Freelance edition user manual - Revision history

Anatoly.k: /* My profile settings */

2023-06-19T09:37:10Z

‎My profile settings

Artem: /* Record payments */

2022-11-03T12:58:12Z

‎Record payments

Andrii at 14:51, 12 October 2022

2022-10-12T14:51:12Z

Andrii: /* Delete account */

2022-10-12T09:34:59Z

‎Delete account

Andrii at 13:57, 5 September 2022

2022-09-05T13:57:51Z

Andrii: /* System values */

2022-09-05T13:50:25Z

‎System values

Andrii at 13:34, 5 September 2022

2022-09-05T13:34:53Z

Andrii at 13:33, 5 September 2022

2022-09-05T13:33:10Z

Andrii: /* System Values */

2022-09-05T13:22:50Z

‎System Values

Andrii at 13:22, 5 September 2022

2022-09-05T13:22:06Z

@@ Line 71: / Line 71: @@
 =='''My profile settings'''==
-On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, change your username and account password, and link your ProZ.com account.
+On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, change your username and account password.
 To do so, go to the '''My profile''' menu:

@@ Line 565: / Line 565: @@
 [[File:Linked invoices 1.png|border|900px]]
-By this action, you cover the payment by invoices. Pay attention that invoices with the matched currency and legal entity can only be linked to the payment.
+By this action, you cover the payment by invoices. Pay attention that only invoices with the matched currency and legal entity can be linked to the payment.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.

@@ Line 7: / Line 7: @@
 '''To start working with Protemos, 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:Protemos web page.png|border|700px]]
@@ Line 33: / Line 33: @@
 [[File:I'm not a robot new.png|border|300px]]
-. After pressing the "'''Sign up'''" button, the account will be set up and you will see a welcome screen to start working with the system.
+. After clicking the "'''Sign up'''" button, 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|450px]]
@@ Line 63: / Line 63: @@
 Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System settings|'''System settings''']]</U>.
-. Having completed all the entries, press the "'''Complete wizard'''" button.
+. Having completed all the entries, click the "'''Complete wizard'''" button.
 Before you start working with the projects, add your clients to the system.
@@ Line 101: / Line 101: @@
 In the '''Legal entity''' section, you can update your account details, upload (or delete) a logo, image that will be displayed in all documents generated by the system: invoices, POs, quotes, etc.
-Press the "'''Update'''" button to change your details or upload a logo:
+Click the "'''Update'''" button to change your details or upload a logo:
 [[File:Logo.png|border|800px]]
@@ Line 261: / Line 261: @@
 [[File:Taxes list 7.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 271: / Line 271: @@
 [[File:Default taxes list page.png|border|300px]]
-To do that, please press the corresponding buttons:
+To do that, please click the corresponding buttons:
 [[File:Default tax.png|border|750px]]
@@ Line 325: / Line 325: @@
 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:New client freelance.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 390: / Line 390: @@
 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]]
@@ Line 402: / Line 402: @@
 There are two ways to create a quote:
-. Press the '''Quotes''' menu on the top panel and then click '''New quote''':
+. Click the '''Quotes''' menu on the top panel and then click '''New quote''':
 [[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:Screenвshot 2.png|border|1000px]]
@@ Line 420: / Line 420: @@
 *'''Mark as sent''' - if you not sending the quote through the system, you may move the project and use this button to remember the date of sending.
-*'''Download as PDF''' - pressing this button downloads the quote in PDF format.
+*'''Download as PDF''' - clicking this button downloads the quote in PDF format.
 *'''Update''' - opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page on which you can edit the quote.
@@ Line 428: / Line 428: @@
 ==='''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 444: / Line 444: @@
 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 466: / Line 466: @@
 [[File:P2.png|border|900px]]
-. In the '''Finances''' tab, you may enter the volume of work and '''<U>[[Create_receivable|create receivable]]</U>''' from the client. To do so, press the "'''New receivable'''" button 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. To do so, click the "'''New receivable'''" button and choose the receivable type:
 [[File:P3.png|border|800px]]
@@ Line 478: / Line 478: @@
 You can enter several receivables 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:P4.png|border|900px]]
@@ Line 533: / Line 533: @@
 In this section, you may see '''<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 981: / Line 981: @@
 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]]

← Older revision		Revision as of 09:34, 12 October 2022
Line 137:		Line 137:

	[[File:Delete account (freelance).png\|border\|1070px]]		[[File:Delete account (freelance).png\|border\|1070px]]
		+
		+	You will see the corresponding notification once the account is deleted:
		+
		+	[[File:Account deleted+.PNG\|border\|720px]]

	==='''System values'''===		==='''System values'''===

@@ Line 194: / Line 194: @@
 — '''<U>[[Create unit|Add new unit]]</U>''' to measure the volume of your work (words, hours, pages, etc.).
-— '''<U>[[Unit update|Update units]]</U>''' or delete it.
+— '''<U>[[Update unit|Update units]]</U>''' or delete it.
 [[File:Units page buttons.png|border|1000px]]

@@ Line 192: / Line 192: @@
 Use this menu to:
-— '''<U>[Create unit|Add new unit]]</U>''' to measure the volume of your work (words, hours, pages, etc.).
+— '''<U>[[Create unit|Add new unit]]</U>''' to measure the volume of your work (words, hours, pages, etc.).
 — '''<U>[[Unit update|Update units]]</U>''' or delete it.

@@ Line 61: / Line 61: @@
 [[File:Wizard navigation.png|border|900px]]
-Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''System settings''']]</U>.
+Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System settings|'''System settings''']]</U>.
 . Having completed all the entries, press the "'''Complete wizard'''" button.

@@ Line 138: / Line 138: @@
 [[File:Delete account (freelance).png|border|1070px]]
-==='''System Values'''===
+==='''System values'''===
 This menu screen contains several submenus:

@@ Line 180: / Line 180: @@
 — '''<U>[[Create specialization|Add new specialization]]</U>'''.
-— '''<U>[[Specialization update|Update specializations]]</U>'''.
+— '''<U>[[Update specialization|Update specializations]]</U>'''.
 — Disable, delete the specializations: