== Accounts in Protemos ==

Protemos has several account types:

*'''Enterprise Account''' - translation agency project management account. Created at [https://cloud.protemos.com/account/create '''account sign up''']
** '''Client sub-account''' - created by [[Create_client_account|'''invitation''']]
** '''Vendor sub-account''' - created by [[How_to_add_a_vendor_account|'''invitation''']]
** '''Manager sub-account''' - created by the account administrator via [[Managers_list#Add_new_manager|'''enterprise account access control''']]
*'''Freelance Account''' - freelancer project management account. Created at [https://cloud.protemos.com/account/create '''account sign up''']
** '''Client sub-account''' - created by [[Create_client_account|'''invitation''']]

'''Note:''' A single email address can be registered to multiple account types. The system identifies users by username (chosen at registration), not by email address.

'''Example:''' john@example.com can have both an Enterprise Account (username: john_agency) and a Freelance Account (username: john_freelance), plus be a vendor in another agency's account (username: john_vendor).

If you forgot your username and cannot login, please '''[https://cloud.protemos.com/password/request reset your account password]'''.

You will receive an email with instructions how to reset password and login to accounts registered to your email.

Playground

2025-10-26T17:17:45Z

Yevgen: /* Accounts in Protemos */

Playground

2025-10-26T17:13:32Z

Yevgen: /* Accounts in Protemos */

2025-10-23T09:50:16Z

Yevgen: /* Vendor FAQ */

=='''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 usernames and passwords for each account, but if you happen to forget them, you may always reset the password 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'''.

==="Forbidden (#403). Your user account has been disabled" error===
If you see the message'''"Forbidden (#403). Your user account has been disabled."''', it means that the company you work with has disabled your access to the system.

Please contact the company directly to resolve this issue.

[[File:Vendor_account_disabled_error_cropped.png|1070px]]

==="This account license has expired" error===

If you see the message '''"This account license has expired"''' , it means that the company you work with is using an expired Protemos.com license.

Please contact the company directly to resolve this issue.

[[File:Expired-license-vendor-view cropped.png|1070px]]

===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'''==

===1. Contact support team from your Protemos account===

If you are logged in to your account, you can contact the support team the following way:

Click '''Help''' on the menu bar and click '''"Support"''':

[[File:Support.1.png|border|300px]]

===2. Email Protemos support team directly at [mailto:support@protemos.com support@protemos.com]===

::'''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.

----

=='''Error reporting'''==
If you encounter an error when using the application, please email us at [mailto:support@protemos.com support@protemos.com] with the following information:

1. '''Steps to reproduce the error.'''

2. '''A screenshot of the error.'''

Please make sure the screenshot contains the '''URL (address) of the page''', ''' current user's account information''', '''timestamp''', as in the example below:

[[File:Sample_error.png|border|800px]]
----

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

File:Vendor account disabled error cropped.png

2025-10-23T09:33:43Z

Yevgen:

Frequently Asked Questions

2025-10-23T09:16:40Z

Yevgen: /* "This account license has expired" error */

=='''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 usernames and passwords for each account, but if you happen to forget them, you may always reset the password 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'''.

==="This account license has expired." error===

If you see '''"This account license has expired."''' error this means that the company you cooperate with has an expired Protemos.com license.
Please contact them directly for resolution.

[[File:Expired-license-vendor-view cropped.png|1070px]]

===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'''==

===1. Contact support team from your Protemos account===

If you are logged in to your account, you can contact the support team the following way:

Click '''Help''' on the menu bar and click '''"Support"''':

[[File:Support.1.png|border|300px]]

===2. Email Protemos support team directly at [mailto:support@protemos.com support@protemos.com]===

::'''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.

----

=='''Error reporting'''==
If you encounter an error when using the application, please email us at [mailto:support@protemos.com support@protemos.com] with the following information:

1. '''Steps to reproduce the error.'''

2. '''A screenshot of the error.'''

Please make sure the screenshot contains the '''URL (address) of the page''', ''' current user's account information''', '''timestamp''', as in the example below:

[[File:Sample_error.png|border|800px]]
----

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

Frequently Asked Questions

2025-10-23T09:13:36Z

Yevgen: /* Vendor FAQ */

=='''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 usernames and passwords for each account, but if you happen to forget them, you may always reset the password 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'''.

==="This account license has expired" error===

If you see '''"This account license has expired"''' error this means that the company you cooperate with has an expired Protemos.com license.
Please contact them directly for resolution.

