Difference between revisions of "Freelance edition user manual"

Latest revision as of 11:37, 19 June 2023

For a brief system overview, please check this video:

1 Get started with Protemos
2 My profile settings
3 System settings
4 Add clients
- 4.1 Add clients manually
- 4.2 Import and export clients
5 Add new quote
- 5.1 Quote sections
6 Add new project
- 6.1 Project sections
- 6.2 Create CAT log conversion schemes
7 Create invoices
- 7.1 Invoices list
- 7.2 Invoice sections
8 Record payments
9 Client prices
10 Filters
11 Reports
12 Export data
13 Additional information

Get started with Protemos

To start working with Protemos, 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. Go to the Create Account page:

3. Select your account type:

Enterprise: select this option if you are going to assign jobs to in-house translators, freelancers or other companies.

If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.

Freelance: This is a light and free version of the system. It will suit those who complete all the work on their own and do not pass it to other vendors.

The interface does not have the capability to assign jobs to subcontractors. Also, other managers can’t be added.

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

Please read our Privacy policy and Terms of service. To do so, click the corresponding links (highlighted in blue), and click the "Sign up" button:

5. After clicking the "Sign up" button, the account will be set up and you will see a welcome screen to start working with the system.

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

The system setup wizard will be displayed:

7. 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 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 System settings.

8. Having completed all the entries, click the "Complete wizard" button.

Before you start working with the projects, add your clients to the system.

Back to the table of contents.

My profile settings

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

To do so, go to the My profile menu:

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

Back to the table of contents.

System settings

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

Each menu screen is described below.

Account

On the Account page, you can complete or update general information, upload the logo of your company, delete your account.

In the Account section, you can see your account type, account owner, and the registration date.

In the Legal entity section, you can update your account details, upload (or delete) a logo, image that will be displayed in all documents generated by the system: invoices, POs, quotes, etc.

Click the "Update" button to change your details or upload a logo:

Note: Only PNG and JPEG images with a maximum size of 350x350 pixels are supported.</span>

Here you can also set the number of your First client invoice and Client invoice prefix:

In the Default settings you can define the following settings:

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

—Default PDF page size: here you can set the size of the PDF page for invoices generated by the system.

—Default PDF page orientation: here you can set the PDF page orientation for invoices generated by the system.

—Default PDF locale: here you may specify the default locale (language, date and time) of invoices for all newly created clients. You may also define it individually for a particular client.

To change any of the above settings, click "Update":

Delete account

To delete your Freelance account, go to Settings → Account and scroll down to the Account deletion section.

Here you can permanently delete all your account data and files from the server.

To do so, click the "Delete account" button:

Enter your password and click "Delete":

You will see the corresponding notification once the account is deleted:

System values

This menu screen contains several submenus:

Language pairs

Use this menu to:

— Add new language pairs

— Update the language pairs

— Delete, disable or enable them:

You can use the Disable option if you don't want to see this language pair in the drop-down list, for instance, while creating a new project.

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 new service

— Update services

— Delete, disable or enable the services:

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

Use this menu to:

— Add new specialization.

— Update specializations.

— Disable, delete the specializations:

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

Units

Use this menu to:

— Add new unit to measure the volume of your work (words, hours, pages, etc.).

— Update units or delete it.

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

Currencies

Use this page to:

— Add new currency or set currency as default.

— Disable,delete them.

If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.

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.

Back to the table of contents.

Object codes

On this page, you can set the number of your next invoice, project, payment, etc.

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

Back to the table of contents.

Payment methods

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

On this page, you can:

—Add various payment methods.

—Update, disable,enable, delete them.

—Change default payment method.

Note: You can’t delete payment methods you have already used in the system ("Yes" in the column "Іn use" and no the "Delete" button). But you can disable them in case these payment methods no longer needed.

Back to the table of contents.

Taxes

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

To create a list of taxes, go to Settings⇾Taxes

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.

Back to the table of contents.

Reminders

The system notifies you by email about overdue projects and invoices.

You can switch these notifications off/on by clicking "Update":

For more info on deadline email reminders, please see Reminders settings page.

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 details, please see the SMTP server page.

Client portal

In the Client portal menu, you can check and update the client related settings: project creation by clients, payment method, payment terms.

Go to Settings⇾Client portal:

To change any of these settings, click "Update":

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:

Enter information about your client on the displayed screen. It consists of two sections:

Use the General info section to enter general information about the client:

Use the Primary user section to enter the client’s primary contact person and click "Save" to display the client entry.

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

On the General info tab you may:

— Update, delete the client.

— Check the client-related objects.

— Add tags.

— View and edit client's primary contact details.

— Change default payment settings .

Note: You can’t delete clients involved into recorded projects, invoices or payments.

On the Contact persons tab, you can:

— View the list of client’s contacts.

— Edit or delete them.

— Add new contacts.

On the Prices tab, you can:

— View the list of prices agreed with the client.

— Edit or delete them.

— Create new prices.

On the Taxes tab, you can:

— Create a custom taxes set for this client.

— Define which tax set should be applied (whether custom or default one) for this particular client.

On the Documents tab, you can:

— Upload and delete files related to the client.

Back to the table of contents.

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 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 New quote:

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

In both cases, it will open the New quote page where you can specify all basic details for the quote.

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

Send - opens the Send quote page which allows emailing the quote to the client directly from the system.

Mark as sent - if you not sending the quote through the system, you may move the project and use this button to remember the date of sending.

Download as PDF - clicking this button downloads the quote in PDF format.

Update - opens the Update quote page on which you can edit the quote.

Delete - deletes the quote.

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:

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 Finances tab, you may enter the volume of work and create receivable from the client. To do so, click the "New receivable" button and choose the receivable type:

"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 for a project.

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

Back to the table of contents.

Create 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

1. To create an invoice for the client, go to Finances⇾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.

Invoices list

You may view the list of the invoices in the Invoices menu:

To check the respective invoice from the list, click on the invoice code:

It will open the invoice page where you can see the invoice details, taxes, payables, linked payments.

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 delte the invoice.

Taxes section

In this section, you may see 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:

Record payments

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

1. Go to the Finances⇾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 only invoices with the matched currency and legal entity can be linked to the payment.

Back to the table of contents.

Client prices

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

Here you can view and create general client prices, import and export the list of all clients 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.

Filters

Each page has filters you can use to display the necessary entries in the tables.

Quotes filter

The filter looks as follows:

Quote code—displays only the quotes with the code containing the entered value.

Quote name—displays only the quotes with the name containing the specified text.

Description—displays only the quotes with the description containing the specified text.

Quote tag—displays only the quotes with the quote tag containing the specified text.

Specialization—displays only the quotes with the specified specialization.

Client—displays only the quotes for a specific client.

Client tag—displays only the quotes with the client tag containing the specified text.

Start date—displays only the quotes which were started in the specified period of time.

Deadline date—displays only the quotes with deadlines in the specified period of time.

Close date—displays only the quotes with the close date in the specified period of time.

Statuses—displays only the quotes with the specified status (Draft, Sent, Accepted, Rejected).

Has receivables - displays quotes with or without receivables in accordance with the filter value applied (Yes, No).

Is sent - displays sent or unsent quotes in accordance with the filter value applied (Yes, No).

Is expired—displays expired or unexpired quotes in accordance with the filter value applied (Yes, No).

Back to the table of contents.

Quote requests fillter

The filter look as follows:

Quote request code—displays only the quote request with the code containing the entered value.

Quote request name—displays only the quote request with the name containing the specified text.

Description—displays only the quote request with the description containing the specified text.

Client—displays only the quote requests from a specific client.

Specialization—displays only the quote request with the specified specialization.

Statuses— filters the quote requests by a specific status (New, Quoted, Rejected).

Start date—displays only the quote requests which were started in the specified period of time.

Delivery date—displays only the quote requests with the date of delivery in the specified period of time.

Created Date Range— displays only the quote requests with the created date in the specified period of time.

Back to the table of contents.

Projects filter

The fillter looks as follows:

Project code—displays only the projects with the code containing the entered value.

Project name—displays only the projects with the name containing the specified text.

Description—displays only the projects with the description containing the specified text.

Project tag—displays only the projects with the tag containing the specified text.

Specialization—displays only the projects with the specified specialization.

Client—displays only the projects for a specific client.

Client tag—displays only the projects with the client tag containing the specified text.

Start date—displays only the projects which were started in the specified period of time.

Deadline date—displays only the projects with deadlines in the specified period of time.

Completion date—displays only the projects which were completed in the specified period of time.

Statuses—displays only the projects with the specified status (Proposed by client, Active, confirmed by manager, Proposal rejected, Completed, Completion accepted, Completion rejected, Canceled).

Overdue—displays overdue or not overdue projects in accordance with the filter value applied (Yes, No).

Free of charge—displays projects marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).

Has receivables—displays projects with or without receivables in accordance with the filter value applied (Yes, No).

Created from quote—displays only the created from quotes projects.

Back to the table of contents.

Clients filter

The filter looks as follows:

Code—displays only the clients with the code containing the specified symbols combination.

Types—displays only the clients of the specified type (Company, Individual).

