Difference between revisions of "Enterprise edition user manual"

Latest revision as of 10:21, 28 February 2023

For a brief system overview, please check this video:

1 Get started with Protemos
2 My profile settings
3 Settings
- 3.1 Account
- 3.2 License
- 3.3 Legal entities
- 3.4 Access control
- 3.5 System Values
- 3.6 Object codes
- 3.7 Payment methods
- 3.8 Taxes
- 3.9 Reminders
- 3.10 SMTP Server
- 3.11 Client portal
- 3.12 Vendor portal
- 3.13 Email templates
- 3.14 PDF templates
- 3.15 Integrations
4 Add new manager
- 4.1 How to accept invitation as manager
5 Add clients
- 5.1 Add clients manually
- 5.2 Import and export clients
6 Add vendors
- 6.1 Add vendors manually
- 6.2 Import and export vendors
- 6.3 Vendor application URL
7 Add new quote
- 7.1 Quote sections
- 7.2 Create Smartcat-related quotes
- 7.3 Create multi-quote
8 Add new project
- 8.1 Project sections
- 8.2 Create Smartcat-related projects
9 Project templates
10 CAT log conversion schemes
11 Create invoices for clients
- 11.1 Client invoice sections
12 Record clients' payments
13 Clients' prices
14 Create vendors' invoices
- 14.1 Vendor invoice sections
15 Record vendor payments
16 Vendors' applications
17 Vendor prices
18 Messages
19 Filters
20 Reports
- 20.1 General finances
- 20.2 Quote report
- 20.3 Managers
- 20.4 Clients
- 20.5 Vendors
  - 20.5.1 Expenses by invoices
  - 20.5.2 Expenses by payments
- 20.6 Language pairs
- 20.7 Services
21 Export data
22 Additional information

Get started with Protemos

To start working with Protemos, please create your account in the system by completing the following steps:

1. Click the "CREATE PROTEMOS ACCOUNT" button on the website www.protemos.com

2. It will bring you to the Create Account page:

3. Fill in all the boxes and tick the "I'm not a robot" checkbox.

Please read our Privacy policy and Terms of service, mark the relevant checkbox and click the "Sign up" button:

4. After that, the account will be set up and you will see a welcome screen to start working with the system.

5. Click the "OK, let’s get started!" button:

The system setup wizard will be displayed:

6. Enter data for each menu entry:

Services are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.

Language pairs are your language pairs.

Units are units to measure the volume of work. For example, hours, words, pages, etc.

Specializations are your specializations.

Currencies are the currencies you work with such as US dollars or euros. Indicate the main currency of the system here. The system will use it for accounting.

Payment methods are the payment details. They will be used in the invoices the system will generate to send to your clients.

To navigate in the menu entries, use a dedicated navigation menu:

Don’t worry if you select something wrong. You’ll be able to change these values in the System settings.

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My profile settings

On the "My Profile" page you can update your personal information, the time zone you are located in, and change your username and account password.

To do so, go to the My profile menu:

For more detailed information, please see the My profile page.

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Settings

You can change and set system settings in the Settings menu:

Each of these menu screens is described below.

Account

On the "Account" page you can change the account owner, update the account name, update default settings, delete your account.

The Account info section contains common information about your company.

Here you can update information about your company and change the account owner (available only for the owner of the account):

Account settings

Here you can define the default legal entity, system currency, time zone for new users, and default templates for quotes, client and vendor invoices, and job POs.

You may also specify a default legal entity, currency and invoice PDF template for each particular client or vendor.

To change any of the above-mentioned settings, click the following buttons:

For more info, please see the Account settings page.

Account deletion

You can immediately and permanently delete all your account data and files from the server by clicking the "Delete account" button:

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License

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 clicking the "Request license" button:

Note: You can add as many managers as you wish, but only the licensed number of them will be able to log in at the same time.

For more info on licensing, please see the License page.

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Legal entities

If you are using more than 1 legal entity for your business, you may enter them all into the system, and then use them in projects, quotes, invoices, etc.

It means that you can set up different document items (logo, address, company name) for different legal entities.

You can add a new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corresponding buttons:

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Access control

This menu screen contains several submenus:

Roles

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:

Managers

Use this page to view the list of managers added to the system and add new managers. More info here.

Client pools

You can limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the Client pools page.

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System Values

This menu screen contains several submenus:

Language pairs

Use this menu to add the language pairs you work with, delete, disable or enable them:

Note: You can’t delete the pairs of languages that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button), but you can disable them.

Services

Use this menu to add, update or delete the services your company provides:

Note: You can’t delete services that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button), but you can disable them.

Specializations

Here you can add, update or delete the specializations your company works with:

Note: You can’t delete specializations that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button), but you may disable them.

Units

Here you can add any measurement units you need, update, and delete them:

Note: You can’t delete units that you have already used in the project ("Yes" in the column "Іn use" and no "Delete" button).

Currencies

On this page, you can add currencies, set currency as default, disable or delete currencies:

Note: Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis, that’s why you can always see the correct summary in your default currency.

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Object codes

On this page, you can set the number of your next quote, project, job, etc.

To update next object ID or update object prefixes, click the corresponding buttons:

For more info, please see the Object codes page.

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Payment methods

Enter your payment details here so the clients can pay you.

On this page, you can: add payment methods, change the default payment method, update, disable or delete them.

Note: You can’t delete payment methods that you have already used in the system, but you can disable them in case these payment methods no longer needed.

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Taxes

You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.

You may add taxes whether as a percentage or flat amount by clicking the "New tax" button:

Note: Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.

To create a default clients taxes set, go to Settings ⇾ Taxes ⇾ Default clients taxes set:

To do that, please click the corresponding buttons:

The system will be adding this set of taxes to each client when you issue invoices.

Note: Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.

For more info on individual sets creation, please see the Custom taxes set for individual client section.

To create a default vendors taxes set, go to Settings ⇾ Taxes ⇾ Default vendors taxes set:

Here you can add default percentage and absolute taxes by clicking the corresponding buttons:

The system will be adding this set of taxes to each vendor when you issue invoices.

For more info, please see the Default vendors taxes set section.

To add an individual set of taxes for a particular vendor, please see the Custom taxes set for individual vendor section.

Back to the table of contents.

Reminders

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

For more info, please see the Reminders page.

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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 this, click "Update":

For more info, please see the SMTP server page.

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Client portal

Here you can update client portal settings by clicking the "Update" button:

You can define managers as the default recipient of notifications connected with quotes, projects, overdue clients' invoices, payment settings, etc.

For more info, please see the Client portal page.

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Vendor portal

Here you can update vendor portal settings by clicking the "Update" button:

You can update all elements except the Vendor application URL. For more details, please check Vendor application URL page.

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.

Click "Create agreement" to add the agreement:

For more info, please see the Agreement with new vendors section.

Back to the table of contents.

Email templates

You can create your own quote, multi-quote, and client invoice email templates.

To create an email template, go to Settings → Email templates:

Quote templates

Use this page to create the quote email templates and clone, update and delete the existing ones:

Multi-quote templates

Use this page to create the multi-quote email templates and clone, update and delete the existing ones:

Client invoice templates

Use this page to create the client invoice email templates and clone, update and delete the existing ones:

For more info on email templates, please see the Email templates page.

Back to the table of contents.

PDF templates

You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.

To create a template, go to Settings → PDF Templates:

Client invoice PDF templates

Use the page to create the client invoice PDF templates and clone, update and delete the existing ones:

Note: You cannot delete templates that are in use.

Vendor invoice PDF templates

Use the page to create the vendor invoice PDF templates and clone, update and delete the existing ones:

Note: You cannot delete templates that are in use.

Quote PDF templates

Use the page to create the quote PDF templates and clone, update and delete the existing ones:

Note: You cannot delete templates that are in use.

Job PO PDF templates

Use the page to create the job PO PDF templates and clone, update and delete the existing ones:

Note: You cannot delete templates that are in use.

For more info on PDF templates, please see the PDF templates page.

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Integrations

memoQ integration

Protemos is integrated with memoQ system — a translation environment tool.

To enable memoQ integration, go to Settings ⇾ Integrations ⇾ memoQ.

Here you can enable, update, disable the integration for your account, manage your memoQ server, create a memoQ account:

More details here: MemoQ integration

Smartcat integration

Protemos is integrated with SmartCAT system, so you can create projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).

To enable SmartCAT integration, go to Settings ⇾ Integrations ⇾ Smartcat.

Here you can enable, update, disable SmartCAT integration for your account, get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.

For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the Smartcat integration page.

TQAuditor integration

Protemos is integrated with TQAuditor - the system for evaluation and monitoring translation quality.

For more info on TQAuditor integration, please see the TQAuditor integration page.

QuickBooks integration

Protemos is integrated with QuickBooks, an accounting software system.

For more info on QuickBooks integration, please see the QuickBooks integration page.

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Add new manager

Use this menu to add new managers who will use the system just as you do.

If there are several project managers in your team, you can create a separate account with the necessary level of access rights for each of them.

You can also limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the Client pools page.

To add a new manager, go to Settings → Access control → Managers:

Сlick the "New manager" button on the Managers page:

Note: Your manager will not be able to log into the system if you unmark the "Can log in" checkbox.

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How to accept invitation as manager

If your colleagues create a manager account for you, you will receive an invitation email:

Accept the invitation by clicking the link in the received email. The following page will appear:

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:

Add clients

You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.

Add clients manually

There are two ways to add new clients manually:

1. Click the Client menu on the top panel and then click New client:

2. Or you may go to Clients and click the "New client" button:

Note: Only clients with marked the "Can log in" checkbox can receive corresponding notification, create quote requests, projects from the system.

This page is intended for viewing and entering various client data and has the following tabs:

On the General info tab you may view, update client info, check client-related objects, add the necessary tags to the client.

In the Primary user section you can view and edit client's primary contact details, change your client's default settings.

Note: You can’t delete clients involved into recorded projects, invoices or payments. But you can unmark the "Assignable" checkbox in a client profile, and the client will not appear in the drop-down list when creating projects and quotes.

On the Contact persons tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts.

If the client has several contact persons, they can all be entered in the Contact persons tab.

On the Prices tab you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.

On the Taxes tab you can create a custom taxes set for this client. Here you may also define which tax set should be applied (whether custom or default one) for this particular client.

On the Documents tab you can upload files and/or add links to external files related to the client or delete them.

Import and export clients

On this page, you can Import clients from Excel without the need to enter the required information manually and Export clients data to Excel by clicking the corresponding buttons:

Back to the table of contents.

Add vendors

If you assign jobs to other vendors, you need to add each of them to the system.

You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.

Add vendors manually

There are two ways to add new vendors manually:

1. Click the Vendors menu on the top panel and then click New vendor:

2. Or you may go to Vendors and click the "New vendor" button:

In both cases, you will be redirected to the New vendor page.

Note: Only vendors with marked the "Can log in" checkbox can receive corresponding notification, and work with you by using the system.

On the General info tab you can view, update vendor info, manage tags, check vendor-related objects, change the default settings, disable vendor access to the account, and send\resend the invitation to the vendor.

Note: You can’t delete vendors involved into recorded jobs, invoices or payments. But you may disable their access to accounts.

On the Contact persons tab you can view a list of vendor contacts, edit or delete them, and start creating new contacts. This tab is available only if the vendor is a company, not a person.

On the Payment methods tab you can create or update payment methods for the vendor, and change the default payment method.

On the Prices tab you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.

On the Taxes tab you can create a custom taxes set for this vendor. Here you may also define which tax set should be applied (whether custom or default one) for this particular vendor.

On the Documents tab you can upload files and/or add links to external files related to the vendor or delete them.

On the Availability chart tab you can see the chart and list of all active jobs assigned to the vendor.

Import and export vendors

On this page, you can Import vendors from Excel without the need to enter the required information manually and Export vendors data to excel to Excel by clicking the corresponding buttons:

Vendor application URL

You can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.

For more information, please check the Vendor application URL page.

Back to the table of contents.

Add new quote

The quote is a potential project. Let's assume that your client has sent you a translation request, but first, he would like to know how much it will cost, time frames for implementation, etc. You can easily convert it to the project.

There are two ways to create a quote:

1. Click the Quotes menu on the top panel and then click the New quote button:

2. Or you may go to Quotes, and click the "New quote" button:

3. Once the quote is created, you can do the following:

Quote sections

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:

CAT logs section: here you can upload CAT log files or enter them manually if needed:

Receivables section: here you can enter receivables to indicate the amount to be charged from the client:

Create Smartcat-related quotes

You can create Smartcat-related quotes in Protemos. For more detailed instructions, please see the Create Smartcat-related quotes in Protemos section.

You may also create Protemos quotes from Smartcat projects. For more detailed instructions, please see the Create Protemos quotes from Smartcat projects section.

Back to the table of contents.

Create multi-quote

Multi-quote is a potential project with several options, consisted of several quotes.

To create a multi-quote, you need to create single quotes first.

Having done that, go to the Multi-quotes page and click the "New multi-quote" button:

Or you can create a multi-quote by clicking the "New multi-quote" button in the Multi-quotes menu:

In both cases, it will open the New multi-quote page where you need to select the Legal entity, Client and click "Create":

Then click the "Add option quotes" button:

Select the needed ones, and click "Add selected quotes":

For more information, check the Multi-quotes article.

Add new project

After setting up the system and entering the clients in it, you can start new projects.

