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:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]]
 =='''Get started with Protemos'''==
-'''To start working with Protemos, create your account in the system by completing the following steps:'''
+To start working with Protemos, please create your account in the system by completing the following steps:
-. Press the "'''Sign up'''" button at 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:sign up button.jpg|border|440px]]
+[[File:Create account button.png|border|750px]]
-. Go to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.com/account/create  Create Account] </span> </U>''' page:
+. It will bring you to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.com/account/create  Create Account] </span> </U>''' page:
-[[File:create enterprise account page.jpg|border|440px]]
+[[File:Create Enterprise account.png|border|750px]]
-. Select your account type:
+. Fill in all the boxes and tick the "I'm not a robot" checkbox.
-[[File:account type selection.jpg|border|440px]]
+Please read our '''Privacy policy''' and '''Terms of service''', mark the relevant checkbox and click the "'''Sign up'''" button:
-'''''Enterprise''': select this option if you are going to assign jobs to in-house translators, freelancers or other companies.''
+[[File:I'm not a robot new.png|border|350px]]
-''If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.''
+. After that, the account will be set up and you will see a welcome screen to start working with the system.
+. Click the "'''OK, let’s get started!'''" button:
-'''''Freelance''': this is a light and free version of the system. Select this option if you are doing all jobs alone and do not subcontract freelancers.''
+[[File:Let's get started new.png|border|350px]]
-''If you select this, you will not be able to create suppliers in the system and assign jobs to them. Upgrade to Enterprise version is possible if desired.''
-. Fill in all the boxes and click the "'''Sign up'''" button:
-[[File:not a robot.jpg|border|440px]]
-. After pressing the "'''Sign up'''" button, the account will be set up and you will see a welcome screen to start working with the system.
-. Press the "'''OK, let’s get started!'''" button:
-[[File:welcome page n.jpg|border|440px]]
 The system setup wizard will be displayed:
-[[File:system setup wizard.jpg|border|1000px]]
+[[File:wizard services.png|border|1000px]]
 . 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.
+*'''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.
+*'''Language pairs''' are your language pairs.
-'''Units''' are units to measure the volume of work. For example, hours, words, pages, etc.
+*'''Units''' are units to measure the volume of work. For example, hours, words, pages, etc.
-'''Specializations''' are your  specializations.
+*'''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.
+*'''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 your clients.
+*'''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:
-[[File:system setup wizard navigation.jpg|border|1000px]]
+[[File:Wizard navigation.png|border|1000px]]
-Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''System settings''']]</U>.
+Don’t worry if you select something wrong. You’ll be able to change these values in the '''<U>[[System settings]]</U>'''.
-. Having completed all the entries, press the "'''Complete wizard'''" button:
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[File:complete wizard button.jpg|border|440px]]
+=='''My profile settings'''==
-. The following screen will be displayed:
+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.
-[[File:you can start working now.jpg|border|540px]]
+To do so, go to the '''My profile''' menu:
-This means that your account has been created and you can start working with Protemos.
+[[file:My profile settings.png|border|900px]]
-However, before you start working with the projects in the system, you need to add your clients and vendors in it.
+For more detailed information, please see the '''<U>[[My profile|My profile]]</U>''' page.
-These areas will be addressed in the following sections.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''System values settings'''==
+=='''Settings'''==
-You can change and set system values in the '''System''' menu:
+You can change and set system settings in the '''Settings''' menu:
-[[File:SM 1.27.jpg|border|200px]]
+[[File:Settings.1.png|border|150px]]
 Each of these menu screens is described below.
-===<span style="color:blue">'''System =>Account''' </span>===
+==='''Account'''===
-On the "'''Account'''" page you can complete or update general information, the logo of your company,
-default settings, deadline email reminders, object codes and configure custom SMTP server.
-===='''General info'''====
-The "'''General info'''" section contains common information about your company.
-Here you can amend information about your company and change the account owner.
-To edit general information press the "'''Update'''" button:
-[[File:account general info tab.jpg|border|800px]]
-Confirm the changes by clicking "'''Update'''" or call off them with the "'''Cancel'''" button after editing:
-[[File:update account details page .jpg|border|440px]]
-To change the account owner press "'''Change account owner'''" (this option is available only for the owner of the account):
-[[File:CHAO button.jpg|border|800px]]
-Assign a new owner and press the "'''Update'''" button to сonfirm the changes:
-[[File:change account owner  page.jpg|border|440px]]
-For more info, please see the <U>'''[[Change account owner]]''' </U> page.
-===='''Company logo image'''====
-Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc.
-Press the "'''Upload new'''" button to upload a logo:
-[[File:logo upload.jpg|border|800px]]
-<span style="color:red">'''Note:''' Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.</span>
-===='''Default settings'''====
-In the "'''Default settings'''" section you can define the following settings:
-'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation.
-'''Default currency''': the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.
-'''Default payment method''': the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.
-'''Default payment terms''': standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for an individual client.
-'''Default PDF page size''': here you can set the size of the invoice PDF file generated by the system.
+On the "'''Account'''" page you can change the account owner, update the account name, update default settings, delete your account.
-'''Invoicing contact''': here you can define one of your managers as the default recipient of notifications when your vendors create invoices.
+*The '''Account info''' section contains common information about your company.
-To change any of the above settings, click "'''Update'''":
+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 default settings.jpg|border|1000px]]
+[[File:Account itself.png|border|700px]]
-It will open the "'''Change account default settings'''" page:
+*'''Account settings'''
-[[File:Changing account default settings.jpg|border|440px]]
+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.
-Having completed all the entries, press the "'''Update'''" button.
+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>'''.
-For more info, please see the'''<U> [[Account default settings change]]</U>''' page.
+To change any of the above-mentioned settings, click the following buttons:
-===='''Deadline email reminders'''====
+[[File:Account settings section.png|border|1070px]]
-The system notifies you by email about overdue projects, jobs, and invoices. You can switch these notifications off/on by clicking "'''Update'''":
+For more info, please see the '''<U>[[Account#Account settings|Account settings]]</U>''' page.
-[[File:DER update button.jpg|border|800px]]
+*'''Account deletion'''
-For more info on deadline email reminders, please see <U>'''[[Update deadline reminders settings|Deadline reminders settings]]''' </U> page.
+You can immediately and permanently '''<U>[[Delete account|delete]]</U>''' all your account data and files from the server by clicking the '''"Delete account"''' button:
-===='''Custom SMTP Server'''====
-By default, the system sends all email messages from Protemos own email server, but you can change this and make the system use your own server.
-To do this, click "'''Update'''":
-[[File:SMTP server update button.jpg|border|800px]]
-For more info, please see the <U>[[Update SMTP server configuration|'''SMTP server configuration''']]</U> page.
-===='''Object codes'''====
-On this page, you can set the number of your next invoice, project, payment, job etc.
-To update the next object identification numbers or the object code prefixes press the "'''Update next IDs'''" or "'''Update code prefixes'''" button correspondingly:
-[[File:SAS object codes.jpg|border|800px]]
-For more info, please see the <U>[[Update object codes|'''Object codes''']]</U> page.
+[[File:Dlee r.png|border|800px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System =>License''' </span>===
+==='''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.
-On the "'''License details'''" page you can see:
+When the trial period is over, the account owner may request a license by clicking the "'''Request license'''" button:
-- your license status and type;
+[[File:License details page request license button.png|border|1000px]]
-- active managers limit (the number of users with Administrator, Project manager and Account manager rights that can work in the system simultaneously);
+<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.
-- when your license expires;
+For more info on licensing, please see the <U>'''[[License]]'''</U> page.
-- the time left before the expiration date of your license.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-When the trial period is over, the account owner may request the license by pressing the "'''Request license'''" button:
+==='''Legal entities'''===
-[[File:SAS license request.jpg|border|800px]]
+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 will open the '''<U>[[Licensing#Requesting license|Request license]]</U>''' page where you can enter the number of managers you need to work simultaneously in your system and select the license period.
