https://wiki.protemos.com/api.php?action=feedcontributions&feedformat=atom&user=YuriProtemos Wiki - User contributions [en]2026-04-10T22:57:06ZUser contributionsMediaWiki 1.27.1https://wiki.protemos.com/index.php?title=Release_history&diff=25045Release history2025-10-05T18:50:11Z<p>Yuri: /* Updated UI */</p>
<hr />
<div>='''Protemos release 2.0'''=<br />
<br />
=='''Updated UI'''==<br />
The view of multiple main pages has been changed, and Protemos now has an updated, more structured UI across the system.<br />
<br />
The information about current state of the object (project, job, etc.) is moved into the separate portlet for better visibility.<br />
<br />
The non-state related information about the object is split into semantic groups.<br />
<br />
Here is, for instance, a new project view page:<br />
<br />
[[File:New ui project view.png|border|1050px]]<br />
<br />
=='''Default CAT log conversion scheme for each client and vendor'''==<br />
<br />
Now, you can define a default CAT log conversion scheme for each '''<U>[[Client_default_settings#Default_CAT_log_conversion_scheme|client]]</U>''' and '''<U>[[Change_vendor_default_settings#Default_CAT_log_conversion_scheme|vendor]]</U>''', as well as '''<U>[[Account#Account_settings|set global defaults]]</U>''' at the account level:<br />
<br />
[[File:New feature def cat logs.PNG|border|1050px]]<br />
<br />
=='''Custom payment methods'''==<br />
<br />
You may create various '''<U>[[Create_payment_method#Create_custom_payment_method|custom payment methods]]</U>''':<br />
<br />
[[File:New feature custom payment methods.PNG|border|1050px]]<br />
<br />
=='''Access to relevant reports for roles lower than “Administrator”'''==<br />
Managers with roles lower than “Administrator” can now view relevant reports according to their role. More info '''<U>[[Access_rights#Reports|here]]</U>'''.<br />
<br />
=='''Read-only access to relevant settings for roles lower than “Administrator”'''==<br />
Managers with roles lower than “Administrator” can now see the relevant settings sections in read-only mode. It may help a manager to view all account-related data in a consolidated way. More info '''<U>[[Access_rights#Settings|here]]</U>'''<br />
<br />
=='''Numerous minor improvements'''==<br />
<br />
- Now, the ability to use project templates is available only for managers with the "Administrator" and "Project and finance manager ".<br />
<br />
- The roles without access to finances no longer allow a manager to view the "Prices" tab in the client and vendor profiles.<br />
<br />
- It is no longer possible to create and clone receivables in projects with the "Cancelled" and "Offer rejected" statuses.<br />
<br />
- It is no longer possible to upload CAT logs in projects with the "Cancelled" and "Offer rejected" statuses.<br />
<br />
- Minor update of quick links in client and vendor profiles.<br />
<br />
- On the "Payables" page, a manager in the client pool can only see if a payable is invoiced or not (instead of seeing a link to a certain invoice).<br />
<br />
- If a vendor invoice contains payables from jobs that were made for clients outside of a manager's pool, such an invoice will not be displayed on the list of invoices for a manager in the pool. <br />
<br />
- It is now possible to link and unlink receivables and payables from invoices with written-off amounts.<br />
<br />
- Various bug fixes.<br />
<br />
='''Protemos releases 1.61 - 1.63 (current version)'''=<br />
<br />
Here is the list of the new features that have been added with the latest version.<br />
<br />
A brief overview video of the vendor rating functionality [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=fBV3pqMl4eA]]<br />
<br />
=='''Vendor rating'''==<br />
<br />
Now, you can define your own '''[[Vendor_rating_categories|<U>rating categories</U>]]''' and rate vendors’ performance.<br />
<br />
Based on the '''[[Vendor_rating#Rate_jobs|<U>job ratings</U>]]''', the vendors will get average ratings for each category as well as an '''[[Vendor_view_page,_General_tab#Vendor_rating|<U>overall rating</U>]]''' which is displayed in their profiles:<br />
<br />
[[File:Vendor rating.2.png|border|900px]]<br />
<br />
You can also filter vendors by rating when assigning them to jobs:<br />
<br />
[[File:Filter vendors by rating.1.png|border|900px]]<br />
<br />
=='''Minor improvements and bug fixes'''==<br />
<br />
The update includes minor improvements, bug fixes, and new [https://api.protemos.com/docs/index.html <U>'''API methods</U>'''].<br />
<br />
Also, the '''[[Reports_%E2%80%93_Work_amount_by_receivables|<U>work amount reports</U>]]''' have been improved, job deadline dates are now displayed in the '''[[Project_details,_Workflow_tab|“<U>Workflow</U>”]]''' tab of the project, etc.<br />
<br />
='''Protemos releases 1.57 - 1.60'''=<br />
<br />
You may also watch a video showing the new features [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=czn6hzR2Q6k]]<br />
<br />
=='''Business expenses'''==<br />
<br />
The business expenses functionality allows you to <U>[[Business expenses list|'''add expenses''']]</U> (such as rent, salaries, etc.), <U>[[Business expenses category list|'''customize''']]</U> expense categories, and view an expenses list as well as <U>[[Business expenses report|'''reports''']]</U>:<br />
<br />
[[File:Business expenses.1.png|border|950px]]<br />
<br />
=='''New role — "Sales manager"'''==<br />
<br />
A new "Sales manager" role has also been added to the system. A manager with this role can create quotes and projects but cannot access jobs as well as job tenders. This role also does not allow to access vendor profiles and all vendor-related finances.<br />
<br />
[[File:New role - sales manager.png|border|1050px]]<br />
<br />
=='''Other improvements and bug fixes'''==<br />
<br />
Various improvements and bug fixes have also been added to the system. E.g. a new page with connectors provided by our partners <U>[https://cloud.protemos.com/connector/locale '''Locale''']</U>, additional API methods, a list with all the <U>[https://cloud.protemos.com/lang/list '''languages''']</U> currently available in the system, etc.<br />
<br />
='''Protemos release 1.56'''=<br />
<br />
=='''Client pools'''==<br />
Now you can limit the access of your managers by specific clients. E.g. you can create a pool with 1 client and assign it to a specific manager, and that manager will have access only to that 1 client, and won’t see anything related to other clients. So you can segment your clients between your managers and let each of them see only the clients they work with. For more information, please check [[Client_pools|<U>'''here'''</U>]].<br />
<br />
<span style="color:orange">'''Note:'''</span> The roles giving access only to the assigned objects were removed in favor of the client pools functionality. Managers with such roles are now assigned to the corresponding client pools instead. Such pools were created automatically with the new system release and named with the corresponding managers' names.<br />
<br />
[[File:New client pool (1.56).png|border|1070px]]<br />
<br />
=='''PDF templates customization'''==<br />
<br />
We have reworked and improved the ability to customize PDF templates. All the PDF template settings can now be found on a single page. Now you can also specify the page footer and header for each template and add images. More info [[PDF_templates|<U>'''here'''</U>]].<br />
<br />
[[File:Pdf templates.png|border|1070px]]<br />
<br />
=='''Email templates'''==<br />
<br />
We also simplified the setting up of email templates, which is now more intuitive. Instructions [[Email_templates|<U>'''here'''</U>]].<br />
<br />
[[File:Quote email templates.1.png|border|1070px]]<br />
<br />
=='''Non-financial reports'''==<br />
We have added a number of non-financial reports: <br />
<br />
==='''Project reports'''===<br />
Project reports show the number of projects, how many of them were delivered in time, and what the average delay is. Instructions <U>[[Project_report|'''here''']]</U>.<br />
<br />
[[File:Project counts.png|border|1000px]]<br />
<br />
==='''Job reports'''===<br />
Job reports show the number of jobs, how many of them were delivered in time, and what the average delay is. Instructions <U>[[Job_report|'''here''']]</U>.<br />
<br />
[[File:Overdue job percentage.png|border|1000px]]<br />
<br />
==='''Work amount reports'''===<br />
Work amount reports show the volume of work you did for your <U>[[Reports_–_Work_amount_by_receivables|'''clients''']]</U> and the volume of work your <U>[[Reports_–_Work_amount_by_payables|'''vendors''']]</U> did for you (in words, hours or any other units you use). You can see work amount by client, service or language pair, and the report can be customized by filters.<br />
<br />
[[File:Work amount by client.png|border|1000px]]<br />
<br />
==='''To-do reports'''===<br />
To-do reports show the number of to-dos, how many of them were performed in time, and what the average delay is. Instructions <U>[[To-do_report|'''here''']]</U>.<br />
<br />
[[File:Overdue by (to-dos).png|border|1000px]]<br />
<br />
==='''Improved filters and reports'''===<br />
E.g. now you can filter by project tag in <U>[[Reports_–_General_finances|'''finance report''']]</U>, filters added to <U>[[quote_report|'''quote report''']]</U>, filter by country to <U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|'''client reports''']]</U> added, <U>[[Jobs_list#Search_jobs_with_filters|'''vendor type filter''']]</U> on the jobs grid page.<br />
<br />
=='''New role — "To-do employee"'''==<br />
This is a special role for someone who should not have access to the database but may perform various tasks you may assign to them. E.g. it could be your office manager, system administrator, etc. More info <U>[[Access_rights#Access_rights_for_managers|'''here''']]</U>.<br />
<br />
[[File:Role based access control (to-do employee).png|border|1200px]]<br />
<br />
=='''Batch actions on the Jobs page'''==<br />
<br />
You can use batch actions on the '''Jobs''' page to offer multiple jobs to assigned vendors, start, cancel or change jobs' status to "Draft", and accept completed jobs. More info <U>[[Jobs_list#Batch_actions|'''here''']]</U>.<br />
<br />
[[File:Batch actions (news release).png|border|1070px]]<br />
<br />
=='''Minor improvements and bug fixes'''==<br />
E.g. included <U>[[PDF_templates#Job_PO_PDF_templates|'''САТ-log details in POs''']]</U>, <U>[[Import_vendors_from_Excel#Import_vendors.27_services|'''services importing''']]</U> for vendors, <U>[[Project_templates#Add_jobs|'''checklists''']]</U> in job templates, etc.<br />
<br />
Hope you like these features, as many of you requested them. We’ve already started working on new ones, and if you need something to be added, please let us know so that we could include it in our plan.<br />
<br />
='''Protemos releases 1.51 - 1.55'''=<br />
<br />
==='''Quickbooks integration'''===<br />
<br />
Users from the United States can now integrate Protemos and Quickbooks Online accounts to quickly push invoices from Protemos into Quickbooks. Instructions <U>[[QuickBooks_integration|'''here''']]</U>.<br />
<br />
==='''Negative taxes'''===<br />
<br />
They exist in some countries (e.g. Spain), so we've added them. Instructions <U>[[Taxes#Negative_taxes|'''here''']]</U>.<br />
<br />
==='''Improved CRM'''===<br />
<br />
Each client now has own responsible <U>[[Client_view_page_–_CRM_tab#Manager|'''manager''']]</U>, you can track the <U>[[Client_view_page_–_CRM_tab#Client_info|'''sources''']]</U> of clients, added ability to <U>[[Clients_list#Search_clients_with_filters|'''filter clients''']]</U> by manager, statuses, and active to-dos.<br />
<br />
==='''Jobs and payables in quotes'''===<br />
<br />
Now you can plan the project budget by adding jobs and payable to quote. Instructions <U>[[Create_quote#Jobs_and_payables_in_quotes|'''here''']]</U>.<br />
<br />
==='''Other improvements'''===<br />
<br />
Improved filters for projects payables and receivables; <U>[[Account#Account_settings|'''CAT-log details in PDF files''']]</U>; internal notes for quotes, projects, and invoices: ability to clone <U>[[Client_prices_list#Clone_price|'''client''']]</U> and <U>[[Vendor_prices_list#Clone_price|'''vendor''']]</U> prices; API improvements.<br />
<br />
<br />
='''Protemos add-on to Gmail'''=<br />
<br />
Do your clients send you the projects and quote requests via email?<br />
<br />
If yes, then you may use Protemos add-on to Gmail to convert emails from your clients into projects and quotes, without copy-pasting the information manually. For more information, please check this <U>[[Protemos_add-on_to_Gmail|'''page''']]</U>.<br />
<br />
This add-on was developed by <U>[https://technolex.com '''Technolex Translation Studio''']</U> and shared with other Protemos users that may find it useful.<br />
<br />
<br />
='''Protemos release 1.48-1.50'''=<br />
<br />
==='''CRM'''===<br />
Now you can define your own <U>[https://cloud.protemos.com/client-status/index '''client statuses''']</U> and use them as a sales funnel. You will see the CRM tab on client pages, and you can use it to change client status, create client-related to-dos, and record the history of important communication with your leads and clients. For more details, please check <U>[[Client_view_page_–_CRM_tab|'''here''']]</U>.<br />
<br />
==='''Checklists'''===<br />
You can create checklists that your vendors will have to fill before delivering the jobs to you. More info <U>[[Job_checklists|'''here''']]</U>.<br />
<br />
==='''Vendor assignment by filter'''===<br />
If you press “Assign” on the vacant job page, you’ll see the page with a filter to select the vendor meeting your criteria. More info <U>[[Job_view#Assign_vendor|'''here''']]</U>.<br />
<br />
==='''File categories'''===<br />
You can mark the files according to their purpose, e. g. “TM”, “Reference”, “Translatable”, etc. More info <U>[[Project_details,_Files_tab#File_categories|'''here''']]</U>.<br />
<br />
==='''External invoice file'''===<br />
Your vendors may now upload their own invoice file in addition to one generated by Protemos, as they may have their own systems to generate invoices. Also, you may upload additional files to the client invoices page. More info <U>[[Vendor_invoice_view#Additional_files|'''here''']]</U>.<br />
<br />
==='''Other improvements'''===<br />
E. g. <U>[https://api.protemos.com/docs/index.html '''API''']</U> has been extended upon users requests, payables now can be added to vacant jobs, dashboards for clients and vendors, project pages download speed improved, and a number of other minor enhancements and fixes.<br />
<br />
<br />
='''Protemos release 1.46-1.47'''=<br />
<br />
==='''Dashboards'''===<br />
We’ve made four pages accumulating data on projects, jobs, and finances.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/projects '''Project dashboard''']</U>: here you can see how many projects and jobs you have of each status. Clicking the number opens a list of the corresponding projects/jobs.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/finances '''Finance dashboard''']</U>: this is the place where you can check financial issues, e.g., projects without entered receivables, jobs without payables, missing POs, overdue invoices, etc.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/gantt-projects '''Project Gantt chart''']</U>: here you can see the visualized project timeline.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/gantt-jobs '''Job Gantt chart''']</U>: this is the visualized job timeline. Now you also have it on the Jobs tab within any Project.<br />
<br />
To see more info on dashboards, please check <U>[[Dashboard|'''here''']]</U>.<br />
<br />
==='''To-dos'''=== <br />
Using this completely new feature you can generate to-do lists for yourself and the other managers in your team. More info <U>[[To-dos|'''here''']]</U>.<br />
<br />
==='''Customizable email templates for quotes and invoices'''===<br />
Now you can change the template text for your emails when sending quotes and invoices to clients. Click <U>[[Email_templates|'''here''']]</U> to see how it is done.<br />
<br />
==='''Unit and service translation'''=== <br />
If you issue invoices and quotes in different languages, you can now define translations of Units and Services for each language. More info <U>[[Services#Translate_to|'''here''']]</U>.<br />
<br />
==='''Report upgrades'''===<br />