[[File:Expired-license-vendor-view cropped.png|1070px]]

===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'''==

===1. Contact support team from your Protemos account===

If you are logged in to your account, you can contact the support team the following way:

Click '''Help''' on the menu bar and click '''"Support"''':

[[File:Support.1.png|border|300px]]

===2. Email Protemos support team directly at [mailto:support@protemos.com support@protemos.com]===

::'''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.

----

=='''Error reporting'''==
If you encounter an error when using the application, please email us at [mailto:support@protemos.com support@protemos.com] with the following information:

1. '''Steps to reproduce the error.'''

2. '''A screenshot of the error.'''

Please make sure the screenshot contains the '''URL (address) of the page''', ''' current user's account information''', '''timestamp''', as in the example below:

[[File:Sample_error.png|border|800px]]
----

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

File:Expired-license-vendor-view cropped.png

2025-10-23T09:08:36Z

Yevgen:

Vendor prices list

2025-10-23T08:42:43Z

Yevgen: /* Search vendor prices with filters */

''Vendors prices page: [https://cloud.protemos.com/vendor-price/index cloud.protemos.com/vendor-price/index]''
----

On this page, you can:

— View all the vendors' prices and search them with filters.

— Create, clone, update or delete specific and general prices.

— Import the list of all prices from Excel.

— Export the list of all prices to Excel.

=='''Search vendor prices with filters'''==

By default, you can see all the vendors' prices in your database, 50 per page.

If you want to hide or display some prices from the list, you may apply filters.

You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:

[[File:Vendor prices filters1.1.png|border|1070px]]

So you can enter the data into the appropriate fields and click '''"Apply"'''.

If the filter is applied, the header turns blue:

[[File:14.png|border|900px]]

You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.

'''Note''': The hidden filter remains activated.

You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.

'''Note''': The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the '''"Clear"''' button.

The header color will turn to gray, which means that no filter is applied:

[[File:S1.png|border|900px]]

=='''Vendor prices filters'''==

*'''Vendor''' — displays only the prices for the selected vendor.

*'''Vendor tag''' — displays only the prices with the specified vendor tag.

*'''Language pair''' — displays only the prices with the selected language pair.

*'''Service''' — displays only the prices with the selected service.

*'''Specialization''' — displays only the prices with the selected specialization.

*'''Unit''' — displays only the prices with the specified measurement unit.

*'''Price range''' — displays only the prices within the specified price range.

*'''Currency''' — displays only the prices with the specified type of currency.

=='''Create general price'''==

You can use this feature to create one price for all vendors, and it will be displayed in their profiles:

[[File:Vendor price list 2.1.png|border|1070px]]

To create a new general price, go to '''Vendors''' → '''Prices''':

[[File:Vendor prices1.png|border|100px]]

Click the '''New price''' button:

[[File:Vendor prices list1.png|border|1070px]]

The system will display the '''New price for all vendors''' page where you can create various types of prices.

You may create general prices without reference to the particular vendor or type of service,
specialization, etc., by filling in only the fields marked with ''' * '''.

Select the required measurement unit and currency from the drop-down list, enter the price per unit, and click '''"Create"''':

[[file:New price for all vendors.png|border|1070px]]

 '''Note:''' All values that you see in the drop-down lists are defined in the system settings:

[[File:System menu system values.png|border|300px]]

For more details, please see the '''[[System settings|corresponding help pages]]'''.

=='''Create specific price'''==

You can also create prices for a specific vendor in their profile. For more info, please see the '''[[Vendor_view_page,_Prices_tab|Create specific price]]''' section.

=='''Clone price'''==

Click the '''"Clone"''' button to clone the price:

[[File:Clone vendor price1.png|border|1070px]]

It will bring you to the '''"New price"''' page with copied values:

[[File:Clone vendor price2.png|border|600px]]

Make the changes you need and click '''"Create"'''.

=='''Edit price '''==

Click the '''"Update"''' button to edit the necessary price:

[[File:Edit vendor price.png|border|1070px]]

It will bring you to the '''Update price for all vendors''' page:

[[file:Update price for all vendors.png|border|1070px]]

Change the values you need and click '''"Update"'''.

=='''Delete price'''==

The price that is no longer needed can be deleted from the list by clicking the '''"Delete"''' button:

[[File:Delete vendor price1.png|border|1070px]]

If you need to delete several prices, tick the needed ones and click the '''"Delete"''' button over the table:

[[File:Delete multiple vendor prices.png|border|1070px]]

=='''Import and export vendor prices'''==

You can import and export prices from and to Excel by clicking the corresponding buttons:

[[File:Import and export vendor prices1.png|border|1070px]]

For more details, please see the '''[[Import vendors from Excel]]''' page.