+It means that you can set up different document items (logo, address, company name) for different legal entities.
-<span style="color:red">'''Note:'''You can create as many managers as you wish, but only the licensed number of them will be able to log in.</span>
+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:
-For more info on licensing, please see the <U>'''[[Licensing]]'''</U> page.
+[[File:Le 1.png|border|1000px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>System Values''' </span>===
+==='''Access control'''===
 This menu screen contains several submenus:
-[[File:SysMenu System values.jpg|border|350px]]
+[[File:Settings - access control.png|border|300px]]
-Each of them is described below.
+*'''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:
-===='''Language pairs'''====
+[[File:Role-based access control.1.png|border|1100px]]
-On this page, you can add, update  or delete the language pairs you work with:
+*'''Managers'''
-[[File:Language pairs page.jpg|border|800px]]
+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>]].
-<U>[[Language pair creation|"'''New language pairs'''"]] </U> – opens the language pairs creation page. Here you can create various language pairs combinations of source and target languages.
+[[File:Managers list.1.2.png|border|1070px]]
-<U>[[Language pair update|"'''Update'''"]] </U> – opens the language pair update page where you can change languages for the particular language pair.
+*'''Client pools'''
-"'''Delete'''" – deletes the language pair.
+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.
-<span style="color:red">'''Note:''' You can’t delete pairs of languages, that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
+[[File:New client pool (1.56).png|border|1070px]]
-===='''Services'''====
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-Use this menu to add, update or delete the services your company provides:
+==='''System Values'''===
-[[File:SS services.jpg|border|800px]]
+This menu screen contains several submenus:
-<U> [[Service creation|"'''New service'''"]] </U> – opens the service creation page. Here you can create as many services as you wish.
+[[File:Sv.png|border|230px]]
-<U> [[Service update|"'''Update'''"]] </U> – opens the services update page where you can change the name of the particular service.
+*'''Language pairs'''
-"'''Delete'''" – deletes the service.
+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:
-<span style="color:red">'''Note:''' You can’t delete services, that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
+[[File:Lang pairs.png|border|800px]]
-===='''Specializations'''====
+<span style="color:red">'''Note:'''</span> 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.
-On this page, you can add, update or delete the specializations your company works with:
+*'''Services'''
-[[File:specialization list page.jpg|border|800px]]
+Use this menu to '''<U>[[Create service|add]]</U>''', '''<U>[[Update service|update]]</U>''' or delete the services your company provides:
-<U> [[Specialization creation|"'''New specialization'''"]] </U> – opens the specialization creation page. Here you can create every possible specializations you may wish.
+[[File:Sesrvices.png|border|800px]]
-<U> [[Specialization update|"'''Update'''"]] </U> – opens the specialization update page where you can change the name of the particular specialization.
+<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.
-"'''Delete'''" – deletes the specialization.
+*'''Specializations'''
-<span style="color:red">'''Note:''' You can’t delete specializations, that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
+Here you can '''<U>[[Create specialization|add]]</U>''', '''<U>[[Update specialization|update]]</U>''' or delete the specializations your company works with:
-===='''Units'''====
+[[File:Speciaslizations.png|border|800px]]
-Use this menu to select units to measure the volume of your work (words, hours, pages, etc.).
+<span style="color:red">'''Note:'''</span> 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 '''<U>[[Update specialization#Disable specialization|disable]]</U>'''  them.
-Here you can add, update or delete any measurement units you need:
+*'''Units'''
-[[File:units list page.jpg|border|800px]]
+Here you can '''<U>[[Create unit|add]]</U>''' any measurement units you need, '''<U>[[Update unit|update]]</U>''', and delete them:
-<U> [[Unit creation|"'''New unit'''"]] </U> – opens the unit creation page where you can create as many measurement units as you need.
+[[File:Units page buttons.png|border|1000px]]
-<U> [[Unit update|"'''Update'''"]] </U> – opens the unit update page. Here you can change the name of the particular unit.
+<span style="color:red">'''Note:'''</span> You can’t delete units that you have already used in the project ''("Yes" in the column "Іn use" and no "Delete" button)''.
-"'''Delete'''" – deletes the unit.
+*'''Currencies'''
-<span style="color:red">'''Note:''' You can’t delete units, that you have already used in the project ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
+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:
-===='''Currencies'''====
+[[File:Change system curr.png|border|1000px]]
-Use this menu to add currencies that will be used in the system.
+<span style="color:red">'''Note:'''</span> 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.
-For example, one client can pay in US dollars while others can choose euros and you can pay to vendors in local currency.
-On this page, you can: add currencies, set any currency as default, disable or delete currencies, check up the exchange rates history.
-[[file:currencies list page.jpg|border|800px]]
-<U>[[Currencies#Adding currencies|"'''Add currency'''"]]</U>- opens the menu, where you can add desired currency. You can add as many currencies as you need.
-<U>[[Currencies#Exchange rates history|"'''Exchange rates history'''"]]</U>- shows the exchange rates on the selected date.
-<U>[[Currencies#Setting a currency as default|"'''Set as default'''"]]</U> - sets the selected currency as default. If you change the default currency,
-all reports and project balances will be rebuilt and recalculated in the new default currency.
-<U>[[Currencies#Disabling and deleting currencies|"'''Disable'''"]]</U> - disables the currency.
-<U>[[Currencies#Disabling and deleting currencies|"'''Delete'''"]]</U> - deletes the currency. You can't delete the currency that is already in use in the system
-but you can disable it in case this currency no longer needed.
-<span style="color:red">'''Note''': Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis.
-<span style="color:red">That’s why you can always see the correct summary in your default currency.</span>
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>Users'''</span>===
+==='''Object codes'''===
-[[File:SM Users.jpg|border|200px]]
-Use this menu screen to add new users who will use the system just as you do.
-For example, if there are several project managers in your team, you can add a separate account for each of them.
-To add a new user, press the "'''New user'''" button:
-[[file:users list page.jpg|border|800px]]
-It will open the "'''New user'''" page. After you fill in the boxes press the "'''Save'''" button:
+On this page, you can set the number of your next quote, project, job, etc.
-[[file:new user page.jpg|border|540px]]
+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:
-After pressing the "'''Save'''" button, the user will be sent an invitation email and will be able to complete the account creation.
+[[File:Year.jpg|border|1000px]]
-For more info, please see the <U>'''[[User creation]]'''</U> page.
+For more info, please see the '''<U>[[Object_codes|Object codes]]</U>''' page.
-<span style="color:red">'''Note''': Use the <U> [[User groups|"'''User groups'''"]] </U> box to select the group to relate your users to. This will define the user’s access rights.</span>
-On the "'''Users'''" page, you can also <U>[[User update| '''Update user''']]</U>  information.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>User groups''' </span>===
+==='''Payment methods'''===
-[[File:SM User groups.jpg|border|200px]]
-Use this menu screen to define access rights for various user groups:
-[[file:User groups system permissions n.jpg|border|600px]]
-For more info on access rights for various user groups, please see the '''<U>[[User groups]]</U>''' page.
-===<span style="color:blue">'''System=>Payment methods''' </span>===
-[[file:SM Payment methods.jpg|border|200px]]
 Enter your payment details here so the clients can pay you.
-On this page, you can: add various payment methods, change the default payment method and terms, 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:Payment methods.jpg|border|800px]]
+[[File:Payments methods default etc.png|border|800px]]
-<U>[[Payment method creation|"'''Add payment method'''"]]</U>  - opens the menu where you can create a new payment method.
+<span style="color:red">'''Note''':</span> 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.
-<U>[[Default payment method change|"'''Change default payment method and terms'''"]]</U>  - on this page, you can select default payment method and currency.