Company name—displays only the clients with the company name containing the specified symbols combination.

Country—displays only the clients from the specific country.

Primary user—displays only the clients with the primary user name containing the entered symbols combination.

Email—displays only the clients with the email containing the specified symbols combination.

Note—displays only the clients with notes containing the specified symbols combination.

Client tag—displays only the clients with tags containing the specified symbols combination.

Assignable—displays only clients that can or cannot be assigned to projects in accordance with the filter value applied (Yes, No).

Can log in—displays only clients that can or cannot log in in accordance with the filter value applied (Yes, No).

Back to the table of contents.

Clients receivables filter

The filter looks as follows:

Receivable code - displays only the receivables with the specified symbols in the code.

PO number - displays only the receivables with the entered PO number.

Client - displays only the receivables for the selected client.

Project name - displays only the receivables for the projects with the specified name.

Project deadline date - displays only the receivables for the projects with the deadlines within the specified deadline range.

Project statuses - displays only the receivables for the projects with the specified statuses (Proposed by client, Active, confirmed by manager, Proposal rejected, Completed, Completion accepted, Completion rejected, Canceled).

Is invoiced - displays receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).

Has PO number - displays receivables with or without PO number in accordance with the filter value applied (Yes, No).

Note (hidden from client)—displays only the receivables with notes hidden from the client containing the specified symbols combination.

Note (vissible to client)—displays only the receivables with notes visible to the client containing the specified symbols combination.

Back to the table of contents.

Clients invoices filter

The filter looks as follows:

Code—displays only the invoices with the code containing the specified symbols combination.

Payment method—displays only the invoices with the specified payment method.

Total—displays only the invoices within the specified total amount range.

Currency—displays only the invoices with the specified currency.

Creation date—displays only the invoices created within the specified date range.

Due date—displays only the invoices with the due date within the specified date range.

Note—displays only the invoices with the note containing the specified symbols combination.

Overdue—displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).

Is sent—displays only the invoices which have been sent or have not been sent according to the filter value applied (Yes, No).

Has linked payments—displays only the invoices with or without linked payments according to the filter value applied (Yes, No).

Fully covered—displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).

Back to the table of contents.

Clients payments filter

The filter looks as follows:

Code—displays only the payments with the code containing the specified symbols combination.

Note—displays the payments with notes containing the specified symbols combination.

Amount—displays the payments with the specified amount range.

Currency—displays only the payments with the specified type of currency.

Creation date - displays only the payments created within the specified date range.

Paid at date - displays only the payments received within the specified date range.

Has linked invoices - displays only the payments with or without linked invoices according to the filter value applied (Yes, No).

Is fully covered - displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).

Back to the table of contents.

Clients prices filter

The filter looks as follows:

Client—displays only the prices for the selected client.

Client tag—displays only the prices with the client tag containing the specified text.

Language pair—displays only the prices with the selected language pair.

Service—displays only the prices with the selected service.

Specialization—displays only the prices with the specified specialization.

Unit - displays only the prices with the specified measurement unit.

Price range—displays only the prices within the specified price range.

Currency—displays only the prices with the specified type of currency.

Back to the table of contents.

Reports

There are several reports in the system enabling you to analyze the financial results of your activity for a defined period:

General finances

These reports show income dynamics and how finances by receivables, invoices, and payments change over months.

General finances by receivables

To view the General finances by receivables reports, go to Reports ⇾ General finances ⇾ General finances by receivables:

You can select the period of time for reporting and project tags:

On this page, you can see the following report:

Monthly finances by receivables

This report shows the income dynamic based on receivables in your projects:

General finances by invoices

To view the General finances by invoices reports, go to Reports ⇾ General finances ⇾ General finances by invoices:

You can select the period of time for reporting:

On this page, you can see the following report:

Monthly finances by invoices

This report shows the income dynamic based on client invoices:

General finances by payments

To view the General finances by payments reports, go to Reports ⇾ General finances ⇾ General finances by payments:

You can select the period of time for reporting:

On this page, you can see the following report:

Monthly finances by payments

This report shows the income dynamic based on client payments:

Export data to Excel

You can export each type of general finances reports to Excel by clicking the "Export to Excel" button over the upper right corner of the table:

Back to the table of contents.

Income by invoices

To view the Income by invoices, go to Reports⇾Income by invoices:

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

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

You can select the period of time for reporting, clients, their types, and client country:

Monthly income per client by invoices

Here you can see the income per client based on the invoices you issued for them:

Monthly income share per client by invoices

This report shows how the share of invoices per clients was changing monthly:

Income share per client by invoices

This report shows the share of invoices per clients over the selected period of time:

Monthly income per client by invoices summary table

This 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

To view the Income by payments reports, go to Reports⇾Income by payments:

These reports show how the clients were paying you.

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

You can select the period of time for reporting, clients, their types, and client country:

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

This table shows all payment amounts per client monthly:

For more details, please see the Monthly income per client by payments reports 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 clients data to Excel

Export clients prices to Excel

Export clients receivables to Excel

Export clients invoices to Excel

Export clients payments 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).

Attention! Some links on this page may refer to the features of the Enterprise account type.