1. To create a project, click the Projects menu on the top panel and then click the "New project" button:

2. Or you may go to Projects, and click the New project button:

3. In both cases, it will open the New project page where you can enter the required information.

4. The project will be created.

Project sections

5. In the Details tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:

6. In the Files tab, you may upload all the necessary files or links to the files (URLs).

7. In the Jobs tab you may assign the translation to a vendor.

8. In the Workflow tab you can build chains of consecutive jobs by linking the existing jobs or by adding predefined job chain templates:

9. In the Finances tab, you may enter the volume of work and create receivable from the client and create payable to the vendor. Click the "New receivable" button first and choose the receivable type:

And to create payables, you need to go to the respective job, scroll down to Payables section and click "New payable" button:

"Flat rate"—if you just need to enter the amount of a receivable without entering volumes and rates.

"Unit-based"—if you have to enter the volume and rate for calculating the price.

"CAT log based"—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

You can enter several receivables and payables for a project.

10. In CAT logs tab, you may upload a CAT log file to your project. To do so, click the "Upload CAT log" button:

For more info on projects, please see the Projects page.

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Create Smartcat-related projects

You can create Smartcat-related projects in Protemos. For more detailed instructions, please see the Create Smartcat-related projects in Protemos section.

You may also create Protemos projects from Smartcat projects. For more detailed instructions, please see the Create Protemos projects from Smartcat projects section.

Back to the table of contents.

Project templates

You can create the project from a template.

To do so, click the Projects menu on the top panel and then click Project templates:

Or you may go to Projects and click the "Templates" button:

You can do it also create the project template directly from the project.

Open the respective project, and on the Details tab click "More actions" and "Save as template":

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CAT log conversion schemes

Use this menu to add CAT log conversion schemes for the CAT tools you are using, update, delete, or clone templates by clicking the necessary template name in the list.

To do so, go to Projects ⇾ CAT log conversion schemes:

Back to the table of contents.

Create invoices for clients

1. To create an invoice for the client, go to Clients ⇾ Receivables:

2. The list of all receivables will be displayed. Select the needed and click the "Invoice selected on this page" button:

3. The system will create an invoice and will display its page.

Client invoice sections

Details section

In this section, you can download as PDF, send or mark as sent, write off, add a discount and an extra charge. update, and delete the invoice.

Tax section

In this section, default clients taxes set, custom taxes set or no taxes may be displayed according to the system settings,

In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:

Receivables section

Here you can view, add and remove receivables in unsent invoices by clicking the corresponding buttons:

Linked payments section

If you have received the payment for the invoice, you can record it by clicking the "Create linked payment" button:

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Record clients' payments

When the client pays invoices, create the client payment and link it with the paid invoices.

1. Go to the Clients ⇾ Payments menu and click "New payment":

2. Select the client from the list, enter the required information and click the "Create" button:

3. Having created the payment, scroll down to the Linked invoices section, and click the "Link invoices" button:

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.

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Clients' prices

To display the Client prices list, go to Clients ⇾ Prices:

Here you can view and create general client prices, import and export the list of all client prices to Excel, and update or delete client prices:

Note: Here you may also create general prices without reference to the particular client or type of service, specialization etc.

Back to the table of contents.

Create vendors' invoices

The vendors can create invoices on their own or you can create their invoices as the company manager.

1. Go to the Vendors ⇾ Payables menu:

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:

Note: To create an invoice, select the payment method for the vendor (click the vendor’s name and add the payment method as described on the Vendor view page, Payment methods tab page).

2. The system will create the invoice and send it to your vendor by email.

Note: You can hide finances from a vendor. Thus, they won't receive any financial-related notification from the system.

For more info on vendor invoices, please see the Create vendor invoices page.

Vendor invoice sections

Details section

In this section, you can download as PDF, write off, add discount and extra charge, update or delete the invoice.

Note: For invoices with linked payments only the "Download as PDF" and "Write off" buttons are available.

To make all buttons available, you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.

Taxes section

In this section, you may see default vendors taxes set, custom taxes set or no taxes.

But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by clicking corresponding buttons:

For more info, please see the Taxes in individual vendor invoice section.

Payables section

Here you can view, add and remove payables in unsent invoices.

Linked payments section

If you have paid the invoice, you can record it by clicking the "Create linked payment" button:

Back to the table of contents.

Record vendor payments

Having paid the vendor invoices, create the vendor payment and link it with the paid invoice.

1. Go to the Vendors⇾Payments menu and click "New payment" button:

2. Select the vendor from the list, enter the required information and click the "Create" button:

3. Having created the payment, scroll down to the Linked invoices section, and click the "Link invoices" button:

By this action, you cover the payment by invoices.

Note: Invoices with the matched currency and legal entity can only be linked to the payment.

Back to the table of contents.

Vendors' applications

To check the list of submitted applications by your vendors, go to the Vendors⇾Applications menu:

Vendor prices

To display the Vendor prices list, go to Vendors ⇾ Prices:

Here you can view and create prices, import or export the vendor prices from/to Excel, update or delete the particular vendor's price:

Note: Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.

Messages

You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages:

Please check more details here: "Messages"

Filters

Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed or find the information you need faster.

Let’s take the Clients' payments filters as an example:

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:

Search quotes with filters

Search projects with filters

Search project templates with filters

Search jobs with filters

Search files with filters

Clients:

Search clients with filters

Search clients receivables with filter

Search clients invoices with filters

Search clients payments with filters

Search client contacts with filters

Search clients prices with filters

Vendors:

Search vendors with filters

Search vendors payables with filters

Search vendors invoices with filters

Search vendors payments with filters

Search vendor contacts with filters

Search vendors prices with filters

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Reports

You can generate various business reports in the system. In this way, you can analyze the financial results of your activity for a defined period of time.

Click the Reports menu on the top panel and choose the required item:

Each of these menu screens is described below.

General finances

These reports show the dynamics of how income, expenses and profit change over months.

On these pages, you can see the following reports:

Monthly finances by receivables and payables — shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.

Monthly finances by invoices — shows the turnover, expenses, and profit based on client and vendor invoices.

Monthly finances by payments — shows the turnover, expenses, and profit based on client and vendor payments.

Back to the table of contents.

Quote report

Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below.

All amounts are converted to the default currency of your account.

Quote conversion rate

Quote counts

Quote totals

Quote report data

Managers

Here you may see your finances reports for each project manager of your team.

On this page, you can see the following reports:

Monthly income per manager by receivables - shows the turnover per manager based on receivables in their projects.

Monthly expenses per manager by payables - shows expenses per manager based on job payables in their projects.

Monthly profit per manager by receivables and payables - shows how the profit per manager was changing each month.

Monthly income share per manager by receivables - shows how the income share per manager was changing each month

Monthly expenses share per manager by payables - shows how the expenses share per manager was changing each month

Monthly profit share per manager by receivables and payables - shows how the profit share per manager was changing each month

Income share per manager by receivables - shows the shares of incomes your managers bring over the selected period

Expenses share per manager by payables - shows the shares of expenses of your managers over the selected period

Profit share per manager by receivables and payables - the shares of the profit your managers bring over the selected period.

Finances per manager by receivables and payables summary table - shows all income, expense, and profit amounts per manager and month.

For more info on managers' reports, please see the Finances per manager by receivables and payables page.

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Clients

This menu screen contains several submenus:

Each of them is described below.

Finances by receivables and payables

Here you may see your finances reports for each client based on the receivables and payables.

To view the Finances per client by receivables and payables reports, go to Reports → Clients → Finances by receivables and payables:

On this page, you can see the following reports:

Monthly income per client by receivables - shows the turnover per client based on receivables in their projects.

Monthly expenses per client by payables - shows the expenses for each client based on payables in the related projects.

Monthly profit per client by receivables and payables - shows how the income by each client was changing each month.

Monthly income share per client by receivables - shows how the income share of the client was changing each month.

Monthly expenses share per client by payables - shows the shares of expenses for each of the clients over the selected period.

Monthly profit share per client by receivables and payables - shows the shares of profit each of the clients brings over the selected period.

Income share per client by receivables - shows the shares of income for each client for the whole period.

Expenses share per client by payables- shows the shares of expenses for each client for the whole period.

Profit share per client by receivables and payables - shows the shares of profit for each client for the whole period.

Finances per client by receivables and payables summary table - shows all income, expense, profit amounts, and profit margin per client and month.

For more info on these reports, please see the Finances per client by receivables and payables page.

Back to the table of contents.

Income by invoices

Here you may see your finances reports for each client based on the client invoices.

To view the Monthly income per client by invoices reports, go to Reports → Clients → Income by invoices:

On this page, you can see the following reports:

Monthly income per client by invoices - here you can see the turnover per client based on the invoices you issued for them.

Monthly income share per client by invoices - shows how the share of invoices per clients was changing monthly.

Income share per client by invoices - shows the share of invoices per clients over the selected period of time.

Monthly income per client by invoices summary table - shows all invoice amounts per client and month.

For more info on these reports, please see the Monthly income per client by invoices reports page.

Back to the table of contents.

Income by payments

These reports show how the clients were paying you.

To view the Monthly income per client by payments reports, go to Reports → Clients → Income by payments:

Here you may see the following reports:

Monthly income per client by payments - here you can see the amounts of payments per each client monthly.

Monthly income share per client by payments - here you can see how the share of payments per client was changing monthly.

Income share per client by payments - this diagram shows the share of each client in payments received over the specified period of time.

Monthly income per client by payments summary table - shows all payment amounts per client monthly.

For more info on these reports, please see the Monthly income per client by payments reports page.

Back to the table of contents.

Vendors

This menu screen contains several submenus:

Each of them is described below.

Expenses by invoices

These reports show the monthly amounts of your vendor invoices.

To view the Monthly expenses per vendor by invoices reports, go to Reports → Vendors → Expenses by invoices:

Here you may see the following reports:

Monthly expenses per vendor by invoices - this diagram shows the number of monthly invoices per each vendor.

Monthly expenses share per vendor by invoices - this graph shows how the share of the invoiced amounts per vendor was changing monthly.

Expenses share per vendor by invoices - shows the share of the invoiced amount per each vendor.

Monthly expenses per vendor by invoices summary table - this table shows the invoiced amount per each vendor monthly.

For more info on these reports, please see the Monthly expenses per vendor by invoices reports page.

Back to the table of contents.

Expenses by payments

These reports show the monthly amounts of your vendor payments.

To view the Monthly expenses per vendor by payments reports, go to Reports → Vendors → Expenses by payments: Here you may see the following reports:

Monthly expenses per vendor by payments - this diagram shows the number of monthly payments per each vendor.

Monthly expenses share per vendor by payments - this graph shows how the share of the paid amounts per vendor was changing monthly.

Expenses share per vendor by payments - shows the share of the paid amount per each vendor.

Monthly expenses per vendor by payments summary table - this table shows paid amount per each vendor monthly.

For more info on these reports, please see the Monthly expenses per vendor by payments page.

Back to the table of contents.

Language pairs

Here you may see your finances reports for each language pair you work with.

To view the Finances per language pair by receivables and payables reports, go to Reports → Language pairs → Finances by receivables and payables:

On this page, you can see the following reports:

Monthly income per language pair by receivables - this report shows the turnover per language pair based on receivables in the related projects.

Monthly profit per language pair by receivables and payables - shows the profit for each language pair based on receivables and payables in the related projects.

Monthly income share per language pair by receivables - shows how the income share of each language pair was changing each month.

Monthly profit share per language pair by receivables and payables - shows how the profit share of each language pair was changing each month.

Income share per language pair by receivables - on this report you may see the shares of income each of the language pairs brings over the selected period.

Profit share per language pair by receivables and payables - here you may see the shares of profit each of the language pairs brings over the selected period.

Finances per language pair by project balances summary table - this table shows all income, expense and profit amounts per language pair and month.

For more info on language pairs reports, please see the Finances per language pair by receivables and payables page.

Back to the table of contents.

Services

Here you may see your finances reports for each service based on the receivables and payables.

To view the Monthly finances per service groups by receivables and payables reports, go to Reports → Services → Finances by receivables and payables:

On this page, you can see the following reports:

Monthly finances per service groups by receivables and payables — shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects.

Finances per service groups by receivables and payables summary table - this table shows all income, expense, profit amounts, and profit margin per service and month.

For more info on services reports, please see the Monthly finances per service groups by receivables and payables page.

Back to the table of contents.

Export data

On every main page, you can export the tables into Excel.

To do so, go to the required menu and click the "Export to Excel" button:

For instructions on how to export the required data to Excel, please click the corresponding links:

Export quotes data to Excel

Export projects data to Excel

Export jobs data to Excel

Export the list of files to Excel

Export clients data to Excel

Export clients receivables to Excel

Export clients invoices to Excel

Export clients payments to Excel

Export client contacts to Excel

Export clients prices to Excel

Export vendors data to Excel

Export vendors payables to Excel

Export vendors invoices to Excel

Export vendors payments to Excel

Export vendor contacts to Excel

Export vendors prices to Excel

Export general finances reports data to Excel

Additional information

The system supports all the modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues.

If you experience issues, we recommend using the modern browser. We are improving the system all the time.

That’s why its user interface may change and look a little bit differently from the one described above.

However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us (od@protemos.com).

Back to the table of contents.