New reports on <U>[https://cloud.protemos.com/report/client-average '''average project finances per client''']</U>, an expenses chart added to the <U>[https://cloud.protemos.com/report/client-finances '''client finances report''']</U>, more filters added.<br />
<br />
==='''Bulk payment creation for vendor invoices'''===<br />
Now you can mark multiple vendor invoices as paid in a single click. More info <U>[[Bulk_vendor_payment_creation|'''here''']]</U>.<br />
<br />
==='''Numerous minor improvements'''===<br />
Additional filter options, new API methods, more data for exporting to Excel, etc.<br />
<br />
<br />
='''BeLazy integrates with Protemos'''=<br />
<br />
==='''What is BeLazy and how can it help me?'''===<br />
<br />
If you are working as a subcontractor for other translation companies (especially MLVs), you probably get the projects through their systems and then manually recreate them in Protemos. That’s monkey work that takes a lot of PM time, which could have been used for better purposes. Thus, <U>[https://belazy.cat/ '''BeLazy''']</U> can copy the project from your client's system into your Protemos account to save your time and make your project management more efficient. Currently, <U>[https://belazy.cat/ '''BeLazy''']</U> can connect to the following vendor portals and TMS systems:<br />
<br />
*WeLocalize Junction<br />
<br />
*Moravia Symfonie<br />
<br />
*Lionbridge TMS<br />
<br />
*Lionbridge LCX<br />
<br />
*Translated<br />
<br />
*Transperfect GlobalLink<br />
<br />
*XTRF<br />
<br />
*Plunet<br />
<br />
*Transline Transact<br />
<br />
*Memsource<br />
...and more systems to come!<br />
<br />
So, if your clients are giving you jobs through any of these portals, you can connect <U>[https://belazy.cat/ '''BeLazy''']</U> to them and to Protemos and let robots work for you!<br />
<br />
==='''How to try it?'''===<br />
<br />
You need to <U>[https://belazy.cat/contact-us/ '''contact the BeLazy team''']</U>, and they will explain everything to you. Most importantly, they would like to get improvement suggestions from you to understand how they can make the integration work better for your company.<br />
<br />
The Protemos team may also join your meetings with BeLazy if needed. Just let us know about it.<br />
<br />
<br />
='''Protemos release 1.42-1.45'''=<br />
<br />
==='''Workflow feature improvement'''===<br />
<br />
Previously, if you combine several jobs into the <U>[[Project_details,_Workflow_tab|'''workflow''']]</U>, the system was notifying vendors only when the job was started, and the next vendor did not know that you’ve planned a job for them. Now, all vendors are getting the notification that the job will start in the future if they accept your offer so you no longer have to notify them manually about the future job.<br />
<br />
As result, the statuses of the job have changed:<br />
<br />
'''Offered to vendor''': the job gets this status after you press “Offer to vendor" (instead of "Start" in the previous version). The vendor can accept or reject the job. The accepted job is started automatically unless it is the non-first job of a workflow. If it is the non-first job of a workflow, then it starts after the previous job is completed.<br />
For more info, please see <U>[[Project_details,_Workflow_tab#Job_statuses_and_notifications_in_a_workflow|'''this page''']]</U>.<br />
<br />
==='''Multiple option quotes'''===<br />
<br />
Now you can combine several quotes into one multi-option quote to let your clients choose what they like. More info <U>[[Multi-quotes|'''here''']]</U>.<br />
<br />
==='''Global search'''===<br />
You can search the objects (projects, jobs, etc.) by their name directly from the main page. More info <U>[[Global_search|'''here''']]</U>.<br />
<br />
==='''Projects and jobs history'''===<br />
On the <U>[[Project_details,_Details_tab#Project_history|'''project''']]</U> and <U>[[Job_view#Job_history|'''job''']]</U> page, you can now click the "View history” link to see when and by whom the object status was changed.<br />
<br />
==='''Numerous minor improvements'''===<br />
<br />
*Projects now can be filtered by language pairs and sorted by the '''"Status"''' column.<br />
<br />
*Common notes for <U>[[Common_notes#Quote_common_notes|'''quotes''']]</U>, <U>[[Common_notes#Client_invoice_common_notes|'''invoices''']]</U>, and <U>[[Common_notes#Job_PO_common_notes|'''job PO''']]</U> PDF files generated by the system. So you can now add any additional standard text to your documents.<br />
<br />
*New <U>[[Quote_details_section#Expire_at|'''valid date''']]</U> property in the quotes.<br />
<br />
*Now language pairs can be created through API.<br />
<br />
*Automatic creation of payable on tender success.<br />
<br />
*“Minimum profit share" filter added to the Clients “Finances by project balances" report.<br />
<br />
... and a number of other enhancements and bug fixes.</div>Yurihttps://wiki.protemos.com/index.php?title=Release_history&diff=25044Release history2025-10-05T18:44:55Z<p>Yuri: /* Updated UI */</p>
<hr />
<div>='''Protemos release 2.0'''=<br />
<br />
=='''Updated UI'''==<br />
The view of multiple main pages has been changed, and Protemos now has an updated, more structured UI across the system.<br />
<br />
The information about current state of the object (project, job, etc.) is moved in to the separate portlet for better visibility.<br />
<br />
Here is, for instance, a new project view page:<br />
<br />
[[File:New ui project view.png|border|1050px]]<br />
<br />
=='''Default CAT log conversion scheme for each client and vendor'''==<br />
<br />
Now, you can define a default CAT log conversion scheme for each '''<U>[[Client_default_settings#Default_CAT_log_conversion_scheme|client]]</U>''' and '''<U>[[Change_vendor_default_settings#Default_CAT_log_conversion_scheme|vendor]]</U>''', as well as '''<U>[[Account#Account_settings|set global defaults]]</U>''' at the account level:<br />
<br />
[[File:New feature def cat logs.PNG|border|1050px]]<br />
<br />
=='''Custom payment methods'''==<br />
<br />
You may create various '''<U>[[Create_payment_method#Create_custom_payment_method|custom payment methods]]</U>''':<br />
<br />
[[File:New feature custom payment methods.PNG|border|1050px]]<br />
<br />
=='''Access to relevant reports for roles lower than “Administrator”'''==<br />
Managers with roles lower than “Administrator” can now view relevant reports according to their role. More info '''<U>[[Access_rights#Reports|here]]</U>'''.<br />
<br />
=='''Read-only access to relevant settings for roles lower than “Administrator”'''==<br />
Managers with roles lower than “Administrator” can now see the relevant settings sections in read-only mode. It may help a manager to view all account-related data in a consolidated way. More info '''<U>[[Access_rights#Settings|here]]</U>'''<br />
<br />
=='''Numerous minor improvements'''==<br />
<br />
- Now, the ability to use project templates is available only for managers with the "Administrator" and "Project and finance manager ".<br />
<br />
- The roles without access to finances no longer allow a manager to view the "Prices" tab in the client and vendor profiles.<br />
<br />
- It is no longer possible to create and clone receivables in projects with the "Cancelled" and "Offer rejected" statuses.<br />
<br />
- It is no longer possible to upload CAT logs in projects with the "Cancelled" and "Offer rejected" statuses.<br />
<br />
- Minor update of quick links in client and vendor profiles.<br />
<br />
- On the "Payables" page, a manager in the client pool can only see if a payable is invoiced or not (instead of seeing a link to a certain invoice).<br />
<br />
- If a vendor invoice contains payables from jobs that were made for clients outside of a manager's pool, such an invoice will not be displayed on the list of invoices for a manager in the pool. <br />
<br />
- It is now possible to link and unlink receivables and payables from invoices with written-off amounts.<br />
<br />
- Various bug fixes.<br />
<br />
='''Protemos releases 1.61 - 1.63 (current version)'''=<br />
<br />
Here is the list of the new features that have been added with the latest version.<br />
<br />
A brief overview video of the vendor rating functionality [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=fBV3pqMl4eA]]<br />
<br />
=='''Vendor rating'''==<br />
<br />
Now, you can define your own '''[[Vendor_rating_categories|<U>rating categories</U>]]''' and rate vendors’ performance.<br />
<br />
Based on the '''[[Vendor_rating#Rate_jobs|<U>job ratings</U>]]''', the vendors will get average ratings for each category as well as an '''[[Vendor_view_page,_General_tab#Vendor_rating|<U>overall rating</U>]]''' which is displayed in their profiles:<br />
<br />
[[File:Vendor rating.2.png|border|900px]]<br />
<br />
You can also filter vendors by rating when assigning them to jobs:<br />
<br />
[[File:Filter vendors by rating.1.png|border|900px]]<br />
<br />
=='''Minor improvements and bug fixes'''==<br />
<br />
The update includes minor improvements, bug fixes, and new [https://api.protemos.com/docs/index.html <U>'''API methods</U>'''].<br />
<br />
Also, the '''[[Reports_%E2%80%93_Work_amount_by_receivables|<U>work amount reports</U>]]''' have been improved, job deadline dates are now displayed in the '''[[Project_details,_Workflow_tab|“<U>Workflow</U>”]]''' tab of the project, etc.<br />
<br />
='''Protemos releases 1.57 - 1.60'''=<br />
<br />
You may also watch a video showing the new features [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=czn6hzR2Q6k]]<br />
<br />
=='''Business expenses'''==<br />
<br />
The business expenses functionality allows you to <U>[[Business expenses list|'''add expenses''']]</U> (such as rent, salaries, etc.), <U>[[Business expenses category list|'''customize''']]</U> expense categories, and view an expenses list as well as <U>[[Business expenses report|'''reports''']]</U>:<br />
<br />
[[File:Business expenses.1.png|border|950px]]<br />
<br />
=='''New role — "Sales manager"'''==<br />
<br />
A new "Sales manager" role has also been added to the system. A manager with this role can create quotes and projects but cannot access jobs as well as job tenders. This role also does not allow to access vendor profiles and all vendor-related finances.<br />
<br />
[[File:New role - sales manager.png|border|1050px]]<br />
<br />
=='''Other improvements and bug fixes'''==<br />
<br />
Various improvements and bug fixes have also been added to the system. E.g. a new page with connectors provided by our partners <U>[https://cloud.protemos.com/connector/locale '''Locale''']</U>, additional API methods, a list with all the <U>[https://cloud.protemos.com/lang/list '''languages''']</U> currently available in the system, etc.<br />
<br />
='''Protemos release 1.56'''=<br />
<br />
=='''Client pools'''==<br />
Now you can limit the access of your managers by specific clients. E.g. you can create a pool with 1 client and assign it to a specific manager, and that manager will have access only to that 1 client, and won’t see anything related to other clients. So you can segment your clients between your managers and let each of them see only the clients they work with. For more information, please check [[Client_pools|<U>'''here'''</U>]].<br />
<br />
<span style="color:orange">'''Note:'''</span> The roles giving access only to the assigned objects were removed in favor of the client pools functionality. Managers with such roles are now assigned to the corresponding client pools instead. Such pools were created automatically with the new system release and named with the corresponding managers' names.<br />
<br />
[[File:New client pool (1.56).png|border|1070px]]<br />
<br />
=='''PDF templates customization'''==<br />
<br />
We have reworked and improved the ability to customize PDF templates. All the PDF template settings can now be found on a single page. Now you can also specify the page footer and header for each template and add images. More info [[PDF_templates|<U>'''here'''</U>]].<br />
<br />
[[File:Pdf templates.png|border|1070px]]<br />
<br />
=='''Email templates'''==<br />
<br />
We also simplified the setting up of email templates, which is now more intuitive. Instructions [[Email_templates|<U>'''here'''</U>]].<br />
<br />
[[File:Quote email templates.1.png|border|1070px]]<br />
<br />
=='''Non-financial reports'''==<br />
We have added a number of non-financial reports: <br />
<br />
==='''Project reports'''===<br />
Project reports show the number of projects, how many of them were delivered in time, and what the average delay is. Instructions <U>[[Project_report|'''here''']]</U>.<br />
<br />
[[File:Project counts.png|border|1000px]]<br />
<br />
==='''Job reports'''===<br />
Job reports show the number of jobs, how many of them were delivered in time, and what the average delay is. Instructions <U>[[Job_report|'''here''']]</U>.<br />
<br />
[[File:Overdue job percentage.png|border|1000px]]<br />
<br />
==='''Work amount reports'''===<br />
Work amount reports show the volume of work you did for your <U>[[Reports_–_Work_amount_by_receivables|'''clients''']]</U> and the volume of work your <U>[[Reports_–_Work_amount_by_payables|'''vendors''']]</U> did for you (in words, hours or any other units you use). You can see work amount by client, service or language pair, and the report can be customized by filters.<br />
<br />
[[File:Work amount by client.png|border|1000px]]<br />
<br />
==='''To-do reports'''===<br />
To-do reports show the number of to-dos, how many of them were performed in time, and what the average delay is. Instructions <U>[[To-do_report|'''here''']]</U>.<br />
<br />
[[File:Overdue by (to-dos).png|border|1000px]]<br />
<br />
==='''Improved filters and reports'''===<br />
E.g. now you can filter by project tag in <U>[[Reports_–_General_finances|'''finance report''']]</U>, filters added to <U>[[quote_report|'''quote report''']]</U>, filter by country to <U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|'''client reports''']]</U> added, <U>[[Jobs_list#Search_jobs_with_filters|'''vendor type filter''']]</U> on the jobs grid page.<br />
<br />
=='''New role — "To-do employee"'''==<br />
This is a special role for someone who should not have access to the database but may perform various tasks you may assign to them. E.g. it could be your office manager, system administrator, etc. More info <U>[[Access_rights#Access_rights_for_managers|'''here''']]</U>.<br />
<br />
[[File:Role based access control (to-do employee).png|border|1200px]]<br />
<br />
=='''Batch actions on the Jobs page'''==<br />
<br />
You can use batch actions on the '''Jobs''' page to offer multiple jobs to assigned vendors, start, cancel or change jobs' status to "Draft", and accept completed jobs. More info <U>[[Jobs_list#Batch_actions|'''here''']]</U>.<br />
<br />
[[File:Batch actions (news release).png|border|1070px]]<br />
<br />
=='''Minor improvements and bug fixes'''==<br />
E.g. included <U>[[PDF_templates#Job_PO_PDF_templates|'''САТ-log details in POs''']]</U>, <U>[[Import_vendors_from_Excel#Import_vendors.27_services|'''services importing''']]</U> for vendors, <U>[[Project_templates#Add_jobs|'''checklists''']]</U> in job templates, etc.<br />
<br />
Hope you like these features, as many of you requested them. We’ve already started working on new ones, and if you need something to be added, please let us know so that we could include it in our plan.<br />
<br />
='''Protemos releases 1.51 - 1.55'''=<br />
<br />
==='''Quickbooks integration'''===<br />
<br />
Users from the United States can now integrate Protemos and Quickbooks Online accounts to quickly push invoices from Protemos into Quickbooks. Instructions <U>[[QuickBooks_integration|'''here''']]</U>.<br />
<br />
==='''Negative taxes'''===<br />
<br />
They exist in some countries (e.g. Spain), so we've added them. Instructions <U>[[Taxes#Negative_taxes|'''here''']]</U>.<br />
<br />
==='''Improved CRM'''===<br />
<br />
Each client now has own responsible <U>[[Client_view_page_–_CRM_tab#Manager|'''manager''']]</U>, you can track the <U>[[Client_view_page_–_CRM_tab#Client_info|'''sources''']]</U> of clients, added ability to <U>[[Clients_list#Search_clients_with_filters|'''filter clients''']]</U> by manager, statuses, and active to-dos.<br />
<br />
==='''Jobs and payables in quotes'''===<br />
<br />
Now you can plan the project budget by adding jobs and payable to quote. Instructions <U>[[Create_quote#Jobs_and_payables_in_quotes|'''here''']]</U>.<br />
<br />
==='''Other improvements'''===<br />
<br />
Improved filters for projects payables and receivables; <U>[[Account#Account_settings|'''CAT-log details in PDF files''']]</U>; internal notes for quotes, projects, and invoices: ability to clone <U>[[Client_prices_list#Clone_price|'''client''']]</U> and <U>[[Vendor_prices_list#Clone_price|'''vendor''']]</U> prices; API improvements.<br />
<br />
<br />
='''Protemos add-on to Gmail'''=<br />
<br />
Do your clients send you the projects and quote requests via email?<br />
<br />
If yes, then you may use Protemos add-on to Gmail to convert emails from your clients into projects and quotes, without copy-pasting the information manually. For more information, please check this <U>[[Protemos_add-on_to_Gmail|'''page''']]</U>.<br />
<br />
This add-on was developed by <U>[https://technolex.com '''Technolex Translation Studio''']</U> and shared with other Protemos users that may find it useful.<br />
<br />
<br />
='''Protemos release 1.48-1.50'''=<br />
<br />
==='''CRM'''===<br />
Now you can define your own <U>[https://cloud.protemos.com/client-status/index '''client statuses''']</U> and use them as a sales funnel. You will see the CRM tab on client pages, and you can use it to change client status, create client-related to-dos, and record the history of important communication with your leads and clients. For more details, please check <U>[[Client_view_page_–_CRM_tab|'''here''']]</U>.<br />
<br />
==='''Checklists'''===<br />
You can create checklists that your vendors will have to fill before delivering the jobs to you. More info <U>[[Job_checklists|'''here''']]</U>.<br />
<br />
==='''Vendor assignment by filter'''===<br />
If you press “Assign” on the vacant job page, you’ll see the page with a filter to select the vendor meeting your criteria. More info <U>[[Job_view#Assign_vendor|'''here''']]</U>.<br />
<br />
==='''File categories'''===<br />
You can mark the files according to their purpose, e. g. “TM”, “Reference”, “Translatable”, etc. More info <U>[[Project_details,_Files_tab#File_categories|'''here''']]</U>.<br />
<br />
==='''External invoice file'''===<br />
Your vendors may now upload their own invoice file in addition to one generated by Protemos, as they may have their own systems to generate invoices. Also, you may upload additional files to the client invoices page. More info <U>[[Vendor_invoice_view#Additional_files|'''here''']]</U>.<br />
<br />
==='''Other improvements'''===<br />
E. g. <U>[https://api.protemos.com/docs/index.html '''API''']</U> has been extended upon users requests, payables now can be added to vacant jobs, dashboards for clients and vendors, project pages download speed improved, and a number of other minor enhancements and fixes.<br />
<br />
<br />
='''Protemos release 1.46-1.47'''=<br />
<br />
==='''Dashboards'''===<br />
We’ve made four pages accumulating data on projects, jobs, and finances.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/projects '''Project dashboard''']</U>: here you can see how many projects and jobs you have of each status. Clicking the number opens a list of the corresponding projects/jobs.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/finances '''Finance dashboard''']</U>: this is the place where you can check financial issues, e.g., projects without entered receivables, jobs without payables, missing POs, overdue invoices, etc.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/gantt-projects '''Project Gantt chart''']</U>: here you can see the visualized project timeline.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/gantt-jobs '''Job Gantt chart''']</U>: this is the visualized job timeline. Now you also have it on the Jobs tab within any Project.<br />
<br />
To see more info on dashboards, please check <U>[[Dashboard|'''here''']]</U>.<br />
<br />
==='''To-dos'''=== <br />
Using this completely new feature you can generate to-do lists for yourself and the other managers in your team. More info <U>[[To-dos|'''here''']]</U>.<br />
<br />
==='''Customizable email templates for quotes and invoices'''===<br />
Now you can change the template text for your emails when sending quotes and invoices to clients. Click <U>[[Email_templates|'''here''']]</U> to see how it is done.<br />
<br />
==='''Unit and service translation'''=== <br />
If you issue invoices and quotes in different languages, you can now define translations of Units and Services for each language. More info <U>[[Services#Translate_to|'''here''']]</U>.<br />
<br />
==='''Report upgrades'''===<br />
New reports on <U>[https://cloud.protemos.com/report/client-average '''average project finances per client''']</U>, an expenses chart added to the <U>[https://cloud.protemos.com/report/client-finances '''client finances report''']</U>, more filters added.<br />
<br />
==='''Bulk payment creation for vendor invoices'''===<br />
Now you can mark multiple vendor invoices as paid in a single click. More info <U>[[Bulk_vendor_payment_creation|'''here''']]</U>.<br />
<br />
==='''Numerous minor improvements'''===<br />
Additional filter options, new API methods, more data for exporting to Excel, etc.<br />
<br />
<br />
='''BeLazy integrates with Protemos'''=<br />
<br />
==='''What is BeLazy and how can it help me?'''===<br />
<br />
If you are working as a subcontractor for other translation companies (especially MLVs), you probably get the projects through their systems and then manually recreate them in Protemos. That’s monkey work that takes a lot of PM time, which could have been used for better purposes. Thus, <U>[https://belazy.cat/ '''BeLazy''']</U> can copy the project from your client's system into your Protemos account to save your time and make your project management more efficient. Currently, <U>[https://belazy.cat/ '''BeLazy''']</U> can connect to the following vendor portals and TMS systems:<br />
<br />
*WeLocalize Junction<br />
<br />
*Moravia Symfonie<br />
<br />
*Lionbridge TMS<br />
<br />
*Lionbridge LCX<br />
<br />
*Translated<br />
<br />
*Transperfect GlobalLink<br />
<br />
*XTRF<br />
<br />
*Plunet<br />
<br />
*Transline Transact<br />
<br />
*Memsource<br />
...and more systems to come!<br />
<br />
So, if your clients are giving you jobs through any of these portals, you can connect <U>[https://belazy.cat/ '''BeLazy''']</U> to them and to Protemos and let robots work for you!<br />
<br />
==='''How to try it?'''===<br />
<br />
You need to <U>[https://belazy.cat/contact-us/ '''contact the BeLazy team''']</U>, and they will explain everything to you. Most importantly, they would like to get improvement suggestions from you to understand how they can make the integration work better for your company.<br />
<br />
The Protemos team may also join your meetings with BeLazy if needed. Just let us know about it.<br />
<br />
<br />
='''Protemos release 1.42-1.45'''=<br />
<br />
==='''Workflow feature improvement'''===<br />
<br />
Previously, if you combine several jobs into the <U>[[Project_details,_Workflow_tab|'''workflow''']]</U>, the system was notifying vendors only when the job was started, and the next vendor did not know that you’ve planned a job for them. Now, all vendors are getting the notification that the job will start in the future if they accept your offer so you no longer have to notify them manually about the future job.<br />
<br />
As result, the statuses of the job have changed:<br />
<br />
'''Offered to vendor''': the job gets this status after you press “Offer to vendor" (instead of "Start" in the previous version). The vendor can accept or reject the job. The accepted job is started automatically unless it is the non-first job of a workflow. If it is the non-first job of a workflow, then it starts after the previous job is completed.<br />
For more info, please see <U>[[Project_details,_Workflow_tab#Job_statuses_and_notifications_in_a_workflow|'''this page''']]</U>.<br />
<br />
==='''Multiple option quotes'''===<br />
<br />
Now you can combine several quotes into one multi-option quote to let your clients choose what they like. More info <U>[[Multi-quotes|'''here''']]</U>.<br />
<br />
==='''Global search'''===<br />
You can search the objects (projects, jobs, etc.) by their name directly from the main page. More info <U>[[Global_search|'''here''']]</U>.<br />
<br />
==='''Projects and jobs history'''===<br />
On the <U>[[Project_details,_Details_tab#Project_history|'''project''']]</U> and <U>[[Job_view#Job_history|'''job''']]</U> page, you can now click the "View history” link to see when and by whom the object status was changed.<br />
<br />
==='''Numerous minor improvements'''===<br />
<br />
*Projects now can be filtered by language pairs and sorted by the '''"Status"''' column.<br />
<br />
*Common notes for <U>[[Common_notes#Quote_common_notes|'''quotes''']]</U>, <U>[[Common_notes#Client_invoice_common_notes|'''invoices''']]</U>, and <U>[[Common_notes#Job_PO_common_notes|'''job PO''']]</U> PDF files generated by the system. So you can now add any additional standard text to your documents.<br />
<br />
*New <U>[[Quote_details_section#Expire_at|'''valid date''']]</U> property in the quotes.<br />
<br />
*Now language pairs can be created through API.<br />
<br />
*Automatic creation of payable on tender success.<br />
<br />
*“Minimum profit share" filter added to the Clients “Finances by project balances" report.<br />
<br />
... and a number of other enhancements and bug fixes.</div>Yurihttps://wiki.protemos.com/index.php?title=Release_history&diff=25043Release history2025-10-05T18:44:44Z<p>Yuri: /* Updated UI */</p>
<hr />
<div>='''Protemos release 2.0'''=<br />
<br />
=='''Updated UI'''==<br />
The view of multiple main pages has been changed, and Protemos now has an updated, more structured UI across the system.<br />
<br />
The information about current state of the object (project, job etc.) is moved in to the separate portlet for better visibility.<br />
<br />
Here is, for instance, a new project view page:<br />
<br />
[[File:New ui project view.png|border|1050px]]<br />
<br />
=='''Default CAT log conversion scheme for each client and vendor'''==<br />
<br />
Now, you can define a default CAT log conversion scheme for each '''<U>[[Client_default_settings#Default_CAT_log_conversion_scheme|client]]</U>''' and '''<U>[[Change_vendor_default_settings#Default_CAT_log_conversion_scheme|vendor]]</U>''', as well as '''<U>[[Account#Account_settings|set global defaults]]</U>''' at the account level:<br />
<br />
[[File:New feature def cat logs.PNG|border|1050px]]<br />
<br />
=='''Custom payment methods'''==<br />
<br />
You may create various '''<U>[[Create_payment_method#Create_custom_payment_method|custom payment methods]]</U>''':<br />
<br />
[[File:New feature custom payment methods.PNG|border|1050px]]<br />
<br />
=='''Access to relevant reports for roles lower than “Administrator”'''==<br />
Managers with roles lower than “Administrator” can now view relevant reports according to their role. More info '''<U>[[Access_rights#Reports|here]]</U>'''.<br />
<br />
=='''Read-only access to relevant settings for roles lower than “Administrator”'''==<br />
Managers with roles lower than “Administrator” can now see the relevant settings sections in read-only mode. It may help a manager to view all account-related data in a consolidated way. More info '''<U>[[Access_rights#Settings|here]]</U>'''<br />
<br />
=='''Numerous minor improvements'''==<br />
<br />
- Now, the ability to use project templates is available only for managers with the "Administrator" and "Project and finance manager ".<br />
<br />
- The roles without access to finances no longer allow a manager to view the "Prices" tab in the client and vendor profiles.<br />
<br />
- It is no longer possible to create and clone receivables in projects with the "Cancelled" and "Offer rejected" statuses.<br />
<br />
- It is no longer possible to upload CAT logs in projects with the "Cancelled" and "Offer rejected" statuses.<br />
<br />
- Minor update of quick links in client and vendor profiles.<br />
<br />
- On the "Payables" page, a manager in the client pool can only see if a payable is invoiced or not (instead of seeing a link to a certain invoice).<br />
<br />
- If a vendor invoice contains payables from jobs that were made for clients outside of a manager's pool, such an invoice will not be displayed on the list of invoices for a manager in the pool. <br />
<br />
- It is now possible to link and unlink receivables and payables from invoices with written-off amounts.<br />
<br />
- Various bug fixes.<br />
<br />
='''Protemos releases 1.61 - 1.63 (current version)'''=<br />
<br />
Here is the list of the new features that have been added with the latest version.<br />
<br />
A brief overview video of the vendor rating functionality [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=fBV3pqMl4eA]]<br />
<br />
=='''Vendor rating'''==<br />
<br />
Now, you can define your own '''[[Vendor_rating_categories|<U>rating categories</U>]]''' and rate vendors’ performance.<br />
<br />
Based on the '''[[Vendor_rating#Rate_jobs|<U>job ratings</U>]]''', the vendors will get average ratings for each category as well as an '''[[Vendor_view_page,_General_tab#Vendor_rating|<U>overall rating</U>]]''' which is displayed in their profiles:<br />
<br />
[[File:Vendor rating.2.png|border|900px]]<br />
<br />
You can also filter vendors by rating when assigning them to jobs:<br />
<br />
[[File:Filter vendors by rating.1.png|border|900px]]<br />
<br />
=='''Minor improvements and bug fixes'''==<br />
<br />
The update includes minor improvements, bug fixes, and new [https://api.protemos.com/docs/index.html <U>'''API methods</U>'''].<br />
<br />
Also, the '''[[Reports_%E2%80%93_Work_amount_by_receivables|<U>work amount reports</U>]]''' have been improved, job deadline dates are now displayed in the '''[[Project_details,_Workflow_tab|“<U>Workflow</U>”]]''' tab of the project, etc.<br />
<br />
='''Protemos releases 1.57 - 1.60'''=<br />
<br />
You may also watch a video showing the new features [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=czn6hzR2Q6k]]<br />
<br />
=='''Business expenses'''==<br />
<br />
The business expenses functionality allows you to <U>[[Business expenses list|'''add expenses''']]</U> (such as rent, salaries, etc.), <U>[[Business expenses category list|'''customize''']]</U> expense categories, and view an expenses list as well as <U>[[Business expenses report|'''reports''']]</U>:<br />
<br />
[[File:Business expenses.1.png|border|950px]]<br />
<br />
=='''New role — "Sales manager"'''==<br />
<br />
A new "Sales manager" role has also been added to the system. A manager with this role can create quotes and projects but cannot access jobs as well as job tenders. This role also does not allow to access vendor profiles and all vendor-related finances.<br />
<br />
[[File:New role - sales manager.png|border|1050px]]<br />
<br />
=='''Other improvements and bug fixes'''==<br />
<br />
Various improvements and bug fixes have also been added to the system. E.g. a new page with connectors provided by our partners <U>[https://cloud.protemos.com/connector/locale '''Locale''']</U>, additional API methods, a list with all the <U>[https://cloud.protemos.com/lang/list '''languages''']</U> currently available in the system, etc.<br />
<br />
='''Protemos release 1.56'''=<br />
<br />
=='''Client pools'''==<br />
Now you can limit the access of your managers by specific clients. E.g. you can create a pool with 1 client and assign it to a specific manager, and that manager will have access only to that 1 client, and won’t see anything related to other clients. So you can segment your clients between your managers and let each of them see only the clients they work with. For more information, please check [[Client_pools|<U>'''here'''</U>]].<br />
<br />
<span style="color:orange">'''Note:'''</span> The roles giving access only to the assigned objects were removed in favor of the client pools functionality. Managers with such roles are now assigned to the corresponding client pools instead. Such pools were created automatically with the new system release and named with the corresponding managers' names.<br />
<br />
[[File:New client pool (1.56).png|border|1070px]]<br />
<br />
=='''PDF templates customization'''==<br />
<br />
We have reworked and improved the ability to customize PDF templates. All the PDF template settings can now be found on a single page. Now you can also specify the page footer and header for each template and add images. More info [[PDF_templates|<U>'''here'''</U>]].<br />
