Enterprise edition user manual - Revision history

Andrii: /* Access control */

2023-02-28T08:21:55Z

‎Access control

Andrii: /* Access control */

2023-02-28T08:21:34Z

‎Access control

Andrii: /* How to accept invitation as manager */

2022-10-31T13:59:07Z

‎How to accept invitation as manager

Andrii: /* Add new manager */

2022-10-31T13:56:47Z

‎Add new manager

Andrii at 06:25, 15 September 2022

2022-09-15T06:25:31Z

Andrii at 06:18, 15 September 2022

2022-09-15T06:18:23Z

Andrii at 14:16, 14 September 2022

2022-09-14T14:16:16Z

Andrii: /* Integrations */

2022-09-12T13:49:15Z

‎Integrations

Andrii: /* Integrations */

2022-09-12T13:48:43Z

‎Integrations

Andrii: /* Integrations */

2022-09-12T13:39:27Z

‎Integrations

@@ Line 137: / Line 137: @@
 You can create a separate account with the necessary level of access rights for each of your managers. Use this page to view the table of the access rights and permissions that are associated with each level:
-[[File:Role-based access control.1.png|border|1200px]]
+[[File:Role-based access control.1.png|border|1100px]]
 *'''Managers'''

@@ Line 137: / Line 137: @@
 You can create a separate account with the necessary level of access rights for each of your managers. Use this page to view the table of the access rights and permissions that are associated with each level:
-[[File:Role_based_access_control.png|border|1200px]]
+[[File:Role-based access control.1.png|border|1200px]]
 *'''Managers'''

@@ Line 459: / Line 459: @@
 If your colleagues create a manager account for you, you will receive an invitation email:
-[[File:Invitation email for manager.1.png|border|1000px]]
+[[File:Invitation email for manager.1.png|border|700px]]
-Accept the invitation by clicking the first link in the received email. The following page will appear:
+Accept the invitation by clicking the link in the received email. The following page will appear:
 [[File:Complete registration (manager).png|border|1070px]]
@@ Line 469: / Line 469: @@
 You will receive an email notification on successful registration and will be logged in to your manager account:
-[[File:Registration is complete (manager).png|border|1070px]]
+[[File:Registration is complete (manager).png|border|500px]]
 =='''Add clients'''==

← Older revision		Revision as of 13:56, 31 October 2022
Line 455:		Line 455:

	[[File:Redirect.jpg\|40px\|link=Enterprise edition user manual]] Back to the '''table of contents'''.		[[File:Redirect.jpg\|40px\|link=Enterprise edition user manual]] Back to the '''table of contents'''.
		+
		+	==='''How to accept invitation as manager'''===
		+	If your colleagues create a manager account for you, you will receive an invitation email:
		+
		+	[[File:Invitation email for manager.1.png\|border\|1000px]]
		+
		+	Accept the invitation by clicking the first link in the received email. The following page will appear:
		+
		+	[[File:Complete registration (manager).png\|border\|1070px]]
		+
		+	Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.
		+
		+	You will receive an email notification on successful registration and will be logged in to your manager account:
		+
		+	[[File:Registration is complete (manager).png\|border\|1070px]]