@@ Line 1: / Line 1: @@
-'''For a brief system overview, please check this video:'''   [[File:youtube.jpg|40px|link=https://youtu.be/rrG6ImhtWHQ]]
+'''For a brief system overview, please check this video:'''   [[File:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]]
 =='''Get started with Protemos'''==
@@ 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 53: / Line 53: @@
 =='''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, and change your username and account password.
 To do so, go to the '''My profile''' menu:
@@ Line 67: / Line 67: @@
 You can change and set system settings in the '''Settings''' menu:
-[[File:Settingvs menu.png|border|150px]]
+[[File:Settings.1.png|border|150px]]
 Each of these menu screens is described below.
@@ Line 77: / Line 77: @@
 *The '''Account info''' section contains common information about your company.
-Here you can '''<u>[[Update account details|update information]]</u>''' about your company and  <U>'''[[Change account owner|change the account owner]]''' </U> ''(available only for the owner of the account)'':
+Here you can '''<u>[[Update account details|update information]]</u>''' about your company and  <U>'''[[Change account owner|change the account owner]]'''</U> ''(available only for the owner of the account)'':
 [[File:Account itself.png|border|700px]]
-*'''Default settings'''
+*'''Account settings'''
-Here you can define default legal entity, the time zone for new users, default currency, default PDF page size, orientation, and default PDF locale.
+Here you can define the default legal entity, system currency, time zone for new users, and default templates for quotes, client and vendor invoices, and job POs.
-You may also define it individually for a '''<U>[[Client default settings#PDF locale of client invoices|'''particular client]]</U>''' or '''<U>[[Vendor default settings change#PDF locale of vendor invoices|'''vendor]]</U>'''.
+You may also specify a default legal entity, currency and invoice PDF template for each particular '''<U>[[Client_default_settings|'''client]]</U>''' or '''<U>[[Change_vendor_default_settings|'''vendor]]</U>'''.
-To change any of the above-mentioned settings, click "'''Update'''":
+To change any of the above-mentioned settings, click the following buttons:
-[[File:NewDefault settings.png|border|700px]]
+[[File:Account settings section.png|border|1070px]]
-For more info, please see the'''<U> [[Account#Default settings|Default settings]]</U>''' page.
+For more info, please see the '''<U>[[Account#Account settings|Account settings]]</U>''' page.
 *'''Account deletion'''
@@ Line 98: / Line 98: @@
 [[File:Dlee r.png|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''License'''===
@@ Line 103: / 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 109: / Line 111: @@
 <span style="color:red">'''Note:'''</span> You can add as many managers as you wish, but only the licensed number of them will be able to log in at the same time.
-For more info on licensing, please see the <U>'''[[Licensing]]'''</U> page.
+For more info on licensing, please see the <U>'''[[License]]'''</U> page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 121: / Line 123: @@
 You can add a new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corresponding buttons:
-[[File:1200px-2 leg entity.png|border|900px]]
+[[File:Le 1.png|border|1000px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''Access control'''===
+This menu screen contains several submenus:
+[[File:Settings - access control.png|border|300px]]
+*'''Roles'''
+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|1100px]]
+*'''Managers'''
+Use this page to view the list of managers added to the system and add new managers. More info [[Enterprise_edition_user_manual#Add_new_manager|<U>'''here'''</U>]].
+[[File:Managers list.1.2.png|border|1070px]]
+*'''Client pools'''
+You can limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the <U>[[Client pools|'''Client pools''']]</U> page.
+[[File:New client pool (1.56).png|border|1070px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''System Values'''===
@@ Line 131: / Line 161: @@
 *'''Language pairs'''
-Use this menu to <U>'''[[Add language pairs|add]]'''</U>, <U>[[Update language pair|'''update''']]</U> the language pairs you work with, delete, '''<U>[[Disable language pair|disable]] </U>''' or enable them:
+Use this menu to <U>'''[[Add language pairs|add]]'''</U> the language pairs you work with, delete, '''<U>[[Disable language pair|disable]]</U>''' or enable them:
 [[File:Lang pairs.png|border|800px]]
@@ Line 143: / Line 173: @@
 [[File:Sesrvices.png|border|800px]]
-<span style="color:red">'''Note:'''</span> You can’t delete services that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can '''<U> [[Update service#Disable service|disable]] </U>''' them.
+<span style="color:red">'''Note:'''</span> You can’t delete services that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can '''<U>[[Update service#Disable service|disable]]</U>''' them.
 *'''Specializations'''
-Here you can '''<U>[[Create specialization|add]] </U>''', '''<U>[[Update specialization|update]]</U>''' or delete the specializations your company works with:
+Here you can '''<U>[[Create specialization|add]]</U>''', '''<U>[[Update specialization|update]]</U>''' or delete the specializations your company works with:
 [[File:Speciaslizations.png|border|800px]]
@@ Line 163: / Line 193: @@
 *'''Currencies'''
-On this page, you can '''<U>[[Currencies#Add currencies|add]]</U>''' currencies, '''<U>[[Currencies#Set currency as default|set currency as default]]</U>''', disable or delete currencies, '''<U>[[Currencies#Exchange rates history|check exchange rates history]]</U>''':
+On this page, you can '''<U>[[Currencies#Add currencies|add]]</U>''' currencies, '''<U>[[Currencies#Set currency as default|set currency as default]]</U>''', disable or delete currencies:
-[[File:Currencies buttons.png|border|1000px]]
+[[File:Change system curr.png|border|1000px]]
 <span style="color:red">'''Note:'''</span> Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis,
@@ Line 174: / Line 204: @@
 ==='''Object codes'''===
-On this page, you can set the number of your next invoice, project, payment, etc.
+On this page, you can set the number of your next quote, project, job, etc.
-To  '''<U>[[Update object codes|update next IDs]]</U>''' or '''<U>[[Update object codes|update code prefixes]]</U>''', click the corresponding buttons:
+To  '''<U>[[Object_codes#Update_object_ID|update next object ID]]</U>''' or '''<U>[[Object_codes#Update_object_prefix|update object prefixes]]</U>''', click the corresponding buttons:
-[[File:Quote codes.png|border|750px]]
+[[File:Year.jpg|border|1000px]]
-For more info, please see the '''<U>[[Update object codes]]</U>''' page.
+For more info, please see the '''<U>[[Object_codes|Object codes]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 188: / Line 218: @@
 Enter your payment details here so the clients can pay you.
-On this page, you can: '''<U>[[Create payment method|add payment methods]]</U>''', <U>'''[[Change default settings|change the default settings]]'''</U>, update, disable or delete them.
+On this page, you can: '''<U>[[Create payment method|add payment methods]]</U>''', <U>'''[[Change default payment method|change the default payment method]]'''</U>, update, disable or delete them.
 [[File:Payments methods default etc.png|border|800px]]
@@ Line 202: / 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 208: / Line 238: @@
 <span style="color:red">'''Note:'''</span> Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.
-To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''' , go to '''Settings⇾Taxes⇾Default clients taxes set''':
+To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', go to '''Settings ⇾ Taxes ⇾ Default clients taxes set''':
 [[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 222: / Line 252: @@
 For more info on individual sets creation, please see the '''<U>[[Taxes#Custom taxes set for individual client|Custom taxes set for individual client]]</U>''' section.
-To create a default vendors taxes set, go to '''Settings⇾Taxes⇾Default vendors taxes set''':
+To create a default vendors taxes set, go to '''Settings ⇾ Taxes ⇾ Default vendors taxes set''':
 [[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 242: / Line 272: @@
 The system notifies you about overdue projects, jobs, and invoices by email. You can switch these notifications off/on by clicking "'''Update'''":
-[[File:Reminders 2.png|border|1100px]]
+[[File:Reminders.png|border|900px]]
-For more info, please see the <U>'''[[Reminders]]''' </U> page.
+For more info, please see the <U>'''[[Reminders]]'''</U> page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 257: / Line 287: @@
 For more info, please see the '''<U>[[SMTP server]]</U>''' page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''Client portal'''===
@@ Line 262: / Line 294: @@
 Here you can update client portal settings by clicking the '''"Update"''' button:
-[[File:3cient portal .png|border|900px]]
+[[File:Client portal settings.png|border|900px]]
 You can define managers as the default recipient of notifications connected with quotes, projects, overdue clients' invoices, payment settings, etc.
 For more info, please see the '''<U>[[Client portal]]</U>''' page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''Vendor portal'''===
@@ Line 278: / 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 284: / Line 318: @@
 For more info, please see the '''<U>[[Vendor portal#Agreement with new vendors|Agreement with new vendors]]</U>''' section.
-==='''Integrations'''===
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[File:Sintegration.png|border|300px]]
+==='''Email templates'''===
-*'''Smartcat integration'''
+You can create your own quote, multi-quote, and client invoice email templates.
-Protemos is integrated with SmartCAT system, so you can create projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).
+To create an email template, go to '''Settings''' → '''Email templates''':
-To enable SmartCAT integration, go to '''Settings⇾Integrations⇾SmartCAT''':
+[[File:Email templates1.png|border|300px]]
-Here you can enable, update, disable SmartCAT integration for your account, get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.
+*'''Quote templates'''
-[[File:Smart.png|border|900px]]
+Use this page to <U>[[Email_templates#Quote_templates|'''create''']]</U> the quote email templates and clone, update and delete the existing ones:
-For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[SmartCAT integration]]</U> '''page.
+[[File:New quote template (enterprise manual).png|border|1070px]]
-*'''TQAuditor integration'''
+*'''Multi-quote templates'''
-Protemos is integrated with TQAuditor - the system for evaluation and monitoring translation quality.
+Use this page to <U>[[Email_templates#Multi-quotes_templates|'''create''']]</U> the multi-quote email templates and clone, update and delete the existing ones:
-[[File:Tq.png|border|900px]]
+[[File:New multiquote email templates (enterprise manual).png|border|1070px]]
-For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.
+*'''Client invoice templates'''
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+Use this page to <U>[[Email_templates#Client_invoice_template|'''create''']]</U> the client invoice email templates and clone, update and delete the existing ones:
-=='''Add new manager'''==
-Use this menu to add new managers who will use the system just as you do.
-If there are several project managers in your team, you can create a separate account with the necessary level of access rights for each of them.
-There are two ways to add a new manager:
+[[File:New client invoice template (enterprise manual).png|border|1070px]]
-. Press the '''Managers''' menu on the top panel and then click '''New manager''':
+For more info on email templates, please see the <U>'''[[Email templates]]'''</U> page.
-[[File:Managers.png|border|120px]]
-. Or you may go to Managers list and press the '''"New manager"''' button:
-[[File:New manager button.png|border|900px]]
-<span style="color:red">'''Note''':</span> Your manager will not be able to log into the system if you unmark the "'''Can log in"''' checkbox.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Add clients'''==
+==='''PDF templates'''===
-You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
+You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.
-==='''Add clients manually'''===
+To create a template, go to '''Settings → PDF Templates:'''
-There are two ways to add new clients manually:
+[[File:Settings - pdf templates.png|border|280px]]
-. Press the '''Client''' menu on the top panel and then click '''New client''':
+*'''Client invoice PDF templates'''
-[[File:2.00.png|border|100px]]
+Use the page to <U>[[PDF_templates#Client_invoice_PDF_templates|'''create''']]</U> the client invoice PDF templates and clone, update and delete the existing ones:
-. Or you may go to '''Clients''' and press the "'''New client'''" button:
+[[File:Client invoice pdf templates (enterprise manual).png|border|1070px]]
-[[File:New client button.png|border|850px]]
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-Enter information about your client on the displayed screen. It consists of two sections:
+*'''Vendor invoice PDF templates'''
-*Use the '''General info''' section to enter general information about the client:
+Use the page to <U>[[PDF_templates#Vendor_invoice_PDF_templates|'''create''']]</U> the vendor invoice PDF templates and clone, update and delete the existing ones:
-[[file:New client general info.png|border|550px]]
+[[File:New vendor invoice PDF templates (enterprise manual).png|border|1070px]]
-*Use the '''Primary user''' section to enter the client’s primary contact person and click "'''Save'''" to display the client entry.
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-[[File:1 client new .png|border|550px]]
+*'''Quote PDF templates'''
-<span style="color:red">'''Note'''</span>: Only clients with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system.
+Use the page to <U>[[PDF_templates#Quote_PDF_templates|'''create''']]</U> the quote PDF templates and clone, update and delete the existing ones:
-This page is intended for viewing and entering various client data and has the following tabs:
+[[File:New quote pdf template (enterprise manual).png|border|1070px]]
-*On the '''<U>[[Client view page – General tab|General info]]</U>''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info, check '''<U>[[Client quick links|client-related objects]]</U>''',add the necessary '''<U>[[Manage client tags|tags]]</U>''' to the client.
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-In the '''<U>[[Client view page – General tab#Primary user|Primary user]]</U>''' section you can view and edit client's primary contact details, change your client's '''<U>[[Client default settings|default settings]] </U>'''.
+*'''Job PO PDF templates'''
-<span style="color:red">'''Note''':</span> You can’t delete clients involved into recorded projects, invoices or payments. But you can unmark the '''<U>[[Update client details#Assignability|'''"Assignable"''']]</U>''' checkbox in a client profile, and the client will not appear in the drop-down list when creating projects and quotes.
+Use the page to <U>[[PDF_templates#Job_PO_PDF_templates|'''create''']]</U> the job PO PDF templates and clone, update and delete the existing ones:
-*On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts.
-If the client has several contact persons, they can all be entered in the '''Contact persons''' tab.
-*On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.
-*On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' tab you can create a custom taxes set for this client. Here you may also define which tax set should be applied (whether custom or default one) for this particular client.
-*On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the client or delete them.
-==='''Import and export clients'''===
+[[File:New job PO PDF template (enterpise manual).png|border|1070px]]
-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
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-by pressing the corresponding buttons:
-[[File:Export import Screenshot 1.png|border|800px]]
+For more info on PDF templates, please see the <U>'''[[PDF templates]]'''</U> page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Add vendors'''==
+==='''Integrations'''===
-If you assign jobs to other vendors, you need to add each of them to the system.
+*'''memoQ integration'''
-You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.
+Protemos is integrated with memoQ system — a translation environment tool.
-==='''Add vendors manually'''===
+To enable memoQ integration, go to '''Settings ⇾ Integrations ⇾ memoQ'''.
-There are two ways to add new vendors manually:
