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 "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
+. Click the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
-[[File:Create account button.png|border|750px]]
+[[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:
@@ Line 21: / Line 25: @@
 *'''''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 projects to subcontractors. Also, other users can’t be added. Upgrade to Enterprise version is possible if desired.''
+''The interface does not have the capability to assign jobs to subcontractors. Also, other managers can’t be added.''
 . 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).
+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:
-If you accept the conditions, click the "'''Sign up'''" button:
+[[File:I'm not a robot new.png|border|300px]]
-[[File:I'm not a robot new.png|border|450px]]
+. 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.
-. 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.
+. Click the "'''OK, let’s get started!'''" button:
-. Press the "'''OK, let’s get started!'''" button:
 [[File:Let's get started new.png|border|450px]]
@@ Line 60: / Line 61: @@
 [[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:
-[[File:Complete wizard button.png|border|350px]]
-. The following screen will be displayed:
-[[File:Account is created.png|border|700px]]
-This means that your account has been created and you can start working with Protemos.
-However, before you start working with the projects, add your clients in the system.
+. Having completed all the entries, click the "'''Complete wizard'''" button.
+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'''.
-==='''Sign up with ProZ.com'''===
-If you already have ProZ.com account, you may create a new Protemos account with your ProZ.com credentials right away.
-To do so, click the '''"Sign up with ProZ.com"''' button:
-[[file:Sign up with ProZ Freelance.png|border|850px]]
-More details '''<U>[[ProZ.com integration#Sign up with ProZ.com|here]]</U>'''.
 =='''My profile settings'''==
-On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, change your username and account password, and link your ProZ.com account.
+On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, change your username and account password.
 To do so, go to the '''My profile''' menu:
-[[file:My Profile.png|border|800px]]
+[[File:Account freelance.png|border|800px]]
 For more detailed information, please see the '''<U>[[My profile|My profile]]</U>''' page.
@@ Line 103: / Line 85: @@
 '''You can change and set system settings in the Settings menu''':
-[[File:Freelance settings.png|border|140px]]
+[[File:Settings menu.png|border|700px]]
 Each menu screen is described below.
-===<span style="color:blue">'''Settings=>Account''' </span>===
+==='''Account'''===
-On the "'''Account'''" page you can complete or update general information, upload the logo of your company, delete your 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 amend user account information.
+[[File:Accoutn tab.png|border|100px]]
-To edit general information press the "'''Update'''" button:
+In the '''Account''' section, you can see your account type, account owner, and the registration date.
-[[File:Account info.png|border|900px]]
+[[File:FrAccount info.png|border|1000px]]
-*In the '''Legal entity''' section, you may 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.
+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.
-Press the "'''Update'''" button to change your details or upload a logo:
+Click the "'''Update'''" button to change your details or upload a logo:
-[[File:Shhcreenshot 2.png|border|800px]]
+[[File:Logo.png|border|800px]]
 <span style="color:red">'''Note:'''</span> Only PNG and JPEG images with a maximum size of 350x350 pixels are supported.</span>
-*In the <U>'''[[Account default settings change|Default settings]]</U>''' you can define the following settings:
+Here you can also set the number of your First client invoice and Client invoice prefix:
+[[File:Fghf.png|border|700px]]
+In the <U>'''[[Account#Default settings|Default settings]]</U>''' you can define the following settings:
 —Default Currency: the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.
@@ Line 137: / Line 123: @@
 To change any of the above settings, click "'''Update'''":
-[[File:Def upd3.png|border|850px]]
+[[File:Def upd3.png|border|800px]]
-*In the '''Account deletion''' section, you can permanently '''<U>[[Delete account|delete]]</U>''' all your account data and files from the server.
+==='''Delete account'''===
+To delete your Freelance account, go to '''Settings → Account''' and scroll down to the '''Account deletion''' section.
-To do so, press the '''"Delete account"''' button:
+Here you can permanently delete all your account data and files from the server.
-[[File:Delete account.png|border|900px]]
+To do so, click the '''"Delete account"''' button:
-===<span style="color:blue">'''Settings=>System Values''' </span>===
+[[File:Account deletion section.png|border|1070px]]
+Enter your password and click '''"Delete"''':
+[[File:Delete account (freelance).png|border|1070px]]
+You will see the corresponding notification once the account is deleted:
+[[File:Account deleted+.PNG|border|720px]]
+==='''System values'''===
 This menu screen contains several submenus:
@@ Line 151: / Line 148: @@
 [[File:System values 4.png|border|250px]]
-Each of them is described below.
+*'''Language pairs'''
-===='''Language pairs'''====
+Use this menu to:
-Use this menu to add, update the language pairs you work with, delete, disable or enable them:
+— '''<U>[[Add language pairs|Add new language pairs]]</U>'''
-[[File:Lang pair list buttons new.png|border|1000px]]
+— Update the language pairs
-*<U>[[Add language pairs|"'''New language pairs'''"]] </U> - opens the language pairs creation page where you can create various language pairs combinations of source and target languages.
+— Delete, disable or enable them:
-*<U>[[Update language pair|"'''Update'''"]] </U> - opens the language pair update page where you can change languages for the particular language pair.
+[[File:Lang pairs.png|border|700px]]
-*"'''Delete'''" - deletes the 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.
 <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.
-*'''Disable''' - disables the language pair. You can use this option if you don't want to see this language pair in the drop-down list when choosing a language, for instance, while creating a new project.
+*'''Services'''
-*'''Enable''' - enables the language pair (the button appears after you disable the language pair).
+Use this menu to:
-===='''Services'''====
+— '''<U>[[Create service|Add new service]]</U>
-Use this menu to add, update or delete the services you provide:
+— <U>[[Update service|'''Update services''']]</U>
-[[File:Services list buttons new.png|border|1000px]]
-<U> [[Service creation|"'''New service'''"]] </U> – opens the service creation menu. Here you can create as many services as you wish.
+— Delete, disable or enable the services:
-<U> [[Service update|"'''Update'''"]] </U> – opens the services update page where you can change the name of the particular service.
+[[File:Sesrvices.png|border|700px]]
-"'''Delete'''" – deletes the 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.
-===='''Specializations'''====
+*'''Specializations'''
-On this page, you can add, update or delete the specializations you work with:
+Use this menu to:
-[[File:Specializations list buttons.png|border|1000px]]
+— '''<U>[[Create specialization|Add new specialization]]</U>'''.
-<U> [[Specialization creation|"'''New specialization'''"]] </U> – opens the specialization creation menu. Here you can create every possible specializations you may wish.
+— '''<U>[[Update specialization|Update specializations]]</U>'''.
-<U> [[Specialization update|"'''Update'''"]] </U> – opens the specialization update page where you can change the name of the particular specialization.
+— Disable, delete the specializations:
-"'''Delete'''" – deletes the specialization.
+[[File:Speciaslizations.png|border|700px]]
 <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.
-===='''Units'''====
+*'''Units'''
+Use this menu to:
-Use this menu to select units to measure the volume of your work (words, hours, pages, etc.).
+— '''<U>[[Create unit|Add new unit]]</U>''' to measure the volume of your work (words, hours, pages, etc.).
-Here you can add, update or delete any measurement units you need:
+— '''<U>[[Update unit|Update units]]</U>''' or delete it.
 [[File:Units page buttons.png|border|1000px]]
-<U> [[Unit creation|"'''New unit'''"]] </U> – opens the unit creation menu where you can create as many measurement units as you need.
-<U> [[Unit update|"'''Update'''"]] </U> – opens the unit update page. Here you can change the name of the particular unit.
-"'''Delete'''" – deletes the unit.
 <span style="color:red">'''Note:'''</span> You can’t delete units that you have already used in the project ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can disable them.
-===='''Currencies'''====
+*'''Currencies'''
-Use this menu to add currencies that will be used in the system.
-For example, one client can pay in US dollars while others can choose euros.
-On this page you can: add currencies, set any currency as default, disable or delete currencies, check up the exchange rates history.
-[[file:Currencies buttons.png|border|1000px]]
-<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.
+Use this page to:
-<U>[[Currencies#Setting a currency as default|"'''Set as default'''"]]</U> - sets the selected currency as default. If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.
+— '''<U>[[Currencies#Add currencies|Add new currency]]</U>''' or '''<U>[[Currencies#Set currency as default|set currency as default]]</U>'''.
-<U>[[Currencies#Disabling and deleting currencies|"'''Disable'''"]]</U> - disables the currency.
+— '''<U>[[Currencies#Disable and delete currencies|Disable]]</U>''','''<U>[[Currencies#Disable and delete currencies|delete]]</U>''' them.
-<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
+[[File:Change system curr.png|border|900px]]
-but you can disable it in case this currency no longer needed.
+If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.
 <span style="color:red">'''Note''':</span> Protemos is connected to the currency conversion service, so the exchange rate is updated on a daily basis.
@@ Line 246: / Line 225: @@
 On this page, you can set the number of your next invoice, project, payment, etc.
-To update the next object identification numbers or the object code prefixes press the "'''Update next IDs'''" or "'''Update code prefixes'''" button correspondingly:
+[[File:Obj code.png|border|140px]]
-[[File:Object codes.png|border|900px]]
+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:
-For more details, please see the <U>[[Update object codes|'''Object codes''']]</U> page.
+[[File:Update freelance.png|border|900px]]
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''Settings=>Payment methods''' </span>===
+==='''Payment methods'''===
 Enter your payment details here so the clients can pay you.
-[[File:Payment 5.png|border|140px]]
+[[File:Paym method.png|border|140px]]
-On this page, you can add various payment methods, update, disable, delete them or change the default settings.
-[[File:Payment method 6.png|border|800px]]
-<U>[[Payment method creation|"'''Add payment method'''"]]</U>  - opens the menu where you can create a new payment method.
+On this page, you can:
-<U>[[Change default settings|"'''Change default settings'''"]]</U>  - on this page, you can select the default currency, payment method, PDF page size for your invoices, and define in how many days invoices should be paid.
+—'''<U>[[Create payment method|Add various payment methods]]</U>'''.
-<U>[[Payment method update|"'''Update'''"]]</U> - opens the page where you can renew payment method details.
+—'''<U>[[Update payment method|Update]]</U>''', disable,enable, delete them.
-"'''Disable'''" - disables the payment method.
+—'''<U>[[Change default payment method|Change default payment method]]</U>'''.
-"'''Delete'''" - deletes the payment method.
+[[File:Payments methods default etc.png|border|800px]]
 <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.
@@ Line 278: / Line 253: @@
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''Settings=>Taxes''' </span>===
+==='''Taxes'''===
-You can define several taxes in the system, link them to the clients, and add taxes to your invoices.
+You can define taxes in the system, link them to the clients, and add taxes to your invoices.
-This menu screen contains several submenus:
+To create a list of taxes, go to '''Settings⇾Taxes'''
-[[File:Taxes 7.png|border|300px]]
-Each of them is described below.
-===='''Taxes list'''====
-To create a list of taxes, go to '''Settings=>Taxes'''
 [[File:Taxes list 7.png|border|300px]]
-Here you may define the necessary number of taxes that will be used in the system.
+You may add '''<U>[[Taxes#Taxes list|taxes ]]</U>'''whether as a percentage or flat amount by clicking the '''"New tax"''' button:
-You may add them whether as a percentage or flat amount.
-To add a new tax, press the '''"New tax"''' button:
-[[file:New tax.png|border|900px]]
+[[File:Taxes list g.png|border|900px]]
-Enter a name of the tax, select the type, and specify its sort order in invoices:
-[[file:NT create.png|border|700px]]
-Press '''"Create"''' to add the new tax to the list.
 <span style="color:red">'''Note:'''</span> Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.
-For more info, please see the '''<U>[[Taxes#Taxes list|Taxes list]]</U>''' section.
+To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''' , go to '''Settings⇾Taxes⇾Default clients taxes set''':
-===='''Default clients taxes set'''====
-To create a default clients taxes set, go to '''Settings=>Taxes=>Default clients taxes set''':
 [[File:Default taxes list page.png|border|300px]]
-You can add default percentage and absolute taxes for your clients.