-Define in how many days invoices should be paid, default PDF page size for your invoices and vendor invoicing contact.
-<U>[[Payment method update|"'''Update'''"]]</U> - opens the page where you can renew payment method details.
-"'''Disable'''" - disables the payment method.
-"'''Delete'''" - deletes the payment method.
-<span style="color:red">'''Note''': You can’t delete the payment methods, that you have already used in the system ''("Yes" in the column "Іn use" and no the "Delete" button).''
-<span style="color:red"> But you can disable them in case these payment methods no longer needed.</span>
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>Taxes''' </span>===
+==='''Taxes'''===
 You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
-This menu screen contains several submenus:
+[[File:Tax tax.png|border|300px]]
-[[file:SM Taxes.jpg|border|400px]]
-Each of them is described below.
+You may add '''<U>[[Taxes#Taxes list|taxes]]</U>''' whether as a percentage or flat amount by clicking the '''"New tax"''' button:
-===='''Taxes list'''====
+[[File:Taxes list g.png|border|900px]]
-To create a list of taxes, go to '''System=>Taxes=>Taxes list:'''
+<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.
-[[file:SM Taxes list.jpg|border|400px]]
+To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', go to '''Settings ⇾ Taxes ⇾ Default clients taxes set''':
-Here you may define the necessary number of taxes that will be used in the system.
+[[File:Default client taxes.png|border|300px]]
-To add a new tax, press the '''"New tax"''' button:
+To do that, please click the corresponding buttons:
-[[file:Taxes list new tax button.jpg|border|1200px]]
+[[File:Default tax.png|border|900px]]
-Enter a name of the tax and specify its sort order in invoices:
-[[file:New tax creation.jpg|border|700px]]
-Press '''"Create"''' to add the new tax to the list.
-For more info, please see the '''<U>[[Taxes#Taxes list|Taxes list]]</U>''' section.
-===='''Default clients taxes set'''====
-To create a default clients taxes set, go to '''System=>Default clients taxes set''':
-[[file:SM Taxes default clients.jpg|border|400px]]
-Then press the '''"Add default tax"''' button:
-[[file:SM Taxes default clients add button.jpg|border|700px]]
-Select the tax name from the drop-down list <span style="color:red">(first, it should be created in: '''System => Taxes => Taxes list''' as described '''<U>[[Taxes#Taxes list|above]]</U>'''):</span>
-Enter its default value and press '''"Create"''':
-[[file:New default client tax2.jpg|border|700px]]
-You may add as many taxes as you need.
 The system will be adding this set of taxes to each client when you issue invoices.
-For more info, please see the '''<U>[[Taxes#Default clients taxes set|Default clients taxes set]]</U>''' section.
+<span style="color:red"> '''Note:'''</span> Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.'''
-<span style="color:red"> '''Note ''': Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.'''</span>
 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.
-===='''Default vendors taxes set'''====
+To create a default vendors taxes set, go to '''Settings ⇾ Taxes ⇾ Default vendors taxes set''':
-To create a default vendors taxes set, go to '''System=>Default vendors taxes set''':
-[[file:SM Taxes default vendors set.jpg|border|400px]]
-Then press the '''"Add default tax"''' button:
+[[File:Default vendors taxes.png|border|300px]]
-[[file:VTS add default tax.jpg|border|1200px]]
+Here you can add default percentage and absolute taxes by clicking the corresponding buttons:
-Select the tax name from the drop-down list <span style="color:red">(first, it should be created in: '''System => Taxes => Taxes list''' as described '''<U>[[Taxes#Taxes list|above]]</U>'''):</span>
+[[File:Def vend tax.png|border|900px]]
-Enter its default value and press '''"Create"''':
-[[file:VTS tax name choosing2.jpg|border|700px]]
-The new tax will appear in the default vendors taxes set.
-You may add as many taxes as you need.
 The system will be adding this set of taxes to each vendor when you issue invoices.
@@ Line 450: / Line 264: @@
 For more info, please see the '''<U>[[Taxes#Default vendors taxes set|Default vendors taxes set]]</U>''' section.
-<span style="color:red"> '''Note ''': Apart from that, you may define an individual set of taxes for each vendor. It will override the default vendors taxes set value.'''</span>
+To add an individual set of taxes for a particular vendor, please see the '''<U>[[Taxes#Custom taxes set for individual vendor|Custom taxes set for individual vendor]]</U>''' section.
-For more info on individual sets creation, please see the '''<U>[[Taxes#Custom taxes set for individual vendor|Custom taxes set for individual vendor]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>Templates''' </span>===
+==='''Reminders'''===
-This menu screen contains the CAT logs submenu which is described below:
+The system notifies you about overdue projects, jobs, and invoices by email. You can switch these notifications off/on by clicking "'''Update'''":
-[[file:SM Templates.jpg|border|350px]]
+[[File:Reminders.png|border|900px]]
-===='''CAT logs'''====
+For more info, please see the <U>'''[[Reminders]]'''</U> page.
-Use this menu to add weighted word count templates for the CAT tools you are using.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-Here you can add, update or delete templates:
+==='''SMTP Server'''===
-[[file:CAT log templates page.jpg|bprder|1000px]]
+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.
-<U>[[Weighted word count templates#Adding templates|"'''Add template'''"]]</U> - opens the page where you can add a word count template.
+To do this, click "'''Update'''":
-<U>[[Weighted word count templates#Deleting templates|"'''Delete'''"]]</U> - deletes the template.
+[[File:SMTP SERVER update button.png|border|1100px]]
-You may also <U>[[Weighted word count templates#Updating templates|"'''Update'''"]]</U>  the template if necessary.
-For more info on templates, please see the '''<U>[[Weighted word count templates]]</U> '''page.
+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'''.
-===<span style="color:blue">'''System=>Integrations''' </span>===
+==='''Client portal'''===
-[[File:SM Integrations.jpg|border|350px]]
+Here you can update client portal settings by clicking the '''"Update"''' button:
-This menu screen contains two submenus. Each of them is described below.
+[[File:Client portal settings.png|border|900px]]
-===='''ProZ.com integration'''====
+You can define managers as the default recipient of notifications connected with quotes, projects, overdue clients' invoices, payment settings, etc.
-Protemos is integrated with '''ProZ.com'''- the world's largest community of translators.
+For more info, please see the '''<U>[[Client portal]]</U>''' page.
-On the '''ProZ.com integration''' page, you can enable, check linked profile or disable ProZ.com integration for your account:
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[file:ProZ.com integration page1.jpg|border|800px]]
+==='''Vendor portal'''===
-'''<U>[[ProZ.com integration#Enabling ProZ.com integration|"Enable"]]</U>''' - opens the ProZ.com login page where you can enter your username and password to enable integration.
+Here you can update vendor portal settings by clicking the '''"Update"''' button:
-'''<U>[[ProZ.com integration#Linked profile checking|"Check linked profile"]]</U>''' - opens your ProZ.com profile page.
+[[File:Vendor profile swttings.png|border|900px]]
-'''<U>[[ProZ.com integration#Disabling ProZ.com integration|"Disable"]]</U>''' - disables the  integration.
+You can update all elements except the Vendor application URL. For more details, please check  '''<U>[[Vendor application URL]]</U>''' page.
-The "'''Check linked profile'''" and "'''Disable'''" buttons will appear after you enable ProZ.com integration for your account.
+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.
-===='''SmartCAT integration'''====
+Click '''"Create agreement"''' to add the agreement:
-Protemos is integrated with SmartCAT system, so you can create the projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).
+[[File:Sadaro.png|border|900px]]
-On this page, you can enable, update or disable SmartCAT integration for your account:
+For more info, please see the '''<U>[[Vendor portal#Agreement with new vendors|Agreement with new vendors]]</U>''' section.
-[[file:smartCAT integration enable button.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Enable'''"]]</U> - opens the '''SmartCAT intergation details''' page where you can enter your API credentials.
