Difference between revisions of "Quick start guide to Protemos"
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|7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/QDAQdYh1wPI]] | |7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/QDAQdYh1wPI]] | ||
| − | |8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/ | + | |8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/ZMyuJySmyys]] |
|9. " valign="top" align="center" | <U> [[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Сreating quotes]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/WRZJHb9njeI]] | |9. " valign="top" align="center" | <U> [[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Сreating quotes]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/WRZJHb9njeI]] | ||
Revision as of 14:02, 13 May 2020
For a brief system overview, please check this video: 40px
All the icons are clickable
| 1.Create Account 40px  40px
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2.Create/import clients 40px 40px
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3.Create/import vendors (for Enterprise version) 40px 40px
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| 4.Create project 40px 40px
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5.Assign jobs (for Enterprise version) 40px 40px
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6.Issue invoices 40px 40px
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| 7.Record payments 40px 40px
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8.Generate reports 40px 40px
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9.Quotes 40px 40px
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| 10.Filters and search 40px 40px
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11.Export data 40px 40px
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12.Alerts and notifications 40px 40px
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| 13.Managers and access 40px 40px
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14.Customization 40px 40px
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15.Licenses (for Enterprise version) 40px 40px
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For the Vendor quick start guide, please click here.
Advanced options - this table is being edited
| 1. Taxes 40px 40px
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2. Project templates 40px 40px
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3. Tenders 40px 40px
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| 4. SmartCat integration 40px 40px
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5. memoQ integration 40px 40px
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6. TQ Auditor integration 40px 40px
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