+Here you can enable, update, disable the integration for your account, manage your memoQ server, create a memoQ account:
-. Press the '''Vendors''' menu on the top panel and then click '''New vendor''':
+[[File:Memoq user manual.png|border|900px]]
-[[File:Vendors New Vendor menu.png|border|150px]]
+More details here: <U>'''[[MemoQ integration]]'''</U>
-. Or you may go to '''Vendors=>Vendors list''':
+*'''Smartcat integration'''
-[[File:Vendors list menu new.png|border|150px]]
+Protemos is integrated with SmartCAT system, so you can create projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).
-Then press the "'''New vendor'''" button:
+To enable SmartCAT integration, go to '''Settings ⇾ Integrations ⇾ Smartcat'''.
-[[file:Create vendor button.png|border|1000px]]
+Here you can enable, update, disable SmartCAT integration for your account, get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.
-In both cases, you will be redirected to the '''<U>[[Create vendor|New vendor]]</U>''' page.
+[[File:Smart.png|border|900px]]
-First, you will see the '''Type''' box. You can select any of the three vendor types:
+For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[Smartcat integration]]</U>''' page.
-*'''Company''' is a contractor company.
+*'''TQAuditor integration'''
-*'''Freelancer''' is a non-staff employee.
+Protemos is integrated with TQAuditor - the system for evaluation and monitoring translation quality.
-*'''In-house''' is a staff employee who works in your office.
+[[File:Tq.png|border|900px]]
-Depending on the vendor type, you will see the boxes to fill in.
+For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.
-Press the "'''Save'''" button to add a vendor account to the system. The vendor will be sent an invitation email and needs to accept the invitation ''(please find more info '''<U>[[How to add a vendor account|here]]</U>''')''.
+*'''QuickBooks integration'''
-For additional information on how to add vendors, please see the '''<U>[[Create vendor]]</U>''' page.
+Protemos is integrated with QuickBooks, an accounting software system.
+For more info on QuickBooks integration, please see the '''<U>[[QuickBooks integration|QuickBooks integration]]</U> '''page.
-The vendor entry page is intended for viewing and entering various vendor data and has the following tabs:
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[file:Vendor profile buttons new.png|border|1000px]]
+=='''Add new manager'''==
-On the '''General info''' tab you may view, '''<U>[[Update vendor details|update]]</U>''' vendor info, add necessary '''<U>[[Manage vendor tags|tags]]</U>''', check all the '''<U>[[Vendor quick links|vendor-related objects]]</U>''', or delete the vendor.
+Use this menu to add new managers who will use the system just as you do.
-On this tab you can also view and edit basic information about the primary user, disable vendor access to the account, and  send\resend the invitation to the vendor.
+If there are several project managers in your team, you can create a separate account with the necessary level of '''<U>[[access rights]]</U>''' for each of them.
-<span style="color:red">'''Note''': You can’t delete vendors involved into recorded jobs, invoices or payments. But you may <U>[[Vendor view page, General tab#Primary user|'''disable their access''']]</U> to accounts.</span>
+You can also limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the <U>[[Client pools|'''Client pools''']]</U> page.
-Here you may also change the '''<U>[[Vendor default settings change|default settings]] </U>''' for your vendor:
+To add a new manager, go to '''Settings → Access control → Managers''':
-[[file:Client profile change def sett butt.png|border|1000px]]
+[[File:Settings - access control - managers.png|border|300px]]
-On the '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' tab you can view a list of vendor contacts, edit or delete them, and start creating new contacts.
+Сlick the '''"New manager"''' button on the '''Managers''' page:
-This tab is available only if the vendor is a company, not a person.
+[[File:New manager button.png|border|900px]]
-On the '''<U>[[Vendor view page, Payment methods tab|Payment methods]]</U>''' tab you can create or update payment methods for the vendor, and change the default payment method.
+<span style="color:red">'''Note''':</span> Your manager will not be able to log into the system if you unmark the "'''Can log in"''' checkbox.
-On the '''<U>[[Vendor view page, Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-On the '''<U>[[Taxes#Custom taxes set for individual vendor|Taxes]]</U>''' tab you can create a custom taxes set for this vendor. Here you may also define which taxes set should be applied (whether custom or default one) for this particular vendor.
+==='''How to accept invitation as manager'''===
+If your colleagues create a manager account for you, you will receive an invitation email:
-On the '''<U>[[Vendor view page, Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the vendor or delete them.
+[[File:Invitation email for manager.1.png|border|700px]]
-On the '''<U>[[Availability chart tab|Availability chart]]</U>''' tab you can see the chart and list of all active jobs assigned to the vendor.
+Accept the invitation by clicking the link in the received email. The following page will appear:
-<span style="color:red">'''Note''': If your vendor has ProZ.com account with the same email as in Protemos, the system will display the link to that account on the vendor entry page ''(more info '''<U>[[Vendor view page, General tab#Links of vendor profiles to ProZ.com profiles|here]]</U>''')''.</span>
+[[File:Complete registration (manager).png|border|1070px]]
-==='''Import vendors from Excel file'''===
+Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.
-If you already have a list of vendors,  their contacts, specializations, language pairs and prices, you can easily import these data without the need to enter such information manually.
+You will receive an email notification on successful registration and will be logged in to your manager account:
-Go to the '''<U><span style="background-color:yellow">[https://cloud.protemos.com/vendor/index Vendors] </span> </U>''' page and press the "'''Import from Excel'''" button:
+[[File:Registration is complete (manager).png|border|500px]]
-[[file:Import vendors button.png|border|1000px]]
+=='''Add clients'''==
-For more info on vendors' data import, please see the '''<U>[[Import vendors from Excel]]</U>''' page.
+You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
-Here you can also export a displayed list of vendors to Excel by pressing the "'''Export to Excel'''" button:
+==='''Add clients manually'''===
-[[file:Vendor list Export.png|border|1000px]]
+There are two ways to add new clients manually:
-For more info on vendors' data export, please see the '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' page.
+. Click the '''Client''' menu on the top panel and then click '''New client''':
-For more info on vendors, please see the '''<U>[[Vendors]]</U>''' page.
+[[File:2.00.png|border|100px]]
-==='''Vendor application URL'''===
+. Or you may go to '''Clients''' and click the "'''New client'''" button:
-You can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.
+[[File:New client button.png|border|850px]]
-For more information, please check the '''<U>[[Vendor application URL]]</U>''' page.
+<span style="color:red">'''Note'''</span>: Only clients with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+This page is intended for viewing and entering various client data and has the following tabs:
-=='''Add new quote'''==
+*On the '''<U>[[Client view page – General info tab|General info]]</U>''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info, check '''<U>[[Client quick links|client-related objects]]</U>''', add the necessary '''<U>[[Manage client tags|tags]]</U>''' to the client.
-Quote is a potential project. Let's assume that your client has sent you a translation request, but first, he would like to know how much it will cost,  time frames for implementation etc.
+*In the '''<U>[[Client view page – General info tab#Primary user|Primary user]]</U>''' section you can view and edit client's primary contact details, change your client's '''<U>[[Client default settings|default settings]]</U>'''.
-In order to save your time, you can create a quote and send it to your client and then, if the client agrees with the quote conditions, you can easily convert it to a project.
+<span style="color:red">'''Note''':</span> You can’t delete clients involved into recorded projects, invoices or payments. But you can unmark the '''<U>[[Update client details#Assignability|'''"Assignable"''']]</U>''' checkbox in a client profile, and the client will not appear in the drop-down list when creating projects and quotes.
-You may also create it if you are simply not sure yet you will get the project.
+*On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts.
-==='''Create quote'''===
+If the client has several contact persons, they can all be entered in the '''Contact persons''' tab.
-There are two ways to create a quote:
+*On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.
-. Press the '''Quotes''' menu on the top panel and then click '''New quote''':
+*On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' tab you can create a custom taxes set for this client. Here you may also define which tax set should be applied (whether custom or default one) for this particular client.
-[[File:Quotes menu new quote.png|border|150px]]
+*On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the client or delete them.
-. Or you may go to '''Quotes=>Quotes list''':
+==='''Import and export clients'''===
-[[File:Quotes menu quotes list.png|border|150px]]
+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 clicking the corresponding buttons:
-Then press the "'''New quote'''" button:
+[[File:Export import Screenshot 1.png|border|800px]]
-[[file:Quote create button.png|border|1000px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-In both cases, it will open the '''New quote''' page where you can specify all basic details for a new quote:
+=='''Add vendors'''==
-[[file:Create qoute page new.png|border|650px]]
+If you assign jobs to other vendors, you need to add each of them to the system.
-Confirm all details with the "'''Create'''" button.
+You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.
-. It will bring you to the "'''Quote'''" page that consists of the following sections:
+==='''Add vendors manually'''===
-==='''Quote details section'''===
+There are two ways to add new vendors manually:
-Here you can download this quote in PDF format by pressing the '''"Download as PDF"''' button.
+. Click the '''Vendors''' menu on the top panel and then click '''New vendor''':
-Press '''"Actions"''' to see the set of operations that can be performed on this quote:
+[[File:New vedndor.png|border|110px]]
-[[file:Quote details action buttons.png|border|1000px]]
+. Or you may go to '''Vendors''' and click the "'''New vendor'''" button:
-On this page you can do the following:
+[[File:Button new vendocr.png|border|1000px]]
-*'''Send''': opens the '''<u>[[Send quote]]</u>''' page which allows emailing the quote to the client directly from the system. After the quote is sent, the system records the date of sending.
+In both cases, you will be redirected to the '''<U>[[Create vendor|New vendor]]</U>''' page.
-*'''Mark as sent''': if you not sending the quote through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.
+<span style="color:red">'''Note'''</span>: Only vendors with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, and work with you by using the system.
-*'''Convert to project''': by pressing this button you begin creating a new project with this quote.
+*On the '''General info''' tab you can view, '''<U>[[Update vendor details|update]]</U>''' vendor info, '''<U>[[Manage vendor tags|manage tags]]</U>''', check '''<U>[[Vendor quick links|vendor-related objects]]</U>''',  change the '''<U>[[Change_vendor_default_settings|default settings]]</U>''', disable vendor access to the account, and  send\resend the invitation to the vendor.
-*'''Cancel''': if the client doesn't accept this quote conditions, you may press the "'''Cancel'''" button to remember that rejection.
-*'''Clone''': you may clone the quote by pressing this button.
+<span style="color:red">'''Note''':</span> You can’t delete vendors involved into recorded jobs, invoices or payments. But you may <U>[[Vendor view page, General tab#Primary user|'''disable their access''']]</U> to accounts.
-*'''Update''': opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page where you can edit the quote.
+*On the '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' tab you can view a list of vendor contacts, edit or delete them, and start creating new contacts. This tab is available only if the vendor is a company, not a person.
-*'''Delete''': deletes the quote.
+*On the '''<U>[[Vendor view page, Payment methods tab|Payment methods]]</U>''' tab you can create or update payment methods for the vendor, and change the default payment method.
-<span style="color:red">'''Note:''' The '''"Send"''' and '''"Mark as sent"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables section|receivables]]</U>''' entered.</span>
+*On the '''<U>[[Vendor view page, Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.
-==='''Files section'''===
+*On the '''<U>[[Taxes#Custom taxes set for individual vendor|Taxes]]</U>''' tab you can create a custom taxes set for this vendor. Here you may also define which tax set should be applied (whether custom or default one) for this particular vendor.
-Here you can upload the files or links to files (file URLs) you received from your client, if any:
+*On the '''<U>[[Vendor view page, Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the vendor or delete them.
-[[File:Quote files section.png|border|1100px]]
+*On the '''<U>[[Availability chart tab|Availability chart]]</U>''' tab you can see the chart and list of all active jobs assigned to the vendor.
-==='''CAT logs section'''===
+==='''Import and export vendors'''===
-Use this section to upload a CAT log file if needed.
+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 clicking the corresponding buttons:
-If the system cannot parse it, you may enter the CAT word count log manually.
+[[File:Import vendors.png|border|1000px]]
-Click on the corresponding button to upload the CAT log file or input it manually:
+==='''Vendor application URL'''===
-[[File:Quote upload logs buttons.png|border|1100px]]
+You can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.
-For more info on CAT log files uploading, please see the '''<U>[[Quote CAT logs section]] </U>''' page.
+For more information, please check the '''<U>[[Vendor application URL]]</U>''' page.
-==='''Receivables section'''===
-Here you can enter receivables to indicate the amount to be charged from the client:
-[[File:Quote new receivable button.png|border|1100px]]
-More info '''<U>[[Quote receivables section|here]]</U>'''.
-==='''Deliver the quote'''===
-Having checked all the quote data, you can send the quote to the client. Go to the '''Quote details''' section, press '''"Actions"''', and then click the "'''Send'''" button.
-For more details, please see the '''<U> [[Send quote]] </U>''' page.
-[[File:Quote details send.png|border|1100px]]
-For more info on quotes, please see the '''<U> [[Quotes]] </U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Create SmartCAT-related quotes'''===
+=='''Add new quote'''==
-*You can create SmartCAT-related quotes in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create SmartCAT-related quotes in Protemos|Create SmartCAT-related quotes in Protemos]]</U>''' section.
+The quote is a potential project. Let's assume that your client has sent you a translation request, but first, he would like to know how much it will cost, time frames for implementation, etc. You can easily convert it to the project.
-*You may also create Protemos quotes from SmartCAT projects.  For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create Protemos quotes from SmartCAT projects|Create Protemos quotes from SmartCAT projects]]</U>''' section.
+There are two ways to create a quote:
-=='''Add new project'''==
+. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
-After setting up the system and entering the clients and vendors in it, you can start new projects.
+[[File:New quote.png|border|100px]]
-For illustration purposes, suppose you have Acme Corporation as your client. They have sent you the 20,000-word translation request
+. Or you may go to Quotes, and click the '''"New quote"''' button:
-from English into French asking to complete it in 2 weeks. Let’s add this project to the system.
+[[File:New quotes from.png|border|800px]]
-==='''Create project'''===