+==='''Email templates'''===
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Update'''"]]</U> - here you can update the integration details if necessary.
+You can create your own quote, multi-quote, and client invoice email templates.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Disable'''"]]</U> - disables the  integration.
+To create an email template, go to '''Settings''' → '''Email templates''':
-The "'''Update'''" and "'''Disable'''" buttons will appear after you enable SmartCAT integration for your account.
+[[File:Email templates1.png|border|300px]]
-If you do not have SmartCAT account you can register it directly from the '''SmartCAT integration''' page.
+*'''Quote templates'''
-Here you can also get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.
+Use this page to <U>[[Email_templates#Quote_templates|'''create''']]</U> the quote email templates and clone, update and delete the existing ones:
-To do so, please click the corresponding links:
+[[File:New quote template (enterprise manual).png|border|1070px]]
-[[File:SmartCAT integration welcome page.jpg|border|800px]]
+*'''Multi-quote templates'''
-For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[SmartCAT integration]]</U> '''page.
+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:New multiquote email templates (enterprise manual).png|border|1070px]]
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+*'''Client invoice templates'''
-=='''Add clients'''==
+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:
-You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
+[[File:New client invoice template (enterprise manual).png|border|1070px]]
-==='''Adding clients manually'''===
+For more info on email templates, please see the <U>'''[[Email templates]]'''</U> page.
-To add a new client, click the '''Clients''' menu on the top panel and then press the "'''New client'''" button:
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[file:Clients adding.jpg|border|800px]]
+==='''PDF templates'''===
-Enter information about your client in the displayed screen. It consists of two sections.
+You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.
-*Use the '''General info''' section to enter general information about the client:
+To create a template, go to '''Settings → PDF Templates:'''
-[[file:new client general info section.jpg|border|440px]]
+[[File:Settings - pdf templates.png|border|280px]]
-*Use the '''Primary user''' section to enter the client’s contact person:
+*'''Client invoice PDF templates'''
-[[file:new client primary user section.jpg|border|440px]]
+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:
-Press "'''Save'''" to display the client entry.
+[[File:Client invoice pdf templates (enterprise manual).png|border|1070px]]
-This page is intended for viewing and entering various client data and has the following tabs:
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-[[file:Client profile.jpg|border|1000px]]
+*'''Vendor invoice PDF templates'''
-On the '''General info''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info or '''"Delete"''' 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:
-<span style="color:red">'''Note''': You can’t delete clients involved into recorded projects, invoices or payments.
+[[File:New vendor invoice PDF templates (enterprise manual).png|border|1070px]]
-Here you may also change your client's '''<U>[[Client default settings|default settings]] </U>''':
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-[[file:Default client settings.jpg|border|1000px]]
+*'''Quote PDF templates'''
-On the '''<U>[[Client view page – Primary user tab|Primary user]]</U>'''  tab, you can view and edit client's primary contact details.
+Use the page to <U>[[PDF_templates#Quote_PDF_templates|'''create''']]</U> the quote 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.
+[[File:New quote pdf template (enterprise manual).png|border|1070px]]
-If the client has several contact persons, they can all be entered in the '''Contact persons''' tab.
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-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.
+*'''Job PO PDF templates'''
-On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' tab, you can create a custom taxes set for this client. On this tab, you may also define which taxes set should be applied (whether custom or default one) for this particular client.
+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 – Documents tab|Documents]]</U>''' tab, you can upload and delete files related to the client.
+[[File:New job PO PDF template (enterpise manual).png|border|1070px]]
-==='''Import clients from an Excel file'''===
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-If you already have the list of clients, contacts and prices, you can easily import it without the need to enter such information manually.
-Go to the '''<U><span style="background-color:yellow">[https://cloud.protemos.com/client/index Client list] </span> </U>''' page and press the "'''Import from Excel'''" button:
-[[file:clients import from xls.jpg|border|800px]]
-For more info on clients data import, please see the '''<U>[[Import clients from Excel]]</U>''' page.
-On this page, you can also export all the displayed list of clients to Excel by pressing the "'''Export to Excel'''" button:
-[[file:clients export to xls.jpg|border|800px]]
-For more info on clients data export , please see the '''<U>[[Clients list#Export to Excel| Export clients data to excel]]</U>''' page.
-For more info on clients, please see the '''<U>[[Clients]]</U>''' page.
+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 in 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.
-==='''Adding vendors manually'''===
+To enable memoQ integration, go to '''Settings ⇾ Integrations ⇾ memoQ'''.
-To add a new vendor, click the '''Vendors''' menu on the top panel and then press the "'''New vendor'''" button:
+Here you can enable, update, disable the integration for your account, manage your memoQ server, create a memoQ account:
-[[file:vendors adding.jpg|border|800px]]
+[[File:Memoq user manual.png|border|900px]]
-The screen to add a vendor will appear.
+More details here: <U>'''[[MemoQ integration]]'''</U>
-First, you will see the Type box. You can select any of the three vendor types:
+*'''Smartcat integration'''
-*'''Company''' is a contractor company.
+Protemos is integrated with SmartCAT system, so you can create projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).
-*'''Freelancer''' is a non-staff employee.
+To enable SmartCAT integration, go to '''Settings ⇾ Integrations ⇾ Smartcat'''.
-*'''In-house''' is a staff employee who works in your office.
+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.
-Depending on the vendor type, you will see the boxes to fill in.
+[[File:Smart.png|border|900px]]
-Press the "'''Save'''" button to add a vendor account in the system. The vendor will be sent an invitation email and needs to accept the invitation.
+For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[Smartcat integration]]</U>''' page.
-For additional information please see the '''<U>[[Vendor creation]]</U>''' page.
+*'''TQAuditor integration'''
-The vendor entry page is intended for viewing and entering various vendor data and has the following tabs:
+Protemos is integrated with TQAuditor - the system for evaluation and monitoring translation quality.
-[[file:Vendor profile action buttons.jpg|border|1000px]]
+[[File:Tq.png|border|900px]]
-On the '''General info''' tab you may view, '''<U>[[Update vendor details|update]]</U>''' vendor info, '''resend invitation''' or '''delete''' a vendor.
+For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.
-<span style="color:red">'''Note''': You can’t delete vendors involved into recorded jobs, invoices or payments.
+*'''QuickBooks integration'''
-Here you may also change '''<U>[[Vendor default settings change|default payment settings]] </U>''' of your vendors:
+Protemos is integrated with QuickBooks, an accounting software system.
-[[file:Vendor profile change default button.jpg|border|1000px]]
+For more info on QuickBooks integration, please see the '''<U>[[QuickBooks integration|QuickBooks integration]]</U> '''page.
-On the '''<U>[[Vendor view page, Primary user tab|Primary user]]</U>'''  tab, you can view and edit the details of the primary contact of the vendor.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-On the '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' tab, you can view the list of vendor’s 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 '''<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.
-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.
+=='''Add new manager'''==
-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.
+Use this menu to add new managers who will use the system just as you do.
-On the '''<U>[[Vendor view page, Documents tab|Documents]]</U>''' tab, you can upload and delete the files related 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''': If your vendor has proz.com account with the same email as in Protemos, the system will display the link to that account of vendor’s page.
+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.
-<span style="color:red">For more detailed information,  please see the '''<U>[[Vendor view page, General tab#Links of vendor profiles to Proz.com profiles|Links of vendor profiles to Proz.com profiles]]</U>''' section. </span>
+To add a new manager, go to '''Settings → Access control → Managers''':
-==='''Import vendors from an Excel file'''===
+[[File:Settings - access control - managers.png|border|300px]]
-If you already have the list of vendors, contacts and prices, you can easily import it without the need to enter such information manually.
