Difference between revisions of "Account"

Revision as of 06:52, 12 April 2017

Account page: http://cloud.protemos.com/account/index

The "General info" section contains common information about your company.

On the "Account" page you can complete, delete or update general information, default settings, the logo of your company, and configure custom SMTP server.

General info section

You can edit general information (see the next section – Update account details page) by clicking “Update” button at the right top of the screen.

The "Update" button

Company logo image

Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:

File:Company logo.png

Default settings

Here you can define the following settings:

Default time zone: the time zone you are located in. It's used for the deadlines calculation.

Default currency: the currency you are using for balances and reporting. for more info, please see Currencies page.

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.

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.

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.

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.

To change any of the above settings, click Update:

It will open Account default settings change page.

Deadline email reminders

The system notifies you by email about overdue projects, jobs, and invoices. You can switch thes notifications off/on by clicking Update:

It will open Update deadline reminders settings page where you can select which reminders you want to receive.

Custom SMTP server

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:

It will open Update SMTP server configuration page where you can define the settings of your own SMTP server.