	=='''Add clients'''==		=='''Add clients'''==

@@ Line 574: / Line 574: @@
 ==='''Quote sections'''===
-*'''Files''' section: here you can upload the files you received from your client or add links (file URLs) to external files by pressing the corresponding buttons:
+*'''Files''' section: here you can upload the files you received from your client or add links (file URLs) to external files by clicking the corresponding buttons:
 [[File:Quote files section.png|border|1100px]]
@@ Line 602: / Line 602: @@
 To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first.
-Having done that, go to the Multi-quotes page and press the '''"New multi-quote"''' button:
+Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:
 [[File:1 new mq.png|border|900px]]
@@ Line 610: / Line 610: @@
 [[File:New multi-quote.png|border|150px]]
-In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and press '''"Create"''':
+In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and click '''"Create"''':
 [[File:1 nemw quote.png|border|500px]]
-Then press the '''"Add option quotes"''' button:
+Then click the '''"Add option quotes"''' button:
 [[File:Options1.png|border|900px]]
-Select the needed ones, and press '''"Add selected quotes"''':
+Select the needed ones, and click '''"Add selected quotes"''':
 [[File:3-.png|border|900px]]
@@ Line 629: / Line 629: @@
 After setting up the system and entering the clients in it, you can start new projects.
-. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then press the "'''New project'''" button:
+. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then click the "'''New project'''" button:
 [[File:New project.png|border|110px]]
-. Or you may go to '''Projects''', and press the '''New project''' button:
+. Or you may go to '''Projects''', and click the '''New project''' button:
 [[File:Projects.png|border|900px]]
@@ Line 659: / Line 659: @@
 [[File:1 фй.png|border|1000px]]
-. In the '''Finances''' tab, you may enter the volume of work and '''<U>[[Create receivable|create receivable]]</U>''' from the client and '''<U>[[Create payable|create payable]]</U>''' to the vendor. Press the '''"New receivable"''' button first and choose the receivable type:
+. In the '''Finances''' tab, you may enter the volume of work and '''<U>[[Create receivable|create receivable]]</U>''' from the client and '''<U>[[Create payable|create payable]]</U>''' to the vendor. Click the '''"New receivable"''' button first and choose the receivable type:
 [[File:New receiavable from clien.png|border|1000px]]
-And to create payables, you need to go to the respective job, scroll down to Payables section and press '''"New payable"''' button:
+And to create payables, you need to go to the respective job, scroll down to Payables section and click '''"New payable"''' button:
 [[File:New payable to vendor.png|border|1000px]]
@@ Line 675: / Line 675: @@
 You can enter several receivables and payables for a project.
-. In '''CAT logs''' tab, you may '''<U>[[Project details, CAT logs tab|upload a CAT log file]]</U>''' to your project. To do so, press the "'''Upload CAT log'''" button:
+. In '''CAT logs''' tab, you may '''<U>[[Project details, CAT logs tab|upload a CAT log file]]</U>''' to your project. To do so, click the "'''Upload CAT log'''" button:
 [[File:Cat log upl.png|border|900px]]
@@ Line 695: / Line 695: @@
 You can create the project from a template.
-To do so, press the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':
+To do so, click the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':
 [[File:Pr templates.png|border|150px]]
-Or you may go to '''Projects''' and press the '''"Templates"''' button:
+Or you may go to '''Projects''' and click the '''"Templates"''' button:
 [[File:Templates.png|border|900px]]
@@ Line 748: / Line 748: @@
 In this section, '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', '''<U>[[Taxes#Custom taxes set for individual client|custom taxes set]]</U>''' or <U>[[Taxes#Custom taxes set for individual client|'''no taxes''']]</U> may be displayed according to the system settings,
-In any case, you can edit, add new percentage and absolute taxes, by pressing corresponding buttons:
+In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:
 [[File:Taxes sets 4.png|border|900px]]
@@ Line 806: / Line 806: @@
 [[File:Payabl v.png|border|110px]]
-The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and press the Invoice selected button:
+The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and click the Invoice selected button:
 [[File:Vendore p list.png|border|1000px]]
@@ Line 834: / Line 834: @@
 In this section, you may see <U>[[Taxes#Default vendors taxes set|'''default vendors taxes set''']]</U>, <U>[[Taxes#Custom taxes set for individual vendor|'''custom taxes set''']]</U> or  <U>[[Taxes#Custom taxes set for individual vendor|'''no taxes''']]</U>.
-But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by pressing corresponding buttons:
+But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by clicking corresponding buttons:
 [[File:Taxes sets 4.png|border|1000px]]
@@ Line 909: / Line 909: @@
 [[File:Cl filters.png|border|950px]]
-Enter the necessary data into the appropriate fields and press the '''"Apply"''' button.
+Enter the necessary data into the appropriate fields and click the '''"Apply"''' button.
 For further instructions on how to search the required data with filters, please click the corresponding link:
@@ Line 1,194: / Line 1,194: @@
 On every main page, you can export the tables into Excel.
-To do so, go to the required menu and press the '''"Export to Excel"''' button:
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
 [[File:Exe.png|border|150px]]

@@ Line 511: / Line 511: @@
 There are two ways to add new vendors manually:
-. Press the '''Vendors''' menu on the top panel and then click '''New vendor''':
+. Click the '''Vendors''' menu on the top panel and then click '''New vendor''':
 [[File:New vedndor.png|border|110px]]
@@ Line 542: / Line 542: @@
 On this page, you can '''<U>[[Import vendors from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' to Excel
-by pressing the corresponding buttons:
+by clicking the corresponding buttons:
 [[File:Import vendors.png|border|1000px]]
@@ Line 560: / Line 560: @@
 There are two ways to create a quote:
-. Press the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
+. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
 [[File:New quote.png|border|100px]]
-. Or you may go to Quotes, and press the '''"New quote"''' button:
+. Or you may go to Quotes, and click the '''"New quote"''' button:
 [[File:New quotes from.png|border|800px]]