+Сlick the '''"New manager"''' button on the '''Managers''' page:
-Go to the '''<U><span style="background-color:yellow">[https://cloud.protemos.com/vendor/index Vendor list] </span> </U>''' page and press the "'''Import from Excel'''" button:
+[[File:New manager button.png|border|900px]]
-[[file:vendors import from xls.jpg|border|800px]]
-For more info on vendors data import, please see the '''<U>[[Import vendors from Excel]]</U>''' page.
-On this page, you can also export all the displayed list of vendors to Excel by pressing the "'''Export to Excel'''" button:
-[[file:vendors export to xls.jpg|border|800px]]
-For more info on vendors data export, please see the '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' page.
-For more info on vendors, please see the '''<U>[[Vendors]]</U>''' page.
+<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 new quote'''==
+==='''How to accept invitation as manager'''===
+If your colleagues create a manager account for you, you will receive an invitation email:
-Quote is a potential project. Let's assume that your client has sent you translation request, but first, he would like to know how much it will cost,  time frames for implementation etc.
+[[File:Invitation email for manager.1.png|border|700px]]
-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.
+Accept the invitation by clicking the link in the received email. The following page will appear:
-You may also create it if you are simply not sure yet you will get the project.
+[[File:Complete registration (manager).png|border|1070px]]
-==='''Quote creation'''===
+Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.
-. To create a quote, click the '''Quotes''' menu on the top panel and then press the "'''New quote'''" button:
+You will receive an email notification on successful registration and will be logged in to your manager account:
-[[file:new quote button plus from SC 1.jpg|border|1000px]]
+[[File:Registration is complete (manager).png|border|500px]]
-It will open the '''New quote''' page where you can specify all basic details for a new quote:
+=='''Add clients'''==
-[[file:new quote creation page.jpg|border|500px]]
+You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
-Confirm all details with the "'''Create'''" button.
+==='''Add clients manually'''===
-. It will bring you to the "'''Quote'''" page that consists of the following sections:
+There are two ways to add new clients manually:
-==='''Quote details section'''===
+. Click the '''Client''' menu on the top panel and then click '''New client''':
-[[file:quote details section.jpg|border|1000px]]
+[[File:2.00.png|border|100px]]
-On this page, you can do the following::
+. Or you may go to '''Clients''' and click the "'''New client'''" button:
-*'''Send''': opens the <u>[[Quote sending|'''Quote sending ''']]</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.
+[[File:New client button.png|border|850px]]
-*'''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 clients with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system.
-*'''Convert to project''': by pressing this button you begin creating a new project with this quote.
+This page is intended for viewing and entering various client data and has the following tabs:
-*'''Reject''': if the client doesn't accept this quote conditions, you may press the "'''Reject'''" button to remember that rejection.
-*'''Clone''': you may clone the quote by pressing this button.
+*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.
-*'''Update''': opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page on which you can edit the quote.
+*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>'''.
-*'''Delete''': deletes the quote.
+<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.
-==='''Files section'''===
+*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.
-Here you can upload the files you received from the client (if any):
+If the client has several contact persons, they can all be entered in the '''Contact persons''' tab.
-[[File:Q add files.jpg|border|1000px]]
+*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.
-==='''CAT logs section'''===
+*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.
-In this section you can upload CAT log files (if needed):
+*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.
-[[File:Q upload CAT log.jpg|border|1000px]]
+==='''Import and export clients'''===
-==='''Receivables section'''===
+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:
-Here you can enter receivables to indicate the amount to be charged from the client:
+[[File:Export import Screenshot 1.png|border|800px]]
-[[File:Q new receivable.jpg|border|1000px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Delivering the quote'''===
+=='''Add vendors'''==
-Having checked all the quote data, you can send the quote to the client. Go to the '''Quote details''' section and press the "'''Send'''" button.
+If you assign jobs to other vendors, you need to add each of them to the system.
-For more details, please see the '''<U> [[Quote sending]] </U>''' page.
+You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.
-[[File:quote details section send button.jpg|border|1000px]]
-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'''.
-==='''SmartCAT-related quotes creation'''===
+==='''Add vendors manually'''===
-*You can create SmartCAT-related quotes in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating SmartCAT-related quotes in Protemos|Creating SmartCAT-related quotes in Protemos]]</U>''' section.
+There are two ways to add new vendors manually:
-*You may also create Protemos quotes from SmartCAT projects.  For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating Protemos quotes from SmartCAT projects|Creating Protemos quotes from SmartCAT projects]]</U>''' section.
+. Click the '''Vendors''' menu on the top panel and then click '''New vendor''':
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+[[File:New vedndor.png|border|110px]]
-=='''Add new project'''==
+. Or you may go to '''Vendors''' and click the "'''New vendor'''" button:
-After setting up the system and entering the clients and vendors in it, you can start new projects.
+[[File:Button new vendocr.png|border|1000px]]
-For illustration purposes, suppose you have Acme Corporation as your client. They have sent you the 20,000-word translation request
+In both cases, you will be redirected to the '''<U>[[Create vendor|New vendor]]</U>''' page.
-from English to French asking to complete it in 2 weeks. Let’s add this project in the system.
+<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.
-==='''Project creation'''===
+*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.
-<span style="color:red">'''Note:''' Before creating project, make sure that you have added clients and vendors in your account.</span>
+<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.
-. To create a project, click the '''Projects''' menu on the top panel and then press the "'''New project'''" button:
+*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.
-[[file:new project creation button plus SCAT.jpg|border|1000px]]
+*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.
+*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.
-. Enter your project information and press the "'''Create'''" button:
+*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.
-[[file:new project entry.jpg|border|540px]]
+*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.
+*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.
-. The project page will be displayed with the following tabs:
+==='''Import and export vendors'''===
-[[file:project tabs.jpg|border|400px]]
+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:
-==='''Project input files'''===
+[[File:Import vendors.png|border|1000px]]
-. Now you need to upload the files received from the client to the system.
+==='''Vendor application URL'''===
-To do so, go to the '''Files''' tab and upload the needed files by pressing the "'''Add project input files'''" 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:project input files adding .jpg|border|800px]]
+For more information, please check the '''<U>[[Vendor application URL]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Project receivables'''===
+=='''Add new quote'''==
-. Next, enter the volume of work and the receivable from the client. To do so, go to the '''Finances''' tab:
+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.
-[[file:project finance tab.jpg|border|800px]]
+There are two ways to create a quote:
-Press the "'''New receivable'''" button and choose the base:
+. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
-[[file:New receivable base.jpg|border|250px]]
+[[File:New quote.png|border|100px]]
-The "'''Flat rate'''" – if you just need to enter the amount of receivable without entering volumes and rates.
+. Or you may go to Quotes, and click the '''"New quote"''' button:
-The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+[[File:New quotes from.png|border|800px]]
-The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+. Once the quote is created, you can do the following:
-Enter the work volume, price and, if needed, extra charge and discount for the client:
+[[File:Quote quote.png|border|900px]]
-[[file:Unite base receivable.jpg|border|500px]]
+==='''Quote sections'''===
-Enter the purchase order number sent from the client in the PO number box. If the client has not provided such number, you may leave this box unfilled.
+*'''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:
-Check the "'''Manage all prices'''" option to add the tariff for this client to the database. It will be displayed next time you enter a similar order.
+[[File:Quote files section.png|border|1100px]]
-[[file:manage all receivable  prices.jpg|border|440px]]
+*'''<U>[[Quote CAT logs section|CAT logs]]</U>''' section: here you can upload CAT log files or enter them manually if needed:
-You can enter several receivables for a project.
+[[File:Quote upload logs buttons.png|border|1100px]]
-For more info, please see the '''<U>[[Receivable creation/editing|Receivable creation]] </U>''' page.
+*'''<U>[[Quote receivables section|Receivables]]'''</U> section: here you can enter receivables to indicate the amount to be charged from the client:
-==='''CAT logs'''===
+[[File:Quote new receivable button.png|border|1100px]]
-. If necessary, you may upload a CAT log file to your project.