+. Once the quote is created, you can do the following:
-<span style="color:red">'''Note:''' Before creating projects, make sure that you have added clients and vendors in your account.</span>
+[[File:Quote quote.png|border|900px]]
-. There are two ways to create a project:
+==='''Quote sections'''===
-Press the '''Project''' menu on the top panel and then click '''"New project"''':
+*'''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:Projects menu new project.png|border|200px]]
+[[File:Quote files section.png|border|1100px]]
-Or you may go to '''Projects=>Projects list''':
+*'''<U>[[Quote CAT logs section|CAT logs]]</U>''' section: here you can upload CAT log files or enter them manually if needed:
-[[File:Projects menu project list.png|border|200px]]
+[[File:Quote upload logs buttons.png|border|1100px]]
-Then press the "'''New project'''" button:
+*'''<U>[[Quote receivables section|Receivables]]'''</U> section: here you can enter receivables to indicate the amount to be charged from the client:
-[[file:Project New button.png|border|1100px]]
+[[File:Quote new receivable button.png|border|1100px]]
-In both cases, it will open the '''New project''' page.
-. Enter your project information and press the "'''Create'''" button:
-[[file:New project page.png|border|600px]]
-. The project page will be displayed with the following tabs:
-[[file:Proj tabs.jpg|border|350px]]
-==='''Project input files'''===
-. Now you need to upload files received from your client to the system.
-To do so, go to the '''Files''' tab and upload the needed files by pressing the '''"Upload"''' button.
-You may also add links to external files (file URLs) instead of uploading files to the system by pressing '''"Add URLs"''' button.
+==='''Create Smartcat-related quotes'''===
-[[file:Project input files.png|border|1100px]]
+*You can create Smartcat-related quotes in Protemos. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Smartcat-related_quotes_in_Protemos|Create Smartcat-related quotes in Protemos]]</U>''' section.
-For more information on project input files, please see the '''<U>[[Project details, Files tab#Project input|Project input]]</U>''' section.
+*You may also create Protemos quotes from Smartcat projects. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_quote_from_Smartcat_project|Create Protemos quotes from Smartcat projects]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Project receivables'''===
+==='''Create multi-quote'''===
-. Next, enter the volume of work and the receivable from the client.
+Multi-quote is a potential project with several options, consisted of several quotes.
-To do so, go to the '''Finances''' tab, press the "'''New receivable'''" button, and choose the receivable base:
+[[File:Multi quotes 1.png|border|150px]]
-[[file:Project new receivable.png|border|1100px]]
+To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first.
-* "'''Flat rate'''"—if you just need to enter the amount of a receivable without entering volumes and rates.
+Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:
-* "'''Unit based'''"—if you have to enter the volume and rate for calculating the price.
+[[File:1 new mq.png|border|900px]]
-* "'''CAT log based'''"—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+Or you can create a multi-quote by clicking the '''"New multi-quote"''' button in the Multi-quotes menu:
-You can enter the purchase order number sent by your client in the '''PO number''' box. If the client has not provided such number, you may leave this box unfilled.
+[[File:New multi-quote.png|border|150px]]
-Enter the volume of work, price, and press '''"Create"''' to add the raceivable:
+In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and click '''"Create"''':
-[[file:UB receivable.png|border|600px]]
+[[File:1 nemw quote.png|border|500px]]
-You can enter several receivables for a project.
+Then click the '''"Add option quotes"''' button:
-For more info, please see the '''<U>[[Create receivable]] </U>''' page.
+[[File:Options1.png|border|900px]]
-==='''CAT logs'''===
+Select the needed ones, and click '''"Add selected quotes"''':
-. If necessary, you may upload a CAT log file to your project.
+[[File:3-.png|border|900px]]
-If the system cannot parse it, you may enter the CAT word count log manually.
-Click on the corresponding buttons to upload the CAT log file or input it manually:
+For more information, check the [[Multi-quotes]] article.
-[[file:Project CAT logs tab.png|border|1100px]]
+=='''Add new project'''==
-For more info on uploading of CAT log files, please see the '''<U>[[Project details, CAT logs tab]] </U>''' page.
+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 click the "'''New project'''" button:
-. If you fulfill your job yourself, the new project has been created. You have to fulfil and complete it (see item 18 in this list).
+[[File:New project.png|border|110px]]
-If you need to assign the project to other vendors, carry on reading below.
+. Or you may go to '''Projects''', and click the '''New project''' button:
-==='''Create jobs'''===
+[[File:Projects.png|border|900px]]
-. Let’s assume that you need to assign the translation to one vendor and then give it for proofreading to another vendor.
+. In both cases, it will open the '''New project''' page where you can enter the required information.
-Create their respective jobs in the system. Go to the '''Jobs''' tab and press the "'''Add job'''" button:
+. The project will be created.
-[[file:Project jobs tab add new job.png|border|1000px]]
+==='''Project sections'''===
-==='''Job input files'''===
+. In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:
-. In the '''Job input files''' section select project files to send to a translator:
+[[File:3 det.png|border|900px]]
-[[file:Create job files.png|border|1100px]]
+. In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).
-In the section below on the same page, select the vendor and enter information about the job:
+[[File:Files tab+.png|border|1000px]]
-[[file:New job page.png|border|400px]]
+. In the '''<U>[[Jobs]]</U>''' tab you may assign the translation to a vendor.
-Then press the "'''Create'''" button.
+[[File:Add job.1.png|border|1000px]]
+. In the '''<U>[[Project details, Workflow tab|Workflow]]</U>''' tab you can build chains of consecutive jobs by linking the existing jobs or by adding predefined '''<U>[[Job chain template list|job chain templates]]</U>''':
-. Next, the job screen will be displayed:
+[[File:1 фй.png|border|1000px]]
-[[file:Job view statuses.png|border|1100px]]
+. 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:
-For more info on jobs creation and editing, please see the '''<U>[[Jobs]]</U>''' page.
+[[File:New receiavable from clien.png|border|1000px]]
-==='''Project payables'''===
+And to create payables, you need to go to the respective job, scroll down to Payables section and click '''"New payable"''' button:
-. Now you need to add payable for the vendor.
+[[File:New payable to vendor.png|border|1000px]]
-To do so, scroll down to the '''Payables to vendor''' section, press '''"New payable"''' and select the type of the payable you want to add:
+* '''"Flat rate"'''—if you just need to enter the amount of a receivable without entering volumes and rates.
-[[file:Add payable.png|border|1100px]]
+* '''"Unit-based"'''—if you have to enter the volume and rate for calculating the price.
-*'''"Flat rate"'''—if you just need to enter the amount of a payable without entering volumes and rates.
+* '''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
-*'''"Unit based"'''—if you have to enter the volume and rate for calculating the price.
+You can enter several receivables and payables for a project.
-*'''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+. 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:
-Enter the job volume and price for the vendor and press "'''Create'''":
+[[File:Cat log upl.png|border|900px]]
-[[file:UB payable.png|border|500px]]
+For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
-For more info, please see the '''<U>[[Create/Edit payable|Create payable]]</U>''' page.
-. Now you can send a notification to the vendor to start the job. Press the "'''Start job'''" button on the '''Job details''' screen:
-[[file:Start job button.png|border|1100px]]
-Your vendor will receive the notification that they have been assigned the job by email, log into their account and collect the files.
-Then the vendor will fulfill the job, upload the ready files or links to the files into the system and mark the job as completed.
-You will be notified by email that the vendor has completed the job.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Job output files'''===
+==='''Create Smartcat-related projects'''===
-. Check if the files delivered by the translator are correct by downloading them from the '''Job Output Files''' section:
+*You can create Smartcat-related projects in Protemos. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Smartcat-related_projects_in_Protemos|Create Smartcat-related projects in Protemos]]</U>''' section.
-[[file:Job output files section.png|border|1100px]]
+*You may also create Protemos projects from Smartcat projects. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Protemos_projects_from_Smartcat_projects|Create Protemos projects from Smartcat projects]]</U>''' section.
-. Having ensured that the vendor did everything correctly, press the "'''Accept job'''" button:
-[[file:Accept job button.png|border|1100px]]
-. The vendor will be notified by email that the job has been accepted.
-. Now you would like to pass the completed translation for proofreading to another vendor.
-Add a job for another vendor. The process is the same. The only difference is that you need to specify the files\links to the files
-delivered by the translator when selecting incoming files for the editor:
-[[file:Select file for proofreader.png|border|1100px]]
-For more info on jobs, please see the '''<U>[[Jobs]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Deliver the project'''===
+=='''Project templates'''==
-. When all the vendors have uploaded their files\links to files, you can start delivering the project.
+You can create the project from a template.
-You may add vendors' files and links to files to the '''Project output''' section.
+To do so, click the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':
-To do so, go to the '''Files''' tab of the project and scroll down to the '''Jobs Output''' section.
+[[File:Pr templates.png|border|150px]]
-Select the necessary files\links to files and press the "'''Add selected to project output'''" button:
+Or you may go to '''Projects''' and click the '''"Templates"''' button:
-[[file:Add selected to Project output.png|border|1100px]]
+[[File:Templates.png|border|900px]]
-This will allow you not to lose them after you close the project.
+You can do it also create the project template directly from the project.
+Open the respective project, and on the Details tab click '''"More actions"''' and '''"Save as template"''':
-. If you fulfil your job yourself, you may upload files or links to files into the system by clicking "'''Upload'''" or '''"Add URLs"''' respectively in the '''Project Output''' section:
+[[File:Save as template.png|border|900px]]
-[[file:Add additional to project output.png|border|1100px]]
-. Having added all the needed files and links to '''Project output''', you can download files and send them with links (if any) to the client or client’s manager by email.
-[[file:Project outpud download as zip.png|border|1100px]]
-. Having delivered all the files, you can complete the project. Go to the '''Details''' tab, click '''"Actions"''', and then press the '''"Complete"''' button:
-[[file:Project complete button.png|border|1100px]]
-Congratulations! You have completed the project.
-<span style="color:red"> '''Note 1''': The number of projects in your system will be increasing with time. So, if you don't want all of them to be displayed, set up how projects should be displayed in the list using '''<U>[[Projects list#Search projects with filters|Filters]]</U>'''. </span>
-<span style="color:red"> '''Note 2''': View the list of vendors’ jobs in all the projects at the dedicated page by pressing the '''<U>[[Jobs list|Jobs]]</U>''' menu on the top panel.</span>
-For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
-==<span style="color:blue">'''Projects=>Project templates''' </span>==
-Use this page to create templates for your projects.
-For more info, please see the next section.
-==='''Create projects based on templates'''===
-You can create a project from a template.
-To do so, press the '''Projects''' menu on the top panel and then click '''Project templates''':
-[[file:Projects menu project templates.png|border|170px]]
-Or you may go to '''Projects=>Projects list''':
-[[file:Projects menu project list.png|border|170px]]
-And then press the '''"Templates"''' button:
-[[file: Projects template button.png|border|1100px]]
-For more detailed information, please see the '''<U>[[Project templates]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==<span style="color:blue">'''Projects=>CAT log conversion schemes''' </span>==
+=='''CAT log conversion schemes'''==
-Use this menu to add weighted word count templates for the CAT tools you are using:
-[[file:CAT log conversion menu.png|border|200px]]
+Use this menu to '''<U>[[Weighted word count templates|add CAT log conversion schemes]]</U> ''' for the CAT tools you are using, update, delete, or clone templates by clicking the necessary template name in the list.
-Here you can add or update templates:
+To do so, go to '''Projects ⇾ CAT log conversion schemes''':
-[[file:Add CAT convertion button.png|bprder|1000px]]
+[[File:Cat logd.png|border|180px]]
-<U>[[Weighted word count templates#Add templates|"'''Add template'''"]]</U> - opens the page where you can add a word count template.
-You may also <U>[[Weighted word count templates#Update templates|'''update''']]</U>  the template if necessary.
-For more info on templates, please see the '''<U>[[Weighted word count templates]]</U> '''page.
+[[file:Add template 1.png|bprder|900px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Create SmartCAT-related projects'''==
+=='''Create invoices for clients'''==
-*You can create SmartCAT-related projects in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create SmartCAT-related projects in Protemos|Create SmartCAT-related projects in Protemos]]</U>''' section.
+. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Clients ⇾ Receivables''':
-*You may also create Protemos projects from SmartCAT projects.  For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create Protemos projects from SmartCAT projects|Create Protemos projects from SmartCAT projects]]</U>''' section.
+[[File:Receivables client s.png|border|150px]]
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+. The list of all receivables will be displayed. Select the needed and click the "'''Invoice selected on this page'''" button:
-=='''Create invoices for clients and control their payment'''==
+[[File:Invoice selected page.png|border|1000px]]
-. To create an invoice for a client, go to '''Clients=>Receivables''':
+. The system will create an invoice and will display its page.
-[[file:Clents receivables menu.png|border|150px]]
+==='''Client invoice sections'''===
-. The list of all the receivables will be displayed. Mark the necessary receivables to be invoiced and press the "'''Invoice selected'''" button:
+*'''Details section'''
-[[file:Client receivables invoice selected one.png|border|1100px]]
-. Receivables with the same client and currency will be linked to one invoice. The system will create the invoice and display its page.
-Otherwise,  the system will redirect you to the '''Client invoices''' page and display a message of how many invoices have been successfully created.
-For more info on client invoices, please see the '''<U>[[Clients receivables list#Create invoice|Create invoice]]</U>''' page.
-The '''Client invoice'''  page consists of the following sections:
-==='''Client invoice details section'''===
 [[file:Client invoice view.png|border|1100px]]
-In this section you can do the following:
+In this section, you can download as PDF, '''<u>[[Send client invoice|send]]</u>''' or mark as sent, '''<U>[[Write off invoice|write off]]</U>''', '''<u>[[Client invoice Discount & Extra charge|add a discount and an extra charge]]</U>'''.
+'''<u>[[Update client invoice|update]]</u>''', and delete the invoice.
+*'''Tax section'''
-'''Download as PDF''' - pressing this button downloads the invoice in PDF format.
+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,
-''Please click '''"Actions"''' to see the following functions:''
+In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:
-'''Send''' - opens the '''<u>[[Send client invoice| Send invoice]]</u>''' page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