<br />
[[File:Pdf templates.png|border|1070px]]<br />
<br />
=='''Email templates'''==<br />
<br />
We also simplified the setting up of email templates, which is now more intuitive. Instructions [[Email_templates|<U>'''here'''</U>]].<br />
<br />
[[File:Quote email templates.1.png|border|1070px]]<br />
<br />
=='''Non-financial reports'''==<br />
We have added a number of non-financial reports: <br />
<br />
==='''Project reports'''===<br />
Project reports show the number of projects, how many of them were delivered in time, and what the average delay is. Instructions <U>[[Project_report|'''here''']]</U>.<br />
<br />
[[File:Project counts.png|border|1000px]]<br />
<br />
==='''Job reports'''===<br />
Job reports show the number of jobs, how many of them were delivered in time, and what the average delay is. Instructions <U>[[Job_report|'''here''']]</U>.<br />
<br />
[[File:Overdue job percentage.png|border|1000px]]<br />
<br />
==='''Work amount reports'''===<br />
Work amount reports show the volume of work you did for your <U>[[Reports_–_Work_amount_by_receivables|'''clients''']]</U> and the volume of work your <U>[[Reports_–_Work_amount_by_payables|'''vendors''']]</U> did for you (in words, hours or any other units you use). You can see work amount by client, service or language pair, and the report can be customized by filters.<br />
<br />
[[File:Work amount by client.png|border|1000px]]<br />
<br />
==='''To-do reports'''===<br />
To-do reports show the number of to-dos, how many of them were performed in time, and what the average delay is. Instructions <U>[[To-do_report|'''here''']]</U>.<br />
<br />
[[File:Overdue by (to-dos).png|border|1000px]]<br />
<br />
==='''Improved filters and reports'''===<br />
E.g. now you can filter by project tag in <U>[[Reports_–_General_finances|'''finance report''']]</U>, filters added to <U>[[quote_report|'''quote report''']]</U>, filter by country to <U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|'''client reports''']]</U> added, <U>[[Jobs_list#Search_jobs_with_filters|'''vendor type filter''']]</U> on the jobs grid page.<br />
<br />
=='''New role — "To-do employee"'''==<br />
This is a special role for someone who should not have access to the database but may perform various tasks you may assign to them. E.g. it could be your office manager, system administrator, etc. More info <U>[[Access_rights#Access_rights_for_managers|'''here''']]</U>.<br />
<br />
[[File:Role based access control (to-do employee).png|border|1200px]]<br />
<br />
=='''Batch actions on the Jobs page'''==<br />
<br />
You can use batch actions on the '''Jobs''' page to offer multiple jobs to assigned vendors, start, cancel or change jobs' status to "Draft", and accept completed jobs. More info <U>[[Jobs_list#Batch_actions|'''here''']]</U>.<br />
<br />
[[File:Batch actions (news release).png|border|1070px]]<br />
<br />
=='''Minor improvements and bug fixes'''==<br />
E.g. included <U>[[PDF_templates#Job_PO_PDF_templates|'''САТ-log details in POs''']]</U>, <U>[[Import_vendors_from_Excel#Import_vendors.27_services|'''services importing''']]</U> for vendors, <U>[[Project_templates#Add_jobs|'''checklists''']]</U> in job templates, etc.<br />
<br />
Hope you like these features, as many of you requested them. We’ve already started working on new ones, and if you need something to be added, please let us know so that we could include it in our plan.<br />
<br />
='''Protemos releases 1.51 - 1.55'''=<br />
<br />
==='''Quickbooks integration'''===<br />
<br />
Users from the United States can now integrate Protemos and Quickbooks Online accounts to quickly push invoices from Protemos into Quickbooks. Instructions <U>[[QuickBooks_integration|'''here''']]</U>.<br />
<br />
==='''Negative taxes'''===<br />
<br />
They exist in some countries (e.g. Spain), so we've added them. Instructions <U>[[Taxes#Negative_taxes|'''here''']]</U>.<br />
<br />
==='''Improved CRM'''===<br />
<br />
Each client now has own responsible <U>[[Client_view_page_–_CRM_tab#Manager|'''manager''']]</U>, you can track the <U>[[Client_view_page_–_CRM_tab#Client_info|'''sources''']]</U> of clients, added ability to <U>[[Clients_list#Search_clients_with_filters|'''filter clients''']]</U> by manager, statuses, and active to-dos.<br />
<br />
==='''Jobs and payables in quotes'''===<br />
<br />
Now you can plan the project budget by adding jobs and payable to quote. Instructions <U>[[Create_quote#Jobs_and_payables_in_quotes|'''here''']]</U>.<br />
<br />
==='''Other improvements'''===<br />
<br />
Improved filters for projects payables and receivables; <U>[[Account#Account_settings|'''CAT-log details in PDF files''']]</U>; internal notes for quotes, projects, and invoices: ability to clone <U>[[Client_prices_list#Clone_price|'''client''']]</U> and <U>[[Vendor_prices_list#Clone_price|'''vendor''']]</U> prices; API improvements.<br />
<br />
<br />
='''Protemos add-on to Gmail'''=<br />
<br />
Do your clients send you the projects and quote requests via email?<br />
<br />
If yes, then you may use Protemos add-on to Gmail to convert emails from your clients into projects and quotes, without copy-pasting the information manually. For more information, please check this <U>[[Protemos_add-on_to_Gmail|'''page''']]</U>.<br />
<br />
This add-on was developed by <U>[https://technolex.com '''Technolex Translation Studio''']</U> and shared with other Protemos users that may find it useful.<br />
<br />
<br />
='''Protemos release 1.48-1.50'''=<br />
<br />
==='''CRM'''===<br />
Now you can define your own <U>[https://cloud.protemos.com/client-status/index '''client statuses''']</U> and use them as a sales funnel. You will see the CRM tab on client pages, and you can use it to change client status, create client-related to-dos, and record the history of important communication with your leads and clients. For more details, please check <U>[[Client_view_page_–_CRM_tab|'''here''']]</U>.<br />
<br />
==='''Checklists'''===<br />
You can create checklists that your vendors will have to fill before delivering the jobs to you. More info <U>[[Job_checklists|'''here''']]</U>.<br />
<br />
==='''Vendor assignment by filter'''===<br />
If you press “Assign” on the vacant job page, you’ll see the page with a filter to select the vendor meeting your criteria. More info <U>[[Job_view#Assign_vendor|'''here''']]</U>.<br />
<br />
==='''File categories'''===<br />
You can mark the files according to their purpose, e. g. “TM”, “Reference”, “Translatable”, etc. More info <U>[[Project_details,_Files_tab#File_categories|'''here''']]</U>.<br />
<br />
==='''External invoice file'''===<br />
Your vendors may now upload their own invoice file in addition to one generated by Protemos, as they may have their own systems to generate invoices. Also, you may upload additional files to the client invoices page. More info <U>[[Vendor_invoice_view#Additional_files|'''here''']]</U>.<br />
<br />
==='''Other improvements'''===<br />
E. g. <U>[https://api.protemos.com/docs/index.html '''API''']</U> has been extended upon users requests, payables now can be added to vacant jobs, dashboards for clients and vendors, project pages download speed improved, and a number of other minor enhancements and fixes.<br />
<br />
<br />
='''Protemos release 1.46-1.47'''=<br />
<br />
==='''Dashboards'''===<br />
We’ve made four pages accumulating data on projects, jobs, and finances.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/projects '''Project dashboard''']</U>: here you can see how many projects and jobs you have of each status. Clicking the number opens a list of the corresponding projects/jobs.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/finances '''Finance dashboard''']</U>: this is the place where you can check financial issues, e.g., projects without entered receivables, jobs without payables, missing POs, overdue invoices, etc.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/gantt-projects '''Project Gantt chart''']</U>: here you can see the visualized project timeline.<br />
<br />
*<U>[https://cloud.protemos.com/dashboard/gantt-jobs '''Job Gantt chart''']</U>: this is the visualized job timeline. Now you also have it on the Jobs tab within any Project.<br />
<br />
To see more info on dashboards, please check <U>[[Dashboard|'''here''']]</U>.<br />
<br />
==='''To-dos'''=== <br />
Using this completely new feature you can generate to-do lists for yourself and the other managers in your team. More info <U>[[To-dos|'''here''']]</U>.<br />
<br />
==='''Customizable email templates for quotes and invoices'''===<br />
Now you can change the template text for your emails when sending quotes and invoices to clients. Click <U>[[Email_templates|'''here''']]</U> to see how it is done.<br />
<br />
==='''Unit and service translation'''=== <br />
If you issue invoices and quotes in different languages, you can now define translations of Units and Services for each language. More info <U>[[Services#Translate_to|'''here''']]</U>.<br />
<br />
==='''Report upgrades'''===<br />
New reports on <U>[https://cloud.protemos.com/report/client-average '''average project finances per client''']</U>, an expenses chart added to the <U>[https://cloud.protemos.com/report/client-finances '''client finances report''']</U>, more filters added.<br />
<br />
==='''Bulk payment creation for vendor invoices'''===<br />
Now you can mark multiple vendor invoices as paid in a single click. More info <U>[[Bulk_vendor_payment_creation|'''here''']]</U>.<br />
<br />
==='''Numerous minor improvements'''===<br />
Additional filter options, new API methods, more data for exporting to Excel, etc.<br />
<br />
<br />
='''BeLazy integrates with Protemos'''=<br />
<br />
==='''What is BeLazy and how can it help me?'''===<br />
<br />
If you are working as a subcontractor for other translation companies (especially MLVs), you probably get the projects through their systems and then manually recreate them in Protemos. That’s monkey work that takes a lot of PM time, which could have been used for better purposes. Thus, <U>[https://belazy.cat/ '''BeLazy''']</U> can copy the project from your client's system into your Protemos account to save your time and make your project management more efficient. Currently, <U>[https://belazy.cat/ '''BeLazy''']</U> can connect to the following vendor portals and TMS systems:<br />
<br />
*WeLocalize Junction<br />
<br />
*Moravia Symfonie<br />
<br />
*Lionbridge TMS<br />
<br />
*Lionbridge LCX<br />
<br />
*Translated<br />
<br />
*Transperfect GlobalLink<br />
<br />
*XTRF<br />
<br />
*Plunet<br />
<br />
*Transline Transact<br />
<br />
*Memsource<br />
...and more systems to come!<br />
<br />
So, if your clients are giving you jobs through any of these portals, you can connect <U>[https://belazy.cat/ '''BeLazy''']</U> to them and to Protemos and let robots work for you!<br />
<br />
==='''How to try it?'''===<br />
<br />
You need to <U>[https://belazy.cat/contact-us/ '''contact the BeLazy team''']</U>, and they will explain everything to you. Most importantly, they would like to get improvement suggestions from you to understand how they can make the integration work better for your company.<br />
<br />
The Protemos team may also join your meetings with BeLazy if needed. Just let us know about it.<br />
<br />
<br />
='''Protemos release 1.42-1.45'''=<br />
<br />
==='''Workflow feature improvement'''===<br />
<br />
Previously, if you combine several jobs into the <U>[[Project_details,_Workflow_tab|'''workflow''']]</U>, the system was notifying vendors only when the job was started, and the next vendor did not know that you’ve planned a job for them. Now, all vendors are getting the notification that the job will start in the future if they accept your offer so you no longer have to notify them manually about the future job.<br />
<br />
As result, the statuses of the job have changed:<br />
<br />
'''Offered to vendor''': the job gets this status after you press “Offer to vendor" (instead of "Start" in the previous version). The vendor can accept or reject the job. The accepted job is started automatically unless it is the non-first job of a workflow. If it is the non-first job of a workflow, then it starts after the previous job is completed.<br />
For more info, please see <U>[[Project_details,_Workflow_tab#Job_statuses_and_notifications_in_a_workflow|'''this page''']]</U>.<br />
<br />
==='''Multiple option quotes'''===<br />
<br />
Now you can combine several quotes into one multi-option quote to let your clients choose what they like. More info <U>[[Multi-quotes|'''here''']]</U>.<br />
<br />
==='''Global search'''===<br />
You can search the objects (projects, jobs, etc.) by their name directly from the main page. More info <U>[[Global_search|'''here''']]</U>.<br />
<br />
==='''Projects and jobs history'''===<br />
On the <U>[[Project_details,_Details_tab#Project_history|'''project''']]</U> and <U>[[Job_view#Job_history|'''job''']]</U> page, you can now click the "View history” link to see when and by whom the object status was changed.<br />
<br />
==='''Numerous minor improvements'''===<br />
<br />
*Projects now can be filtered by language pairs and sorted by the '''"Status"''' column.<br />
<br />
*Common notes for <U>[[Common_notes#Quote_common_notes|'''quotes''']]</U>, <U>[[Common_notes#Client_invoice_common_notes|'''invoices''']]</U>, and <U>[[Common_notes#Job_PO_common_notes|'''job PO''']]</U> PDF files generated by the system. So you can now add any additional standard text to your documents.<br />
<br />
*New <U>[[Quote_details_section#Expire_at|'''valid date''']]</U> property in the quotes.<br />
<br />
*Now language pairs can be created through API.<br />
<br />
*Automatic creation of payable on tender success.<br />
<br />
*“Minimum profit share" filter added to the Clients “Finances by project balances" report.<br />
<br />
... and a number of other enhancements and bug fixes.</div>Yurihttps://wiki.protemos.com/index.php?title=Create_Account&diff=1874Create Account2017-07-26T11:47:30Z<p>Yuri: </p>
<hr />
<div><br />
[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page<br />
<br />
Protemos is an online system, so you do not need to download or install anything. <br />
<br />
1. Just go to [http://protemos.com Web-site] and click Sign up: Внешняя ссылка: [http://www.letopisi.ru/index.php Педагогический Wiki-словарь]<br />
<br />
[[File:Sign up.jpg|540px]] <br />
<br />
<br />
2. Select your account type:<br />
<br />
[[File:Account type.jpg|540px]]<br />
<br />
<br />
3. Fill all the fields and press Sign up:<br />
<br />
[[File:Not a robot.jpg|540px]]<br />
<br />
<br />
4. The system will ask you some questions to setup your account:<br />
<br />
[[File:Setup your account.jpg|540px]]<br />
<br />
Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''system settings''']]</U>. <br />
<br />
<br />
5. That’s it!<br />
<br />
[[File:That’s it.jpg|540px]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page</div>Yurihttps://wiki.protemos.com/index.php?title=Create_Account&diff=1873Create Account2017-07-26T11:46:12Z<p>Yuri: </p>
<hr />
<div><br />
<br />
[http://www.example.com link title]<br />
[http://www.letopisi.ru/index.php Педагогический Wiki-словарь]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page<br />
<br />
Protemos is an online system, so you do not need to download or install anything. <br />
<br />
1. Just go to [http://protemos.com Web-site] and click Sign up: Внешняя ссылка: [http://www.letopisi.ru/index.php Педагогический Wiki-словарь]<br />
<br />
[[File:Sign up.jpg|540px]] <br />
<br />
<br />
2. Select your account type:<br />
<br />
[[File:Account type.jpg|540px]]<br />
<br />
<br />
3. Fill all the fields and press Sign up:<br />
<br />
[[File:Not a robot.jpg|540px]]<br />
<br />
<br />
4. The system will ask you some questions to setup your account:<br />
<br />
[[File:Setup your account.jpg|540px]]<br />
<br />
Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''system settings''']]</U>. <br />
<br />
<br />
5. That’s it!<br />
<br />
[[File:That’s it.jpg|540px]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page</div>Yurihttps://wiki.protemos.com/index.php?title=Quick_start_guide_to_Protemos&diff=1872Quick start guide to Protemos2017-07-26T11:44:46Z<p>Yuri: </p>
<hr />
<div><br />
[http://www.example.com link title]<br />
<br />
<br />