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://www.youtube.com/watch?v=-vaItQijEwE]]
 =='''Get started with Protemos'''==
 '''To start working with Protemos, 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:Protemos web page.png|border|700px]]
 . Go to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.com/account/create  Create Account] </span> </U>''' page:
-[[File:create freelance account plus phone page.jpg|border|440px]]
+[[File:Create freelance account.png|border|750px]]
 . Select your account type:
-[[File:freelance account type selection.jpg|border|440px]]
+[[File:Select freelance account type.png|border|500px]]
-'''''Enterprise''': select this option if you are going to assign jobs to in-house translators, freelancers or other companies.''
+*'''''Enterprise''': select this option if you are going to assign jobs to in-house translators, freelancers or other companies.''
 ''If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.''
+*'''''Freelance''': This is a light and free version of the system. It will suit those who complete all the work on their own and do not pass it to other vendors.
-'''''Freelance''': This is a light and free version of the system. It will suit those who complete all the work on their own and do not pass it to other vendors.
+''The interface does not have the capability to assign jobs to subcontractors. Also, other managers can’t be added.''
-''The interface does not have the capability to assign projects to subcontractors. Also, other users can’t be added. Upgrade to Enterprise version is possible, if desired..''
+. Fill in all the boxes and tick the "I'm not a robot" checkbox.
-. Fill in all the boxes and click the "'''Sign up'''" button:
+Please read our '''Privacy policy''' and '''Terms of service'''. To do so, click the corresponding links (highlighted in blue), and click the "'''Sign up'''" button:
-[[File:not a robot.jpg|border|440px]]
+[[File:I'm not a robot new.png|border|300px]]
-. 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.
+. After clicking 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:
+. Click the "'''OK, let’s get started!'''" button:
-[[File:welcome page n.jpg|border|440px]]
+[[File:Let's get started new.png|border|450px]]
 The system setup wizard will be displayed:
-[[File:system setup wizard.jpg|border|1000px]]
+[[File:wizard services.png|border|900px]]
 . 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 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|900px]]
-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 <U>[[System settings|'''System settings''']]</U>.
-. Having completed all the entries, press the "'''Complete wizard'''" button:
+. Having completed all the entries, click the "'''Complete wizard'''" button.
-[[File:complete wizard button.jpg|border|440px]]
+Before you start working with the projects, add your clients to the system.
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-. The following screen will be displayed:
+=='''My profile settings'''==
-[[File:FE you can start.jpg|border|540px]]
+On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, change your username and account password.
-This means that your account has been created and you can start working with Protemos.
+To do so, go to the '''My profile''' menu:
-However, before you start working with the projects, add your clients in the system.
+[[File:Account freelance.png|border|800px]]
+For more detailed information, please see the '''<U>[[My profile|My profile]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-=='''System values settings'''==
+=='''System settings'''==
-'''You can change and set system values in the System menu''':
+'''You can change and set system settings in the Settings menu''':
-[[File:FA SysMenu.jpg|border|240px]]
+[[File:Settings menu.png|border|700px]]
 Each menu screen is described below.
-===<span style="color:blue">'''System =>Account''' </span>===
+==='''Account'''===
-On the "'''Account'''" page you can complete or update general information, logo,
-default settings, deadline email reminders, configure custom SMTP server and update object codes.
-===='''General info'''====
-Here you can amend user account information.
-To edit general information press the "'''Update'''" button:
-[[File:FA gen info section.jpg|border|800px]]
+On the Account page, you can complete or update general information, upload the logo of your company, delete your account.
-Confirm the changes by clicking "'''Update'''" or call off them with the "'''Cancel'''" button after editing:
-[[File:FA update account gen info.jpg|border|440px]]
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-===='''Company logo image'''====
+[[File:Accoutn tab.png|border|100px]]
-Here you may upload a logo image which will be displayed
+In the '''Account''' section, you can see your account type, account owner, and the registration date.
-in all documents generated by the system: invoices, POs, Quotes etc.
+[[File:FrAccount info.png|border|1000px]]
-Press the "'''Upload new'''" button to upload a logo:
+In the '''Legal entity''' section, you can update your account details, upload (or delete) a logo, image that will be displayed in all documents generated by the system: invoices, POs, quotes, etc.
-[[File:logo upload.jpg|border|800px]]
+Click the "'''Update'''" button to change your details or upload a logo:
-<span style="color:red">'''Note:''' Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.</span>
+[[File:Logo.png|border|800px]]
-===='''Default settings'''====
+<span style="color:red">'''Note:'''</span> Only PNG and JPEG images with a maximum size of 350x350 pixels are supported.</span>
-In the "'''Default settings'''" section you can define the following settings:
+Here you can also set the number of your First client invoice and Client invoice prefix:
-'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation.
+[[File:Fghf.png|border|700px]]
-'''Default currency''': the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.
+In the <U>'''[[Account#Default settings|Default settings]]</U>''' you can define the following settings:
-'''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 Currency: the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.
-'''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 PDF page for invoices generated by the system.
-'''Default VAT for client invoices''': this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see the <U>'''[[VAT]]'''</U> page.
+—Default PDF page orientation: here you can set the PDF page orientation for invoices generated by the system.
-'''Default PDF page size''': here you can set the size of the invoice PDF file generated by the system.
+—Default PDF locale: here you may specify the default locale (language, date and time) of invoices for all newly created clients. You may also define it individually for a '''<U>[[Client default settings#PDF locale of client invoices|'''particular client]]</U>'''.
 To change any of the above settings, click "'''Update'''":
-[[File:account default settins.jpg|border|800px]]
+[[File:Def upd3.png|border|800px]]
-It will open the "'''Change account default settings'''" page:
-[[File:ADS  change page.jpg|border|540px]]
-Having completed all the entries, press the "'''Update'''" button.
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-===='''Deadline email reminders'''====
-The system notifies you by email about overdue projects and invoices. You can switch these notifications off/on by clicking "'''Update'''":
-[[File:DER update button.jpg|border|800px]]
-For more info on deadline email reminders, please see <U>'''[[Update deadline reminders settings|Deadline reminders settings]]''' </U> page.
-===='''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 details, please see the <U>[[Update SMTP server configuration|'''SMTP server configuration''']]</U> page.
+==='''Delete account'''===
+To delete your Freelance account, go to '''Settings → Account''' and scroll down to the '''Account deletion''' section.
-===='''Object codes'''====
+Here you can permanently delete all your account data and files from the server.
-On this page, you can set the number of your next invoice, project, payment etc.
+To do so, click the '''"Delete account"''' button:
-To update the next object identification numbers or the object code prefixes press the "'''Update next IDs'''" or "'''Update code prefixes'''" button correspondingly:
+[[File:Account deletion section.png|border|1070px]]
-[[File:SAS object codes.jpg|border|800px]]
+Enter your password and click '''"Delete"''':
-For more info on object codes customizations, please see the <U>[[Update object codes|'''Object codes''']]</U> page.
+[[File:Delete account (freelance).png|border|1070px]]
+You will see the corresponding notification once the account is deleted:
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
+[[File:Account deleted+.PNG|border|720px]]
-===<span style="color:blue">'''System=>System Values''' </span>===
+==='''System values'''===
 This menu screen contains several submenus:
-[[File:FA SysMenu SV.jpg|border|400px]]
+[[File:System values 4.png|border|250px]]
-Each of them is described below.
+*'''Language pairs'''
+Use this menu to:
-===='''Language pairs'''====
+— '''<U>[[Add language pairs|Add new language pairs]]</U>'''
-On this page, you can add, update  or delete the language pairs you work with:
+— Update the language pairs
-[[File:Language pairs page.jpg|border|800px]]
+— Delete, disable or enable them:
-<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:Lang pairs.png|border|700px]]
-<U>[[Language pair update|"'''Update'''"]] </U> – opens the language pair update page where you can change languages for the particular language pair.
+You can use the '''Disable''' option if you don't want to see this language pair in the drop-down list, for instance, while creating a new project.
-"'''Delete'''" – deletes the language pair.
+<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.
-<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>
+*'''Services'''
-===='''Services'''====
+Use this menu to:
-Use this menu to add, update or delete the services you provide:
+— '''<U>[[Create service|Add new service]]</U>
+— <U>[[Update service|'''Update services''']]</U>
-[[File:SS services.jpg|border|800px]]
+— Delete, disable or enable the services:
-<U> [[Service creation|"'''New service'''"]] </U> – opens the service creation menu. Here you can create as many services as you wish.
+[[File:Sesrvices.png|border|700px]]
-<U> [[Service update|"'''Update'''"]] </U> – opens the services update page where you can change the name of the particular service.
+<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 disable them.
-"'''Delete'''" – deletes the service.
+*'''Specializations'''
-<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>
+Use this menu to:
-===='''Specializations'''====
+— '''<U>[[Create specialization|Add new specialization]]</U>'''.
-On this page, you can add, update or delete the specializations you work with:
+— '''<U>[[Update specialization|Update specializations]]</U>'''.
-[[File:specialization list page.jpg|border|800px]]
+— Disable, delete the specializations:
-<U> [[Specialization creation|"'''New specialization'''"]] </U> – opens the specialization creation menu. Here you can create every possible specializations you may wish.
+[[File:Speciaslizations.png|border|700px]]
-<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 specializations you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can disable them.
-"'''Delete'''" – deletes the specialization.
+*'''Units'''
-<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>
+Use this menu to:
-===='''Units'''====
+— '''<U>[[Create unit|Add new unit]]</U>''' to measure the volume of your work (words, hours, pages, etc.).
-Use this menu to select units to measure the volume of your work (words, hours, pages, etc.).
