Difference between revisions of "Customization"
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- <span style="background-color:yellow"> <U> [https://cloud.protemos.com/license/index '''License'''] </U> </span> you can always check the status of your license or request the license via this page. | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/license/index '''License'''] </U> </span> you can always check the status of your license or request the license via this page. | ||
| + | |||
| + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/default-settings '''Default settings'''] </U> </span> | ||
| + | (default time zone, currency, payment methods and terms, PDF page size, PDF page orientation, PDF locale, client invoicing manager). | ||
- System values (your | - System values (your | ||
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<span style="background-color:yellow"> <U> [https://cloud.protemos.com/unit/index '''units of measurement'''] </U> </span>, and even | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/unit/index '''units of measurement'''] </U> </span>, and even | ||
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/currency/index '''currencies'''] </U> </span> ). | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/currency/index '''currencies'''] </U> </span> ). | ||
| + | |||
| + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account-payment-method/index '''Payment methods'''] </U> </span> | ||
| + | you want your customers to use when paying to you. | ||
- <span style="background-color:yellow"> <U> [https://cloud.protemos.com/user/index '''Users'''] </U> </span> you may always add a new account user, fill in or renew all basic information about the particular user. | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/user/index '''Users'''] </U> </span> you may always add a new account user, fill in or renew all basic information about the particular user. | ||
- <span style="background-color:yellow"> <U> [https://cloud.protemos.com/user/groups '''User groups'''] </U> </span> use this menu screen to see access rights for various user groups.. | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/user/groups '''User groups'''] </U> </span> use this menu screen to see access rights for various user groups.. | ||
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- <span style="background-color:yellow"> <U> [https://cloud.protemos.com/tax/index '''Taxes'''] </U> </span> - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices. | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/tax/index '''Taxes'''] </U> </span> - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices. | ||
Revision as of 11:32, 15 March 2019
Back to the Quick Start Guide main page.
You can define lots of things in Protemos:
- Your own company account settings (account info, company logo, account deletion).
- License you can always check the status of your license or request the license via this page.
- Default settings (default time zone, currency, payment methods and terms, PDF page size, PDF page orientation, PDF locale, client invoicing manager).
- System values (your languages , services , specializations , units of measurement , and even currencies ).
- Payment methods you want your customers to use when paying to you.
- Users you may always add a new account user, fill in or renew all basic information about the particular user.
- User groups use this menu screen to see access rights for various user groups..
- Taxes - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
- Weighted word count templates for CAT tools.
- Integrations ( ProZ.com SmartCAT you may switch them on if you are using ProZ.com and SmartCAT).
For more info on customization, please see our wiki pages or our video tutorial 40px
Back to the Quick Start Guide main page.