<BIG> '''Quick start guide to protemos''' </BIG> <br />
<br />
<br />
{| style="width:900px" border="1" <br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | <U> [https://wiki.protemos.com/wiki/Create_Account '''1.Create Account'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create Account]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]]<br />
|2. " valign="top" align="center" width="300" | <U> [https://wiki.protemos.com/wiki/Create/import_clients'''2.Create/import clients'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create/import clients]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]]<br />
|3. " valign="top" align="center" width="300" | <U> [https://cloud.protemos.com/vendor/index'''3.Create/import vendors'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create/import vendors]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]]<br />
<br />
|- style="height:100px"<br />
|4. " valign="top" align="center" | <U> [https://cloud.protemos.com/project/index'''4.Create project'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create project]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]]<br />
|5. " valign="top" align="center" |<U> [https://cloud.protemos.com/job/index'''5.Assign jobs'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Assign jobs]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] <br />
|6. " valign="top" align="center" | <U> [https://cloud.protemos.com/project-receivable/index'''6.Issue invoices'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Issue invoices]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]]<br />
<br />
|- style="height:100px"<br />
|7. " valign="top" align="center" | <U> [https://cloud.protemos.com/client-payment/index'''7.Record payments'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Recording payments]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] <br />
|8. " valign="top" align="center" | <U> [https://cloud.protemos.com/report/general'''8.Generate reports'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Generate reports]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] <br />
|9. " valign="top" align="center" | <U> [https://cloud.protemos.com/quote/index'''9.Quotes'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Сreating quotes]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] <br />
<br />
|- style="height:100px"<br />
|10. " valign="top" align="center" | <U> [https://cloud.protemos.com/quote/index'''10.Filters and search'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Filters and search]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] <br />
|11. " valign="top" align="center" | <U> [https://cloud.protemos.com/project/index'''11.Export data'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Export data]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] <br />
|12. " valign="top" align="center" | <U> [https://cloud.protemos.com/account/index'''12.Alerts and notifications'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Alerts and notifications]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] <br />
<br />
|- style="height:100px"<br />
|13. " valign="top" align="center" | <U> [https://cloud.protemos.com/user/index'''13.Users and access'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Users and access]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]]<br />
|14. " valign="top" align="center" | <U> [https://cloud.protemos.com/account/index'''14.Customization'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Customizations]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] <br />
|15. " valign="top" align="center" | <U> [https://cloud.protemos.com/license/index'''15.Licenses'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Licenses]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] <br />
|-<br />
<br />
<br />
<br />
|}</div>Yurihttps://wiki.protemos.com/index.php?title=Create_Account&diff=1871Create Account2017-07-26T11:40:33Z<p>Yuri: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page<br />
<br />
Protemos is an online system, so you do not need to download or install anything. <br />
<br />
1. Just go to [http://protemos.com Web-site] and click Sign up: Внешняя ссылка: [http://www.letopisi.ru/index.php Педагогический Wiki-словарь]<br />
<br />
[[File:Sign up.jpg|540px]] <br />
<br />
<br />
2. Select your account type:<br />
<br />
[[File:Account type.jpg|540px]]<br />
<br />
<br />
3. Fill all the fields and press Sign up:<br />
<br />
[[File:Not a robot.jpg|540px]]<br />
<br />
<br />
4. The system will ask you some questions to setup your account:<br />
<br />
[[File:Setup your account.jpg|540px]]<br />
<br />
Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''system settings''']]</U>. <br />
<br />
<br />
5. That’s it!<br />
<br />
[[File:That’s it.jpg|540px]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page</div>Yurihttps://wiki.protemos.com/index.php?title=Create_Account&diff=1870Create Account2017-07-26T11:38:19Z<p>Yuri: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page<br />
<br />
Protemos is an online system, so you do not need to download or install anything. <br />
<br />
<br />
[[System|'''system settings''']]<br />
[http://www.example.com link title]<br />
<br />
<br />
1. Just go to [http://protemos.com Web-site] and click Sign up: Внешняя ссылка: [http://www.letopisi.ru/index.php Педагогический Wiki-словарь]<br />
<br />
[[File:Sign up.jpg|540px]] <br />
<br />
<br />
2. Select your account type:<br />
<br />
[[File:Account type.jpg|540px]]<br />
<br />
<br />
3. Fill all the fields and press Sign up:<br />
<br />
[[File:Not a robot.jpg|540px]]<br />
<br />
<br />
4. The system will ask you some questions to setup your account:<br />
<br />
[[File:Setup your account.jpg|540px]]<br />
<br />
Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''system settings''']]</U>. <br />
<br />
<br />
5. That’s it!<br />
<br />
[[File:That’s it.jpg|540px]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page</div>Yurihttps://wiki.protemos.com/index.php?title=Create_Account&diff=1869Create Account2017-07-26T11:37:51Z<p>Yuri: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page<br />
<br />
Protemos is an online system, so you do not need to download or install anything. <br />
<br />
<br />
[[System|'''system settings''']]<br />
[http://www.example.com link title target="_blank"]<br />
<br />
<br />
1. Just go to [http://protemos.com Web-site] and click Sign up: Внешняя ссылка: [http://www.letopisi.ru/index.php Педагогический Wiki-словарь]<br />
<br />
[[File:Sign up.jpg|540px]] <br />
<br />
<br />
2. Select your account type:<br />
<br />
[[File:Account type.jpg|540px]]<br />
<br />
<br />
3. Fill all the fields and press Sign up:<br />
<br />
[[File:Not a robot.jpg|540px]]<br />
<br />
<br />
4. The system will ask you some questions to setup your account:<br />
<br />
[[File:Setup your account.jpg|540px]]<br />
<br />
Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''system settings''']]</U>. <br />
<br />
<br />
5. That’s it!<br />
<br />
[[File:That’s it.jpg|540px]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page</div>Yurihttps://wiki.protemos.com/index.php?title=System_settings&diff=1653System settings2017-05-10T09:55:28Z<p>Yuri: </p>
<hr />
<div>[[Account]]<br />
<br />
[[Update account details]]<br />
<br />
[[Account default settings change]]<br />
<br />
[[Update deadline reminders settings]] <br />
<br />
[[Update SMTP server configuration]]<br />
----<br />
[[Languages]]<br />
<br />
[[Language pair creation]]<br />
<br />
[[Language pair update]]<br />
----<br />
[[Services]]<br />
<br />
[[Service creation]]<br />
<br />
[[Service update]]<br />
----<br />
[[Specializations]]<br />
<br />
[[Specialization creation]]<br />
<br />
[[Specialization update]]<br />
<br />
----<br />
<br />
[[Currencies]]<br />
<br />
----<br />
<br />
[[Users]]<br />
<br />
[[User creation]]<br />
<br />
[[User update]]<br />
<br />
[[User groups]]<br />
----<br />
[[Payment methods]]<br />
<br />
[[Payment method creation]]<br />
<br />
[[Payment method update]]<br />
<br />
[[Default payment method change]]<br />
<br />
[[SmartCAT integration]]<br />
<br />
[[Licensing]]<br />
---------------<br />
[[VAT]]<br />
<br />
[[Multiple accounts for the same email]]</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1650License2017-04-14T08:15:53Z<p>Yuri: /* What you mean by number of managers for the license? */</p>
<hr />
<div><br />
''License request page: [https://cloud.protemos.com/license/request https://cloud.protemos.com/license/request]<br />
<br />
''License info page: [https://cloud.protemos.com/license/index https://cloud.protemos.com/license/index]<br />
---------------------------------<br />
<br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
<br />
[[File:License expire.png]]<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
[[File:License request.png]]<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she have to wait until someone logs out. The names of the logged users are diplayed.<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at sales@protemos.com.</div>Yurihttps://wiki.protemos.com/index.php?title=Account&diff=1648Account2017-04-12T04:57:30Z<p>Yuri: /* Custom SMTP server */</p>
<hr />
<div>''Account page: [http://cloud.protemos.com/account/index/ http://cloud.protemos.com/account/index]''<br />
----<br />
<br />
<br />
The "'''General info'''" section contains common information about your company. <br />
<br />
On the "'''Account'''" page you can complete, delete or update general information, default settings, the logo of your company, and configure custom SMTP server.<br />
<br />
[[File:A General info.png|General info section]]<br />
<br />
You can edit general information (see the next section – <u>[[Update account details|Update account details page]]</u>) by clicking “'''Update'''” button at the right top of the screen.<br />
<br />
[[File:A Update button.png|The "Update" button]]<br />
<br />
<br />
==Company logo image ==<br />
<br />
<br />
Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:<br />
<br />
<br />
[[File:Company logo.png]]<br />
<br />
== Default settings ==<br />
<br />
<br />
Here you can define the following settings:<br />
<br />
'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation. <br />
<br />
'''Default currency''': the currency you are using for balances and reporting. for more info, please see [[Currencies]] page.<br />
<br />
'''Default payment method''': the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.<br />
<br />
'''Default payment terms''': standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for individual client.<br />
<br />
'''Default VAT for client invoices''': this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see [[VAT]] page.<br />
<br />
'''Default VAT for vendor invoices''': this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see [[VAT]] page.<br />
<br />
To change any of the above settings, click '''Update''':<br />
<br />
<br />
[[File:Default settings for account.png]]<br />
<br />
It will open [[Account default settings change]] page.<br />
<br />
== Deadline email reminders ==<br />
<br />
<br />
The system notifies you by email about overdue projects, jobs, and invoices. You can switch thes notifications off/on by clicking '''Update''':<br />
<br />
<br />
[[File:Deadline reminders.png]]<br />
<br />
It will open [[Update deadline reminders settings]] page where you can select which reminders you want to receive.<br />
<br />
== Custom SMTP server ==<br />
<br />
<br />
By default, the system sends all email messages from Protemos own email server. But you can change this and make the system use your own server. To do it, click Update: <br />
<br />
[[File:Smtp.png]]<br />
<br />
It will open [[Update SMTP server configuration]] page where you can define the settings of your own SMTP server.</div>Yurihttps://wiki.protemos.com/index.php?title=Account&diff=1646Account2017-04-12T04:55:58Z<p>Yuri: /* Deadline email reminders */</p>
<hr />
<div>''Account page: [http://cloud.protemos.com/account/index/ http://cloud.protemos.com/account/index]''<br />
----<br />
<br />
<br />
The "'''General info'''" section contains common information about your company. <br />
<br />
On the "'''Account'''" page you can complete, delete or update general information, default settings, the logo of your company, and configure custom SMTP server.<br />
<br />
[[File:A General info.png|General info section]]<br />
<br />
You can edit general information (see the next section – <u>[[Update account details|Update account details page]]</u>) by clicking “'''Update'''” button at the right top of the screen.<br />
<br />
[[File:A Update button.png|The "Update" button]]<br />
<br />
<br />
==Company logo image ==<br />
<br />
<br />
Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:<br />
<br />
<br />
[[File:Company logo.png]]<br />
<br />
== Default settings ==<br />
<br />
<br />
Here you can define the following settings:<br />
<br />
'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation. <br />
<br />
'''Default currency''': the currency you are using for balances and reporting. for more info, please see [[Currencies]] page.<br />
<br />
'''Default payment method''': the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.<br />
<br />
'''Default payment terms''': standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for individual client.<br />
<br />
'''Default VAT for client invoices''': this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see [[VAT]] page.<br />
<br />
'''Default VAT for vendor invoices''': this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see [[VAT]] page.<br />
<br />
To change any of the above settings, click '''Update''':<br />
<br />
<br />
[[File:Default settings for account.png]]<br />
<br />
It will open [[Account default settings change]] page.<br />
<br />
== Deadline email reminders ==<br />
<br />
<br />
The system notifies you by email about overdue projects, jobs, and invoices. You can switch thes notifications off/on by clicking '''Update''':<br />
<br />
<br />
[[File:Deadline reminders.png]]<br />
<br />
It will open [[Update deadline reminders settings]] page where you can select which reminders you want to receive.<br />
<br />
== Custom SMTP server ==<br />
<br />
<br />
By default, the system sends all email messages from Protemos own email server. But you can change this and make the system use your own server. To do it, click Update: <br />
<br />
<br />
<br />
It will open [[Update SMTP server configuration]] page where you can define the settings of your own SMTP server.</div>Yurihttps://wiki.protemos.com/index.php?title=Account&diff=1644Account2017-04-12T04:53:42Z<p>Yuri: /* Default settings */</p>
<hr />
<div>''Account page: [http://cloud.protemos.com/account/index/ http://cloud.protemos.com/account/index]''<br />
----<br />
<br />
<br />
The "'''General info'''" section contains common information about your company. <br />
<br />
On the "'''Account'''" page you can complete, delete or update general information, default settings, the logo of your company, and configure custom SMTP server.<br />
<br />
[[File:A General info.png|General info section]]<br />
<br />
You can edit general information (see the next section – <u>[[Update account details|Update account details page]]</u>) by clicking “'''Update'''” button at the right top of the screen.<br />
<br />
[[File:A Update button.png|The "Update" button]]<br />
<br />
<br />
==Company logo image ==<br />
<br />
<br />
Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:<br />
<br />
<br />
[[File:Company logo.png]]<br />
<br />
== Default settings ==<br />
<br />
<br />
Here you can define the following settings:<br />
<br />
'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation. <br />
<br />
'''Default currency''': the currency you are using for balances and reporting. for more info, please see [[Currencies]] page.<br />
<br />
'''Default payment method''': the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.<br />
<br />
'''Default payment terms''': standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for individual client.<br />
<br />
'''Default VAT for client invoices''': this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see [[VAT]] page.<br />
<br />
'''Default VAT for vendor invoices''': this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see [[VAT]] page.<br />
<br />
To change any of the above settings, click '''Update''':<br />
<br />