+To do that, please click the corresponding buttons:
-To do that, please press the corresponding buttons:
-[[file:Default taxies frelance.png|border|750px]]
-You may add as many taxes as you need.
+[[File:Default tax.png|border|750px]]
 The system will be adding this set of taxes to each client when you issue invoices.
-For more info, please see the '''<U>[[Taxes#Default clients taxes set|Default clients taxes set]]</U>''' section.
 <span style="color:red"> '''Note:'''</span> Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.'''
@@ Line 336: / Line 283: @@
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''Settings=>Reminders'''</span>===
+==='''Reminders'''===
+The system notifies you by email about overdue projects and invoices.
+[[File:Rems.png|border|150px]]
-The system notifies you by email about overdue projects and invoices. You can switch these notifications off/on by clicking "'''Update'''":
+You can switch these notifications off/on by clicking "'''Update'''":
-[[File:Reminders.png|border|900px]]
+[[File:Update remindrs freelance.png|border|900px]]
 For more info on deadline email reminders, please see <U>'''[[Reminders#Update reminders settings|Reminders settings]]''' </U> page.
@@ Line 354: / Line 305: @@
 For more details, please see the '''<U>[[SMTP server]]</U>''' page.
-===<span style="color:blue">'''Settings=>Integrations=>SmartCAT''' </span>===
+==='''Client portal'''===
-[[file:Settings integration SC.jpg|border|280px]]
-Protemos is integrated with SmartCAT system, so you can create the projects in Protemos, and then copy them to SmartCAT.
-On this page, you can enable, update or disable SmartCAT integration for your account:
-[[file:SmartCat Integration.png|border|1000px]]
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Enable'''"]]</U> - opens the '''SmartCAT intergation details''' page where you can enter your API credentials.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Update'''"]]</U> - here you can update the integration details if necessary.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Disable'''"]]</U> -  disables the  integration.
-The "'''Update'''" and "'''Disable'''" buttons will appear after you enable SmartCAT integration for your account.
-If you do not have SmartCAT account you can register it directly from the '''SmartCAT integration''' page.
-Here you can also get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.
-To do so, please click on the corresponding links:
+In the Client portal menu, you can check and update the client related settings: project creation by clients, payment method, payment terms.
-[[File:SmartCat Links.png|border|850px]]
+Go to '''Settings⇾Client portal''':
+[[File:4.png|border|150px]]
-For more info on SmartCAT integration, please see the '''<U>[[SmartCAT integration]]</U> '''page.
+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]]
-==='''Linking users in Protemos with one ProZ.com account'''===
-*You may link your ProZ.com account to be able to log into your Protemos account with ProZ.com credentials in one click.
-*In case you have several Freelance and(or) Vendor accounts in Protemos, you can link them all with your ProZ.com account, and '''<U>[[ProZ.com integration#Switch users without re-login|switch between your accounts without re-login]]</U>'''.
-For more details, please see the '''<U>[[ProZ.com integration#Linking Vendor and Freelance accounts in Protemos with one ProZ.com account|Linking Vendor and Freelance accounts in Protemos with one ProZ.com account]]</U>''' section.
 =='''Add clients'''==
@@ Line 401: / Line 325: @@
 There are two ways to add new clients manually:
-. Press the '''Client''' menu on the top panel and then click '''New client''':
+. Click the '''Client''' menu on the top panel and then click '''New client''':
 [[File:New client freelance.png|border|100px]]
-. Or you may go to '''Clients''' and press the "'''New client'''" button:
+. Or you may go to '''Clients''' and click the "'''New client'''" button:
 [[File:New client button.png|border|850px]]
@@ Line 415: / Line 339: @@
 [[file:New client general info.png|border|550px]]
-*Use the '''Primary user''' section to enter the client’s primary contact person:
+*Use the '''Primary user''' section to enter the client’s primary contact person and click "'''Save'''" to display the client entry.
 [[File:1 client new .png|border|550px]]
@@ Line 421: / Line 345: @@
 <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.