'''Note:''' The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

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

Vendor contacts

2025-10-23T08:42:22Z

Yevgen: /* Search vendor contacts with filters */

''Vendor contacts page: [http://cloud.protemos.com/vendor-contact/index http://cloud.protemos.com/vendor-contact/index]''
----

To view the list of vendor contacts, go to '''Vendors=>Contacts''':

[[File:Vendor contacts menu.png|border|150px]]

On this page you can:

- View the list of vendor contacts and search them with filters.

- Open vendor profiles for editing.

- Export all the displayed table of vendor contacts to Excel.

=='''Search vendor contacts with filters'''==

By default, you can see all the vendor contacts in your database, 50 per page. If you want to hide or display some contacts from the list, you may apply filters.

You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:

[[File:Vendor contact filter empty.png|border|1000px]]

So you can enter the data into the appropriate fields and click '''"Apply"'''.

If the filter is applied, the header turns blue:

[[File:14.png|border|900px]]

You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.

'''Note''': The hidden filter remains activated.

You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.

'''Note''': The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the '''"Clear"''' button.

The header color will turn to gray, which means that no filter is applied:

[[File:S1.png|border|900px]]

=='''Vendor contacts filters''' ==

*'''Vendor'''—displays only the contacts of the specified vendor.

*'''Contact name'''—displays only the vendor contact with the name containing the specified symbols combination.

*'''Gender'''—displays only the vendor contacts of the specified gender.

*'''Position'''—displays only the vendor contacts holding the specified position.

*'''Email'''—displays only the contacts with the email containing the specified symbols combination.

*'''Phone'''—displays only the contacts with the phone number containing the specified symbols combination.

*'''Skype'''—displays only the vendor contact with the Skype ID containing the specified symbols combination.

*'''Is active'''—displays only the vendor contacts with the '''[[Update vendor contact person|specified status]]''' (Yes, No).

*'''Note'''—displays only the vendor contacts with notes containing the specified symbols combination.

=='''Open vendor profile'''==

You can open the respective '''[[Vendor view page, General tab|vendor profile]]''' by clicking on the necessary name in the '''Vendor''' column:

[[File:VCList click name.png|border|1000px]]

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

You can export the displayed table of vendor contacts to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:

[[File: VEList Export button.png|border|1000px]]

'''Note:''' The exported file will contain filtered records from all pages of the table, not just the ones displayed on the first page.

Vendor invoices list

2025-10-23T08:41:50Z

Yevgen: /* Search invoices with filters */

''Vendor invoices list page: [http://cloud.protemos.com/vendor-invoice/index/ cloud.protemos.com/vendor-invoice/index]''
----

On this page you can:

— View the list of all vendor invoices.

— Search the invoices with filters.

— Open invoices, linked payments, and vendor profiles.

— Cover invoices by payments.

— Export all the displayed table of vendor invoices to Excel and download every invoice as a PDF file.

=='''Search invoices with filters'''==

By default, you can see all the invoices in your database, 50 per page.

If you want to hide or display some invoices from the list, you may apply filters.

You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:

[[File:Vendor invoices filters.png|border|1070px]]

So you can enter the data into the appropriate fields and click '''"Apply"'''.

If the filter is applied, the header turns blue:

[[File:14.png|border|900px]]

You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.

'''Note''': The hidden filter remains activated.

You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.

'''Note''': The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the '''"Clear"''' button.

The header color will turn to gray, which means that no filter is applied:

[[File:S1.png|border|900px]]

=='''Vendor invoice filters'''==

*'''Legal entity''' — displays only the invoices with the specified legal entity.

*'''Code''' — displays only the invoices with the code containing the specified symbols combination.

*'''Vendor''' — displays only the invoices of the specified vendor.

*'''Vendor types''' — displays only the invoices issued for vendors of the specified type (Company, Freelancer, In-house).

*'''Contact person''' — displays only the invoices of the specified contact person.

*'''Total''' — displays only the invoices with the specified amount.

*'''Currency''' — displays only the invoices with the specified currency.

*'''Created by''' — displays only the invoices created by a certain manager.

*'''Issue date''' — displays only the invoices issued within the specified date range.

*'''Due date''' — displays only the invoices with the due date within the specified date range.

*'''Note''' — displays only the invoices with notes containing the specified symbols combination.

*'''Overdue''' — displays due or overdue invoices in accordance with the filter value applied (Yes, No).

*'''Has linked payments''' — displays only the invoices with or without linked payments according to the filter value applied (Yes, No).

*'''Has non-zero due amount''' — displays only the invoices that have or do not have non-zero due amounts in accordance with the filter value applied (Yes, No).