+— '''<U>[[Update unit|Update units]]</U>''' or delete it.
-Here you can add, update or delete any measurement units you need:
+[[File:Units page buttons.png|border|1000px]]
-[[File:units list page.jpg|border|800px]]
+<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)'', but you can disable them.
-<U> [[Unit creation|"'''New unit'''"]] </U> – opens the unit creation menu where you can create as many measurement units as you need.
+*'''Currencies'''
-<U> [[Unit update|"'''Update'''"]] </U> – opens the unit update page. Here you can change the name of the particular unit.
+Use this page to:
-"'''Delete'''" – deletes the unit.
+— '''<U>[[Currencies#Add currencies|Add new currency]]</U>''' or '''<U>[[Currencies#Set currency as default|set currency as default]]</U>'''.
-<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>
+— '''<U>[[Currencies#Disable and delete currencies|Disable]]</U>''','''<U>[[Currencies#Disable and delete currencies|delete]]</U>''' them.
-===='''Currencies'''====
+[[File:Change system curr.png|border|900px]]
-Use this menu to add currencies that will be used in the system.
+If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.
-For example, one client can pay in US dollars while others can choose euros.
+<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.
-On this page, you can: add currencies, set any currency as default, disable or delete currencies, check up the exchange rates history.
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-[[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,
+==='''Object codes'''===
-all reports and project balances will be rebuilt and recalculated in the new default currency.
+On this page, you can set the number of your next invoice, project, payment, etc.
-<U>[[Currencies#Disabling and deleting currencies|"'''Disable'''"]]</U> - disables the currency.
+[[File:Obj code.png|border|140px]]
-<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
+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:
-but you can disable it in case this currency no longer needed.
+[[File:Update freelance.png|border|900px]]
-<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=Freelance edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>Payment methods''' </span>===
+==='''Payment methods'''===
 Enter your payment details here so the clients can pay you.
-[[file:FA SysMenu PM.jpg|border|200px]]
+[[File:Paym method.png|border|140px]]
-On this page, you can: add various payment methods, change default payment method and terms, update, disable or delete them.
+On this page, you can:
-[[file:Payment methods.jpg|border|800px]]
+—'''<U>[[Create payment method|Add various payment methods]]</U>'''.
-<U>[[Payment method creation|"'''Add payment method'''"]]</U>  - opens the menu where you can create a new payment method.
+—'''<U>[[Update payment method|Update]]</U>''', disable,enable, delete them.
-<U>[[Default payment method change|"'''Change default payment method and terms'''"]]</U>  - on this page, you can select the default payment method,
+—'''<U>[[Change default payment method|Change default payment method]]</U>'''.
-define in how many days invoices should be paid and the <U> [[VAT#Default VAT settings|"'''Default VAT'''"]] </U> value for your invoices.
+[[File:Payments methods default etc.png|border|800px]]
-<U>[[Payment method update|"'''Update'''"]]</U> - opens the page where you can renew payment method details.
+<span style="color:red">'''Note:'''</span> You can’t delete payment methods you have already used in the system ''("Yes" in the column "Іn use" and no the "Delete" button).'' But you can disable them in case these payment methods no longer needed.
-"'''Disable'''" - disables the payment method.
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-"'''Delete'''" - deletes the payment method.
+==='''Taxes'''===
-<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).''
+You can define taxes in the system, link them to the clients, and add taxes to your invoices.
-<span style="color:red"> But you can disable them in case these payment methods no longer needed.</span>
+To create a list of taxes, go to '''Settings⇾Taxes'''
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
+[[File:Taxes list 7.png|border|300px]]
-===<span style="color:blue">'''System=>Templates''' </span>===
+You may add '''<U>[[Taxes#Taxes list|taxes ]]</U>'''whether as a percentage or flat amount by clicking the '''"New tax"''' button:
-This menu screen contains the CAT logs submenu which is described below:
+[[File:Taxes list g.png|border|900px]]
-[[file:FA SysMenu CAT logs.jpg|border|400px]]
+<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.
-===='''CAT logs'''====
+To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''' , go to '''Settings⇾Taxes⇾Default clients taxes set''':
-Use this menu to add weighted word count templates for the CAT tools you are using.
+[[File:Default taxes list page.png|border|300px]]
-Here you can add, update or delete templates:
+To do that, please click the corresponding buttons:
-[[file:FA CAT log templates.jpg|bprder|800px]]
+[[File:Default tax.png|border|750px]]
-<U>[[Weighted word count templates#Adding templates|"'''Add template'''"]]</U> - opens the page where you can add word count template.
+The system will be adding this set of taxes to each client when you issue invoices.
-<U>[[Weighted word count templates#Deleting templates|"'''Delete'''"]]</U> - deletes the template.
+<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.'''
-You may also <U>[[Weighted word count templates#Updating templates|"'''Update'''"]]</U>  the template if necessary.
-For more info on templates, please see '''<U>[[Weighted word count templates]]</U> '''page.
+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.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>Integrations=>SmartCAT''' </span>===
+==='''Reminders'''===
-[[file:FA SmartCAT integration.jpg|border|400px]]
+The system notifies you by email about overdue projects and invoices.
-Protemos is integrated with SmartCAT system, so you can create the projects in Protemos, and then copy them to SmartCAT.
+[[File:Rems.png|border|150px]]
-On this page, you can enable, update or disable SmartCAT integration for your account:
+You can switch these notifications off/on by clicking "'''Update'''":
-[[file:smartCAT integration enable button.jpg|border|800px]]
+[[File:Update remindrs freelance.png|border|900px]]
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Enable'''"]]</U> - opens the '''SmartCAT intergation details''' page where you can enter your API credentials.
+For more info on deadline email reminders, please see <U>'''[[Reminders#Update reminders settings|Reminders settings]]''' </U> page.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Update'''"]]</U> - here you can update the integration details if necessary.
+==='''SMTP Server'''===
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Disable'''"]]</U> -  disables the  integration.
+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.
-The "'''Update'''" and "'''Disable'''" buttons will appear after you enable SmartCAT integration for your account.
+To do this, click "'''Update'''":
-If you do not have SmartCAT account you can register it directly from the '''SmartCAT integration''' page.
+[[File:SMTP SERVER update button.png|border|1000px]]
-Here you can also get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.
+For more details, please see the '''<U>[[SMTP server]]</U>''' page.
-To do so, please click the corresponding links:
+==='''Client portal'''===
-[[File:SmartCAT integration welcome page.jpg|border|800px]]
+In the Client portal menu, you can check and update the client related settings: project creation by clients, payment method, payment terms.
+Go to '''Settings⇾Client portal''':
-For more info on SmartCAT integration, please see the '''<U>[[SmartCAT integration]]</U> '''page.
+[[File:4.png|border|150px]]
+To change any of these settings, click '''"Update"''':
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
+[[File:Cl portal update settings.png|border|900px]]
 =='''Add clients'''==
@@ Line 359: / Line 321: @@
 You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
-==='''Adding clients manually'''===
+==='''Add clients manually'''===
+There are two ways to add new clients manually:
-To add a new client, click the '''Clients''' menu on the top panel and then press the "'''New client'''" button:
+. Click the '''Client''' menu on the top panel and then click '''New client''':
-[[file:FA clients adding.jpg|border|800px]]
+[[File:New client freelance.png|border|100px]]
-Enter information about your client in the displayed screen. It consists of two sections.
+. Or you may go to '''Clients''' and click the "'''New client'''" button:
-*Use the '''General info''' section to enter general information about a client:
+[[File:New client button.png|border|850px]]
-[[file:new client general info section.jpg|border|440px]]
+Enter information about your client on the displayed screen. It consists of two sections:
-*Use the '''Primary user''' section to enter the client’s contact person:
+*Use the '''General info''' section to enter general information about the client:
-[[file:new client primary user section.jpg|border|440px]]
+[[file:New client general info.png|border|550px]]
-Press the "'''Save'''" button to display the client entry.
+*Use the '''Primary user''' section to enter the client’s primary contact person and click "'''Save'''" to display the client entry.
-This page is intended for viewing and entering various client data and has the following tabs:
+[[File:1 client new .png|border|550px]]
-[[file:client entry 1.jpg|border|800px]]
+<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.
-On the '''General info''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info or '''delete''' a client.
+*On the '''<U>[[Client view page – General info tab|General info]]</U>''' tab you may:
-<span style="color:red">'''Note''': You can’t delete the clients involved into recorded projects, invoices or payments.
+— '''<U>[[Update client details|Update]]</U>''', delete the client.
-Here you may also change the '''<U>[[Client default payment terms|default payment settings]] </U>''' of your clients:
+— '''<U>[[Client quick links|Check the client-related objects]]</U>'''.
-[[file:client entry 2.jpg|border|800px]]
+— '''<U>[[Manage client tags|Add tags]]</U>'''.
-On the '''<U>[[Client view page – Primary user tab|Primary user]]</U>'''  tab, you can view and edit the details of the primary contact of the client.
+— '''<U>[[Client view page – General info tab#Primary user|View and edit client's primary contact details]]</U>'''.
-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.
+— '''<U>[[Client default settings|Change default payment settings]] </U>'''.
-If the client has several contact persons, they all can be entered in the '''Contact persons''' tab.
+<span style="color:red">'''Note''':</span> You can’t delete clients involved into recorded projects, invoices or payments.
-On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab, you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.
+*On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab, you can:
-On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab, you can upload and delete the files related to the client.
+— View the list of client’s contacts.
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
+— Edit or delete them.
-==='''Import clients from an Excel file'''===
+— Add new contacts.
-If you already have the list of clients, contacts and prices, you can easily import it without the need to enter such information manually.
+*On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab, you can:
-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:
+— View the list of prices agreed with the client.