<br />
[[File:Default settings for account.png]]<br />
<br />
It will open [[Account default settings change]] page.<br />
<br />
== Deadline email reminders ==<br />
<br />
<br />
The system notifies you by email about overdue projects, jobs, and invoices. You can switch thes notifications off/on by clicking '''Update''':<br />
<br />
<br />
It will open [[Update deadline reminders settings]] page where you can select which reminders you want to receive.<br />
<br />
<br />
== Custom SMTP server ==<br />
<br />
<br />
By default, the system sends all email messages from Protemos own email server. But you can change this and make the system use your own server. To do it, click Update: <br />
<br />
<br />
<br />
It will open [[Update SMTP server configuration]] page where you can define the settings of your own SMTP server.</div>Yurihttps://wiki.protemos.com/index.php?title=Account&diff=1642Account2017-04-12T04:52:22Z<p>Yuri: /* Company logo image */</p>
<hr />
<div>''Account page: [http://cloud.protemos.com/account/index/ http://cloud.protemos.com/account/index]''<br />
----<br />
<br />
<br />
The "'''General info'''" section contains common information about your company. <br />
<br />
On the "'''Account'''" page you can complete, delete or update general information, default settings, the logo of your company, and configure custom SMTP server.<br />
<br />
[[File:A General info.png|General info section]]<br />
<br />
You can edit general information (see the next section – <u>[[Update account details|Update account details page]]</u>) by clicking “'''Update'''” button at the right top of the screen.<br />
<br />
[[File:A Update button.png|The "Update" button]]<br />
<br />
<br />
==Company logo image ==<br />
<br />
<br />
Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:<br />
<br />
<br />
[[File:Company logo.png]]<br />
<br />
== Default settings ==<br />
<br />
<br />
Here you can define the following settings:<br />
<br />
'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation. <br />
<br />
'''Default currency''': the currency you are using for balances and reporting. for more info, please see [[Currencies]] page.<br />
<br />
'''Default payment method''': the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.<br />
<br />
'''Default payment terms''': standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for individual client.<br />
<br />
'''Default VAT for client invoices''': this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see [[VAT]] page.<br />
<br />
'''Default VAT for vendor invoices''': this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see [[VAT]] page.<br />
<br />
To change any of the above settings, click '''Update''':<br />
<br />
<br />
It will open [[Account default settings change]] page.<br />
<br />
== Deadline email reminders ==<br />
<br />
<br />
The system notifies you by email about overdue projects, jobs, and invoices. You can switch thes notifications off/on by clicking '''Update''':<br />
<br />
<br />
It will open [[Update deadline reminders settings]] page where you can select which reminders you want to receive.<br />
<br />
<br />
== Custom SMTP server ==<br />
<br />
<br />
By default, the system sends all email messages from Protemos own email server. But you can change this and make the system use your own server. To do it, click Update: <br />
<br />
<br />
<br />
It will open [[Update SMTP server configuration]] page where you can define the settings of your own SMTP server.</div>Yurihttps://wiki.protemos.com/index.php?title=Account&diff=1640Account2017-04-12T04:50:48Z<p>Yuri: </p>
<hr />
<div>''Account page: [http://cloud.protemos.com/account/index/ http://cloud.protemos.com/account/index]''<br />
----<br />
<br />
<br />
The "'''General info'''" section contains common information about your company. <br />
<br />
On the "'''Account'''" page you can complete, delete or update general information, default settings, the logo of your company, and configure custom SMTP server.<br />
<br />
[[File:A General info.png|General info section]]<br />
<br />
You can edit general information (see the next section – <u>[[Update account details|Update account details page]]</u>) by clicking “'''Update'''” button at the right top of the screen.<br />
<br />
[[File:A Update button.png|The "Update" button]]<br />
<br />
<br />
==Company logo image ==<br />
<br />
<br />
Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:<br />
<br />
<br />
<br />
== Default settings ==<br />
<br />
<br />
Here you can define the following settings:<br />
<br />
'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation. <br />
<br />
'''Default currency''': the currency you are using for balances and reporting. for more info, please see [[Currencies]] page.<br />
<br />
'''Default payment method''': the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.<br />
<br />
'''Default payment terms''': standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for individual client.<br />
<br />
'''Default VAT for client invoices''': this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see [[VAT]] page.<br />
<br />
'''Default VAT for vendor invoices''': this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see [[VAT]] page.<br />
<br />
To change any of the above settings, click '''Update''':<br />
<br />
<br />
It will open [[Account default settings change]] page.<br />
<br />
== Deadline email reminders ==<br />
<br />
<br />
The system notifies you by email about overdue projects, jobs, and invoices. You can switch thes notifications off/on by clicking '''Update''':<br />
<br />
<br />
It will open [[Update deadline reminders settings]] page where you can select which reminders you want to receive.<br />
<br />
<br />
== Custom SMTP server ==<br />
<br />
<br />
By default, the system sends all email messages from Protemos own email server. But you can change this and make the system use your own server. To do it, click Update: <br />
<br />
<br />
<br />
It will open [[Update SMTP server configuration]] page where you can define the settings of your own SMTP server.</div>Yurihttps://wiki.protemos.com/index.php?title=System_settings&diff=1639System settings2017-04-12T04:48:28Z<p>Yuri: </p>
<hr />
<div>[[Account]]<br />
<br />
[[Update account details]]<br />
<br />
[[Account default settings change]]<br />
<br />
[[Update deadline reminders settings]] <br />
<br />
[[Update SMTP server configuration]]<br />
----<br />
[[Languages]]<br />
<br />
[[Language pair creation]]<br />
<br />
[[Language pair update]]<br />
----<br />
[[Services]]<br />
<br />
[[Service creation]]<br />
<br />
[[Service update]]<br />
----<br />
[[Specializations]]<br />
<br />
[[Specialization creation]]<br />
<br />
[[Specialization update]]<br />
<br />
----<br />
<br />
[[Currencies]]<br />
<br />
----<br />
<br />
[[Users]]<br />
<br />
[[User creation]]<br />
<br />
[[User update]]<br />
<br />
[[User groups]]<br />
----<br />
[[Payment methods]]<br />
<br />
[[Payment method creation]]<br />
<br />
[[Payment method update]]<br />
<br />
[[Default payment method change]]<br />
<br />
[[SmartCAT integration]]<br />
<br />
[[Licensing]]<br />
---------------<br />
[[VAT]]</div>Yurihttps://wiki.protemos.com/index.php?title=System_settings&diff=1638System settings2017-04-12T04:30:54Z<p>Yuri: </p>
<hr />
<div>[[Account]]<br />
<br />
[[Update account details]]<br />
<br />
[[Account default settings change]]<br />
<br />
[[Update SMTP server configuration]]<br />
----<br />
[[Languages]]<br />
<br />
[[Language pair creation]]<br />
<br />
[[Language pair update]]<br />
----<br />
[[Services]]<br />
<br />
[[Service creation]]<br />
<br />
[[Service update]]<br />
----<br />
[[Specializations]]<br />
<br />
[[Specialization creation]]<br />
<br />
[[Specialization update]]<br />
<br />
----<br />
<br />
[[Currencies]]<br />
<br />
----<br />
<br />
[[Users]]<br />
<br />
[[User creation]]<br />
<br />
[[User update]]<br />
<br />
[[User groups]]<br />
----<br />
[[Payment methods]]<br />
<br />
[[Payment method creation]]<br />
<br />
[[Payment method update]]<br />
<br />
[[Default payment method change]]<br />
<br />
[[SmartCAT integration]]<br />
<br />
[[Licensing]]<br />
---------------<br />
[[VAT]]</div>Yurihttps://wiki.protemos.com/index.php?title=Client_invoice_view&diff=1637Client invoice view2017-04-12T04:19:35Z<p>Yuri: /* Action buttons */</p>
<hr />
<div>''Client invoice view page: [http://cloud.protemos.com/client-invoice/view?id=0000/ http://cloud.protemos.com/client-invoice/view?id=0000]''<br />
----<br />
<br />
<br />
On this page, you can:<br />
<br />
- Download PDF file of the invoice<br />
<br />
- Send the invoice to the client<br />
<br />
- Update the invoice<br />
<br />
- View the list of receivables included in the invoice<br />
<br />
- Create payments covering the invoice<br />
<br />
[[File:CIV Action buttons.png]]<br />
<br />
=='''Action buttons'''==<br />
<br />
'''Send''' — opens <u>[[Client invoice sending|Client invoice sending page]]</u> which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.<br />
<br />
'''Resend''' — this button appears after the invoice has been sent. Pressing it sends the invoice one more time.<br />
<br />
'''Mark as sent''' — If you not sending the invoice through the system but bay any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.<br />
<br />
'''Download as PDF''' — pressing this button downloads the invoice in PDF format.<br />
<br />
'''Discount and Extra Charge''' — you may add discounts and extra charges to the invoice by pressing this button.<br />
<br />
'''VAT''' — you may add VAT to your invoice by pressing this button. For more info, please see [[VAT]] page<br />
<br />
'''Write off''' — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off. E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.<br />
<br />
'''Mark as unsent''' — this button appears if the invoice has been sent. Pressing it deletes the date of sending.<br />
<br />
'''Update''' — opens <u>[[Client invoice update|Client invoice update page]]</u> on which you can edit the invoice.<br />
<br />
'''Delete''' — deletes the invoice. This button disappears after you link the invoice with the payment. <br />
<br />
So you need to unlink the payments first. It can be done on the page of the corresponding payment.<br />
<br />
=='''Linked payment creation'''==<br />
<br />
If you have received the payment for the invoice, you can record it by pressing the “Create linked payment” button under receivables table:<br />
<br />
[[File:CIL Receivables.png]]<br />
<br />
You can enter the payment into the fields that appear:<br />
<br />
[[File:CIV New liked payment.png]]<br />
<br />
Alternatively, the payments can be created on the <u>[[Client payments list|Client payments list page]]</u>. <br />
<br />
The difference is that on invoice page you can enter the payment covering only the invoice itself, while on the client payments list page, you can enter the payment covering multiple invoices.</div>Yurihttps://wiki.protemos.com/index.php?title=Client_invoice_view&diff=1636Client invoice view2017-04-12T04:19:24Z<p>Yuri: /* Action buttons */</p>
<hr />
<div>''Client invoice view page: [http://cloud.protemos.com/client-invoice/view?id=0000/ http://cloud.protemos.com/client-invoice/view?id=0000]''<br />
----<br />
<br />
<br />
On this page, you can:<br />
<br />
- Download PDF file of the invoice<br />
<br />
- Send the invoice to the client<br />
<br />
- Update the invoice<br />
<br />
- View the list of receivables included in the invoice<br />
<br />
- Create payments covering the invoice<br />
<br />
[[File:CIV Action buttons.png]]<br />
<br />
=='''Action buttons'''==<br />
<br />
'''Send''' — opens <u>[[Client invoice sending|Client invoice sending page]]</u> which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.<br />
<br />
'''Resend''' — this button appears after the invoice has been sent. Pressing it sends the invoice one more time.<br />
<br />
'''Mark as sent''' — If you not sending the invoice through the system but bay any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.<br />
<br />
'''Download as PDF''' — pressing this button downloads the invoice in PDF format.<br />
<br />
'''Discount and Extra Charge''' — you may add discounts and extra charges to the invoice by pressing this button.<br />
<br />
'''VAT''' — you may add VAT to your invoice by pressing this button. For more info, please see [[VAT]] page<br />
<br />
<br />
'''Write off''' — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off. E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.<br />
<br />
'''Mark as unsent''' — this button appears if the invoice has been sent. Pressing it deletes the date of sending.<br />
<br />
'''Update''' — opens <u>[[Client invoice update|Client invoice update page]]</u> on which you can edit the invoice.<br />
<br />
'''Delete''' — deletes the invoice. This button disappears after you link the invoice with the payment. <br />
<br />
So you need to unlink the payments first. It can be done on the page of the corresponding payment.<br />
<br />
=='''Linked payment creation'''==<br />
<br />
If you have received the payment for the invoice, you can record it by pressing the “Create linked payment” button under receivables table:<br />
<br />
[[File:CIL Receivables.png]]<br />
<br />
You can enter the payment into the fields that appear:<br />
<br />
[[File:CIV New liked payment.png]]<br />
<br />
Alternatively, the payments can be created on the <u>[[Client payments list|Client payments list page]]</u>. <br />
<br />
The difference is that on invoice page you can enter the payment covering only the invoice itself, while on the client payments list page, you can enter the payment covering multiple invoices.</div>Yurihttps://wiki.protemos.com/index.php?title=System_settings&diff=1604System settings2017-04-11T04:34:42Z<p>Yuri: </p>
<hr />
<div>[[Account]]<br />
<br />
[[Update account details]]<br />
<br />
[[Account default settings change]]<br />
<br />
[[Update SMTP server configuration]]<br />
----<br />
[[Languages]]<br />
<br />
[[Language pair creation]]<br />
<br />
[[Language pair update]]<br />
----<br />
[[Services]]<br />
<br />
[[Service creation]]<br />
<br />
[[Service update]]<br />
----<br />
[[Specializations]]<br />
<br />
[[Specialization creation]]<br />
<br />
[[Specialization update]]<br />
----<br />
[[Users]]<br />
<br />
[[User creation]]<br />
<br />
[[User update]]<br />
<br />
[[User groups]]<br />
----<br />
[[Payment methods]]<br />
<br />
[[Payment method creation]]<br />
<br />
[[Payment method update]]<br />
<br />
[[Default payment method change]]<br />
<br />
[[SmartCAT integration]]<br />
<br />
[[Licensing]]<br />
---------------<br />
[[VAT]]</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1603License2017-04-11T04:09:30Z<p>Yuri: </p>
<hr />
<div><br />
''License request page: [https://cloud.protemos.com/license/request https://cloud.protemos.com/license/request]<br />
<br />
''License info page: [https://cloud.protemos.com/license/index https://cloud.protemos.com/license/index]<br />
---------------------------------<br />
<br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
<br />
[[File:License expire.png]]<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
[[File:License request.png]]<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she will have to wait until someone logs out,<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at sales@protemos.com.</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1602License2017-04-11T04:08:32Z<p>Yuri: </p>
<hr />
<div><br />
''License request page: [https://cloud.protemos.com/license/request https://cloud.protemos.com/license/request]<br />
<br />
<br />
---------------------------------<br />
<br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
<br />
[[File:License expire.png]]<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
[[File:License request.png]]<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she will have to wait until someone logs out,<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at sales@protemos.com.</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1601License2017-04-11T04:06:48Z<p>Yuri: </p>
<hr />
<div><br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
<br />
[[File:License expire.png]]<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
