''' option in their mail client, the email will be sent to the person specified in this field.

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=='''Issues with system performance'''==

===What should I do if cloud.protemos.com is not loading or is loading very slow? ===

Please follow this [[Troubleshooting with website availability and performance|'''instruction''']].

===How can I speed up my Protemos system if I have ESET NOD antivirus installed?===

When filtering the content transmitted by application protocols, ESET NOD antivirus replaces the Protemos security certificate with its own one.

It can significantly slow down the operation of Protemos.

To fix it, you need to add Protemos certificates to the list of ESET NOD known certificates.

To do that, please follow the instructions below:

1. Open your ESET NOD antivirus.

2. Next, go to the '''Setup'''⇾'''Advanced setup''':

[[file:Advance setup.png|border|600px]]

3. Then, go to the '''Web and email''' menu and click '''"+"''' to unfold the'''SSL/TLS''' section:

[[file:Web and email.png|border|600px]]

4. After that, push '''Edit''' in the '''List of known certificates''' row:

[[file:Edit list of certificates.png|border|600px]]

5. Then click '''Add''':

[[file:List of known certificates 2.png|border|600px]]

and click the '''"URL"''' button to load Protemos certificate from URL:

[[file:Push URL button.png|border|400px]]

Copy the URL address of Protemos from the browser:

[[file:Protemos URL.png|border|400px]]

then past it into the URL address field and click '''OK''':

[[file:Put the link.png|border|400px]]

6. Mark '''Ignore''' in the '''Scan action''' section and click '''OK''':

[[file:Add cert.settings.png|border|600px]]

7. Having added the certificate, click '''OK''' to save changes:

[[file:List of known certificates.png|border|600px]]

'''Note:''' Also, we recommend to use Google Public DNS IP address for network settings on your computer. More info here:https://developers.google.com/speed/public-dns/docs/using

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

=='''Contact us'''==

===How to contact support team===

Go to [https://protemos.com/ https://protemos.com/] and click '''"Contact us"'''. You can call us, send an email or contact us on Skype:

[[File:Contact support (logged out).png|border|820px]]

===How to contact support team from my Protemos account===

If you are logged in to your account, you can contact the support team the following way:

1. Click '''Help''' on the menu bar and click '''"Support"''':

[[File:Support.1.png|border|300px]]

2. Contact the Protemos Support Team at [mailto:support@protemos.com support@protemos.com]:

[[File:Support page.png|border|1070px]]

::'''Note:''' You can also check if there is an answer to your question in our [https://wiki.protemos.com/wiki/Frequently_Asked_Questions '''Protemos Frequently Asked Questions''']

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

== '''System terminology''' ==

Below you can see a simplified diagram presenting relations between objects in the system.

[[File:System terminology.jpg|border|750px]]

----

# '''Client''': a company or individual the project/quote is created for. Client profile should be created first to be able to create projects and quotes for them.
# '''Vendor''': a supplier doing a job for you (in-house staff, freelancers, subcontractor companies). Vendor profile should be created first to be able to assign them to jobs.

----

'''Quote''': a commercial offer (a potential project). Can be sent via email through the system. If accepted, can be transformed into a project with all the data automatically transferred.

# '''Files''': source files from the client if provided.
# '''Receivables''': amount(s) to receive from the client.
# '''Jobs''': tasks assigned to vendors. Please note that vendors have no access to jobs at the quote stage.
## '''Payables''': amount(s) to pay to vendors.

----

'''Project''': the central object in the system. Contains files, jobs, client and vendor finances.

# '''Files'''
## '''Project input files''': source file(s) from the client.
## '''Project output files''': file(s) to be delivered to the client.
# '''Receivables''': amount(s) to receive from the client.
## '''Client invoice''': contains receivable(s) from one or several projects.
### '''Client payment''': recorded payment from the client covering the invoice.

# '''Jobs''': tasks assigned to vendors.
## '''Files'''
### '''Job input files''': files(s) for the vendor to work on.
### '''Job output files''': file(s) delivered by a vendor.
## '''Payables''': amount(s) to pay to vendors. Once a payable is added, the "Download PO" button appears (available for vendors as well).
### '''Vendor invoice''': can be issued either by a manager or a vendor. Contains payable(s) from one or several jobs.
#### '''Vendor payment''': recorded payment to the vendor covering the invoice. Vendor is notified upon payment creation.

