Protemos Wiki - User contributions [en]

System settings

2026-04-20T09:23:07Z

Artem:

'''[[Account]]'''

[[Change account owner]]

[[Delete account]]

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'''[[License]]'''

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'''[[Legal entities]]'''

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'''Access control'''

'''[[Access rights| Roles]]'''

'''[[Managers]]'''

'''[[Client pools]]'''

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'''[[Language pairs|System values ⇾ Language pairs]]'''

[[Add language pairs]]

[[Disable language pair]]
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'''[[Services|System values ⇾ Services]]'''

[[Create service]]

[[Update service]]
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'''[[Specializations|System values ⇾ Specializations]]'''

[[Create specialization]]

[[Update specialization]]
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'''[[Units|System values ⇾ Units]]'''

[[Create unit]]

[[Update unit]]

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'''[[Currencies|System values ⇾ Currencies]]'''

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'''[[Object codes]]'''

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'''[[Payment methods]]'''

[[Create payment method]]

[[Update payment method]]

[[Change default payment method]]

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'''[[Taxes]]'''

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'''[[Weighted word count templates|CAT log conversion schemes]]'''

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'''[[Reminders]]'''

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'''[[SMTP server]]'''

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'''[[Client portal]]'''

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'''[[Vendor portal]]'''

[[Vendor application URL]]

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'''[[Email templates]]'''

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'''[[PDF templates]]'''

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'''[[Integrations]]'''

[[MemoQ integration]]

[[Smartcat integration]]

[[TQAuditor integration]]

[[QuickBooks integration]]

[[B2Brouter integration]]

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'''Connectors'''

[[BeLazy]]

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[[System reminders and notifications]]

B2Brouter integration

2026-04-20T09:22:48Z

Artem: Artem moved page B2BRouter integration to B2Brouter integration without leaving a redirect

__FORCETOC__
An overview of the B2Brouter integration — [[File:YT client.png|40px|link=https://youtu.be/JEtNwT4wTeI]]

=='''Enable B2Brouter integration'''==

To enable the '''[https://www.b2brouter.net/global/uc/international-e-invoicing B2Brouter]''' integration, please go to Settings -> Integrations -> B2Brouter or use this link: [[https://cloud.protemos.com/account/b2brouter B2Brouter integration]]

Click "Enable":

[[File:B2brouter 1.png|border|1000 px]]

To enable the integration, you need to input your '''B2Brouter API key''' and '''B2Brouter account ID''' and click "Update":

[[File:B2brouter 2.png|border|1000 px]]

You can find the B2Brouter API key and B2Brouter account ID in your B2BRouter account in the API Key tab:

[[File:B2brouter 3.png|border|1000 px]]

=='''B2Brouter configuration'''==

Before using the integration, you need to adjust B2Brouter calculation algorithms in order to avoid amount discrepancies. If everything is set up correctly, the following blue text plate is displayed:

[[File:B2brouter 4.png|border|1000 px]]

If there are mismatches, the orange text plate is shown. Please pay attentions to the mismatched values.

The required values are in the orange text plate (highlighted with green), the current values are listed below (highlighted with red):

[[File:B2brouter 5.png|border|1000 px]]

These settings can be accessed in the "Invoices and quotes" section in your B2BRouter account settings:

[[File:B2brouter 6.png|border|500 px]]

Having set up the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones.

=='''Create or link B2Brouter invoices'''==

Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option:

[[File:B2brouter 7.png|border|1000 px]]

Then, you will see the created/linked B2BRouter invoice in the corresponding section:

[[File:B2brouter 8.png|border|1000 px]]

=='''Issues with creating B2Brouter invoices'''==

The invoices can be created only if certain conditions are met.

Some common reasons for errors:
# There is no matching client in B2BRouter (can be created in Create -> Create contact)
# There is no tax or an absolute tax in a Protemos invoice.
# The payment method details are invalid (for example, invalid IBAN)

There may be other cases, and often the reason for the invoice not being created is diplayed in the error message.

If you need assistance with creating invoices, you may contact us at support@protemos.com.
Please provide all the necessary screenshots, keeping the URLs of the pages (do not cut the screenshots).

2026-03-20T12:14:17Z

Artem: /* B2BRouter configuration */

__FORCETOC__

=='''Enable B2BRouter integration'''==

To enable the B2BRouter integration, please go to Settings -> Integrations -> B2BRouter or use this link: [[https://cloud.protemos.com/account/b2brouter B2BRouter integration]]

Click "Enable":

[[File:B2brouter 1.png|border|1000 px]]

To enable the integration, you need to input your '''B2Brouter API key''' and '''B2Brouter account ID''' and click "Update":

[[File:B2brouter 2.png|border|1000 px]]

You can find the B2Brouter API key and B2Brouter account ID in your B2BRouter account in the API Key tab:

[[File:B2brouter 3.png|border|1000 px]]

=='''B2BRouter configuration'''==

Before using the integration, you need to adjust B2BRouter calculation algorithms in order to avoid amount discrepancies. If everything is set up correctly, the following blue text plate is displayed:

[[File:B2brouter 4.png|border|1000 px]]

If there are mismatches, the orange text plate is shown. Please pay attentions to the mismatched values.