+==='''Create Smartcat-related quotes'''===
-To do so, go to the '''Cat logs''' tab and press the "'''Upload CAT log'''" button:
+*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.
-[[file:project CAT log tab.jpg|border|800px]]
+*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.
-For more info on uploading of CAT log files, please see the '''<U>[[Project details, CAT logs tab]] </U>''' page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''Create multi-quote'''===
-. If you fulfil your job yourself, the new project has been created. You have to fulfil and complete it (see item 18 in this list).
+Multi-quote is a potential project with several options, consisted of several quotes.
-If you need to assign the project to other vendors, carry on reading below.
+[[File:Multi quotes 1.png|border|150px]]
-==='''Job creation'''===
+To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first.
-. Let’s assume that you need to assign the translation to one vendor and then give it for proofreading to another vendor.
+Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:
-Create their respective jobs in the system. Go to the '''Jobs''' tab and press the "'''Add job'''" button:
+[[File:1 new mq.png|border|900px]]
-[[file:project jobs adding tab.jpg|border|800px]]
+Or you can create a multi-quote by clicking the '''"New multi-quote"''' button in the Multi-quotes menu:
-==='''Job input files'''===
+[[File:New multi-quote.png|border|150px]]
-. In the '''Job input files''' section select the project files to send to the translator:
+In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and click '''"Create"''':
-[[file:project jobs input files.jpg|border|800px]]
+[[File:1 nemw quote.png|border|500px]]
-In the section below on the same page, select the vendor and enter information about the job:
+Then click the '''"Add option quotes"''' button:
-[[file:job creation page.jpg|border|400px]]
+[[File:Options1.png|border|900px]]
-Then press the "'''Create'''" button.
+Select the needed ones, and click '''"Add selected quotes"''':
+[[File:3-.png|border|900px]]
-. Next, the job screen will be displayed:
-[[file:project job new payable button.jpg|border|800px]]
+For more information, check the [[Multi-quotes]] article.
-For more info on jobs creation and editing, please see the '''<U>[[Jobs]]</U> page.
+=='''Add new project'''==
-==='''Project payables'''===
+After setting up the system and entering the clients in it, you can start new projects.
-. Now you need to add payable for the vendor.
+. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then click the "'''New project'''" button:
-To do so, press the "'''New payable'''" button and choose the base:
+[[File:New project.png|border|110px]]
-[[file:new payable bases.jpg|border|400px]]
+. Or you may go to '''Projects''', and click the '''New project''' button:
-The "'''Flat rate'''" – if you just need to enter the amount of payable without entering volumes and rates.
+[[File:Projects.png|border|900px]]
-The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+. In both cases, it will open the '''New project''' page where you can enter the required information.
-The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+. The project will be created.
-Enter the job volume and payable for the vendor and press "'''Create'''":
+==='''Project sections'''===
-[[file:Payable creation.jpg|border|400px]]
+. In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:
-For more info, please see the '''<U>[[Payable creation/editing|Payable creation]]</U>''' page.
+[[File:3 det.png|border|900px]]
+. In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).
-. Now you can send the notification to the vendor to start the job. Press the "'''Start job'''" button on the '''Job details''' screen:
+[[File:Files tab+.png|border|1000px]]
-[[file:start job  button.jpg|border|800px]]
+. In the '''<U>[[Jobs]]</U>''' tab you may assign the translation to a vendor.
-The vendor will receive the notification by email that he has been assigned a job, log in and collect the files.
+[[File:Add job.1.png|border|1000px]]
-Then the vendor will fulfil the job, upload the ready files to the system and mark the job as completed.
+. 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>''':
-You will be notified by email that the vendor has completed the job.
+[[File:1 фй.png|border|1000px]]
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+. 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:
-==='''Job output files'''===
+[[File:New receiavable from clien.png|border|1000px]]
-. Check if the files delivered by the translator are correct by downloading them from the '''Job Output Files''' section:
+And to create payables, you need to go to the respective job, scroll down to Payables section and click '''"New payable"''' button:
-[[file:job output files section.jpg|border|800px]]
+[[File:New payable to vendor.png|border|1000px]]
+* '''"Flat rate"'''—if you just need to enter the amount of a receivable without entering volumes and rates.
-. Having ensured that the vendor did everything correctly, press the "'''Accept job'''" button:
+* '''"Unit-based"'''—if you have to enter the volume and rate for calculating the price.
-[[file:job accepting button.jpg|border|800px]]
+* '''"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.
-. The vendor will be notified by email that the job has been accepted.
+. In '''CAT logs''' tab, you may '''<U>[[Project details, CAT logs tab|upload a CAT log file]]</U>''' to your project. To do so, click the "'''Upload CAT log'''" button:
+[[File:Cat log upl.png|border|900px]]
-. Now you would like to pass the completed translation for proofreading to another vendor.
+For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
-Add a job for another vendor. The process is the same. The only difference is that you need to specify the files
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-delivered by the translator when selecting incoming files for the editor:
+==='''Create Smartcat-related projects'''===
-[[file:job output files additional job.jpg|border|800px]]
+*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.
-For more info on jobs, please see the '''<U>[[Jobs]]</U>''' page.
+*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:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Delivering the project'''===
+=='''Project templates'''==
-. When all the vendors have uploaded their files, you can start delivering the project.
-You may upload vendors' files to the system.
-To do so, go to the project’s '''Files''' tab and scroll down to the '''Jobs Output''' section.
-Select the necessary files and press the "'''Add selected to project output'''" button:
-[[file:job output to project output.jpg|border|800px]]
-This will allow you not to lose the files after you close the project.
-. If you fulfil your job yourself, you may upload files to the system by clicking "'''Add additional files'''" in the '''Project Output''' section:
-[[file: project output section.jpg|border|800px]]
+You can create the project from a template.
-. Having added all the needed files to '''Project Output''', you can download the files
+To do so, click the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':
-and send them to the client or client’s manager by email.
+[[File:Pr templates.png|border|150px]]
-[[file:project output files.jpg|border|800px]]
+Or you may go to '''Projects''' and click the '''"Templates"''' button:
+[[File:Templates.png|border|900px]]
-. Having delivered all the files, you can complete the project. Go to the '''Details''' tab and press the "'''Complete'''" button:
+You can do it also create the project template directly from the project.
-[[file:project complete button.jpg|border|800px]]
+Open the respective project, and on the Details tab click '''"More actions"''' and '''"Save as template"''':
-Congratulations! You have completed the project.
+[[File:Save as template.png|border|900px]]
-<span style="color:red"> '''Note 1''': The number of projects in your system will be increasing with time so you won’t want all of them to be displayed. Set up how projects are 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.
-==='''SmartCAT-related projects creation'''===
-*You can create SmartCAT-related projects in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating SmartCAT-related projects in Protemos|Creating SmartCAT-related projects in Protemos]]</U>''' section.
-*You may also create Protemos projects from SmartCAT projects.  For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating Protemos projects from SmartCAT projects|Creating Protemos projects from SmartCAT projects]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Clients prices'''==
+=='''CAT log conversion schemes'''==
-To display the list of all clients' prices, go to '''Finances=>Clients=>Prices''':
+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.
-[[file:menu clients prices.jpg|border|440px]]
+To do so, go to '''Projects ⇾ CAT log conversion schemes''':
-It will open the '''Client prices''' page.
+[[File:Cat logd.png|border|180px]]
-Here you can view and create prices, import or export the list of all clients' prices from/to Excel, update or delete the particular client's price:
+[[file:Add template 1.png|bprder|900px]]
-[[file:client prices list.jpg|border|800px]]
-*''' New price''' - opens the '''New client price''' creation page. On this page, you can '''<U>[[Clients prices list#New price creation|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 the 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#Price editing|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'''.
-=='''Create invoices for clients and control their payment'''==
+=='''Create invoices for clients'''==
-. To create an invoice for a client, go to '''Finances=>Clients=>Project receivables''':
+. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Clients ⇾ Receivables''':
-[[file:FMC project receivables.jpg|border|400px]]
+[[File:Receivables client s.png|border|150px]]
-. The list of all the receivables will be displayed. Select the desired rows and press the "'''Invoice selected'''" button:
+. The list of all receivables will be displayed. Select the needed and click the "'''Invoice selected on this page'''" button:
-[[file:Client receivables invoice selected on this page .jpg|border|1000px]]
+[[File:Invoice selected page.png|border|1000px]]
 . The system will create an invoice and will display its page.
-For more info on client invoices, please see the '''<U>[[Clients receivables list#Invoice creation|Client invoice creation]]</U>''' page.
+==='''Client invoice sections'''===
-The '''Client invoice'''  page consists of the following sections:
+*'''Details section'''
-==='''Client invoice details section'''===
+[[file:Client invoice view.png|border|1100px]]
-[[file:CI details section.jpg|border|1200px]]
+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'''
-In this section you can do the following:
+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,
-'''Send''' — opens the <u>[[Client invoice sending|'''Client invoice sending page''']]</u> 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.
+In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:
-'''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.
+[[File:Taxes sets 4.png|border|900px]]
-'''Download as PDF''' — pressing this button downloads the invoice in PDF format.
+*'''Receivables section'''
-'''Discount and Extra Charge''' — you may add discounts and extra charges to the invoice by pressing this button.
+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]]
-'''Mark as unsent''' — this button appears if the invoice has been sent. Pressing it deletes the date of sending.
+*'''Linked payments section'''
-'''Update''' — opens <u>[[Client invoice update|'''Client invoice update page''']]</u> on which 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>''' page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Client invoice receivables section'''===
+=='''Record clients' payments'''==
-Here you can view, add and remove receivables in unsent invoices.
+When the client pays invoices, '''<U> [[Create_client_payment|create the client payment]]</U>''' and link it with the paid invoices.
-To add receivables press the "'''Add receivables'''" button:
+. Go to the '''Clients ⇾ Payments''' menu and click "'''New payment'''":
-[[file:CIV receivables section.jpg|border|1000px]]
+[[File:New paym cl.png|border|900px]]
-For more info on adding receivables, please see the '''<U>[[Client invoice view#Removing and adding receivables|Adding and removing receivables]]</U> page.
+. Select the client from the list, enter the required information and click the "Create" button:
-==='''Client invoice linked payments section'''===
+[[File:1 client .png|border|480px]]
-If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-[[file:CIV invoice linked payments section.jpg|border|1000px]]
+[[File:Linked invoices 1.png|border|900px]]
-For more info on client linked payments, please see the '''<U>[[Client invoice view#Linked payment creation|Linked payment creation]]</U> page.
+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.
-Alternatively, the payments can be created on the <u>[[Client payments list#Creating payments|'''Client payments''']]</u> page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-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.
+=='''Clients' prices'''==
-To find out how to create payments on the '''Client payments''' page, please read the section below.
+To display the '''<U>[[Client prices list]]</U>''', go to '''Clients ⇾ Prices''':
-==='''Clients payments'''===
+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:
-As mentioned above, this is the alternative way to enter the payment.
+[[File:Prices list.png|border|1100px]]
-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:
+<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.
-. Go to the '''Finances=>Clients=>Payments''' menu:
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-[[file:FMC payments.jpg|border|440px]]
+=='''Create vendors' invoices'''==
-It will bring you to the '''Client payments''' page.
+The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager.
-In order to add a new client payment press "'''New payment'''":
+. Go to the '''Vendors ⇾ Payables''' menu:
-[[file:client new payment button.jpg|border|1000px]]
+[[File:Payabl v.png|border|110px]]
-It will open the '''New payment from client''' page.
+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:
-. Enter the payment received from the client and select the invoices that payment covers from the list:
+[[File:Vendore p list.png|border|1000px]]
-[[file:new client payment page.jpg|border|1000px]]
+<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).
-Press "'''Save'''" to add the payment to the system.
+. The system will create the invoice and send it to your vendor by email.
-Now you have entered the payment in the system and completed the payment.
+<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 client payments, please see the '''<U> [[Client payment creation]] </U>''' page.
+For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Create vendor invoices|Create vendor invoices]]</U>''' page.
-==='''Clients invoices list'''===
+==='''Vendor invoice sections'''===
-You may view the list of all the invoices in '''Finances=>Clients=>Invoices''':
+*Details section
-[[file:FMC invoices.jpg|border|440px]]
+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.
-This way you can track all the invoices from your clients and control their payment.
+[[File:Inv det.png|border|1000px]]
-For more details, please see the '''<U>[[Client invoices list]]</U>''' page.
+<span style="color:red">'''Note''':</span> For invoices with linked payments only the '''"Download as PDF"''' and '''"Write off"''' buttons are  available.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+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.
-=='''Vendors prices'''==
+*'''Taxes section'''
-To display the list of all vendors' prices, go to '''Finances=>Vendors=>Prices''':
+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>.
-[[file:menu vendors prices.jpg|border|440px]]
+But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by clicking corresponding buttons:
-It will open the '''Vendor prices''' page.
+[[File:Taxes sets 4.png|border|1000px]]
-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:
+For more info, please see the '''<U>[[Vendor invoice view#Taxes section|Taxes in individual vendor invoice]]</U>''' section.
-[[file:vendor prices  page.jpg|border|800px]]
+*'''Payables section'''
-*''' 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.
+Here you can view, '''<U>[[Vendor invoice view#Add and remove payables|add and remove payables]]</U>''' in unsent invoices.
-<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:Pab.png|border|1000px]]
-*'''Export to Excel''' - exports the list of vendors' prices to Excel.
+*'''Linked payments section'''
-*'''Update''' - opens the '''<U>[[Vendors prices list#Price editing|Update vendor price]]</U>''' page. Here you can update the price for the vendor.
+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:
-*'''Delete''' - deletes the price.
+[[File:1linked paym.png|border|1000px]]
-For more info on vendors' prices, please see the '''<U>[[Vendors prices list]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Invoices from vendors and payment control'''==
+=='''Record vendor payments'''==
-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.
+Having paid the vendor invoices, '''<U> [[Create vendor payment|create the vendor payment]]</U>''' and link it with the paid invoice.
-. Go to the '''Finances=>Vendors=>Job payables''' menu:
+. Go to the '''Vendors⇾Payments''' menu and click '''"New payment"''' button:
-[[file:FMV job payables.jpg|border|440px]]
+[[File:Button new pm.png|border|950px]]
-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:
+. Select the vendor from the list, enter the required information and click the "Create" button:
-[[file:vendor payable list invoice selected.jpg|border|1000px]]
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" 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:Linked invoices 1.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>
+By this action, you cover the payment by invoices.
-. The system will create the invoice, send it to the vendor by email and open its page.
+<span style="color:red"> '''Note:'''</span> Invoices with the matched currency and legal entity can only be linked to the payment.
-For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Invoice creation|Vendor invoice creation]]</U>''' page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-The '''Vendor invoice''' page consists of the following sections:
-==='''Vendor invoice details section'''===
-[[file:vendor invoice details page.jpg|border|1000px]]
+=='''Vendors' applications'''==
-In this section you can do the following:
+To check the list of submitted '''<U>[[Applications|applications]]</U>''' by your vendors, go to the '''Vendors⇾Applications''' menu:
-*'''Download as PDF''' — pressing this button downloads the invoice in PDF format.
-*'''VAT''' — you may add VAT to your invoice by pressing this button. For more info, please see '''<U>[[VAT]]</U>''' page
+[[File:Appl.png|border|110px]]
-*'''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.