----

[[File:Redirect.jpg|40px|link=Frequently Asked Questions]] Back to the '''table of contents'''.

Account

2025-09-13T20:26:51Z

Andrii: /* Account settings */

''Account page: [https://cloud.protemos.com/account/view https://cloud.protemos.com/account/view]''
----
On the '''Account''' page you can complete or update general information, upload the logo of your company, delete your account.

To do so, go to '''Settings ⇾ Account''':

[[File:Account tab.png|border|150px]]
__FORCETOC__

==''' Account details'''==

The '''Account details''' section contains common information about your company.

Here you can '''[[Change account owner|change the account owner]]''' ''(this option is available only for the owner of the account)'' and '''Update account name''' by clicking on the corresponding buttons:

[[File:Account itself.png|border|700px]]

=='''Account settings'''==

Some of the features described below will be available with the forthcoming system release.

Here you can define the following settings:

*'''Time zone for new users''': the time zone that will be added by default to all newly created manager, client, and vendor profiles (unless you don't indicate the different one).

*'''Default legal entity''': the legal entity that will be added by default to all newly created clients and vendors (unless you indicate the different one).

*'''System currency''': the currency you are using for balances and reporting. For more info, please see the '''[[Currencies]]''' page.

*'''Default CAT log conversion scheme for clients''': a specified conversion scheme will be preselected when creating a CAT log-based receivable for a client (unless a different conversion scheme is selected for a particular client in their profile).

*'''Default CAT log conversion scheme for vendors''': a specified conversion scheme will be preselected when creating a CAT log-based payable for a vendor (unless a different conversion scheme is selected for a particular vendor in their profile).

*'''Default quote PDF template''': here you may specify the default PDF template that will be selected automatically when creating quotes.

*'''Default client invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new clients.

*'''Default vendor invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new vendors.

*'''Default job PO PDF template''': here you may specify the default PDF template that will be applied to every job PO you create.

To change any of the above settings, click '''"Update"''':

[[File:Ent acc settings v2.0.PNG|border|1070px]]

=='''Change system currency'''==

You can set any currency as the default one for your account.

Click the '''"Change system currency"''' button:

[[File:Change default currency.png|border|1070px]]

Then choose the needed currency from the drop-down list and click '''"Update"''':

[[File:Updsate button.png|border|600px]]

If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.

'''Note:''' If the following screen appears, please '''[[Frequently_Asked_Questions#How_to_contact_support_team_from_my_Protemos_account|contact us]]''' to change the default currency:

[[File:New update.png|border|350px]]

=='''Delete account '''==

If your account is on trial, you can immediately and permanently delete all your account data and files from the server.

To do so, click the '''"Delete account"''' button:

[[File:Delete account.png|border|900px]]

'''Note:''' If you have an active license and you need to delete your Enterprise account, first, please contact us at [mailto:support@protemos.com support@protemos.com] and request to disable the license. Once it is disabled, an account owner will be able to delete the account.

More details '''[[Delete account|here]].

[[File:Redirect.jpg|40px|link=Account]] Back to the '''table of contents'''.

File:Ent acc settings v2.0.PNG

2025-09-13T20:22:36Z

Andrii:

Change vendor default settings

2025-09-13T19:15:53Z

Andrii:

File:Vendor settings section v2.0 (update).png

2025-09-13T19:15:23Z

Andrii:

Vendor view page, General tab

2025-09-13T19:10:22Z

Andrii: /* Settings */

On this tab, you can:

- View and edit basic info about the vendor (e.g. name, address, status, VAT number, etc.).

- Enable and disable access to the vendor's account.

- Manage vendor's tags.

- Monitor vendor-related jobs, payables, invoices, and payments.

- Send or resend the invitation to the vendor.

- Delete the vendor.

- Edit the vendor’s payment terms.

- Go to other tabs of the vendor.

This tab consists of several sections, and each of them is described below.

=='''General information'''==

In the '''General info''' section you can view and edit basic info about the vendor, add necessary tags and follow the vendor-related objects by using the '''Quick links''' option:

[[File:Vendor profile, general info.1.png|border|1000px]]

*'''"[[Vendor quick links|Quick links]]"''' — by using this option, you can check all the vendor-related jobs, payables, invoices, and payments at a glance.

*'''"[[Update vendor details#General information|Update]]'''" — click it to start editing general information about your vendor.