@@ Line 5: / Line 5: @@
 To start working with Protemos, please create your account in the system by completing the following steps:
-. Press the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
+. Click the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
 [[File:Create account button.png|border|750px]]
@@ Line 21: / Line 21: @@
 . After that, the account will be set up and you will see a welcome screen to start working with the system.
-. Press the "'''OK, let’s get started!'''" button:
+. Click the "'''OK, let’s get started!'''" button:
 [[File:Let's get started new.png|border|350px]]
@@ Line 105: / Line 105: @@
 When you are registering your account, you get a free one-month trial license. It works just like a normal license, with no limitations.
-When the trial period is over, the account owner may request a license by pressing the "'''Request license'''" button:
+When the trial period is over, the account owner may request a license by clicking the "'''Request license'''" button:
 [[File:License details page request license button.png|border|1000px]]
@@ Line 232: / Line 232: @@
 [[File:Tax tax.png|border|300px]]
-You may add '''<U>[[Taxes#Taxes list|taxes]]</U>''' whether as a percentage or flat amount by pressing the '''"New tax"''' button:
+You may add '''<U>[[Taxes#Taxes list|taxes]]</U>''' whether as a percentage or flat amount by clicking the '''"New tax"''' button:
 [[File:Taxes list g.png|border|900px]]
@@ Line 242: / Line 242: @@
 [[File:Default client taxes.png|border|300px]]
-To do that, please press the corresponding buttons:
+To do that, please click the corresponding buttons:
 [[File:Default tax.png|border|900px]]
@@ Line 256: / Line 256: @@
 [[File:Default vendors taxes.png|border|300px]]
-Here you can add default percentage and absolute taxes by pressing the corresponding buttons:
+Here you can add default percentage and absolute taxes by clicking the corresponding buttons:
 [[File:Def vend tax.png|border|900px]]
@@ Line 312: / Line 312: @@
 In the Agreement with the new vendors' section, you can embed your standard agreement with your vendors into the system, so they will have to accept it before working with you.
-Press '''"Create agreement"''' to add the agreement:
+Click '''"Create agreement"''' to add the agreement:
 [[File:Sadaro.png|border|900px]]
@@ Line 464: / Line 464: @@
 There are two ways to add new clients manually:
-. Press the '''Client''' menu on the top panel and then click '''New client''':
+. Click the '''Client''' menu on the top panel and then click '''New client''':
 [[File:2.00.png|border|100px]]
-. Or you may go to '''Clients''' and press the "'''New client'''" button:
+. Or you may go to '''Clients''' and click the "'''New client'''" button:
 [[File:New client button.png|border|850px]]
@@ Line 495: / Line 495: @@
 On this page, you can '''<U>[[Import clients from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Clients list#Export to Excel| Export clients data]]</U>''' to Excel
-by pressing the corresponding buttons:
+by clicking the corresponding buttons:
 [[File:Export import Screenshot 1.png|border|800px]]

← Older revision		Revision as of 13:49, 12 September 2022
Line 431:		Line 431:

	Protemos is integrated with QuickBooks, an accounting software system.		Protemos is integrated with QuickBooks, an accounting software system.
−
−	~~[[File:QB0.png\|border\|900px]]~~

	For more info on QuickBooks integration, please see the '''<U>[[QuickBooks integration\|QuickBooks integration]]</U> '''page.		For more info on QuickBooks integration, please see the '''<U>[[QuickBooks integration\|QuickBooks integration]]</U> '''page.

← Older revision		Revision as of 13:48, 12 September 2022
Line 431:		Line 431:

	Protemos is integrated with QuickBooks, an accounting software system.		Protemos is integrated with QuickBooks, an accounting software system.
		+
		+	[[File:QB0.png\|border\|900px]]

	For more info on QuickBooks integration, please see the '''<U>[[QuickBooks integration\|QuickBooks integration]]</U> '''page.		For more info on QuickBooks integration, please see the '''<U>[[QuickBooks integration\|QuickBooks integration]]</U> '''page.

← Older revision		Revision as of 13:39, 12 September 2022
Line 427:		Line 427:

	For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.		For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.
−
−	~~[[File:Redirect.jpg\|40px\|link=Enterprise edition user manual]] Back to the '''table of contents'''.~~

	*'''QuickBooks integration'''		*'''QuickBooks integration'''