=='''Open invoices, linked payments, and vendor profiles'''==

You can click items in the tables to open corresponding pages:

[[File:Links to invoices, payments and vendors.png|border|1070px]]

Invoice item opens '''[[Vendor invoice view|Vendor invoice view page]]'''.

Linked payments item opens the pages of the '''[[Vendor payment view|linked payments]]''' (if they are recorded).

Vendor item opens the corresponding '''[[Vendor view page, General tab|Vendor view page]]'''.

'''Tip:''' Protemos supports multiple windows. So you may open the link in the new window by holding '''"Shift"''' while clicking.

=='''Cover invoices by payments'''==

You can cover all invoices or only selected ones by payments by clicking the corresponding buttons:

[[File:Cover vendor invoices1.png|border|1000px]]

To cover several invoices by payments, tick the needed ones and click "Cover selected by payments":

[[File:Cover selected vendor invoices1.png|border|1000px]]

A notification about payments creation will be displayed, and created payments will appear in the "Linked payments" column:

[[File:Payments created2.png|border|1000px]]

::'''Note:''' if you click "Cover all by payments", all filtered invoices will be covered by payments.

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

You can export the displayed table of vendor invoices to Excel by clicking '''"Export to Excel"''' button over the upper right corner of the table.

You may also download the necessary invoice by clicking the '''"Download"''' button in the corresponding row:

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

 '''Note:''' The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

Vendors payables list

2025-10-23T08:41:19Z

Yevgen: /* Search payables with filters */

''Vendors payables list page: [http://cloud.protemos.com/payable/index/ http://cloud.protemos.com/payable/index]''
----

On this page you can:

- View all the payables to your vendors and search them with filters.

- Create vendor invoices for the selected payables.

- Open payables or go to the related vendor profiles and jobs.

- Export all the displayed table of vendor payables to Excel.

=='''Search payables with filters'''==

By default, you can see all the payables in your database, 200 per page.

If you want to hide or display some payables from the list, you may apply filters.

You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:

[[File:Payables filter list.png|border|900px]]

So you can enter the data into the appropriate fields and click '''"Apply"'''.

If the filter is applied, the header turns blue:

[[File:14.png|border|900px]]

You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.

'''Note''': The hidden filter remains activated.

You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.

'''Note''': The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the '''"Clear"''' button.

The header color will turn to gray, which means that no filter is applied:

[[File:S1.png|border|900px]]

=='''Create vendor invoices '''==

'''Note:''' If you are issuing a separate invoice for each job, you can do it directly from the [[Project details, Finances tab#Invoice payables|'''Finances tab''']] of the related project.

1. To create vendor invoices, click one of the following buttons over the table:

[[File:Create vendor invoices.png|border|1070px]]

*'''Invoice selected''' — the system will create invoices for the payables you marked in the list. This button becomes active if at least one payable is selected.

*'''Invoice all filtered''' — the system will create invoices for all filtered payables that have not been invoiced (empty filter is considered as well in this case). If there are many records to invoice, probably you’ll have time to make a cup of coffee.

* You can also '''[[Vendors payables list#Search payables with filters|filter]]''' the payables you need to invoice using the needed filters and then click the '''"Invoice all filtered"''' button. The system will create invoices for all filtered payables, even if there are thousands of them.

2. The system will create invoices. Payables with the same vendor and currency will be linked into one invoice. Vendors can verify invoices in their accounts.

3. After all the invoices are created, the system will bring you to the vendor invoices list.

'''Note 1:''' Vendors can create invoices themselves from their interface. But you can forbid them to do it. For more info, please check the '''[[Vendor portal#Vendor portal settings|Vendor portal]]''' settings.

'''Note 2:''' If the default vendor payment method is not specified, then invoices cannot be created for such a vendor. So you should create the necessary '''[[Create payment method for vendor| payment method]]''' in the vendor profile first. The first created payment method automatically becomes the default one.

'''Note 3:''' Only the payables in jobs with the '''"Completion accepted"''' status can be invoiced.

=='''Open payables, related vendor profiles, and projects'''==

You can click items in the table to open corresponding pages:

[[File:Vendors payables1.png|border|1070px]]

*'''Code''' — opens the payable details page.

*'''Invoice''' — ''(if created)'' opens the corresponding '''[[Vendor invoice view|Vendor invoice view ]]''' page.

*'''Vendor''' — opens '''[[Vendor view page, General tab#General information|Vendor view]]''' page.

*'''Job''' — opens '''[[Job view|Job view]]''' page.

 '''Tip:''' Protemos supports multiple windows. So you may open the link in the new window by holding '''"Shift"''' while clicking.

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

You can export all the displayed table of vendor payables to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:

[[File:Vendors payables2.png|border|1070px]]

'''Note:''' The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

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