*'''"Delete"''' — deletes the vendor.

 '''Note:''' You cannot delete vendors with recorded jobs. But you may [[Vendor view page, General tab#Primary user|'''disable their access''']] to accounts.

==='''Vendor rating'''===

To view details on the vendor's rating, please click the corresponding link in the profile:

[[File:View vendor rating details.png|border|1000px]]

Here, you can see the vendor's average rating as well as the number of jobs rated in each category, and the overall rating:

[[File:Vendor rating details.png|border|1000px]]

'''Note:''' For the vendor's overall rating to be displayed, each existing category should have an average rating which is based on at least one (or more) rated job delivered by this vendor.

If the vendor has no overall rating, on the "Vendor rating" page, you will see the corresponding notification and a category that has no average rating:

[[File:No overall rating.1.png|border|1000px]]

=='''Primary user'''==

In this section you can view and edit basic information about the primary user:

[[File:Eva.png|border|1070px]]

*'''"[[Update vendor details#General information|Update]]"''' — click it to start editing general information about the vendor's primary user.

If your vendor was not invited to the system, you will have the following buttons:

[[File:PU send.png|border|900px]]

*'''"Send invitation"'''' — you may send the invitation to the vendor by clicking this button (the button is available if you haven't sent the invitation yet).

If your vendor was invited but didn't accept the invitation, you will have the following buttons:

[[File:PU resend.png|border|900px]]

*'''"Resend invitation"'''' — you may resend the invitation to the vendor by clicking this button.

To disable or enable vendors access to the account you can by clicking the update button and unmarking the '''"Can log in"''' checkbox:

[[File:Cannot log in.png|border|500px]]

=='''Settings'''==

Some of the features described below will be available with the forthcoming system release.

To change the vendor's default legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template, click '''"Update"''' in the '''Settings''' section, and you will open the '''[[Change vendor default settings|Change settings]]''' page:

[[File:Vendor settings section v2.0.png|border|1070px]]

=='''Other tabs on the page'''==

*'''Contact persons''' — the list of vendor’s contact persons (available if the vendor is a '''Company''').

*'''Payment methods''' — payment methods of the vendor.

*'''Prices''' — the list of prices agreed with the vendor.

*'''Taxes''' — on this tab, you can create a custom taxes set for this vendor. Here you may also define which taxes set should be applied (whether custom or default one) for this particular vendor.

*'''Documents''' — intended for storing any documents related to the vendor.

*'''Availability chart''' — here you can see the chart and list of all active jobs assigned to the vendor.

[[File:Redirect.jpg|40px|link=Vendor view page, General tab]] Back to the '''table of contents'''.

File:Vendor settings section v2.0.png

2025-09-13T19:08:19Z

Andrii:

Client default settings

2025-09-13T18:46:08Z

Andrii:

Client default settings

2025-09-13T18:45:30Z

Andrii: /* Client settings */

__FORCETOC__
=='''Client settings'''==

Go to the client profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':

[[File:Client settings section v2.0.1.png|border|1070px]]

It will display the '''"Change settings"''' page, where you can change your client's default client manager, legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template:

[[File:Client settings section v2.0 (update).png|border|1070px]]

 '''Note''': The payment methods you need can be created in the '''[[Payment methods]]''' settings.

 '''Note''': Leave blank empty to use default value from the '''[[Client portal|Client portal]]''' settings.

=='''Default legal entity'''==

By default, for all newly created clients, the system uses the default '''[[Legal entities|Legal entity]]''' of your account.

But here you may define the different one only for this particular client:

[[File:Change default legal entity.png|border|1070px]]

=='''Default invoice PDF template'''==

You can select a default invoice PDF template for each individual client. Click the '''"Update"''' button in the '''"Settings"''' section of a needed client profile and select the PDF template:

[[File:Change invoice PDF template.png|border|1070px]]

'''Note:''' If you leave this field blank, the value from your [[Account#Account_settings|'''account settings''']] will be applied.

File:Client settings section v2.0 (update).png

2025-09-13T18:42:53Z

Andrii:

Client view page – General info tab

2025-09-13T18:37:26Z

Andrii: /* Settings */

On this tab you can:

— Edit basic info about the client (e.g. name, address, status etc.).

— Monitor client-related projects, receivables, invoices, and payments.

— Manage client's tags.

— Delete the client.

— Check the availability of risk assessment information.