[[File:License request.png]]<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she will have to wait until someone logs out,<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at sales@protemos.com.</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1599License2017-04-11T04:05:10Z<p>Yuri: /* Requesting license */</p>
<hr />
<div><br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
[[File:License request.png]]<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she will have to wait until someone logs out,<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at sales@protemos.com.</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1597License2017-04-11T04:03:19Z<p>Yuri: /* Can I upgrade existing license, e.g. add more managers? */</p>
<hr />
<div><br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she will have to wait until someone logs out,<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at sales@protemos.com.</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1596License2017-04-11T04:03:03Z<p>Yuri: /* Can I upgrade existing license, e.g. add more managers? */</p>
<hr />
<div><br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she will have to wait until someone logs out,<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at [sales@protemos.com:sales@protemos.com].</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1595License2017-04-11T04:02:43Z<p>Yuri: /* Can I upgrade existing license, e.g. add more managers? */</p>
<hr />
<div><br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she will have to wait until someone logs out,<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at sales@protemos.com[sales@protemos.com].</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1594License2017-04-11T04:02:28Z<p>Yuri: /* Can I upgrade existing license, e.g. add more managers? */</p>
<hr />
<div><br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she will have to wait until someone logs out,<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at [sales@protemos.com].</div>Yurihttps://wiki.protemos.com/index.php?title=License&diff=1593License2017-04-11T04:02:04Z<p>Yuri: Created page with " When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. When the trial period end is getting c..."</p>
<hr />
<div><br />
When you are registering your account, you get free 3-months trial license. It works just like a normal license, with no limitations. <br />
<br />
When the trial period end is getting close, the system reminds you:<br />
<br />
You can always check the status of your license on this page: https://cloud.protemos.com/license/index<br />
<br />
<br />
== Requesting license ==<br />
<br />
<br />
The license update can be requested only by the owner of your company Protemos Enterprise account, normally it's the one who registered your company in Protemos. So if you are not the account owner, please just ask the owner to log it and request the license via this page: https://cloud.protemos.com/license/request.<br />
<br />
If you are the owner of the account, just go to this page: https://cloud.protemos.com/license/request:<br />
<br />
Enter the number of managers you need to work simultaneously in your system, select the license period, and click '''Request'''.<br />
<br />
We will get your request by email and will send you the payment request and the invoice. Then we will activate your license.<br />
<br />
== How the price is calculated? ==<br />
<br />
<br />
The price depends on the number of managers and the period of license validity. The more you buy, the less each license cost. You can see the discounts on license request page.<br />
<br />
<br />
== What you mean by number of managers for the license? ==<br />
<br />
<br />
It is the number of users with Project Manager rights that can work in the system simultaneously. You can create as many managers as you wish, but only the licensed number of them will be able to log in.<br />
E.g. your team has 10 managers, but you know than no more than 6 of them will be working in the system at the same time. So you may buy just 6 licenses. But when 7th manager will try to log in, the system will tell that all licenses are already being used and he/she will have to wait until someone logs out,<br />
<br />
== How the license works? ==<br />
<br />
<br />
If you have the license, you can edit and create new records. If your license has expired, you still can log in, but you will have read-only access.<br />
<br />
<br />
== Can I upgrade existing license, e.g. add more managers? ==<br />
<br />
<br />
Sure, you can just fill in the request form https://cloud.protemos.com/license/request or contacting us directly at sales@protemos.com.</div>Yurihttps://wiki.protemos.com/index.php?title=System_settings&diff=1592System settings2017-04-11T04:00:15Z<p>Yuri: </p>
<hr />
<div>[[Account]]<br />
<br />
[[Update account details]]<br />
<br />
[[Account default settings change]]<br />
<br />
[[Update SMTP server configuration]]<br />
----<br />
[[Languages]]<br />
<br />
[[Language pair creation]]<br />
<br />
[[Language pair update]]<br />
----<br />
[[Services]]<br />
<br />
[[Service creation]]<br />
<br />
[[Service update]]<br />
----<br />
[[Specializations]]<br />
<br />
[[Specialization creation]]<br />
<br />
[[Specialization update]]<br />
----<br />
[[Users]]<br />
<br />
[[User creation]]<br />
<br />
[[User update]]<br />
<br />
[[User groups]]<br />
----<br />
[[Payment methods]]<br />
<br />
[[Payment method creation]]<br />
<br />
[[Payment method update]]<br />
<br />
[[Default payment method change]]<br />
<br />
[[SmartCAT integration]]<br />
<br />
[[Licensing]]</div>Yurihttps://wiki.protemos.com/index.php?title=Client_invoice_Discount_%26_Extra_charge&diff=1586Client invoice Discount & Extra charge2017-03-10T14:22:42Z<p>Yuri: </p>
<hr />
<div>''Client invoice Discount & Extra charge update: [https://cloud.protemos.com/client-invoice/discount?id=XXXX/ https://cloud.protemos.com/client-invoice/discount?id=XXXX] (replace XXXX with the valid project number)''<br />
----<br />
<br />
<br />
On this page, you can enter the discounts and extra charges for the incoice:<br />
<br />
[[File:Discount update.png]]<br />
<br />
Just enter the discounts and extra charges and press '''Save'''. You' get back to the [[client invoice update page]]</div>Yurihttps://wiki.protemos.com/index.php?title=Update_client_invoice&diff=1585Update client invoice2017-03-10T14:21:02Z<p>Yuri: /* Discounts & extra charges */</p>
<hr />
<div>''Client Invoice update page: [http://cloud.protemos.com/client-invoice/update?id=ХХХХ/ http://cloud.protemos.com/client-invoice/update?id=ХХХХ] (replace XXXX with the valid project number)''<br />
----<br />
<br />
<br />
On this page, you can update the details of the invoice. <br />
<br />
The availability of fields for editing depends on the status of the invoice.<br />
<br />
If you the invoice has not yet been marked as sent, you can edit “'''Payment method'''”, “'''Due date'''” and “'''Note to client'''” fields.<br />
<br />
For sent invoices, you can edit only “'''Note to client'''”.<br />
<br />
[[File:CIU invoice update.png|800px]]<br />
<br />
<br />
<br />
== Discounts & extra charges ==<br />
<br />
You can add discounts or extra charges to the unsent invoice by pressing “'''Discounts & extra charges'''”:<br />
<br />
[[File:Invoice discount.png]]<br />
<br />
It will open [[Client invoice Discount & Extra charge update]] page.</div>Yurihttps://wiki.protemos.com/index.php?title=Update_client_invoice&diff=1584Update client invoice2017-03-10T14:20:23Z<p>Yuri: /* Discounts & extra charges */</p>
<hr />
<div>''Client Invoice update page: [http://cloud.protemos.com/client-invoice/update?id=ХХХХ/ http://cloud.protemos.com/client-invoice/update?id=ХХХХ] (replace XXXX with the valid project number)''<br />
----<br />
<br />
<br />
On this page, you can update the details of the invoice. <br />
<br />
The availability of fields for editing depends on the status of the invoice.<br />
<br />
If you the invoice has not yet been marked as sent, you can edit “'''Payment method'''”, “'''Due date'''” and “'''Note to client'''” fields.<br />
<br />
For sent invoices, you can edit only “'''Note to client'''”.<br />
<br />
[[File:CIU invoice update.png|800px]]<br />
<br />
<br />
<br />
== Discounts & extra charges ==<br />
<br />
You can add discounts or extra charges to the unsent invoice by pressing “'''Discounts & extra charges'''”:<br />
<br />
[[File:Invoice discount.png]]<br />
<br />
It will open [[Discount & Extra charge update]] page.</div>Yurihttps://wiki.protemos.com/index.php?title=Client_invoice_Discount_%26_Extra_charge&diff=1583Client invoice Discount & Extra charge2017-03-10T14:19:57Z<p>Yuri: </p>
<hr />
<div>On this page, you can enter the discounts and extra charges for the incoice:<br />
<br />
[[File:Discount update.png]]<br />
<br />
Just enter the discounts and extra charges and press '''Save'''. You' get back to the [[client invoice update page]]</div>Yurihttps://wiki.protemos.com/index.php?title=Client_invoice_Discount_%26_Extra_charge&diff=1581Client invoice Discount & Extra charge2017-03-10T14:17:19Z<p>Yuri: Created page with "On this page, you can enter the discounts and extra charges for the incoice."</p>
<hr />
<div>On this page, you can enter the discounts and extra charges for the incoice.</div>Yurihttps://wiki.protemos.com/index.php?title=Update_client_invoice&diff=1580Update client invoice2017-03-10T14:13:13Z<p>Yuri: /* Discounts & extra charges */</p>
<hr />
<div>''Client Invoice update page: [http://cloud.protemos.com/client-invoice/update?id=ХХХХ/ http://cloud.protemos.com/client-invoice/update?id=ХХХХ] (replace XXXX with the valid project number)''<br />
----<br />
<br />
<br />
On this page, you can update the details of the invoice. <br />
<br />
The availability of fields for editing depends on the status of the invoice.<br />
<br />
If you the invoice has not yet been marked as sent, you can edit “'''Payment method'''”, “'''Due date'''” and “'''Note to client'''” fields.<br />
<br />
For sent invoices, you can edit only “'''Note to client'''”.<br />
<br />
[[File:CIU invoice update.png|800px]]<br />
<br />
<br />
<br />
== Discounts & extra charges ==<br />
<br />
You can add discounts or extra charges to the unsent invoice by pressing “'''Discounts & extra charges'''”:<br />
<br />
[[File:Invoice discount.png]]<br />
<br />
It will open [Discount & Extra charge update] page.</div>Yurihttps://wiki.protemos.com/index.php?title=Update_client_invoice&diff=1579Update client invoice2017-03-10T14:12:37Z<p>Yuri: /* Discounts & extra charges */</p>
<hr />
<div>''Client Invoice update page: [http://cloud.protemos.com/client-invoice/update?id=ХХХХ/ http://cloud.protemos.com/client-invoice/update?id=ХХХХ] (replace XXXX with the valid project number)''<br />
----<br />
<br />
<br />
On this page, you can update the details of the invoice. <br />
<br />
The availability of fields for editing depends on the status of the invoice.<br />
<br />
If you the invoice has not yet been marked as sent, you can edit “'''Payment method'''”, “'''Due date'''” and “'''Note to client'''” fields.<br />
<br />
For sent invoices, you can edit only “'''Note to client'''”.<br />
<br />
[[File:CIU invoice update.png|800px]]<br />
<br />
<br />
<br />
== Discounts & extra charges ==<br />
<br />
You can add discounts or extra charges to the unsent invoice by pressing “'''Discounts & extra charges'''”:<br />
<br />
[[File:Invoice discount.png]]</div>Yurihttps://wiki.protemos.com/index.php?title=Update_client_invoice&diff=1578Update client invoice2017-03-10T14:12:04Z<p>Yuri: </p>
<hr />
<div>''Client Invoice update page: [http://cloud.protemos.com/client-invoice/update?id=ХХХХ/ http://cloud.protemos.com/client-invoice/update?id=ХХХХ] (replace XXXX with the valid project number)''<br />
----<br />
<br />
<br />
On this page, you can update the details of the invoice. <br />
<br />
The availability of fields for editing depends on the status of the invoice.<br />
<br />
If you the invoice has not yet been marked as sent, you can edit “'''Payment method'''”, “'''Due date'''” and “'''Note to client'''” fields.<br />
<br />
For sent invoices, you can edit only “'''Note to client'''”.<br />
<br />
[[File:CIU invoice update.png|800px]]<br />
<br />
<br />
<br />
== Discounts & extra charges ==<br />
<br />
You can add discounts or extra charges to the unsent invoice by pressing “Discounts & extra charges”:<br />
<br />
[[File:Invoice discount.png]]</div>Yurihttps://wiki.protemos.com/index.php?title=Update_client_invoice&diff=1576Update client invoice2017-03-10T14:11:11Z<p>Yuri: </p>
<hr />
<div>''Client Invoice update page: [http://cloud.protemos.com/client-invoice/update?id=ХХХХ/ http://cloud.protemos.com/client-invoice/update?id=ХХХХ] (replace XXXX with the valid project number)''<br />
----<br />
<br />
<br />
On this page, you can update the details of the invoice. <br />
<br />
The availability of fields for editing depends on the status of the invoice.<br />
<br />
If you the invoice has not yet been marked as sent, you can edit “'''Payment method'''”, “'''Due date'''” and “'''Note to client'''” fields.<br />
<br />
For sent invoices, you can edit only “'''Note to client'''”.<br />
<br />
[[File:CIU invoice update.png|800px]]<br />
<br />
<br />
<br />
== Discounts & extra charges ==<br />
<br />
You can add discounts or extra charges to the unsent invoice by pressing “Discounts & extra charges”:</div>Yurihttps://wiki.protemos.com/index.php?title=Create_receivable&diff=1575Create receivable2017-03-10T14:00:55Z<p>Yuri: /* Discounts and Extra Charges */</p>
<hr />
<div>''Receivable creation/editing page: [http://cloud.protemos.com/project-receivable/index/ https://cloud.protemos.com/project-receivable/index]''<br />
----<br />
<br />
<br />
On this page, you can create or edit the receivables from the client.<br />
<br />
[[File:Client receivables.png|1000px]]<br />
<br />
=='''General info'''==<br />
<br />
This table contains the summary of the receivable: <br />
<br />
Project name with the link to the <u>[[Project Details, Details tab|Project details page]]</u>.<br />
<br />
Project specialization selected for the project.<br />
<br />
Client name with a link to <u>[[Client view|Client view page]]</u>.<br />
<br />
Receivable total calculated from the numbers you entered below, in , <u>[[#Receivable data| Receivable data]]</u>.<br />
<br />
=='''[Client] prices'''==<br />
<br />
This table contains the prices that you have recorded for this client on Prices tab of the client profile. <br />
<br />
As you start entering '''Receivable data''', some price rows will turn green thus indicating that they might be relevant for this receivable:<br />
<br />
[[File:Receivable data.png|1200px]]<br />
<br />
=='''Receivable data'''==<br />
<br />
This is the summary of how much the client will pay to you.<br />
<br />
You can add the receivable by pressing “New receivable” button and choosing the base:<br />
<br />
The “'''Flat rate'''” – if you just need to enter the amount of payable receivables without entering volumes and rates.<br />
<br />
The “'''Unit based'''” – if you have to enter the volume and rate for calculating the price.<br />
<br />
The “'''CAT log based'''” – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.<br />
<br />
=='''Flat rate receivable'''==<br />
<br />
Under this header, you can actually enter the data for the receivable. <br />
<br />
[[File:RCE New receivable.png|700px]]<br />
<br />
'''PO number''' – you can enter the number of PO received from Client. You may leave it blank if the client is not sending you any PO numbers. <br />
<br />
'''Note''' – here you may leave additional information.<br />
<br />
'''Language pair''' – here you have to select language pair for the receivable. <br />
<br />
<span style="color:#DC143C">'''Note:''' you can select only from the language pairs selected for the project on the <u>[[New project/Update project details|Update project details page.]]</u></span><br />
<br />
'''Service''' – here you have to select what service you are charging for.<br />
<br />
'''Total''' – please enter the total amount here.<br />
<br />
'''Currency''' – please select the currency here.<br />
<br />
When you have finished entering all the data, press “'''Create'''”. <br />
<br />
Once you press “'''Create'''”, the system will bring you back to <u>[[Project Details, Finances tab|Finances tab]]</u> of the project where you’ll be able to see the receivables.<br />
<br />
=='''Unit based receivable'''==<br />
<br />
[[File:Unit based receivable.png|1200px]]<br />
<br />