-'''Resend''' - this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
+[[File:Taxes sets 4.png|border|900px]]
-'''Mark as sent''' - if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal, etc.), you may use this button to remember the date of sending.
+*'''Receivables section'''
-'''Mark as unsent''' - this button appears if the invoice has been sent. Pressing it deletes the date of sending.
+Here you can view, '''<U>[[Client invoice view#Add and remove receivables|add and remove receivables]]</U>''' in unsent invoices by clicking the corresponding buttons:
-'''Write off''' - this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off. E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.
+[[File:Receiavable in inv.png|border|1000px]]
-'''Discount and Extra Charge''' - you may add a '''<u>[[Client invoice Discount & Extra charge update|discount and an extra charge]]</U>''' to the invoice by pressing this button.
+*'''Linked payments section'''
-'''Update''' - opens the <u>[[Update client invoice|'''Update invoice''']]</u>  page where you can edit the invoice.
+If you have received the payment for the invoice, you can record it by clicking the '''<U>[[Client invoice view#Create linked payment|"Create linked payment"]]</U>''' button:
-'''Delete''' - deletes the invoice. This button disappears after you link the invoice with the payment.
+[[File:1linked paym.png|border|900px]]
-For more info on action buttons, please see the '''<U>[[Client invoice view#Action buttons|Action buttons]]</U>''' section.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Client invoice taxes section'''===
+=='''Record clients' payments'''==
-In the taxes section of a client invoice page, the set of taxes is displayed according to the system and client's profile settings:
+When the client pays invoices, '''<U> [[Create_client_payment|create the client payment]]</U>''' and link it with the paid invoices.
-* <U>[[Taxes#Default clients taxes set|'''Default clients taxes set''']]</U> - is displayed by default.
+. Go to the '''Clients ⇾ Payments''' menu and click "'''New payment'''":
-* <U>[[Taxes#Custom taxes set for individual client|'''Custom taxes set''']]</U> - will be displayed if you apply and '''define''' a custom taxes set for the particular client.
+[[File:New paym cl.png|border|900px]]
-* <U>[[Taxes#Custom taxes set for individual client|'''No taxes''']]</U> - will be displayed if you apply the custom taxes set, but '''don't define ''' any tax values for the client.
+. Select the client from the list, enter the required information and click the "Create" button:
-But in any case, you can add new percentage and absolute taxes, edit or delete the displayed ones by pressing corresponding buttons:
+[[File:1 client .png|border|480px]]
-[[file:Invoice taxes section.png|border|1000px]]
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-For more info, please see the '''<U>[[Client invoice view#Taxes section|Taxes in individual client invoice]]</U>''' section.
+[[File:Linked invoices 1.png|border|900px]]
-==='''Client invoice receivables section'''===
+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.
-Here you can view, add and remove receivables in unsent invoices.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-To add receivables press the "'''Add receivables'''" button:
-[[file:Cl inv receiv section.jpg|border|1000px]]
-For more info on how to add receivables, please see the '''<U>[[Client invoice view#Add and remove receivables|Add and remove receivables]]</U>''' section.
-==='''Client invoice linked payments section'''===
-If you have received the payment for the invoice, you can record it by pressing the '''"Create linked payment"''' button under receivables table:
-[[file:Cl inv linked payments sect.jpg|border|1000px]]
-For more info on client linked payments, please see the '''<U>[[Client invoice view#Create linked payment|Create linked payment]]</U>''' page.
-Alternatively, payments can be created on the <u>[[Client payments list#Create payments|'''Client payments''']]</u> page.
-The difference is that on the '''Client invoices''' page you can enter the payment covering only the invoice itself, while on the '''Client payments''' page, you can enter the payment covering multiple invoices.
-To find out how to create payments on the '''Client payments''' page, please read the section below.
-==='''Client payments'''===
-As mentioned above, this is the alternative way to enter the payment.
-So, when a client pays the invoice, enter the payment in the system and connect it with the paid invoice. To do so, complete the following steps:
-. Go to the '''Clients=>Payments''' menu:
-[[file:Clents payments menu.png|border|150px]]
-It will bring you to the '''Client payments''' page.
-In order to add a new client payment press "'''New payment'''":
-[[file:Client payments new button.png|border|1000px]]
-It will open the '''New payment from client''' page.
-. Enter the payment received from the client and select the invoices that payment covers from the list:
-[[file:new client payment page.jpg|border|900px]]
-Press "'''Save'''" to add the payment to the system.
-Now you have entered the payment in the system and completed the payment.
-For more info on client payments, please see the '''<U> [[Create client payment]] </U>''' page.
-==='''Client invoices list'''===
-You may view the list of all the invoices in '''Clients=>Invoices''':
+=='''Clients' prices'''==
-[[file:Clents invoices menu.png|border|150px]]
+To display the '''<U>[[Client prices list]]</U>''', go to '''Clients ⇾ Prices''':
-This way you can track all the invoices from your clients and control their payment.
+Here you can view and '''<U>[[Client prices list#Create general price|create]]</U>''' general client prices, '''<U>[[Client_prices_list#Import_and_export_prices|import]]</U>''' and export the list of all client prices to Excel, and '''<U>[[Client prices list#Edit price|update]]</U>''' or delete client prices:
-For more details, please see the '''<U>[[Client invoices list]]</U>''' page.
+[[File:Prices list.png|border|1100px]]
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+<span style="color:red">'''Note:'''</span> Here you may also create general prices without reference to the particular client or type of service, specialization etc.
-=='''Invoices from vendors and payment control'''==
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager. Let’s review the second option.
+=='''Create vendors' invoices'''==
-. Go to the '''Vendors=>Payables''' menu:
+The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager.
-[[file:Vendors payables menu.png|border|150px]]
+. Go to the '''Vendors ⇾ Payables''' menu:
-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:
+[[File:Payabl v.png|border|110px]]
-[[file:Invoicing selected payables.jpg|border|1000px]]
+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:
-<span style="color:red">'''Note''': If the vendor’s name is highlighted in red in the table, it means that payment method was not selected for this vendor and it’s impossible to create an invoice for this vendor’s jobs.
+[[File:Vendore p list.png|border|1000px]]
-<span style="color:red">To create an invoice, select the payment method for the vendor (click the vendor’s name and add the payment method as described on the '''<U>[[Vendor view page, Payment methods tab]]</U>''' page). </span>
+<span style="color:red">'''Note:'''</span> To create an invoice, select the payment method for the vendor (click the vendor’s name and add the payment method as described on the '''<U>[[Vendor view page, Payment methods tab]]</U>''' page).
 . The system will create the invoice and send it to your vendor by email.
-<span style="color:red">'''Note''': You can '''<U>[[Update vendor details#Access to finances|hide finances from a vendor]]</U>'''. Thus, they won't receive any financial-related  notification from the system.</span>
+<span style="color:red">'''Note''':</span> You can '''<U>[[Update vendor details#Access to finances|hide finances from a vendor]]</U>'''. Thus, they won't receive any financial-related  notification from the system.
 For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Create vendor invoices|Create vendor invoices]]</U>''' page.
-The '''Vendor invoice''' page consists of the following sections:
+==='''Vendor invoice sections'''===
-==='''Vendor invoice details section'''===
-[[File:VI action buttons new.png|border|1100px]]
-*'''Download as PDF'''—pressing this button downloads the invoice in PDF format.
-*'''Write off'''—this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not going to pay in the future, so you may want to mark the invoice as fully paid by adding a write off.
-E.g. you paid your vendor 1000 EUR but they got 990 EUR because of the bank charges, and for some reason, the vendor is not going to ask you to pay 10 EUR difference.
+*Details section
-*'''Discount & Extra charge'''—you may add a '''<U>[[Vendor invoice Discount & Extra charge|discount and(or) an extra charge]]</U>''' to the invoice by pressing this button.
+In this section, you can download as PDF, write off, '''<U>[[Vendor invoice Discount & Extra charge|add discount and extra charge]]</U>''', '''<u>[[Update vendor invoice|update]]</u>''' or delete the invoice.
-*'''Update'''—pressing this button opens the '''<u>[[Update vendor invoice]]</u>''' page where you can edit the invoice.
+[[File:Inv det.png|border|1000px]]
-*'''Delete'''—this button deletes the invoice. It disappears after you link the invoice with the payment.
 <span style="color:red">'''Note''':</span> For invoices with linked payments only the '''"Download as PDF"''' and '''"Write off"''' buttons are  available.
@@ Line 1,021: / Line 845: @@
 To make all buttons available, you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.
-==='''Vendor invoice taxes section'''===
+*'''Taxes section'''
-In the taxes section of vendor invoice page, the set of taxes is displayed according to the system and vendor's profile settings:
+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>.
-* <U>[[Taxes#Default vendors taxes set|'''Default vendors taxes set''']]</U> - is displayed by default.
+But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by clicking corresponding buttons:
-* <U>[[Taxes#Custom taxes set for individual vendor|'''Custom taxes set''']]</U> - will be displayed if you apply and '''define''' a custom taxes set for the particular vendor.
+[[File:Taxes sets 4.png|border|1000px]]
-* <U>[[Taxes#Custom taxes set for individual vendor|No taxes]]</U> - will be displayed if you apply the custom taxes set, but '''do not define ''' any tax values for the vendor.
-But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by pressing corresponding buttons:
-[[file:Invoice taxes section.png|border|1000px]]
 For more info, please see the '''<U>[[Vendor invoice view#Taxes section|Taxes in individual vendor invoice]]</U>''' section.
-==='''Vendor invoice payables section'''===
+*'''Payables section'''
-Here you can view, add and remove payables in unsent invoices.
-To add payables press the "'''Add payables '''" button:
-[[file:Vendor invoice add payables.png|border|1000px]]
-For more info on vendor payables, please see the '''<U>[[Vendor invoice view#Add and remove payables|Add and remove payables]]</U>''' section.
-==='''Vendor invoice linked payments section'''===
-If you have paid the invoice, you can record the payment by pressing “'''Create linked payment'''” button under the payable table:
-[[file:Create linked payment button.png|border|1000px]]
-For more info on vendor linked payments, please see the '''<U>[[Vendor invoice view#Create linked payment|Create linked payment]]</U>''' page.
-Alternatively, the payments can be created on the <u>[[Vendor payments list|'''Vendor payments ''']]</u> page.
-The difference is that on the '''Vendor invoices''' page you can enter the payment covering only the invoice itself,
-while on the '''Vendor payments''' page, you can enter the payment covering multiple invoices.
-For more info on vendor payments, please see the '''<U> [[Create vendor payment]] </U>''' page.
-==='''Vendor payments'''===
-As mentioned above, this is the alternative way to enter the payment.
-So, having paid the vendors’ invoices, you need to enter those payments in the system. To do so, complete the following steps:
-. Go to the '''Vendors=>Payments''' menu:
-[[file:Vendor payments.jpg|border|135px]]
-It will bring you to the '''Vendor payments''' page.
-Press the "'''New payment'''" button to add a new vendor payment:
-[[file:Vendor payment new button.png|border|1000px]]
-It will open the '''New payment to vendor''' page.
-. Enter the payment completed to the vendor and select the invoices covered by that payment from the list:
-[[file:New vendor payment.jpg|border|1000px]]
-Press "'''Save'''" to add the payment to the system.
-Now the payment has been entered in the system and you’ve completed the payment to the vendor.
-For more info on vendor payments, please see the '''<U> [[Vendor payment creation]] </U>''' page.
-==='''Vendor invoices list'''===
-You may view the list of all the vendors’ invoices in '''Vendors=>Invoices''':
-[[file:Vendors invoices  menu.png|border|150px]]
-For more info, please see the '''<U>[[Vendors payables list#Create vendor invoices|Create vendor invoices]]</U>''' section.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==<span style="color:blue">'''Clients=>Contacts'''</span>==
-To view the list of client contacts, go to '''Clients=>Contacts''':
-[[File:Client contacts menu.png|border|150px]]
-On this page you can view the list of client contacts, search them with filters, open client profiles for editing, export all the displayed table of contacts to Excel:
-[[file:CC List.png|border|1000px]]
-For more info, please see the '''<U>[[Client contacts]]</U>''' page.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+Here you can view, '''<U>[[Vendor invoice view#Add and remove payables|add and remove payables]]</U>''' in unsent invoices.
-==<span style="color:blue">'''Clients=>Prices'''</span>==
+[[File:Pab.png|border|1000px]]
-To display the list of all clients' prices, go to '''Clients=>Prices''':
+*'''Linked payments section'''
-[[file:Clients prices menu.png|border|150px]]
+If you have paid the invoice, you can record it by clicking the '''"<U>[[Vendor invoice view#Create linked payment|Create linked payment]]</U>"''' button:
-It will open the '''Client prices''' page.
+[[File:1linked paym.png|border|1000px]]
-Here you can view and create prices, import or export the list of all clients' prices from/to Excel, update or delete a particular client's price:
-[[file:Client prices page.jpg|border|1000px]]
-*''' New price''' - opens the '''New client price''' creation page. On this page, you can '''<U>[[Clients prices list#Create new price|create prices]]</U>''' for a definite client, service, language pair and specialization.
-<span style="color:red">'''Note:''' Here you may also create general prices without reference to a particular client or type of service, specialization etc. </span>
-*'''Import from Excel''' - opens the '''<U>[[Import clients from Excel|Import clients from Excel]]</U>''' page where you may import the list of all clients' prices from Excel.
-*'''Export to Excel''' - exports the list of clients' prices to Excel.
-*'''Update''' - opens the '''<U>[[Clients prices list#Edit price|Update client price]]</U>''' page. Here you can update the price for the client.
-*'''Delete''' - deletes the price.
-For more info on clients' prices, please see the '''<U>[[Clients prices list]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==<span style="color:blue">'''Clients=>Tags'''</span>==
+=='''Record vendor payments'''==
-You can review the list of all the tags that '''<U>[[Manage client tags|you've added to your clients]]</U>''' on the '''Clients tags list''' page.
-To do so, go to '''Clients=>Tags''':
-[[file:Client tags menu.png|border|150px]]
-For more info, please see the '''<U>[[Clients tags]]</U>''' page.
+Having paid the vendor invoices, '''<U> [[Create vendor payment|create the vendor payment]]</U>''' and link it with the paid invoice.
-==<span style="color:blue">'''Vendors=>Applications'''</span>==
+. Go to the '''Vendors⇾Payments''' menu and click '''"New payment"''' button:
-To check the list of submitted applications by your vendors, go to the '''Vendors=>Applications''' menu:
+[[File:Button new pm.png|border|950px]]
-[[file:Applications menu.png|border|150px]]
+. Select the vendor from the list, enter the required information and click the "Create" button:
-For more info, please see the '''<U>[[Applications]]</U>''' page.
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-==<span style="color:blue">'''Vendors=>Contacts'''</span>==
+[[File:Linked invoices 1.png|border|1000px]]
-To view the list of vendor contacts, go to '''Vendors=>Contacts''':