— Edit client’s default settings.

— Go to other tabs of the client.

=='''Client details'''==

In the '''General info''' tab, you can view and edit basic info about the client, add necessary tags, follow the client-related objects by using the Quick links option, and create a quote or project for this client:

[[File:Client profile, general info tab+.png|border|1070px]]

*'''"[[Client quick links|Quick links]]"''' — by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.

*'''"[[Update client details|Update]]"''' — click it to start editing general information about your client.

*'''"Delete"''' — deletes the client.

*'''"[[Manage client tags|Add tags]]"''' — allows you to add necessary tags to the client in order to classify or group them etc.

 '''Note:''' You cannot delete clients with recorded projects. But you may deactivate the client on the '''[[Update client details|Update client details]]''' page.

=='''Primary user'''==

In this section you can view and edit basic information about the primary user:

[[File:Client profile, primary user section.1.png|border|1070px]]

*'''[[Update client details#General information|"Update"]]''' — click it to start editing general information about the client's primary user.

If your client was not invited to the system, you will have the following buttons:

[[File:PU send.png|border|800px]]

*'''"Send invitation"'''' — you may send the invitation to the client by clicking this button (the button is available if you haven't sent the invitation yet).

If your client was invited, but didn't accept the invitation, you will have the following buttons:

[[File:PU resend.png|border|800px]]

*'''"Resend invitation"'''' — you may resend the invitation to the client by clicking this button.

You can disable or enable the client's access to the account by clicking the '''"Update"''' button and unmarking the '''"Can log in"''' checkbox:

[[File:Primary user client 2.png|border|470px]]

=='''Settings'''==

To change the default client manager, legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template, click '''"Update"''' in the '''Settings''' section, and you will open the '''[[Client default settings|Change settings]]''' page.

[[File:Client settings section v2.0.1.png|border|1070px]]

=='''Other tabs on the page'''==

*'''Contact persons''' — the list of client’s contact persons.

*'''Client pools''' — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.

*'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.

*'''Price list''' — the list of prices for the customer.

*'''Taxes''' — on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.

*'''Documents''' — intended for storing any documents related to the client.

*'''Project chart''' — here you can see the chart and list of all active projects for the client.

[[File:Redirect.jpg|40px|link=Client view page – General info tab]] Back to the '''table of contents'''.

File:Client settings section v2.0.1.png

2025-09-13T18:37:13Z

Andrii:

Client view page – General info tab

2025-09-13T18:32:46Z

Andrii: /* Settings */

On this tab you can:

— Edit basic info about the client (e.g. name, address, status etc.).

— Monitor client-related projects, receivables, invoices, and payments.

— Manage client's tags.

— Delete the client.

— Check the availability of risk assessment information.

— Edit client’s default settings.

— Go to other tabs of the client.

=='''Client details'''==

In the '''General info''' tab, you can view and edit basic info about the client, add necessary tags, follow the client-related objects by using the Quick links option, and create a quote or project for this client:

[[File:Client profile, general info tab+.png|border|1070px]]

*'''"[[Client quick links|Quick links]]"''' — by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.

*'''"[[Update client details|Update]]"''' — click it to start editing general information about your client.

*'''"Delete"''' — deletes the client.

*'''"[[Manage client tags|Add tags]]"''' — allows you to add necessary tags to the client in order to classify or group them etc.

 '''Note:''' You cannot delete clients with recorded projects. But you may deactivate the client on the '''[[Update client details|Update client details]]''' page.

=='''Primary user'''==

In this section you can view and edit basic information about the primary user:

[[File:Client profile, primary user section.1.png|border|1070px]]

*'''[[Update client details#General information|"Update"]]''' — click it to start editing general information about the client's primary user.

If your client was not invited to the system, you will have the following buttons:

[[File:PU send.png|border|800px]]

*'''"Send invitation"'''' — you may send the invitation to the client by clicking this button (the button is available if you haven't sent the invitation yet).

If your client was invited, but didn't accept the invitation, you will have the following buttons:

[[File:PU resend.png|border|800px]]

*'''"Resend invitation"'''' — you may resend the invitation to the client by clicking this button.

You can disable or enable the client's access to the account by clicking the '''"Update"''' button and unmarking the '''"Can log in"''' checkbox:

[[File:Primary user client 2.png|border|470px]]

=='''Settings'''==

To change the default client manager, legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template, click '''"Update"''' in the '''Settings''' section, and you will open the '''[[Client default settings|Change settings]]''' page.