=='''Cat log based receivable'''==<br />
<br />
=='''Discounts and Extra Charges'''==<br />
<br />
For every receivable, you can add discounts or extra charges in the end:<br />
<br />
<br />
[[File:Discount.jpg]]</div>Yurihttps://wiki.protemos.com/index.php?title=Create_receivable&diff=1573Create receivable2017-03-10T14:00:08Z<p>Yuri: /* Discounts and Extra Charges */</p>
<hr />
<div>''Receivable creation/editing page: [http://cloud.protemos.com/project-receivable/index/ https://cloud.protemos.com/project-receivable/index]''<br />
----<br />
<br />
<br />
On this page, you can create or edit the receivables from the client.<br />
<br />
[[File:Client receivables.png|1000px]]<br />
<br />
=='''General info'''==<br />
<br />
This table contains the summary of the receivable: <br />
<br />
Project name with the link to the <u>[[Project Details, Details tab|Project details page]]</u>.<br />
<br />
Project specialization selected for the project.<br />
<br />
Client name with a link to <u>[[Client view|Client view page]]</u>.<br />
<br />
Receivable total calculated from the numbers you entered below, in , <u>[[#Receivable data| Receivable data]]</u>.<br />
<br />
=='''[Client] prices'''==<br />
<br />
This table contains the prices that you have recorded for this client on Prices tab of the client profile. <br />
<br />
As you start entering '''Receivable data''', some price rows will turn green thus indicating that they might be relevant for this receivable:<br />
<br />
[[File:Receivable data.png|1200px]]<br />
<br />
=='''Receivable data'''==<br />
<br />
This is the summary of how much the client will pay to you.<br />
<br />
You can add the receivable by pressing “New receivable” button and choosing the base:<br />
<br />
The “'''Flat rate'''” – if you just need to enter the amount of payable receivables without entering volumes and rates.<br />
<br />
The “'''Unit based'''” – if you have to enter the volume and rate for calculating the price.<br />
<br />
The “'''CAT log based'''” – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.<br />
<br />
=='''Flat rate receivable'''==<br />
<br />
Under this header, you can actually enter the data for the receivable. <br />
<br />
[[File:RCE New receivable.png|700px]]<br />
<br />
'''PO number''' – you can enter the number of PO received from Client. You may leave it blank if the client is not sending you any PO numbers. <br />
<br />
'''Note''' – here you may leave additional information.<br />
<br />
'''Language pair''' – here you have to select language pair for the receivable. <br />
<br />
<span style="color:#DC143C">'''Note:''' you can select only from the language pairs selected for the project on the <u>[[New project/Update project details|Update project details page.]]</u></span><br />
<br />
'''Service''' – here you have to select what service you are charging for.<br />
<br />
'''Total''' – please enter the total amount here.<br />
<br />
'''Currency''' – please select the currency here.<br />
<br />
When you have finished entering all the data, press “'''Create'''”. <br />
<br />
Once you press “'''Create'''”, the system will bring you back to <u>[[Project Details, Finances tab|Finances tab]]</u> of the project where you’ll be able to see the receivables.<br />
<br />
=='''Unit based receivable'''==<br />
<br />
[[File:Unit based receivable.png|1200px]]<br />
<br />
=='''Cat log based receivable'''==<br />
<br />
=='''Discounts and Extra Charges'''==<br />
<br />
For every receivable, you can add discounts or extra charges in the end:<br />
<br />
<br />
[[Discount.jpg]]</div>Yurihttps://wiki.protemos.com/index.php?title=Create_receivable&diff=1571Create receivable2017-03-10T13:59:15Z<p>Yuri: /* Discounts and Extra Charges */</p>
<hr />
<div>''Receivable creation/editing page: [http://cloud.protemos.com/project-receivable/index/ https://cloud.protemos.com/project-receivable/index]''<br />
----<br />
<br />
<br />
On this page, you can create or edit the receivables from the client.<br />
<br />
[[File:Client receivables.png|1000px]]<br />
<br />
=='''General info'''==<br />
<br />
This table contains the summary of the receivable: <br />
<br />
Project name with the link to the <u>[[Project Details, Details tab|Project details page]]</u>.<br />
<br />
Project specialization selected for the project.<br />
<br />
Client name with a link to <u>[[Client view|Client view page]]</u>.<br />
<br />
Receivable total calculated from the numbers you entered below, in , <u>[[#Receivable data| Receivable data]]</u>.<br />
<br />
=='''[Client] prices'''==<br />
<br />
This table contains the prices that you have recorded for this client on Prices tab of the client profile. <br />
<br />
As you start entering '''Receivable data''', some price rows will turn green thus indicating that they might be relevant for this receivable:<br />
<br />
[[File:Receivable data.png|1200px]]<br />
<br />
=='''Receivable data'''==<br />
<br />
This is the summary of how much the client will pay to you.<br />
<br />
You can add the receivable by pressing “New receivable” button and choosing the base:<br />
<br />
The “'''Flat rate'''” – if you just need to enter the amount of payable receivables without entering volumes and rates.<br />
<br />
The “'''Unit based'''” – if you have to enter the volume and rate for calculating the price.<br />
<br />
The “'''CAT log based'''” – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.<br />
<br />
=='''Flat rate receivable'''==<br />
<br />
Under this header, you can actually enter the data for the receivable. <br />
<br />
[[File:RCE New receivable.png|700px]]<br />
<br />
'''PO number''' – you can enter the number of PO received from Client. You may leave it blank if the client is not sending you any PO numbers. <br />
<br />
'''Note''' – here you may leave additional information.<br />
<br />
'''Language pair''' – here you have to select language pair for the receivable. <br />
<br />
<span style="color:#DC143C">'''Note:''' you can select only from the language pairs selected for the project on the <u>[[New project/Update project details|Update project details page.]]</u></span><br />
<br />
'''Service''' – here you have to select what service you are charging for.<br />
<br />
'''Total''' – please enter the total amount here.<br />
<br />
'''Currency''' – please select the currency here.<br />
<br />
When you have finished entering all the data, press “'''Create'''”. <br />
<br />
Once you press “'''Create'''”, the system will bring you back to <u>[[Project Details, Finances tab|Finances tab]]</u> of the project where you’ll be able to see the receivables.<br />
<br />
=='''Unit based receivable'''==<br />
<br />
[[File:Unit based receivable.png|1200px]]<br />
<br />
=='''Cat log based receivable'''==<br />
<br />
=='''Discounts and Extra Charges'''==<br />
<br />
For every receivable, you can add discounts or extra charges in the end:<br />
<br />
<br />
[[discount.jpeg]]</div>Yurihttps://wiki.protemos.com/index.php?title=Create_receivable&diff=1570Create receivable2017-03-10T13:58:26Z<p>Yuri: </p>
<hr />
<div>''Receivable creation/editing page: [http://cloud.protemos.com/project-receivable/index/ https://cloud.protemos.com/project-receivable/index]''<br />
----<br />
<br />
<br />
On this page, you can create or edit the receivables from the client.<br />
<br />
[[File:Client receivables.png|1000px]]<br />
<br />
=='''General info'''==<br />
<br />
This table contains the summary of the receivable: <br />
<br />
Project name with the link to the <u>[[Project Details, Details tab|Project details page]]</u>.<br />
<br />
Project specialization selected for the project.<br />
<br />
Client name with a link to <u>[[Client view|Client view page]]</u>.<br />
<br />
Receivable total calculated from the numbers you entered below, in , <u>[[#Receivable data| Receivable data]]</u>.<br />
<br />
=='''[Client] prices'''==<br />
<br />
This table contains the prices that you have recorded for this client on Prices tab of the client profile. <br />
<br />
As you start entering '''Receivable data''', some price rows will turn green thus indicating that they might be relevant for this receivable:<br />
<br />
[[File:Receivable data.png|1200px]]<br />
<br />
=='''Receivable data'''==<br />
<br />
This is the summary of how much the client will pay to you.<br />
<br />
You can add the receivable by pressing “New receivable” button and choosing the base:<br />
<br />
The “'''Flat rate'''” – if you just need to enter the amount of payable receivables without entering volumes and rates.<br />
<br />
The “'''Unit based'''” – if you have to enter the volume and rate for calculating the price.<br />
<br />
The “'''CAT log based'''” – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.<br />
<br />
=='''Flat rate receivable'''==<br />
<br />
Under this header, you can actually enter the data for the receivable. <br />
<br />
[[File:RCE New receivable.png|700px]]<br />
<br />
'''PO number''' – you can enter the number of PO received from Client. You may leave it blank if the client is not sending you any PO numbers. <br />
<br />
'''Note''' – here you may leave additional information.<br />
<br />
'''Language pair''' – here you have to select language pair for the receivable. <br />
<br />
<span style="color:#DC143C">'''Note:''' you can select only from the language pairs selected for the project on the <u>[[New project/Update project details|Update project details page.]]</u></span><br />
<br />
'''Service''' – here you have to select what service you are charging for.<br />
<br />
'''Total''' – please enter the total amount here.<br />
<br />
'''Currency''' – please select the currency here.<br />
<br />
When you have finished entering all the data, press “'''Create'''”. <br />
<br />
Once you press “'''Create'''”, the system will bring you back to <u>[[Project Details, Finances tab|Finances tab]]</u> of the project where you’ll be able to see the receivables.<br />
<br />
=='''Unit based receivable'''==<br />
<br />
[[File:Unit based receivable.png|1200px]]<br />
<br />
=='''Cat log based receivable'''==<br />
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=='''Discounts and Extra Charges'''==<br />
[[discount.jpeg]]</div>Yurihttps://wiki.protemos.com/index.php?title=System_settings&diff=1568System settings2017-03-10T10:02:35Z<p>Yuri: </p>
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<div>[[Account]]<br />
<br />
[[Update account details]]<br />
<br />
[[Account default settings change]]<br />
<br />
[[Update SMTP server configuration]]<br />
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[[Languages]]<br />
<br />
[[Language pair creation]]<br />
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[[Language pair update]]<br />
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[[Services]]<br />
<br />
[[Service creation]]<br />
<br />
[[Service update]]<br />
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[[Specializations]]<br />
<br />
[[Specialization creation]]<br />
<br />
[[Specialization update]]<br />
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[[Users]]<br />
<br />
[[User creation]]<br />
<br />
[[User update]]<br />
<br />
[[User groups]]<br />
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[[Payment methods]]<br />
<br />
[[Payment method creation]]<br />
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[[Payment method update]]<br />
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[[Default payment method change]]<br />
<br />
[[SmartCAT integration]]</div>Yurihttps://wiki.protemos.com/index.php?title=Main_Page&diff=1536Main Page2017-02-23T07:29:59Z<p>Yuri: </p>
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<div><br />
This is the main page of Protemos wiki help. Please navigate the menu under Protemos logo to find the chapter you need. Also, you may use search function to find the appropriate page.<br />
<br />
<br />
You may also use the following materials:<br />
<br />
<br />
'''Enterprise edition quick start guide''': https://protemos.com/assets/files/Protemos_Quick_Start_Manual_En.pdf<br />
<br />
'''Freelance edition quick start guide''': https://protemos.com/assets/files/Protemos_Freelance_Quick_Start_Guide_En.pdf<br />
<br />
'''Vendor Quick start guide''': https://protemos.com/assets/files/Protemos_Vendor_Quick_Start_Guide_En.pdf<br />
<br />
<br />
'''Video Tutorial for Freelance version''': https://www.youtube.com/watch?v=NGp2p4vFWW8&t=42s<br />
<br />
'''Video Tutorial for Enterprise version''': https://www.youtube.com/watch?v=zOHW3VtfuaE</div>Yurihttps://wiki.protemos.com/index.php?title=Main_Page&diff=1535Main Page2017-02-23T07:29:35Z<p>Yuri: </p>
<hr />
<div><br />
This is the main page of Protemos wiki help. Please navigate the menu under Protemos logo to find the chapter you need. Also, you may use search function to find the appropriate page.<br />
<br />
<br />
You may also use the following materials:<br />
<br />
'''Enterprise edition quick start guide''': https://protemos.com/assets/files/Protemos_Quick_Start_Manual_En.pdf<br />
<br />
'''Freelance edition quick start guide''': https://protemos.com/assets/files/Protemos_Freelance_Quick_Start_Guide_En.pdf<br />
<br />
'''Vendor Quick start guide''': https://protemos.com/assets/files/Protemos_Vendor_Quick_Start_Guide_En.pdf<br />
<br />
<br />
'''Video Tutorial for Freelance version''': https://www.youtube.com/watch?v=NGp2p4vFWW8&t=42s<br />
<br />
'''Video Tutorial for Enterprise version''': https://www.youtube.com/watch?v=zOHW3VtfuaE</div>Yurihttps://wiki.protemos.com/index.php?title=Main_Page&diff=1534Main Page2017-02-23T07:29:14Z<p>Yuri: </p>
<hr />
<div><br />
This is the main page of Protemos wiki help. Please navigate the menu under Protemos logo to find the chapter you need. Also, you may use search function to find the appropriate page.<br />
<br />
<br />
You may also use the following materials:<br />
<br />
'''Enterprise edition quick start guide''': https://protemos.com/assets/files/Protemos_Quick_Start_Manual_En.pdf<br />
<br />
'''Freelance edition quick start guide''': https://protemos.com/assets/files/Protemos_Freelance_Quick_Start_Guide_En.pdf<br />
<br />
'''Vendor Quick start guide''': https://protemos.com/assets/files/Protemos_Vendor_Quick_Start_Guide_En.pdf<br />
<br />
<br />
'''Video Tutorial for Freelance version'': https://www.youtube.com/watch?v=NGp2p4vFWW8&t=42s<br />
<br />
'''Video Tutorial for Enterprise version'': https://www.youtube.com/watch?v=zOHW3VtfuaE</div>Yurihttps://wiki.protemos.com/index.php?title=Main_Page&diff=1533Main Page2017-02-23T07:29:02Z<p>Yuri: </p>
<hr />
<div><br />
This is the main page of Protemos wiki help. Please navigate the menu under Protemos logo to find the chapter you need. Also, you may use search function to find the appropriate page.<br />
<br />
<br />
You may also use the following materials:<br />
<br />
'''Enterprise edition quick start guide''': https://protemos.com/assets/files/Protemos_Quick_Start_Manual_En.pdf<br />
<br />
'''Freelance edition quick start guide''': https://protemos.com/assets/files/Protemos_Freelance_Quick_Start_Guide_En.pdf<br />
<br />
'''Vendor Quick start guide''': https://protemos.com/assets/files/Protemos_Vendor_Quick_Start_Guide_En.pdf<br />
<br />
<br />
'''Video Tutorial for Freelance version'': https://www.youtube.com/watch?v=NGp2p4vFWW8&t=42s<br />
'''Video Tutorial for Enterprise version'': https://www.youtube.com/watch?v=zOHW3VtfuaE</div>Yurihttps://wiki.protemos.com/index.php?title=Update_client_payment&diff=1532Update client payment2017-01-10T02:58:46Z<p>Yuri: </p>
<hr />
<div>''Client payment update page: [http://cloud.protemos.com/client-payment/update-details?id=ХХХ/ http://cloud.protemos.com/client-payment/update-details?id=ХХХ] (replace XXX with a valid number)''<br />
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On this page, you can add the following payment details: “'''Payment method'''”, “'''Paid at'''”, “'''Currency'''”, “'''Amount'''”, “'''Payment note'''”.<br />
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<span style="color:#DC143C">'''Note:''' You cannot change the client, so if the client is wrong, the only way out is to delete the payment and create a new one.</span> <br />
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If you need to unlink or link invoices to this payment, it can be done on <u>[[Client payment view|Client payment view page]]</u>.<br />
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[[File:Update payment details.png]]</div>Yuri