+By this action, you cover the payment by invoices.
-[[File:Vendor contacts menu.png|border|150px]]
+<span style="color:red"> '''Note:'''</span> Invoices with the matched currency and legal entity can only be linked to the payment.
-On this page you can view the list of vendor contacts, search them with filters, open vendor profiles for editing, export all the displayed table of contacts to Excel:
-[[file:VC list.png|border|1100px]]
-For more info, please see the '''<U>[[Vendor contacts]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==<span style="color:blue">'''Vendors=>Prices'''</span>==
+=='''Vendors' applications'''==
-To display the list of all vendors' prices, go to '''Vendors=>Prices''':
-[[file:Vendors prices menu new.png|border|150px]]
-It will open the '''Vendor prices''' page.
-Here you can view and create prices, import or export the list of all vendors' prices from/to Excel, update or delete the particular vendor's price:
-[[file:vendor prices  page.jpg|border|1000px]]
-*''' New price''' - opens the '''New vendor price''' creation page. On this page, you can '''<U>[[Vendors prices list#New price creation|create prices]]</U>'''  for a definite vendor, service, language pair and specialization.
+To check the list of submitted '''<U>[[Applications|applications]]</U>''' by your vendors, go to the '''Vendors⇾Applications''' menu:
-<span style="color:red">'''Note:''' Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.</span>
-*'''Import from Excel''' - opens the '''<U>[[Import vendors from Excel|Import vendors from Excel]]</U>''' page where you may import the list of all vendors' prices from Excel.
+[[File:Appl.png|border|110px]]
-*'''Export to Excel''' - exports the list of vendors' prices to Excel.
+=='''Vendor prices'''==
-*'''Update''' - opens the '''<U>[[Vendors prices list#Price editing|Update vendor price]]</U>''' page. Here you can update the price for the vendor.
+To display the '''<U>[[Vendor prices list|Vendor prices list]]</U>''', go to '''Vendors ⇾ Prices''':
-*'''Delete''' - deletes the price.
+[[File:Vm.png|border|110px]]
-For more info on vendors' prices, please see the '''<U>[[Vendors prices list]]</U>''' page.
+Here you can view and '''<U>[[Vendor_prices_list#Create_general_price|create]]</U>''' prices,
+'''<U>[[Vendor_prices_list#Import_and_export_vendor_prices|import]]</U>''' or export the vendor prices from/to Excel, '''<U>[[Vendor_prices_list#Edit_price|update]]</U>''' or delete the particular vendor's price:
-==<span style="color:blue">'''Vendors=>Tags'''</span>==
+[[File:Upate delete.png|border|1000px]]
-You can review the list of all the tags that '''<U>[[Manage vendor tags|you've added to your vendors]]</U>''' on the '''Vendors tags list''' page.
+<span style="color:red">'''Note:'''</span> Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.
-To do so, go to '''Vendors=>Tags''':
+=='''Messages'''==
-[[file:Vendor tags menu new.png|border|170px]]
+You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages:
-For more info, please see the '''<U>[[Vendors tags]]</U>''' page.
+[[File:Send message.png|border|450px]]
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+Please check more details here: <U>'''"[[Messages]]"'''</U>
 =='''Filters'''==
-Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed.
+Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed or find the information you need faster.
-Let’s take the
+Let’s take the '''Clients' payments''' filters as an example:
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project/index '''Projects'''] </U> </span> page as an example:
-Click the '''Projects=>Projects list''' menu on the top panel to display the list of projects:
+[[File:Cl filters.png|border|950px]]
-[[file:Filters projects.jpg|border|200px]]
-The following filters are provided for that list:
-[[file:Project list filters isn't appl.png|border|1100px]]
-Enter necessary data into the appropriate fields and press the '''"Apply"''' button.
-For more info on projects filters, please see the '''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>''' page.
+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:
 *'''<U>[[Quotes list#Search quotes with filters|Search quotes with filters]]</U>'''
+*'''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>'''
 *'''<U> [[Project templates#Search project templates with filters|Search project templates with filters]]</U>'''
@@ Line 1,242: / Line 938: @@
 *<U> [[Files list#Search files with filters|'''Search files with filters''']]</U>
+'''Clients''':
 *'''<U>[[Clients list#Search clients with filters|Search clients with filters]]</U>'''
@@ Line 1,254: / Line 950: @@
 *'''<U> [[Client contacts#Search client contacts with filters|'''Search client contacts with filters''']]</U>'''
-*'''<U>[[Clients prices list#Search prices with filters|'''Search clients prices with filters]]</U>'''
+*'''<U>[[Client prices list#Search prices with filters|'''Search clients prices with filters]]</U>'''
+'''Vendors''':
 *'''<U>[[Vendors list#Search vendors with filters|Search vendors with filters]]</U>'''
@@ Line 1,267: / Line 964: @@
 *'''<U> [[Vendor contacts#Search vendor contacts with filters|'''Search vendor contacts with filters''']]</U>'''
-*'''<U>[[Vendors prices list#Search prices with filters|'''Search vendors prices with filters]]</U>'''
+*'''<U>[[Vendor_prices_list#Search_vendor_prices_with_filters|'''Search vendors prices with filters]]</U>'''
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,277: / Line 974: @@
 Click the '''Reports''' menu on the top panel and choose the required item:
-[[file:Enterprise reports menu.jpg|border|150px]]
+[[File:Reports.2.png|border|200px]]
 Each of these menu screens is described below.
@@ Line 1,283: / Line 980: @@
 ==='''General finances'''===
-These reports show dynamics of how income, expenses and profit change over months.
+These reports show the dynamics of how income, expenses and profit change over months.
+On these pages, you can see the following reports:
+*'''<U>[[Reports – General finances#Monthly finances by project balances|Monthly finances by receivables and payables]]</U>''' — shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.
+*'''<U>[[Reports_–_General_finances_by_invoices|Monthly finances by invoices]]</U>''' — shows the turnover, expenses, and profit based on client and vendor invoices.
+*'''<U>[[Reports_–_General_finances_by_payments|Monthly finances by payments]]</U>''' — shows the turnover, expenses, and profit based on client and vendor payments.
-To view the '''<U>[[Reports – General finances|General finances]]</U>''' reports, go to '''Reports=>General finances''':
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[file:Enterprise reports.jpg|border|150px]]
+==='''Quote report'''===
-On this page, you can see the following reports:
+Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below.
-*'''<U>[[Reports – General finances#Monthly finances by project balances|Monthly finances by project balances]]</U>''' - shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.
+All amounts are converted to the default currency of your account.
-*'''<U>[[Reports – General finances#Monthly finances by invoices|Monthly finances by invoices]]</U>''' - shows the turnover, expenses and profit based on client and vendor invoices.
+*'''<U>[[Quote report#Quote conversion rate|Quote conversion rate]]</U>'''
-*'''<U>[[Reports – General finances#Monthly finances by payments|Monthly finances by payments]]</U>''' - shows the turnover, expenses and profit based on client and vendor payments.
+*'''<U>[[Quote report#Quote counts|Quote counts]]</U>'''
-For more info on general finances reports, please see the '''<U>[[Reports – General finances|General finances reports]]</U>''' page.
+*'''<U>[[Quote report#Quote totals|Quote totals]]</U>'''
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+*'''<U>[[Quote report#Quote report data|Quote report data]]</U>'''
 ==='''Managers'''===
@@ Line 1,305: / Line 1,010: @@
 Here you may see your finances reports for each project manager of your team.
-To view the '''<U>[[Reports – Managers – Finances by project balances|Finances per manager by project balances]]</U>''' reports, go to '''Reports=>Managers=>Finances by project balances''':
+On this page, you can see the following reports:
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_income_per_manager_by_receivables|Monthly income per manager by receivables]]</U>''' - shows the turnover per manager based on receivables in their projects.
-[[file:Reports finances.png|border|350px]]
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_expenses_per_manager_by_payables|Monthly expenses per manager by payables]]</U>''' - shows expenses per manager based on job payables in their projects.
-On this page, you can see the following reports:
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_profit_per_manager_by_receivables_and_payables|Monthly profit per manager by receivables and payables]]</U>''' - shows how the profit per manager was changing each month.
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly income per manager by project balances|Monthly income per manager by project balances]]</U>''' - shows the turnover for each manager based on receivables in their projects.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_income_share_per_manager_by_receivables|Monthly income share per manager by receivables</U>]]''' -  shows how the income share per manager was changing each month
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly profit per manager by project balances|Monthly profit per manager by project balances]]</U>''' - shows the profit for each manager based on receivables in their projects.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_expenses_share_per_manager_by_payables|Monthly expenses share per manager by payables]]</U>''' - shows how the expenses share per manager was changing each month
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly income share per manager by project balances|Monthly income share per manager by project balances]]</U>''' - shows how the income share of each manager was changing each month.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_manager_by_receivables_and_payables|Monthly profit share per manager by receivables and payables]]</U>''' - shows how the profit share per manager was changing each month
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly profit share per manager by project balances|Monthly profit share per manager by project balances</U>]]''' -  shows how the profit share of each manager was changing each month.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Income_share_per_manager_by_receivables|Income share per manager by receivables]]</U>''' - shows the shares of incomes your managers bring over the selected period
-*'''<U>[[Reports – Managers – Finances by project balances#Income share per manager by project balances|Income share per manager by project balances]]</U>''' - on this report you may see the shares of incomes each of your managers brings over the selected period.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Expenses_share_per_manager_by_payables|Expenses share per manager by payables]]</U>''' - shows the shares of expenses of your managers over the selected period
-*'''<U>[[Reports – Managers – Finances by project balances#Profit share per manager by project balances|Profit share per manager by project balances]]</U>''' - on this report you may see the shares of profit each of your managers brings over the selected period.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Profit_share_per_manager_by_receivables_and_payables|Profit share per manager by receivables and payables]]</U>''' - the shares of the profit your managers bring over the selected period.
-*'''<U>[[Reports – Managers – Finances by project balances#Finances per manager by project balances summary table|Finances per manager by project balances summary table]]</U>''' - shows all income, expense and profit amounts per manager and month.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Finances_per_manager_by_receivables_and_payables_summary_table|Finances per manager by receivables and payables summary table]]</U>''' - shows all income, expense, and profit amounts per manager and month.
-For more info on managers reports, please see the '''<U>[[Reports – Managers – Finances by project balances|Finances per manager by project balances reports]]</U>''' page.
+For more info on managers' reports, please see the '''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables|Finances per manager by receivables and payables]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,337: / Line 1,044: @@
 Each of them is described below.
-===='''Finances by project balances'''====
+===='''Finances by receivables and payables'''====
+Here you may see your finances reports for each client based on the receivables and payables.
+To view the '''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|Finances per client by receivables and payables]]</U>''' reports, go to '''Reports → Clients → Finances by receivables and payables''':
-Here you may see your finances reports for each client based on the receivables.
+On this page, you can see the following reports:
-To view the '''<U>[[Reports – Clients – Finances by project balances|Finances per client by project balances]]</U>''' reports, go to '''Reports=>Clients=>Finances by project balances''':
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_income_per_client_by_receivables|Monthly income per client by receivables]]</U>''' - shows the turnover per client based on receivables in their projects.
-[[file:Reports clients finances.png|border|350px]]
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_expenses_per_client_by_payables|Monthly expenses per client by payables]]</U>''' - shows the expenses for each client based on payables in the related projects.
-On this page, you can see the following reports:
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_profit_per_client_by_receivables_and_payables|Monthly profit per client by receivables and payables]]</U>''' - shows how the income by each client was changing each month.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly income per client by project balances|Monthly income per client by project balances]]</U>''' - shows the turnover per client based on receivables in their projects.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_income_share_per_client_by_receivables|Monthly income share per client by receivables]]</U>''' - shows how the income share of the client was changing each month.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly profit per client by project balances|Monthly profit per client by project balances]]</U>''' - shows the profit for each client based on receivables in their projects.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_expenses_share_per_client_by_payables|Monthly expenses share per client by payables]]</U>''' - shows the shares of expenses for each of the clients over the selected period.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly income share per client by project balances|Monthly income share per client by project balances]]</U>''' - shows how the income share of the client was changing each month.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_client_by_receivables_and_payables|Monthly profit share per client by receivables and payables]]</U>''' - shows the shares of profit each of the clients brings over the selected period.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly profit share per client by project balances|Monthly profit share per client by project balances]]</U>''' - shows how the profit share of each client was changing each month.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Income_share_per_client_by_receivables|Income share per client by receivables]]</U>''' - shows the shares of income for each client for the whole period.
-*'''<U>[[Reports – Clients – Finances by project balances#Income share per client by project balances|Income share per client by project balances]]</U>''' - on this report you may see the shares of income each your client brings over the selected period.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Expenses_share_per_client_by_payables|Expenses share per client by payables]]</U>'''- shows the shares of expenses for each client for the whole period.
-*'''<U>[[Reports – Clients – Finances by project balances#Profit share per client by project balances|Profit share per client by project balances]]</U>'''- on this report you may see the shares of profit each your client brings over the selected period.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Profit_share_per_client_by_receivables_and_payables|Profit share per client by receivables and payables]]</U>''' - shows the shares of profit for each client for the whole period.