-[[file:clients import from xls.jpg|border|800px]]
+— Edit or delete them.
-For more info on clients data import, please see the '''<U>[[Import clients from Excel]]</U>''' page.
+— Create new prices.
-On this page, you can also export all the displayed list of clients to Excel by pressing the "'''Export to Excel'''" button:
+*On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' tab, you can:
-[[file:clients export to xls.jpg|border|800px]]
+— Create a custom taxes set for this client.
-For more info on clients data export , please see the '''<U>[[Clients list#Export to Excel| Export clients data to excel]]</U>''' page.
+— Define which tax set should be applied (whether custom or default one) for this particular client.
-For more info on clients, please see the '''<U>[[Clients]]</U>''' page.
+*On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab, you can:
+— Upload and delete files related to the client.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-=='''Add new quote'''==
+==='''Import and export clients'''===
-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.
+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:
-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.
+[[File:Export import Screenshot 1.png|border|800px]]
-You may also create it if you are simply not sure yet you will get the project.
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-==='''Quote creation'''===
+=='''Add new quote'''==
-. To create a quote, click the '''Quotes''' menu on the top panel and then press the "'''New quote'''" button:
-[[file:FA new quote button plus SC.jpg|border|1000px]]
-It will open the '''New quote''' page where you can specify all basic details for a new quote:
-[[file:FA new quote creation.jpg|border|500px]]
-Confirm all details with the "'''Create'''" button.
-. It will bring you to the "'''Quote'''" page that consists of the following sections:
-==='''Quote details section'''===
+The quote is a potential project. Let's assume that your client has sent you a translation request, but first, he would like to know how much it will cost,  time frames for implementation, etc. You can easily convert it to the project.
-[[file:FA Quote details section.jpg|border|1000px]]
+There are two ways to create a quote:
-On this page, you can do the following::
+. Click the '''Quotes''' menu on the top panel and then click '''New quote''':
-*'''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 quote.png|border|100px]]
-*'''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.
+. Or you may go to '''Quotes''', and click the "'''New quote'''" button:
-*'''Convert to project''': by pressing this button you begin creating a new project with this quote.
+[[File:Screenвshot 2.png|border|1000px]]
-*'''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.
+In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote.
-*'''Update''': opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page on which you can edit the quote.
+. Once the quote is created, you can do the following:
-*'''Delete''': deletes the quote.
+[[File:Screensрhot 1.png|Quote details page|1000px]]
-==='''Files section'''===
+*'''Send''' - opens the <u>[[Send quote#Account details|'''Send quote''']]</u> page which allows emailing the quote to the client directly from the system.
-Here you can upload the files you received from the client (if any):
+*'''Mark as sent''' - if you not sending the quote through the system, you may move the project and use this button to remember the date of sending.
-[[File:Q add files.jpg|border|1000px]]
+*'''Download as PDF''' - clicking this button downloads the quote in PDF format.
-==='''CAT logs section'''===
+*'''Update''' - opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page on which you can edit the quote.
-In this section you can upload CAT log files (if needed):
+*'''Delete''' - deletes the quote.
-[[File:Q upload CAT log.jpg|border|1000px]]
+==='''Quote sections'''===
-==='''Receivables section'''===
+*'''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:
-Here you can enter receivables to indicate the amount to be charged from the client:
+[[File:Quote files section.png|border|1100px]]
-[[File:Q new receivable.jpg|border|1000px]]
+*'''<U>[[Quote CAT logs section|CAT logs]]</U>''' section: here you can upload CAT log files or enter them manually if needed:
-==='''Delivering the quote'''===
+[[File:Quote upload logs buttons.png|border|1100px]]
-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:
+*'''<U>[[Quote receivables section|Receivables]]'''</U> section: here you can enter receivables to indicate the amount to be charged from the client:
-[[File:quote details section send button.jpg|border|1000px]]
+[[File:Quote new receivable button.png|border|1100px]]
-For more info on quotes, please see the '''<U> [[Quotes]] </U>''' page.
-==='''SmartCAT-related quotes creation'''===
-*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.
-*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.
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
 =='''Add new project'''==
@@ Line 502: / Line 444: @@
 After setting up the system and entering the clients in it, you can start new projects.
-For illustration purposes, suppose you have Acme Corporation as your client. They have sent you the 20,000-word translation request
+. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then click the "'''New project'''" button:
-from English to French asking to complete it in 2 weeks. Let’s add this project in the system.
-==='''Project creation'''===
-. To create a project, click the '''Projects''' menu on the top panel and then press the "'''New project'''" button:
-[[file:FA new project button plus SC.jpg|border|800px]]
+[[File:New project.png|border|110px]]
+. Or you may go to '''Projects''', and click the '''New project''' button:
-. Enter your project information and press the "'''Create'''" button:
+[[File:Projects.png|border|900px]]
-[[file:FA new project creation page.jpg|border|540px]]
+. In both cases, it will open the '''New project''' page where you can enter the required information.
+. The project will be created.
-. The project page will be displayed with the following tabs:
+==='''Project sections'''===
-[[file:FA project tabs.jpg|border|340px]]
+. In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:
-==='''Project receivables'''===
+[[File:P11.png|border|800px]]
-. Next, enter the volume of work and the receivable from the client. To do so, go to the '''Finances''' tab:
+. In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).
-[[file:FA project new receivable button.jpg|border|800px]]
+[[File:P2.png|border|900px]]
-Press the "'''New receivable'''" button and choose the base:
+. In the '''Finances''' tab, you may enter the volume of work and '''<U>[[Create_receivable|create receivable]]</U>''' from the client. To do so, click the "'''New receivable'''" button and choose the receivable type:
-[[file:New receivable base.jpg|border|200px]]
+[[File:P3.png|border|800px]]
-The "'''Flat rate'''" – if you just need to enter the amount of receivable without entering volumes and rates.
+* '''"Flat rate"'''—if you just need to enter the amount of a receivable without entering volumes and rates.
-The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+* '''"Unit-based"'''—if you have to enter the volume and rate for calculating the price.
-The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+* '''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
-Enter the work volume, price and, if needed, extra charge and discount for the client:
-[[file:Unite base receivable.jpg|border|440px]]
-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.
-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:manage all receivable  prices.jpg|border|440px]]
 You can enter several receivables for a project.
-For more info on receivable creation, please see '''<U>[[Receivable creation/editing|Receivable creation]] </U>''' page.
+. 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:
-==='''CAT logs'''===
+[[File:P4.png|border|900px]]
-. If necessary, you may upload a CAT log file to your project.
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-To do so, go to the '''Cat logs''' tab and press the "'''Upload CAT log'''" button:
-[[file:FA project creation CAT log uploading.jpg|border|800px]]
-For more info on uploading of CAT log files, please see the '''<U>[[Project details, CAT logs tab]] </U>''' page.
-. The project has been created.
-==='''Project input/output files'''===
-. You may upload all the necessary files to the system.
-This will allow you not to lose the files after you close the project.
-Go to the '''Files''' tab and upload the files received from your client by pressing the "'''Add input files'''" button:
-[[file:FA project input files.jpg|border|800px]]
-Then scroll down to the '''Project Output''' section and upload the translated files by pressing the "'''Add output files'''" button:
-[[file:FA project output files adding.jpg|border|800px]]
-==='''Project completion'''===
-. Now you can complete the project.
-You may send the translated files to the client or client’s manager by email.
-. Having delivered all the files, go to the '''Project details''' tab and press the "'''Complete'''" button:
-[[file:FA project complete button.jpg|border|800px]]
-Congratulations! You have completed the project.
-<span style="color:red"> '''Note''': 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>
+==='''Create CAT log conversion schemes'''===
-For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
+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.
-==='''SmartCAT-related projects creation'''===
+To do so, go to '''Projects⇾CAT log conversion schemes''':
-*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.
+[[File:Cat log sh.png|border|180px]]
-*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:Add template 1.png|bprder|900px]]
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-=='''Clients prices'''==
+=='''Create invoices'''==
-To display the list of all clients' prices, go to '''Finances=>Prices''':
+. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Finances⇾Receivables''':
-[[file:FA TPM fin prices.jpg|border|240px]]
+[[File:Receiv tab.png|border|110px]]
-It will open the '''Client prices''' page.
+. The list of all receivables will be displayed. Select the needed and click the "'''Invoice selected on this page'''" button:
-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:Again.png|border|900px]]
-[[file:FA client prices  list.jpg|border|800px]]
+. The system will create an invoice and will display its page.
-*''' 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.
+==='''Invoices list'''===
-<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>
+You may view the '''<U>[[Client invoices list|list of the invoices]]</U>''' in the Invoices menu:
-*'''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.
+[[File:Invoice meny.png|border|110px]]
-*'''Export to Excel''' - exports the list of clients' prices to Excel.
+To check the respective invoice from the list, click on the invoice code:
-*'''Update''' - opens the '''<U>[[Clients prices list#Price editing|Update client price]]</U>''' page. Here you can update the price for the client.
+[[File:Inv click the nME.png|border|1000px]]
-*'''Delete''' - deletes the price.
+It will open the invoice page where you can see the invoice details, taxes, payables, linked payments.
-For more info on clients' prices, please see the '''<U>[[Clients prices list]]</U>''' page.
+==='''Invoice sections'''===
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-=='''Create invoices for clients and control their payment'''==
+*'''Details section'''
-. To create an invoice for a client, go to '''Finances=>Project receivables''':
+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 delte the invoice.
-[[file:FA TPM fin proj receivables.jpg|border|240px]]