-Press "'''Save'''" to display the client entry.
+*On the '''<U>[[Client view page – General info tab|General info]]</U>''' tab you may:
+— '''<U>[[Update client details|Update]]</U>''', delete the client.
+— '''<U>[[Client quick links|Check the client-related objects]]</U>'''.
-*On the '''<U>[[Client view page – General tab|General info]]</U>''' tab you may:
+— '''<U>[[Manage client tags|Add tags]]</U>'''.
-—'''<U>[[Update client details|update]]</U>''' client info or delete the client.
+— '''<U>[[Client view page – General info tab#Primary user|View and edit client's primary contact details]]</U>'''.
-—check all the '''<U>[[Client quick links|client-related objects]]</U>''' and add necessary '''<U>[[Manage client tags|tags]]</U>'''
+— '''<U>[[Client default settings|Change default payment settings]] </U>'''.
 <span style="color:red">'''Note''':</span> You can’t delete clients involved into recorded projects, invoices or payments.
-—in the '''<U>[[Client view page – General tab#Primary user|Primary user]]</U>''' section you can view and edit client's primary contact details.
+*On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab, you can:
-—change your client's '''<U>[[Client default settings|default payment settings]] </U>'''.
+— View the list of client’s contacts.
-*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.
+— Edit or delete them.
-If the client has several contact persons, they can all be entered in the '''Contact persons''' tab.
+— Add new contacts.
-*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 – Prices tab|Prices]]</U>''' tab, you can:
-*On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' tab, you can create a custom taxes set for this client. Here you may also define which tax set should be applied (whether custom or default one) for this particular client.
+— View the list of prices agreed with the client.
-*On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab, you can upload and delete files related to the client.
+— Edit or delete them.
+— Create new prices.
+*On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' tab, you can:
+— Create a custom taxes set for this client.
+— Define which tax set should be applied (whether custom or default one) for this particular client.
+*On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab, you can:
+— Upload and delete files related to the client.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-==='''Import and export clients to Excel file'''===
+==='''Import and export clients'''===
 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 pressing the corresponding buttons:
+by clicking the corresponding buttons:
 [[File:Export import Screenshot 1.png|border|800px]]
@@ Line 458: / Line 398: @@
 =='''Add new quote'''==
-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.
+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.
-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.
+There are two ways to create a quote:
-You may also create it if you are simply not sure yet you will get the project.
+. Click the '''Quotes''' menu on the top panel and then click '''New quote''':
-==='''Create quote'''===
+[[File:New quote.png|border|100px]]
-. There are two ways to create a quote:
+. Or you may go to '''Quotes''', and click the "'''New quote'''" button:
-Press the '''Quotes''' menu on the top panel and then click '''New quote''':
+[[File:Screenвshot 2.png|border|1000px]]
-[[File:Quotes menu new quote.png|border|160px]]
+In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote.
-. Or you may go to Quotes, and press the "'''New quote'''" button:
-[[File:New quotes from.png|border|850px]]
+. Once the quote is created, you can do the following:
-In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote.
-. Once the quote is created, you can do the following:
+[[File:Screensрhot 1.png|Quote details page|1000px]]
-*'''Send''' - opens the <u>[[Quote sending|'''Quote sending ''']]</u> page which allows emailing the quote to the client directly from the system.
+*'''Send''' - opens the <u>[[Send quote#Account details|'''Send quote''']]</u> 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.
-*'''Convert to project''' - by pressing this button you begin creating a new project with this quote.
+*'''Download as PDF''' - clicking this button downloads the quote in PDF format.
-*'''Cancel''' - if the client doesn't accept this quote conditions, you may press the "'''Cancel'''" button to remember that rejection.
-*'''Download as PDF''' - pressing this button downloads the quote in PDF format.
 *'''Update''' - opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page on which you can edit the quote.
@@ Line 494: / Line 426: @@
 *'''Delete''' - deletes the quote.