-*'''<U>[[Reports – Clients – Finances by project balances#Finances per client by project balances summary table|Finances per client by project balances summary table]]</U>''' - shows all income, expense and profit amounts per each client monthly.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Finances_per_client_by_receivables_and_payables_summary_table|Finances per client by receivables and payables summary table]]</U>''' - shows all income, expense, profit amounts, and profit margin per client and month.
-For more info on these reports, please see the '''<U>[[Reports – Clients – Finances by project balances|Finances per client by project balances reports]]</U>''' page.
+For more info on these reports, please see the '''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|Finances per client by receivables and payables]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,369: / Line 1,080: @@
 Here you may see your finances reports for each client based on the client invoices.
-To view the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices]]</U>''' reports, go to '''Reports=>Clients=>Income by invoices''':
+To view the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices]]</U>''' reports, go to '''Reports → Clients → Income by invoices''':
-[[file:Reports clients invoices.png|border|350px]]
 On this page, you can see the following reports:
@@ Line 1,391: / Line 1,100: @@
 These reports show how the clients were paying you.
-To view the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments]]</U>''' reports, go to '''Reports=>Clients=>Income by payments''':
+To view the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments]]</U>''' reports, go to '''Reports → Clients → Income by payments''':
-[[file:Reports clients payments.png|border|350px]]
 Here you may see the following reports:
@@ Line 1,421: / Line 1,128: @@
 These reports show the monthly amounts of your vendor invoices.
-To view the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices]]</U>''' reports, go to '''Reports=>Vendors=>Expenses by invoices''':
+To view the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices]]</U>''' reports, go to '''Reports → Vendors → Expenses by invoices''':
-[[file:Reports_vendors_invoices.png|border|300px]]
 Here you may see the following reports:
-*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices|Monthly expenses per vendor by invoices]]</U>''' - this diagram shows the amount of monthly invoices per each vendor.
+*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices|Monthly expenses per vendor by invoices]]</U>''' - this diagram shows the number of monthly invoices per each vendor.
 *'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses share per vendor by invoices|Monthly expenses share per vendor by invoices]]</U>''' - this graph shows how the share of the invoiced amounts per vendor was changing monthly.
@@ Line 1,443: / Line 1,148: @@
 These reports show the monthly amounts of your vendor payments.
-To view the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' reports, go to '''Reports=>Vendors=>Expenses by payments''':
+To view the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' reports, go to '''Reports → Vendors → Expenses by payments''':
-[[file:Reports vendors payments.png|border|300px]]
 Here you may see the following reports:
-*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments|Monthly expenses per vendor by payments]]</U>''' - this diagram shows the amount of monthly payments per each vendor.
+*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments|Monthly expenses per vendor by payments]]</U>''' - this diagram shows the number of monthly payments per each vendor.
 *'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses share per vendor by payments|Monthly expenses share per vendor by payments]]</U>''' - this graph shows how the share of the paid amounts per vendor was changing monthly.
@@ Line 1,465: / Line 1,167: @@
 Here you may see your finances reports for each language pair you work with.
-To view the '''<U>[[Reports – Language pairs – Finances by project balances|Finances per language pair by project balances]]</U>''' reports, go to '''Reports=>Language pairs=>Finances by project balances''':
+To view the '''<U>[[Reports – Language pairs – Finances by receivables and payables|Finances per language pair by receivables and payables]]</U>''' reports, go to '''Reports → Language pairs → Finances by receivables and payables''':
-[[file:Reports language pairs.png|border|300px]]
 On this page, you can see the following reports:
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly income per language pair by project balances|Monthly income per language pair by project balances]]</U>''' - this report shows the turnover per language pair based on receivables in the related projects.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_income_per_language_pair_by_receivables|Monthly income per language pair by receivables]]</U>''' - this report shows the turnover per language pair based on receivables in the related projects.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly profit per language pair by project balances|Monthly profit per language pair by project balances]]</U>''' - shows the profit for each language pair based on receivables in the related projects.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_profit_per_language_pair_by_receivables_and_payables|Monthly profit per language pair by receivables and payables]]</U>''' - shows the profit for each language pair based on receivables and payables in the related projects.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly income share per language pair by project balances|Monthly income share per language pair by project balances]]</U>''' - shows how the income share of each language pair was changing each month.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_income_share_per_language_pair_by_receivables|Monthly income share per language pair by receivables]]</U>''' - shows how the income share of each language pair was changing each month.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly profit share per language pair by project balances|Monthly profit share per language pair by project balances]]</U>''' - shows how the profit share of each language pair was changing each month.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_language_pair_by_receivables_and_payables|Monthly profit share per language pair by receivables and payables]]</U>''' - shows how the profit share of each language pair was changing each month.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Income share per language pair by project balances|Income share per language pair by project balances]]</U>''' - on this report you may see the shares of income each of the language pairs brings over the selected period.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Income_share_per_language_pair_by_receivables|Income share per language pair by receivables]]</U>''' - on this report you may see the shares of income each of the language pairs brings over the selected period.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Profit share per language pair by project balances|Profit share per language pair by project balances]]</U>''' - here you may see the shares of profit each of the language pairs brings over the selected period.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Profit_share_per_language_pair_by_receivables_and_payables|Profit share per language pair by receivables and payables]]</U>''' - here you may see the shares of profit each of the language pairs brings over the selected period.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Finances per language pair by project balances summary table|Finances per language pair by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per language pair and month.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Finances_per_language_pair_by_receivables_and_payables_summary_table|Finances per language pair by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per language pair and month.
-For more info on language pairs reports, please see the '''<U>[[Reports – Language pairs – Finances by project balances|Finances per language pair by project balances reports]]</U> page.
+For more info on language pairs reports, please see the '''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables|Finances per language pair by receivables and payables]]</U> page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,491: / Line 1,191: @@
 ==='''Services'''===
-Here you may see your finances reports for each service based on the receivables.
+Here you may see your finances reports for each service based on the receivables and payables.
-To view the '''<U>[[Reports – Services – Finances by project balances|Finances per service by project balances]]</U>''' reports, go to '''Reports=>Services=>Finances by project balances''':
+To view the '''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' reports, go to '''Reports → Services → Finances by receivables and payables''':
-[[file:Reports services.png|border|350px]]
 On this page, you can see the following reports:
-*'''<U>[[Reports – Services – Finances by project balances#Monthly income per service by project balances|Monthly income per service by project balances]]</U>''' - this report shows the turnover per service based on receivables in the related projects.
+*'''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables#Monthly_finances_per_service_groups_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' — shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects.
-*'''<U>[[Reports – Services – Finances by project balances#Monthly profit per service by project balances|Monthly profit per service by project balances]]</U>''' - shows the profit for each service based on receivables in the related projects.
-*'''<U>[[Reports – Services – Finances by project balances#Monthly income share per service by project balances|Monthly income share per service by project balances]]</U>''' - shows how the income share of each service was changing each month.
-*'''<U>[[Reports – Services – Finances by project balances#Monthly profit share per service by project balances|Monthly profit share per service by project balances]]</U>''' - this report shows how the profit share of each service was changing each month.
-*'''<U>[[Reports – Services – Finances by project balances#Income share per service by project balances|Income share per service by project balances]]</U>''' - on this report you may see the shares of incomes each of the services brings over the selected period.
-*'''<U>[[Reports – Services – Finances by project balances#Profit share per service by project balances|Profit share per service by project balances]]</U>''' - here you may see the shares of profit each of the services brings over the selected period.
-*'''<U>[[Reports – Services – Finances by project balances#Finances per service by project balances summary table|Finances per service by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per service and month.
+*'''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables#Report_data|Finances per service groups by receivables and payables summary table]]</U>''' - this table shows all income, expense, profit amounts, and profit margin per service and month.
-For more info on services reports, please see the '''<U>[[Reports – Services – Finances by project balances|Finances per service by project balances reports]]</U>''' page.
+For more info on services reports, please see the '''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,519: / Line 1,207: @@
 =='''Export data'''==
-'''On every page (quotes, projects, jobs, invoices, payments etc.) you can export the tables into xls.'''
+On every main page, you can export the tables into Excel.
-Let’s take the
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project/index '''Projects'''] </U> </span> page as example:
-[[File:Projects Export to Excel.png|border|1100px]]
-If you press "'''Export to Excel'''", you will get the file with exported data and will be able to use it for backup, analysis,
-import or any other purpose you might need.
-For instructions on how to export the required data to excel, please click the corresponding link:
-*'''<U>[[Quotes list#Export to Excel|Export quotes data to excel]]</U>'''
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
-*'''<U>[[Projects list#Export to Excel|Export projects data to excel]]</U>'''
+[[File:Exe.png|border|150px]]
-*'''<U>[[Jobs list#Export|Export jobs data to excel]]</U>'''
+For instructions on how to export the required data to Excel, please click the corresponding links:
-* <U> [[Files list#Export to Excel|'''Export the list of files to excel''']]</U>
+*'''<U>[[Quotes list#Export to Excel|Export quotes data to Excel]]</U>'''
+*'''<U>[[Projects list#Export to Excel|Export projects data to Excel]]</U>'''
-*'''<U>[[Clients list#Export to Excel|Export clients data to excel]]</U>'''
+*'''<U>[[Jobs list#Export|Export jobs data to Excel]]</U>'''
-*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to excel]]</U>'''
+* <U> [[Files list#Export to Excel|'''Export the list of files to Excel''']]</U>
+----
-*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to excel]]</U>'''
+*'''<U>[[Clients list#Export to Excel|Export clients data to Excel]]</U>'''
-*'''<U>[[Client payments list#Export to Excel|Export clients payments to excel]]</U>'''
+*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to Excel]]</U>'''
-* <U> [[Client contacts#Export to Excel|'''Export client contacts to excel''']]</U>
+*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to Excel]]</U>'''
-*'''<U>[[Clients prices list#Export to Excel|Export clients prices to excel]]</U>'''
+*'''<U>[[Client payments list#Export to Excel|Export clients payments to Excel]]</U>'''
+* <U> [[Client contacts#Export to Excel|'''Export client contacts to Excel''']]</U>
-*'''<U>[[Vendors list#Export to Excel|Export vendors data to excel]]</U>'''
+*'''<U>[[Client_prices_list#Import_and_export_prices|Export clients prices to Excel]]</U>'''
+----
-*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to excel]]</U>'''
+*'''<U>[[Vendors list#Export to Excel|Export vendors data to Excel]]</U>'''
-*'''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to excel]]</U>'''
+*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to Excel]]</U>'''
-*'''<U>[[Vendor payments list#Export to Excel|Export vendors payments to excel]]</U>'''
+*'''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to Excel]]</U>'''
-* <U> [[Vendor contacts#Export to Excel|'''Export vendor contacts to excel''']]</U>
+*'''<U>[[Vendor payments list#Export to Excel|Export vendors payments to Excel]]</U>'''
-*'''<U>[[Vendors  prices list#Export to Excel|Export vendors prices to excel]]</U>'''
+* <U> [[Vendor contacts#Export to Excel|'''Export vendor contacts to Excel''']]</U>
+*'''<U>[[Vendors  prices list#Export to Excel|Export vendors prices to Excel]]</U>'''
+----
-*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to excel]]</U>'''
+*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to Excel]]</U>'''
 =='''Additional information'''==
@@ Line 1,575: / Line 1,259: @@
 That’s why its user interface may change and look a little bit differently from the one described above.
-However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.
+However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us (od@protemos.com).
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.

Difference between revisions of "Enterprise edition user manual"

Latest revision as of 10:21, 28 February 2023

Contents

Get started with Protemos

My profile settings

Settings

Account

License

Legal entities

Access control

System Values

Object codes

Payment methods

Taxes

Reminders

SMTP Server

Client portal

Vendor portal

Email templates

PDF templates

Integrations

Add new manager

How to accept invitation as manager

Add clients

Add clients manually

Import and export clients

Add vendors

Add vendors manually

Import and export vendors

Vendor application URL

Add new quote

Quote sections

Create Smartcat-related quotes

Create multi-quote

Add new project

Project sections

Create Smartcat-related projects

Project templates

CAT log conversion schemes

Create invoices for clients

Client invoice sections

Record clients' payments

Clients' prices

Create vendors' invoices

Vendor invoice sections

Record vendor payments

Vendors' applications

Vendor prices

Messages

Filters

Reports

General finances

Quote report

Managers

Clients

Finances by receivables and payables

Income by invoices

Income by payments

Vendors

Expenses by invoices

Expenses by payments

Language pairs

Services

Export data

Additional information

Navigation menu

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