+[[File:Invoice detacils.png|border|500px]]
-. The list of all the receivables will be displayed. Select the desired rows and press the "'''Invoice selected on this page'''" button:
+*'''Taxes section'''
-[[file:FA client receivables  list.jpg|border|1000px]]
+In this section, you may see '''<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,
-. The system will create an invoice and will display its page.
+In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:
-For more info on client invoices, please see the '''<U>[[Clients receivables list#Invoice creation|Client invoice creation]]</U>''' page.
+[[File:Taxes sets 4.png|border|900px]]
-The '''Client invoice'''  page consists of the following sections:
+*'''Receivables section'''
-==='''Client invoice details section'''===
+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:
-[[file:FA  client invoice details.jpg|border|1000px]]
+[[File:Rec add remive.png|border|900px]]
-In this section you can do the following:
+*'''Linked payments section'''
-'''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.
+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:
-'''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:1linked paym.png|border|900px]]
-'''Download as PDF''' — pressing this button downloads the invoice in PDF format.
+=='''Record payments'''==
-'''Discount and Extra Charge''' — you may add discounts and extra charges to the invoice by pressing this button.
+When the client pays invoices, '''<U> [[Create client payment|create the client payment]] </U>''' and link it with the paid invoices.
-'''VAT''' — you may add VAT to your invoice by pressing this button. For more info, please see <U>'''[[VAT]]'''</U> page
+. Go to the '''Finances⇾Payments''' menu and click "'''New payment'''":
-'''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:Paym new button.png|border|850px]]
-'''Mark as unsent''' — this button appears if the invoice has been sent. Pressing it deletes the date of sending.
+. Select the client from the list, enter the required information and click the "Create" button:
-'''Update''' — opens <u>[[Client invoice update|'''Client invoice update page''']]</u> on which you can edit the invoice.
+[[File:1 client .png|border|480px]]
-'''Delete''' — deletes the invoice. This button disappears after you link the invoice with the payment.
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-For more info on action buttons of the invoice, please see the '''<U>[[Client invoice view#Action buttons|Action buttons]]</U>''' page.
+[[File:Linked invoices 1.png|border|900px]]
-==='''Client invoice receivables section'''===
+By this action, you cover the payment by invoices. Pay attention that only invoices with the matched currency and legal entity can be linked to the payment.
-Here you can view, add and remove receivables in unsent invoices.
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-To add receivables press the "'''Add receivables'''" button:
+=='''Client prices'''==
-[[file:CIV receivables section.jpg|border|1000px]]
+To display the '''<U>[[Client prices list]]</U>''', go to '''Finances ⇾ Prices''':
-For more info on adding receivables, please see the '''<U>[[Client invoice view#Removing and adding receivables|Adding and removing receivables]]</U> page.
+[[File:Proces.png|border|100px]]
-==='''Client invoice linked payments section'''===
+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 clients prices to Excel, and '''<U>[[Client prices list#Edit price|update]]</U>''' or delete client prices:
-If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:
+[[File:Prices list.png|border|1100px]]
-[[file:CIV invoice linked payments section.jpg|border|1000px]]
+<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.
-For more info on client linked payments, please see the '''<U>[[Client invoice view#Linked payment creation|Linked payment creation]]</U> page.
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-Alternatively, the payments can be created on the <u>[[Client payments list#Creating payments|'''Client payments''']]</u> page.
+=='''Filters'''==
-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.
+Each page has filters you can use to display the necessary entries in the tables.
-To find out how to create payments on the '''Client payments''' page, please read the section below.
+==='''Quotes filter'''===
-==='''Clients payments'''===
-As mentioned above, this is the alternative way to enter the payment.
+The filter looks as follows:
-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:
+[[File:Quote filters.png|border|1000px]]
-. Go to the '''Finances=>Payments''' menu:
+*'''Quote code'''—displays only the quotes with the code containing the entered value.
-[[file:FA TPM fin payments.jpg|border|240px]]
+*'''Quote name'''—displays only the quotes with the name containing the specified text.
-It will bring you to the '''Client payments''' page.
+*'''Description'''—displays only the quotes with the description containing the specified text.
-In order to add a new client payment press "'''New payment'''":
+*'''Quote tag'''—displays only the quotes with the quote tag containing the specified text.
-[[file:client new payment button.jpg|border|1000px]]
+*'''Specialization'''—displays only the quotes with the specified specialization.
-It will open the '''New payment from client''' page.
+*'''Client'''—displays only the quotes for a specific client.
-. Enter the payment received from the client and select the invoices that payment covers from the list:
+*'''Client tag'''—displays only the quotes with the client tag containing the specified text.
-[[file:FA new payment from client.jpg|border|1000px]]
+*'''Start date'''—displays only the quotes which were started in the specified period of time.
-Press "'''Save'''" to add the payment to the system.
+*'''Deadline date'''—displays only the quotes with deadlines in the specified period of time.
-Now you have entered the payment in the system and completed the payment.
+*'''Close date'''—displays only the quotes with the close date in the specified period of time.
-For more info on client payments, please see the '''<U> [[Client payment creation]] </U>''' page.
+*'''Statuses'''—displays only the quotes with the specified status (Draft, Sent, Accepted, Rejected).
-==='''Clients invoices list'''===
+*'''Has receivables''' - displays quotes with or without receivables in accordance with the filter value applied (Yes, No).
-You may view the list of all the invoices in '''Finances=>Invoices''':
+*'''Is sent''' - displays sent or unsent quotes in accordance with the filter value applied (Yes, No).
-[[file:FA TPM fin invoices.jpg|border|240px]]
+*'''Is expired'''—displays expired or unexpired quotes in accordance with the filter value applied (Yes, No).
-This way you can track all the invoices from your clients and control their payment.
-For more details, please see the '''<U>[[Client invoices list]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-=='''Filters'''==
+==='''Quote requests fillter'''===
-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.
-==='''Quotes filter'''===
-Click the '''Quotes''' menu on the top panel to display the list of quotes:
-[[file:FA TPM quotes.jpg|border|1000px]]
-The following filter is provided for that list:
-[[file:FA quotes filter.jpg|border|1000px]]
-*'''Quote code''' — displays only the quotes with the code containing the entered value.
+The filter look as follows:
-*'''Quote name''' — displays only the quotes with the name containing the specified text.
+[[File:Quote request filters.png|border|1000px]]
-*'''Description''' — displays only the quotes with the description containing the specified text.
+*'''Quote request code'''—displays only the quote request with the code containing the entered value.
-*'''Statuses''' — displays only the quotes with the specified status (Active, Rejected, Converted to project).
+*'''Quote request name'''—displays only the quote request with the name containing the specified text.
-*'''Start date''' — displays only the quotes which were started in the specified period of time.
+*'''Description'''—displays only the quote request with the description containing the specified text.
-*'''Deadline date''' — displays only the quotes with deadlines in the specified period of time.
+*'''Client'''—displays only the quote requests from a specific client.
-*'''Client''' — displays only the quotes for a specific client.
+*'''Specialization'''—displays only the quote request with the specified specialization.
-*'''Receivable PO''' — displays only the quotes containing the entered PO number determined by the client.
+*'''Statuses'''— filters the quote requests by a specific status (New, Quoted, Rejected).
-*'''No receivables''' — displays only the quotes without receivables.
+*'''Start date'''—displays only the quote requests which were started in the specified period of time.
-*'''Unsent'''— displays only the unsent quotes.
+*'''Delivery date'''—displays only the quote requests with the date of delivery in the specified period of time.
-For more info on quotes filter, please see the '''<U>[[Quotes list#Search quotes with filters|Search quotes with filter]]</U>''' page.
+*'''Created Date Range'''— displays only the quote requests with the created date in the specified period of time.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
@@ Line 780: / Line 651: @@
 ==='''Projects filter'''===
-Click the '''Projects''' menu on the top panel to display the list of projects:
+The fillter looks as follows:
-[[file:FA TPM projects.jpg|border|1000px]]
+[[File:Pr fil 3.png|border|1100px]]
-The following filter is provided for that list:
+*'''Project code'''—displays only the projects with the code containing the entered value.
-[[file:FA projects filter.jpg|border|1000px]]
+*'''Project name'''—displays only the projects with the name containing the specified text.
-*'''Project code''' — displays only the projects with the code containing the entered value.
+*'''Description'''—displays only the projects with the description containing the specified text.
-*'''Client''' — displays only the projects for a specific client.
+*'''Project tag'''—displays only the projects with the tag containing the specified text.
-*'''Statuses''' — displays only the projects with the specified status (Active, Completed, Canceled).
+*'''Specialization'''—displays only the projects with the specified specialization.
-*'''Start date''' — displays only the projects which were started in the specified period of time.
+*'''Client'''—displays only the projects for a specific client.
-*'''Deadline date''' — displays only the projects with deadlines in the specified period of time.
+*'''Client tag'''—displays only the projects with the client tag containing the specified text.
-*'''Completion date''' — displays only the projects which were completed in the specified period of time.
+*'''Start date'''—displays only the projects which were started in the specified period of time.
-*'''Project name''' — displays only the projects with the name containing the specified text.
+*'''Deadline date'''—displays only the projects with deadlines in the specified period of time.
-*'''Description''' — displays only the projects with the description containing the specified text.
+*'''Completion date'''—displays only the projects which were completed in the specified period of time.
-*'''Specialization''' — displays only the projects with the specified specialization.
+*'''Statuses'''—displays only the projects with the specified status (Proposed by client, Active, confirmed by manager, Proposal rejected, Completed, Completion accepted, Completion rejected, Canceled).
-*'''Receivable PO''' — displays only the projects containing the entered PO number determined by the client.
+*'''Overdue'''—displays overdue or not overdue projects in accordance with the filter value applied (Yes, No).