+=='''Vendor prices'''==
-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.
+To display the '''<U>[[Vendor prices list|Vendor prices list]]</U>''', go to '''Vendors ⇾ Prices''':
-*'''Update''' — pressing this button opens '''<U>[[Vendor invoice update|Vendor Invoice update page]]</U>''' on which you can edit the invoice.
+[[File:Vm.png|border|110px]]
-*'''Delete''' — this button deletes the invoice. It disappears after you link the invoice with the payment.
+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:#DC143C">'''Note''': for the invoices with linked payments only "'''Download as PDF'''" and "'''Write off'''" buttons are  available.</span>
+[[File:Upate delete.png|border|1000px]]
-<span style="color:#DC143C">To make all the buttons available you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.
+<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.
-==='''Vendor invoice payables section'''===
+=='''Messages'''==
-Here you can view, add and remove payables in unsent invoices.
+You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages:
-To add payables press the "'''Add payables '''" button:
+[[File:Send message.png|border|450px]]
-[[file:VIV payables section.jpg|border|1000px]]
+Please check more details here: <U>'''"[[Messages]]"'''</U>
-For more info on vendor payables, please see the '''<U>[[Vendor invoice view#Removing and adding payables|Adding and removing payables]]</U>''' page.
-==='''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:VIV linked payment creation n.jpg|border|1000px]]
-For more info on vendor linked payments, please see the '''<U>[[Vendor invoice view#Linked payment creation|Linked payment creation]]</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> [[Vendor payment creation]] </U>''' page.
-==='''Vendors 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 '''Finances=>Vendors=>Payments''' menu:
-[[file:FMV payments.jpg|border|440px]]
-It will bring you to the '''Vendor payments''' page.
-Press the "'''New payment'''" button to add a new vendor payment:
-[[file:vendor payments new payment.jpg|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 payment to vendor view.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.
-==='''Vendors invoices list'''===
-You may view the list of all the vendors’ invoices in '''Finances=>Vendors=>Invoices''':
-[[file:FMV invoices.jpg|border|440px]]
-For more info, please see the '''<U>[[Vendor invoices list]]</U>''' page.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 =='''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 example:
-Click the '''Projects''' menu on the top panel to display the list of projects:
+[[File:Cl filters.png|border|950px]]
-[[file:top panel menu projects.jpg|border|1000px]]
+Enter the necessary data into the appropriate fields and click the '''"Apply"''' button.
-The following filters are provided for that list:
+For further instructions on how to search the required data with filters, please click the corresponding link:
-[[file:Projects filter plus.jpg|border|1000px]]
+*'''<U>[[Quotes list#Search quotes with filters|Search quotes with filters]]</U>'''
-Enter necessary data into the appropriate fields and press the '''"Apply"''' button.
+*'''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>'''
-For more info on projects filters, please see the '''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>''' page.
+*'''<U> [[Project templates#Search project templates with filters|Search project templates with filters]]</U>'''
+*'''<U>[[Jobs list#Search jobs with filters|Search jobs with filters]]</U>'''
-For further instructions on how to search the required data with filters, please click the corresponding link:
+*<U> [[Files list#Search files with filters|'''Search files with filters''']]</U>
-*'''<U>[[Quotes list#Search quotes with filters|Search quotes with filters]]</U>'''
+'''Clients''':
-*'''<U>[[Jobs list#Search jobs with filters|Search jobs with filters]]</U>'''
 *'''<U>[[Clients list#Search clients with filters|Search clients with filters]]</U>'''
-*'''<U>[[Vendors list#Search vendors with filters|Search vendors with filters]]</U>'''
-*'''<U>[[Clients prices list#Search prices with filters|'''Search clients prices with filters]]</U>'''
 *'''<U>[[Clients receivables list#Search receivables with filters|Search clients receivables with filter]]</U>'''
@@ Line 1,280: / Line 948: @@
 *'''<U>[[Client payments list#Search payments with filters|Search clients payments with filters]]</U>'''
-*'''<U>[[Vendors prices list#Search prices with filters|'''Search vendors prices with filters]]</U>'''
+*'''<U> [[Client contacts#Search client contacts with filters|'''Search client contacts 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>'''
 *'''<U>[[Vendors payables list#Search payables with filters|Search vendors payables with filters]]</U>'''
@@ Line 1,287: / Line 961: @@
 *'''<U>[[Vendor payments list#Search payments with filters|Search vendors payments with filters]]</U>'''
+*'''<U> [[Vendor contacts#Search vendor contacts with filters|'''Search vendor contacts 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'''.
 =='''Reports'''==
@@ Line 1,294: / Line 974: @@
 Click the '''Reports''' menu on the top panel and choose the required item:
-[[file:reports menu.jpg|border|250px]]
+[[File:Reports.2.png|border|200px]]
 Each of these menu screens is described below.
@@ Line 1,300: / 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.
-To view the '''<U>[[Reports – General finances|General finances]]</U>''' reports, go to '''Reports=>General finances''':
+On these pages, you can see the following reports:
-[[file:reports general finances.jpg|border|250px]]
+*'''<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.
-On this page, you can see the following reports:
+*'''<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.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] 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.
-*'''<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 1,322: / 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 menu managers.jpg|border|440px]]
+*'''<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 1,350: / Line 1,040: @@
 This menu screen contains several submenus:
-[[file:Reports menu clients.jpg|border|440px]]
+[[file:Reports menu clients.jpg|border|350px]]
 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 menu clients by project balances.jpg|border|440px]]
+*'''<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 1,386: / 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 menu clients income by invoices.jpg|border|440px]]
 On this page, you can see the following reports:
@@ Line 1,408: / 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 menu clients inc by payments.jpg|border|440px]]
 Here you may see the following reports:
@@ Line 1,430: / Line 1,120: @@
 This menu screen contains several submenus:
-[[file:reports vendors menu.jpg|border|440px]]
+[[file:reports vendors menu.jpg|border|300px]]
 Each of them is described below.
@@ Line 1,438: / 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 menu vendors exp by invoices.jpg|border|440px]]
 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 1,460: / 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 menu vendors exp by payments.jpg|border|440px]]
 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 1,482: / 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 menu languages  by project balances.jpg|border|440px]]
 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 1,508: / 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''':
-[[file:Reports menu services.jpg|border|440px]]
+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''':
 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 1,536: / 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.
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
-Let’s take the
+[[File:Exe.png|border|150px]]
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project/index '''Projects'''] </U> </span> page as example:
-[[File:Projects export to excel button.jpg|border|1000px]]
+For instructions on how to export the required data to Excel, please click the corresponding links:
+*'''<U>[[Quotes list#Export to Excel|Export quotes data to Excel]]</U>'''
-If you press "'''Export to Excel'''", you will get the file with exported data and will be able to use it for backup, analysis,
+*'''<U>[[Projects list#Export to Excel|Export projects data to Excel]]</U>'''
-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>[[Jobs list#Export|Export jobs data to Excel]]</U>'''
-*'''<U>[[Quotes list#Export to Excel|Export quotes data to excel]]</U>'''
+* <U> [[Files list#Export to Excel|'''Export the list of files 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>[[Clients list#Export to Excel|Export clients data 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>[[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>[[Client_prices_list#Import_and_export_prices|Export clients prices to Excel]]</U>'''
+----
-*'''<U>[[Client payments list#Export to Excel|Export clients payments to excel]]</U>'''
+*'''<U>[[Vendors list#Export to Excel|Export vendors data to Excel]]</U>'''
-*'''<U>[[Vendors list#Export to Excel|Export vendors data to excel]]</U>'''
+*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to Excel]]</U>'''
-*'''<U>[[Vendors  prices list#Export to Excel|Export vendors prices 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>[[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 1,584: / 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=Freelance edition user manual]] Back to the '''table of contents'''.
+[[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

Search