[[File:Client settings section v2.0.png|border|1070px]]

=='''Other tabs on the page'''==

*'''Contact persons''' — the list of client’s contact persons.

*'''Client pools''' — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.

*'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.

*'''Price list''' — the list of prices for the customer.

*'''Taxes''' — on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.

*'''Documents''' — intended for storing any documents related to the client.

*'''Project chart''' — here you can see the chart and list of all active projects for the client.

[[File:Redirect.jpg|40px|link=Client view page – General info tab]] Back to the '''table of contents'''.

File:Client settings section v2.0.png

2025-09-13T18:30:40Z

Andrii:

Access rights

2025-09-11T12:10:48Z

Andrii:

__FORCETOC__
''Roles and access rights: [https://cloud.protemos.com/user/roles cloud.protemos.com/user/roles]''
----

Some of the features described below will be available with the forthcoming system release.

Go to '''Settings ⇾ Access control ⇾ Roles '''.

[[File:Settings - access control - roles.png|border|300px]]

=='''Access rights for managers'''==

This table shows the levels of access rights in the system and the permissions that are associated with each level. Using the data from it, you may define a certain level of access rights for your managers according to your needs:

[[File:Role-based access control.1.png|border|1200px]]

To put it shortly, it means the following:

*'''Owner''' — the only person who can delete the account. Has full Administrator rights

*'''Administrator''' — has full access to everything.

*'''Project and finance manager''' — has access to everything, but cannot add managers and change system settings.

*'''Project and client finance manager''' — the same as “Project and finance manager”, but all vendor-related finances are hidden from them. Select this if you want to hide what you pay to your vendors and their prices.

*'''Project and vendor finance manager''' — the same “Project and finance manager”, but all client-related finances are hidden from them. Select this if you want to hide what your clients pay you and their prices.

*'''Project manager''' — a manager who cannot see any finances. Select this for those managers who should not enter and see any finance-related info.

*'''Sales manager''' — a manager who can create quotes and projects but cannot access jobs as well as job tenders. This role also does not allow to access vendor profiles and all vendor-related finances.

*'''Accountant''' — this role lets the user create invoices based on payables and receivables entered by project managers, and also enter payments from clients and to vendors. The accountant cannot create or edit projects or assign jobs to vendors.

*'''Client and vendor manager''' — can enter clients and vendors and their prices into the database.

*'''Client manager''' — can enter clients and their prices into the database.

*'''Vendor manager''' — can enter vendors and their prices into the database.

*'''To-do employee''' — this role allows the user to create to-dos and access to-dos assigned to them.

=='''Access rights to reports and settings'''==

==='''Reports'''===

Each manager can view reports that are only relevant to their role permissions.

For instance, the “Project and client finance manager” role allows viewing financial reports related to clients, but does not allow viewing similar vendor-related reports.

Consequently, a manager with such a role will also not be able to see the reports on language pairs, services, specializations, etc., because they also consist of amounts paid to vendors.

'''Note:''' Only the “Administrator” role allows viewing all the reports.

==='''Settings'''===

The same logic applies to viewing settings: Each role (except “Administrator”) allows accessing certain settings sections in the view-only mode in accordance with the roles’ permissions.

For instance, a manager with the “Project manager” role does not have access to such sections as '''Payment methods''', '''Taxes''', '''CAT log conversion schemes''', '''Email templates''', etc., because this role does not include permissions to use corresponding features.

Please note that all the roles allow viewing the '''System values''' section.

'''Note:''' Only the "Administrator" role allows not only viewing, but also editing all the settings.

=='''Access rights for clients and vendors'''==

[[File:Clients and vendors table.png|border|1200px]]

=='''Client pools'''==

By default, managers can access all the client profiles and other client-related objects according to their role but you can limit the access of your managers to specific clients according to your needs.
To do so, you can create and assign a client pool to certain managers. For more info, please check the [[Client pools|'''Client pools''']] page.

Client quick links

2025-09-09T09:04:06Z

Andrii:

This option allows you to monitor and verify all the client-related projects, receivables, invoices, and payments with just a few clicks.

To do so, open the necessary client profile, then click the '''"Quick links"''' button, and select the item you need to check:

[[File:Quick links client profile.png|border|1300px]]