-*'''Overdue''' — displays only the overdue projects.
+*'''Free of charge'''—displays projects marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).
-*'''Free of charge''' — displays only the projects marked as free of charge.
+*'''Has receivables'''—displays projects with or without receivables in accordance with the filter value applied (Yes, No).
-*'''Chargeable without receivables''' — displays only the projects with no receivables entered to pay by the client.
+*'''Created from quote'''—displays only the created from quotes projects.
-For more info on projects filter, please see the '''<U>[[Projects list#Search projects with filters|Search projects with filter]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
@@ Line 820: / Line 689: @@
 ==='''Clients filter'''===
-Click the '''Clients''' menu on the top panel to display the list of your clients:
+The filter looks as follows:
-[[file:FA TPM clients.jpg|border|1000px]]
+[[File:Cl filter.png|border|1000px]]
-The following filter is provided for that list:
+*'''Code'''—displays only the clients with the code containing the specified symbols combination.
-[[file:FA clients filter.jpg|border|1000px]]
+*'''Types'''—displays only the clients of the specified type (Company, Individual).
-*'''Code''' — displays only the clients with the code containing the specified symbols combination.
+*'''Company name'''—displays only the clients with the company name containing the specified symbols combination.
-*'''Company name''' — displays only the clients with the company name containing the specified symbols combination.
+*'''Country'''—displays only the clients from the specific country.
-*'''Primary user''' — displays only the clients with the primary user name containing the entered symbols combination.
+*'''Primary user'''—displays only the clients with the primary user name containing the entered symbols combination.
-*'''Email''' — displays only the clients with the email containing the specified symbols combination.
+*'''Email'''—displays only the clients with the email containing the specified symbols combination.
-*'''Statuses''' — displays only the clients with the specified status (Potential, Active, Inactive, Blacklisted).
+*'''Note'''—displays only the clients with notes containing the specified symbols combination.
-*'''Country''' — displays only the clients from the specific country.
+*'''Client tag'''—displays only the clients with '''<U>[[Manage client tags|tags]]</U>''' containing the specified symbols combination.
-*'''Types''' — displays only the clients of the specified type (Company, Individual).
+*'''Assignable'''—displays only clients that can or cannot be assigned to projects in accordance with the filter value applied (Yes, No).
-For more info on clients filter, please see the '''<U>[[Clients list#Search clients with filters|Search clients with filter]]</U>''' page.
+*'''Can log in'''—displays only clients that can or cannot log in in accordance with the filter value applied (Yes, No).
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-==='''Clients prices filter'''===
+==='''Clients receivables filter'''===
+The filter looks as follows:
-Go to '''Finances=>Prices''' to display the list of all clients' prices:
+[[File:Re filter.png|border|1000px]]
-[[file:FA TPM fin prices.jpg|border|240px]]
+*'''Receivable code''' - displays only the receivables with the specified symbols in the code.
-The following filter is provided for that list:
+*'''PO number''' - displays only the receivables with the entered PO number.
-[[file:client prices filter.jpg|border|800px]]
+*'''Client''' - displays only the receivables for the selected client.
-*'''Client''' - displays only the prices for the selected client.
+*'''Project name''' - displays only the receivables for the projects with the specified name.
-*'''Service''' - displays only the prices with the selected service.
+*'''Project deadline date''' - displays only the receivables for the projects with the deadlines within the specified deadline range.
-*'''Language pair''' - displays only the prices with the selected language pair.
+*'''Project statuses''' - displays only the receivables for the projects with the specified statuses (Proposed by client, Active, confirmed by manager, Proposal rejected, Completed, Completion accepted, Completion rejected, Canceled).
-*'''Specialization''' - displays only the prices with the specified specialization.
+*'''Is invoiced''' - displays receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).
-*'''Unit''' - displays only the prices with the specified measurement unit.
+*'''Has PO number''' - displays receivables with or without PO number in accordance with the filter value applied (Yes, No).
-*'''Price range''' -  displays only the prices within the specified price range.
+*'''Note (hidden from client)'''—displays only the receivables with notes hidden from the client containing the specified symbols combination.
-*'''Currency''' - displays only the prices with the specified type of currency.
+*'''Note (vissible to client)'''—displays only the receivables with notes visible to the client containing the specified symbols combination.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-==='''Clients receivables filter'''===
+==='''Clients invoices filter'''===
-To display the list of all the clients' receivables, go to '''Finances=>Project receivables''':
+The filter looks as follows:
-[[file:FA TPM fin proj receivables.jpg|border|240px]]
+[[File:Cl invoices filter.png|border|1000px]]
-The following filter is provided for that list:
+*'''Code'''—displays only the invoices with the code containing the specified symbols combination.
-[[file:client receivables filter.jpg|border|1000px]]
+*'''Payment method'''—displays only the invoices with the specified payment method.
-*'''Receivable code''' — displays only the receivables with the specified symbols in the code.
+*'''Total'''—displays only the invoices within the specified total amount range.
-*'''PO number''' — displays only the receivables with the entered PO number.
+*'''Currency'''—displays only the invoices with the specified currency.
-*'''Client''' — displays only the receivables for the selected client.
+*'''Creation date'''—displays only the invoices created within the specified date range.
-*'''No PO number''' — displays only the receivables with no PO number entered.
+*'''Due date'''—displays only the invoices with the due date within the specified date range.
-*'''No invoice''' — displays only the receivables with no invoice.
+*'''Note'''—displays only the invoices with the note containing the specified symbols combination.
-*'''Project name''' — displays only the receivables for the projects with the specified name.
+*'''Overdue'''—displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).
-*'''Primary manager''' — displays only the receivables for the projects added by a specific primary manager.
+*'''Is sent'''—displays only the invoices which have been sent or have not been sent according to the filter value applied (Yes, No).
-*'''Project statuses''' — displays only the receivables for the projects with the specified statuses (Active, Completed, Canceled).
+*'''Has linked payments'''—displays only the invoices with or without linked payments according to the filter value applied (Yes, No).
-*'''Project deadline date''' — displays only the receivables for the projects with the deadlines within the specified deadline range.
+*'''Fully covered'''—displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).
-For more info on clients receivables filter, please see the '''<U>[[Clients receivables list#Search receivables with filters|Search receivables with filter]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-==='''Clients invoices filter'''===
+==='''Clients payments filter'''===
-To display the list of all the clients' invoices, go to '''Finances=>Invoices''':
+The filter looks as follows:
-[[file:FA TPM fin invoices.jpg|border|240px]]
+[[File:Paymm filter.png|border|1000px]]
-The following filter is provided for that list:
+*'''Code'''—displays only the payments with the code containing the specified symbols combination.
-[[file:clients invoices filter.jpg|border|1000px]]
+*'''Note'''—displays the payments with notes containing the specified symbols combination.
-*'''Code''' — displays only the invoices with the code containing the specified symbols combination.
+*'''Amount'''—displays the payments with the specified amount range.
-*'''Creation date''' — displays only the invoices created within the specified date range.
+*'''Currency'''—displays only the payments with the specified type of currency.
-*'''Due date''' — displays only the invoices with the due date within the specified date range.
+*'''Creation date''' - displays only the payments created within the specified date range.
-*'''Client''' — displays only the invoices of a certain client.
+*'''Paid at date''' - displays only the payments received within the specified date range.
-*'''Overdue''' — displays only the overdue invoices.
+*'''Has linked invoices''' - displays only the payments with or without linked invoices according to the filter value applied (Yes, No).
-*'''Not sent''' — displays only the invoices which have not been sent.
+*'''Is fully covered''' - displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).
-*'''No linked payments''' — displays only the invoices which have no linked payments.
-*'''Not fully covered''' — displays only the invoices which are not fully covered by payments.
-For more info on clients invoices filter, please see the '''<U>[[Client invoices list#Search invoices with filters|Search invoices with filters]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-==='''Clients payments filter'''===
+==='''Clients prices filter'''===
-To display the list of all the clients' payments, go to the '''Finances=>Payments''' menu:
+The filter looks as follows:
-[[file:FA TPM fin payments.jpg|border|240px]]
+[[File:Cl prices filters.png|border|1000px]]
-The following filter is provided for that list:
+*'''Client'''—displays only the prices for the selected client.
-[[file:clients payments filter.jpg|border|1000px]]
+*'''Client tag'''—displays only the prices with the client tag containing the specified text.
-*'''Code''' — displays only the payments with the code containing the specified symbols combination.
+*'''Language pair'''—displays only the prices with the selected language pair.
-*'''Creation date''' — displays only the payments created within the specified date range.
+*'''Service'''—displays only the prices with the selected service.
-*'''Paid at date''' — displays only the payments received within the specified date range.
+*'''Specialization'''—displays only the prices with the specified specialization.
-*'''Client''' — displays only the payments from the specified client.
+*'''Unit''' - displays only the prices with the specified measurement unit.
-*'''No linked invoices''' — displays only the payments which have no linked invoices.
-*'''Not fully covered''' — displays only the payments which are not fully covered with invoices.
+*'''Price range'''—displays only the prices within the specified price range.
-For more info on clients payments filter, please see the '''<U>[[Client payments list#Search payments with filters|Search payments with filters]]</U>''' page.
+*'''Currency'''—displays only the prices with the specified type of currency.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
@@ Line 962: / Line 823: @@
 =='''Reports'''==
-There are several reports in the system enabling you to analyze the financial results of your activity for a defined period.
+There are several reports in the system enabling you to analyze the financial results of your activity for a defined period:
-Click the '''Reports''' menu on the top panel and choose the required item:
-[[file:FA TPM Reports.jpg|border|240px]]
+[[File:Reports.1.png|border|180px]]
-Each of these menu screens is described below.
 ==='''General finances'''===
-These reports show income dynamics and how finances by projects, invoices and payments change over months.
+These reports show income dynamics and how finances by receivables, invoices, and payments change over months.
-To view the '''General finances''' reports, go to '''Reports=>General finances''':
+===='''General finances by receivables'''====
-[[file:FA TPM Reports general finances.jpg|border|240px]]
+To view the '''General finances by receivables''' reports, go to '''Reports ⇾ General finances ⇾ General finances by receivables''':
-It will open '''Monthly finances by project balances, invoices and payments''' page.
+[[File:General finances by receivables.png|border|400px]]
-You can select the period of time for reporting:
+You can select the period of time for reporting and project tags:
-[[file:GF filter.jpg|border|600px]]
+[[File:General finances by receivables filters.png|border|1000px]]
-On this page, you can see the following reports:
+On this page, you can see the following report:
-===='''Monthly finances by project balances'''====
+*'''Monthly finances by receivables'''
 This report shows the income dynamic based on receivables in your projects:
-[[file:Rep MonFin by project balances.jpg|border|800px]]
+[[File:Monthly finances by receivables.png|border|1000px]]
-===='''Monthly finances by invoices'''====
+===='''General finances by invoices'''====
-This report shows the income dynamic based on client invoices:
+To view the '''General finances by invoices''' reports, go to '''Reports ⇾ General finances ⇾ General finances by invoices''':
-[[file:FA Rep mon fin by inv.jpg|border|800px]]
+[[File:Monthly finances by invoices.png|border|400px]]
-===='''Monthly finances by payments'''====
+You can select the period of time for reporting:
-This report shows the income dynamic based on client payments:
+[[File:Finances by invoices filters.png|border|1000px]]
-[[file:Rep MF by payments.jpg|border|800px]]
+On this page, you can see the following report:
-For more info on general finances reports, please see the '''<U>[[Reports – General finances|General finances reports]]</U>''' page.
+*'''Monthly finances by invoices'''
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
+This report shows the income dynamic based on client invoices:
-==='''Clients'''===
+[[File:Monthly finances by invoices1.png|border|1000px]]
-This menu screen contains several submenus:
+===='''General finances by payments'''====
-[[file:Reports menu Clients.jpg|border|440px]]
+To view the '''General finances by payments''' reports, go to '''Reports ⇾ General finances ⇾ General finances by payments''':
-Each of them is described below.
+[[File:General finances by payments.png|border|400px]]
-===='''Income by project balances'''====
+You can select the period of time for reporting:
-To view the '''Income by project balances''' reports, go to '''Reports=>Clients=>Income by project balances''':
+[[File:Finances by invoices filters.png|border|1000px]]
-[[file:Reports menu Clients by project balances.jpg|border|440px]]
+On this page, you can see the following report:
-Here you may see your finances reports for each client based on the receivables.
+*'''Monthly finances by payments'''
-All amounts are converted to the default currency of your account.
+This report shows the income dynamic based on client payments:
-You can select the period of time for reporting and clients:
-[[file:Rep Clients by project balances filter.jpg|border|600px]]
-====='''Monthly income per client by project balances'''=====
-This report shows the income per client based on receivables in their projects:
-[[file:Rep Cl Mon Inc by project balances.jpg|border|800px]]
+[[File:Monthly finances by payments1.png|border|1000px]]
-====='''Monthly income share per client by project balances'''=====
+===='''Export data to Excel'''====
-This report shows how the income share of the client was changing each month:
+You can export each type of general finances reports to Excel by clicking the "Export to Excel" button over the upper right corner of the table:
-[[file:Rep Cl Mon Inc share by project.jpg|border|800px]]
+[[File:Export data1.png|border|1000px]]
-====='''Income share per client by project balances'''=====
-On this report you may see the shares of income each your client brings over the selected period:
-[[file:Rep Cl Inc share by project.jpg|border|800px]]
-====='''Monthly income per client by project balances summary table'''=====
-This table shows all income amounts per each client monthly:
-[[file:Rep Cl Mon Inc by project balances summary table.jpg|border|440px]]
-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.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-===='''Income by invoices'''====
+==='''Income by invoices'''===
-To view the '''Income by invoices''' reports, go to '''Reports=>Clients=>Income by invoices''':
+To view the '''Income by invoices''', go to '''Reports⇾Income by invoices''':
-[[file:Reports menu Clients income by invoices.jpg|border|440px]]
+[[File:Income by invoices.png|border|150px]]
 Here you may see your finances reports for each client based on the client invoices.
@@ Line 1,068: / Line 903: @@
 All amounts are converted to the default currency of your account.
-You can select the period of time for reporting and the clients:
+You can select the period of time for reporting, clients, their types, and client country:
-[[file:FA Rep inc by invoices filter.jpg|border|440px]]
+[[File:Income by invoices (filters).PNG|border|1070px]]
-====='''Monthly income per client by invoices'''=====
+*'''Monthly income per client by invoices'''
 Here you can see the income per client based on the invoices you issued for them:
@@ Line 1,078: / Line 913: @@
 [[file:FA Rep mon income by invoices.jpg|border|800px]]
-====='''Monthly income share per client by invoices'''=====
+*'''Monthly income share per client by invoices'''
 This report shows how the share of invoices per clients was changing monthly:
@@ Line 1,084: / Line 919: @@
 [[file:FA Rep mon income share by invoices.jpg|border|800px]]
-====='''Income share per client by invoices'''=====
+*'''Income share per client by invoices'''
 This report shows the share of invoices per clients over the selected period of time:
@@ Line 1,090: / Line 925: @@
 [[file:FA Rep income share by invoices.jpg|border|800px]]
-====='''Monthly income per client by invoices summary table'''=====
+*'''Monthly income per client by invoices summary table'''
 This table shows all invoice amounts per client and month:
-[[file:FA Rep mon income by invoices table.jpg|border|440px]]
+[[file:FA Rep mon income by invoices table.jpg|border|340px]]
 For more info on these reports, please see the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices reports]]</U>''' page.
@@ Line 1,100: / Line 935: @@
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-===='''Income by payments'''====
+==='''Income by payments'''===
-To view the '''Income by payments''' reports, go to '''Reports=>Clients=>Income by payments''':
+To view the '''Income by payments''' reports, go to '''Reports⇾Income by payments''':
-[[file:FA TPM Reports clients fin by payments.jpg|border|440px]]
+[[File:Income by PAYM.png|border|150px]]
 These reports show how the clients were paying you.
@@ Line 1,110: / Line 945: @@
 All amounts are converted to the default currency of your account.
-You can select the period of time for reporting and the clients:
+You can select the period of time for reporting, clients, their types, and client country:
-[[file:rep cl mon income by payments filter.jpg|border|440px]]
+[[File:Income by invoices (filters).PNG|border|1070px]]
-====='''Monthly income per client by payments''' =====
+*'''Monthly income per client by payments'''
 Here you can see the amounts of payments per each client monthly:
@@ Line 1,120: / Line 955: @@
 [[file:FA Rep mon income by payments.jpg|border|800px]]
-====='''Monthly income share per client by payments'''=====
+*'''Monthly income share per client by payments'''
 Here you can see how the share of payments per client was changing monthly:
@@ Line 1,126: / Line 961: @@
 [[file:FA Rep mon income share by payments.jpg|border|800px]]
-====='''Income share per client by payments'''=====
+*'''Income share per client by payments'''
 This diagram shows the share of each client in payments received over the specified period of time:
-[[file:FA Rep income share by payments.jpg|border|800px]]
+[[file:FA Rep income share by payments.jpg|border|950px]]
-====='''Monthly income per client by payments summary table'''=====
+*'''Monthly income per client by payments summary table'''
 This table shows all payment amounts per client monthly:
-[[file:FA Rep mon income by payments table.jpg|border|440px]]
+[[file:FA Rep mon income by payments table.jpg|border|400px]]
 For more details, please see the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments reports]]</U>''' page.
@@ Line 1,144: / Line 979: @@
 =='''Export data'''==
-'''On every page (quotes, projects, invoices, payments etc.) you can export the tables into xls.'''
+On every main page, you can export the tables into Excel.
-Let’s take the
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
-<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|800px]]
+[[File:Exe.png|border|150px]]
+For instructions on how to export the required data to Excel, please click the corresponding links:
-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>[[Quotes list#Export to Excel|Export quotes data to Excel]]</U>'''
-import or any other purpose you might need.
+*'''<U>[[Projects list#Export to Excel|Export projects data to Excel]]</U>'''
-For instructions on how to export the required data to excel, please click the corresponding link:
+*'''<U>[[Clients list#Export to Excel|Export clients data to Excel]]</U>'''
-*'''<U>[[Quotes list#Export to Excel|Export quotes data to excel]]</U>'''
+*'''<U>[[Client_prices_list#Import_and_export_prices|Export clients prices to Excel]]</U>'''
-*'''<U>[[Projects list#Export to Excel|Export projects 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>[[Reports – General finances#Export data to Excel|Export general finances reports data to Excel]]</U>'''
-*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to excel]]</U>'''
-*'''<U>[[Client payments list#Export to Excel|Export clients payments to excel]]</U>'''
-*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to excel]]</U>'''
 =='''Additional information'''==
@@ Line 1,181: / Line 1,010: @@
 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).
+<span style="color:red"> Attention!</span> Some links on this page may refer to the features of the Enterprise account type.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.

Difference between revisions of "Freelance edition user manual"

Latest revision as of 11:37, 19 June 2023

Contents

Get started with Protemos

My profile settings

System settings

Account

Delete account

System values

Object codes

Payment methods

Taxes

Reminders

SMTP Server

Client portal

Add clients

Add clients manually

Import and export clients

Add new quote

Quote sections

Add new project

Project sections

Create CAT log conversion schemes

Create invoices

Invoices list

Invoice sections

Record payments

Client prices

Filters

Quotes filter

Quote requests fillter

Projects filter

Clients filter

Clients receivables filter

Clients invoices filter

Clients payments filter

Clients prices filter

Reports

General finances

General finances by receivables

General finances by invoices

General finances by payments

Export data to Excel

Income by invoices

Income by payments

Export data

Additional information

Navigation menu

Search