The reuired values are in the orange text plate (highlighted with green), the current values are listed below (highlighted with red):

[[File:B2brouter 5.png|border|1000 px]]

These settings can be accessed in the "Invoices and quotes" section in your B2BRouter account settings:

[[File:B2brouter 6.png|border|500 px]]

Having set up the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones.

=='''Create or link B2BRouter invoices'''==

Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option:

[[File:B2brouter 7.png|border|1000 px]]

Then, you will see the created/linked B2BRouter invoice in the corresponding section:

[[File:B2brouter 8.png|border|1000 px]]

=='''Issues with creating B2BRouter invoices'''==

The invoices can be created only if certain conditions are met.

Some common reasons for errors:
# There is no matching client in B2BRouter (can be created in Create -> Create contact)
# There is no tax or an absolute tax in a Protemos invoice.
# The payment method details are invalid (for example, invalid IBAN)

There may be other cases, and often the reason for the invoice not being created is diplayed in the error message.

If you need assistance with creating invoices, you may contact us at support@protemos.com.
Please provide all the necessary screenshots, keeping the URLs of the pages (do not cut the screenshots).

B2Brouter integration

2026-03-20T12:14:09Z

2026-03-20T11:36:51Z

Artem:

__FORCETOC__

=='''Enable B2BRouter integration'''==

To enable the B2BRouter integration, please go to Settings -> Integrations -> B2BRouter or use this link: [[https://cloud.protemos.com/account/b2brouter B2BRouter integration]]

Click "Enable":

[[File:B2brouter 1.png|border|1000 px]]

To enable the integration, you need to input your '''B2Brouter API key''' and '''B2Brouter account ID''' and click "Update":

[[File:B2brouter 2.png|border|1000 px]]

You can find the B2Brouter API key and B2Brouter account ID in your B2BRouter account by going to Settings -> API Key tab:

[[File:B2brouter 3.png|border|1000 px]]

=='''B2BRouter configuration'''==

Before using the integration, you need to adjust B2BRouter calculation algorithms in order to avoid amount discrepancies. If everything is set up correctly, the following blue text plate is displayed:

[[File:B2brouter 4.png|border|1000 px]]

If there are mismatches, the orange text plate is shown.
Please pay attentions to the mismatched values:

[[File:B2brouter 5.png|border|1000 px]]

These settings can be accessed in the "Invoices and quotes" section in your B2BRouter account settings:

[[File:B2brouter 6.png|border|500 px]]

Having set up the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones.

Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option:

[[File:B2brouter 7.png|border|1000 px]]

=='''Create QuickBooks invoices from Protemos client invoices'''==

Open the needed client invoice, then scroll down to the '''Linked B2BRouter invoice details''' section and click '''"New B2BRouter invoice"''':

[[File:Create quickbooks invoice.1.png|border|1000px]]

Then, you will see the created B2BRouter invoice in the corresponding section:

[[File:Quickbooks invoice created.png|border|1000px]]

You may open the invoice by clicking QuickBooks invoice ID:

[[File:Open qb invoice.png|border|1000px]]

Please note that the invoice will be created only if the corresponding client, services, payment terms, and taxes are already predefined in your Quickbooks account.

::'''Note:''' To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.

=='''Link and unlink invoices between Protemos and QuickBooks'''==

When you create a QuickBooks invoice based on a Protemos client invoice, the invoices in the two systems are linked with each other.

But you may also link a Protemos invoice with a QuickBooks invoice which was created in QuickBooks independently.

To do so, click the '''"Link QuickBooks invoice"''' button:

[[File:Link quickbooks invoice.png|border|1000px]]

Then, click the '''"Link"''' button in the respective line:

[[File:Select invoice to link.png|border|1000px]]

The invoices will be linked.

You may always unlink the invoices by clicking the '''"Unlink QuickBooks invoice"''' button:

[[File:Unlink qb invoice.png|border|1000px]]

Protemos and Memsource are integrated through '''[https://belazy.cat/ BeLazy].'''

If you do not have a Memsource account, you can register it at '''[https://memsource.com memsource.com]'''.

To enable the integration, please contact BeLazy team at '''info@belazy.cat'''. More contact details here: [https://belazy.cat/contact-us/ Contact us | BeLazy].

To get a better idea of the way the integration works, please check this video: [coming soon].

File:B2brouter 7.png

2026-03-20T11:36:49Z

Artem:

B2Brouter integration

2026-03-20T11:11:30Z

Artem:

__FORCETOC__

=='''Enable B2BRouter integration'''==

To enable the B2BRouter integration, please go to Settings -> Integrations -> B2BRouter or use this link: [[https://cloud.protemos.com/account/b2brouter B2BRouter integration]]

Click "Enable":

[[File:B2brouter 1.png|border|1000 px]]

To enable the integration, you need to input your '''B2Brouter API key''' and '''B2Brouter account ID''' and click "Update":

[[File:B2brouter 2.png|border|1000 px]]

You can find the B2Brouter API key and B2Brouter account ID in your B2BRouter account by going to Settings -> API Key tab:

[[File:B2brouter 3.png|border|1000 px]]

=='''B2BRouter configuration'''==

Before using the integration, you need to adjust B2BRouter calculation algorithms in order to avoid amount discrepancies. If everything is set up correctly, the following blue text plate is displayed:

[[File:B2brouter 4.png|border|1000 px]]

If there are mismatches, the orange text plate is shown.
Please pay attentions to the mismatched values:

[[File:B2brouter 5.png|border|1000 px]]

These settings can be accessed in the "Invoices and quotes" section in your B2BRouter account settings:

[[File:B2brouter 6.png|border|500 px]]

Having enabled the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones.

Please go to the "Linked QuickBooks invoice details" section on the invoice page and use the needed option:

[[File:QB1.png|border|1000 px]]

=='''Create QuickBooks invoices from Protemos client invoices'''==

Open the needed client invoice, then scroll down to the '''Linked B2BRouter invoice details''' section and click '''"New B2BRouter invoice"''':

[[File:Create quickbooks invoice.1.png|border|1000px]]

Then, you will see the created B2BRouter invoice in the corresponding section:

[[File:Quickbooks invoice created.png|border|1000px]]

You may open the invoice by clicking QuickBooks invoice ID:

[[File:Open qb invoice.png|border|1000px]]

Please note that the invoice will be created only if the corresponding client, services, payment terms, and taxes are already predefined in your Quickbooks account.

::'''Note:''' To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.

=='''Link and unlink invoices between Protemos and QuickBooks'''==

When you create a QuickBooks invoice based on a Protemos client invoice, the invoices in the two systems are linked with each other.

But you may also link a Protemos invoice with a QuickBooks invoice which was created in QuickBooks independently.

To do so, click the '''"Link QuickBooks invoice"''' button:

[[File:Link quickbooks invoice.png|border|1000px]]

Then, click the '''"Link"''' button in the respective line:

[[File:Select invoice to link.png|border|1000px]]

The invoices will be linked.

You may always unlink the invoices by clicking the '''"Unlink QuickBooks invoice"''' button:

[[File:Unlink qb invoice.png|border|1000px]]

Protemos and Memsource are integrated through '''[https://belazy.cat/ BeLazy].'''

If you do not have a Memsource account, you can register it at '''[https://memsource.com memsource.com]'''.

To enable the integration, please contact BeLazy team at '''info@belazy.cat'''. More contact details here: [https://belazy.cat/contact-us/ Contact us | BeLazy].

To get a better idea of the way the integration works, please check this video: [coming soon].

QuickBooks integration

2026-03-20T11:10:57Z

Artem: /* Create QuickBooks invoices from Protemos client invoices */

'''Please note that integration is currently available only for QuickBooks accounts registered in the USA.'''

__FORCETOC__

=='''Enable QuickBooks integration'''==

To enable the Quickbooks integration, please go to Settings -> Integrations -> QuickBooks or use this link: [[https://cloud.protemos.com/account/quickbooks QuickBooks integration]]

Click "Enable":

[[File:QB0.png|border|1000 px]]

You will be redirected to QuickBooks App Store page. Click "Connect":

[[File:QB01.png|border|500 px]]

Having enabled the integration, you will be able to push client invoices to QuickBooks or link them with already existing ones.

Please go to the "Linked QuickBooks invoice details" section on the invoice page and use the needed option:

[[File:QB1.png|border|1000 px]]

=='''Create QuickBooks invoices from Protemos client invoices'''==

Open the needed client invoice, then scroll down to the '''Linked QuickBooks invoice details''' section and click '''"New QuickBooks invoice"''':

[[File:Create quickbooks invoice.1.png|border|1000px]]

Then, you will see the created QuickBooks invoice in the corresponding section:

[[File:Quickbooks invoice created.png|border|1000px]]

You may open the invoice by clicking QuickBooks invoice ID:

[[File:Open qb invoice.png|border|1000px]]

Please note that the invoice will be created only if the corresponding client, services, payment terms, and taxes are already predefined in your Quickbooks account.

::'''Note:''' To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.

=='''Link and unlink invoices between Protemos and QuickBooks'''==

When you create a QuickBooks invoice based on a Protemos client invoice, the invoices in the two systems are linked with each other.

But you may also link a Protemos invoice with a QuickBooks invoice which was created in QuickBooks independently.

To do so, click the '''"Link QuickBooks invoice"''' button:

[[File:Link quickbooks invoice.png|border|1000px]]

Then, click the '''"Link"''' button in the respective line:

[[File:Select invoice to link.png|border|1000px]]

The invoices will be linked.

You may always unlink the invoices by clicking the '''"Unlink QuickBooks invoice"''' button:

[[File:Unlink qb invoice.png|border|1000px]]