-[[File:Quote action.png|Quote details page|1100px]]
+==='''Quote sections'''===
-==='''Files section'''===
-Here you can upload the files you received from your client or add links (file URLs) to external files by pressing the corresponding buttons:
+*'''Files''' section: here you can upload the files you received from your client or add links (file URLs) to external files by clicking the corresponding buttons:
 [[File:Quote files section.png|border|1100px]]
-==='''CAT logs section'''===
+*'''<U>[[Quote CAT logs section|CAT logs]]</U>''' section: here you can upload CAT log files or enter them manually if needed:
-In this section you can upload CAT log files or enter them manually if needed:
+[[File:Quote upload logs buttons.png|border|1100px]]
-[[File:Quote upload logs buttons.png|border|1100px]]
+*'''<U>[[Quote receivables section|Receivables]]'''</U> section: here you can enter receivables to indicate the amount to be charged from the client:
-More info '''<U>[[Quote CAT logs section|here]]</U>'''.
-==='''Receivables section'''===
-Here you can enter receivables to indicate the amount to be charged from the client:
 [[File:Quote new receivable button.png|border|1100px]]
-More info '''<U>[[Quote receivables section|here]]</U>'''.
-==='''Delivering the quote'''===
-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:
-[[File:Send new quote.png|border|1100px]]
-For more info on quotes, please see the '''<U> [[Quotes]] </U>''' page.
-==='''Create SmartCAT-related quotes'''===
-*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 538: / 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.
-==='''Creating project'''===
+[[File:New project.png|border|110px]]
-. To create a project, click the '''Projects''' menu on the top panel and then press the "'''New project'''" button:
+. Or you may go to '''Projects''', and click the '''New project''' button:
-[[file:Freelancer new project.png|border|200px]]
+[[File:Projects.png|border|900px]]
-. Or you may go to '''Projects=>Projects list''':
+. In both cases, it will open the '''New project''' page where you can enter the required information.
-[[file:Freelancer projects list.png|border|200px]]
-Then press the '''New project''' button:
+. The project will be created.
-[[file:New project button.png|border|1000px]]
+==='''Project sections'''===
-. In both cases, it will open the '''New project''' page where you can enter your project information:
+. In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:
-[[file:FA new project creation page.jpg|border|540px]]
+[[File:P11.png|border|800px]]
-Press '''"Create"''' to save changes.
+. In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).
-. The project page will be displayed with the following tabs:
+[[File:P2.png|border|900px]]
-[[file:FA project tabs.jpg|border|280px]]
+. 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:
-==='''Project receivables'''===
+[[File:P3.png|border|800px]]
-. Next, enter the volume of work and the receivables from the client. To do so, go to the '''Finances''' tab, press the "'''New receivable'''" button and choose the receivable type:
-[[file:FEdition new project receivable.png|border|1000px]]
 * '''"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.
+* '''"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 add 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.
-Enter the necessary information in the corresponding fields and press '''"Create"''' to add the receivable:
-[[file:New unit base receviables.png|border|650px]]
 You can enter several receivables for a project.
-For more details, please see the '''<U>[[Receivable creation/editing|Create receivable]] </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'''===
-. If necessary, you may upload a CAT log file to your project.
-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|900px]]
-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 or links to the files (URLs) into the system.
-This will allow you not to lose them after you close the project.
-To do that, go to the '''Files''' tab:
-*Use the '''Project Input''' section to upload the files or links to files that you have received from your client by pressing the corresponding buttons:
-[[file:Upload files 1.png|border|1000px]]
-*Use the '''Project Output''' section for uploading finalized files or links to files:
-[[file:Project output files.png|border|1000px]]
-==='''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:Project completion 1.png|border|850px]]
-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>
-For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
-==='''Create SmartCAT-related projects'''===
-*You can create SmartCAT-related projects in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating SmartCAT-related projects in Protemos|Creating SmartCAT-related projects in Protemos]]</U>''' section.
-*You may also create Protemos projects from SmartCAT projects.  For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating Protemos projects from SmartCAT projects|Creating Protemos projects from SmartCAT projects]]</U>''' section.
+[[File:P4.png|border|900px]]
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
@@ Line 643: / Line 486: @@
 ==='''Create CAT log conversion schemes'''===
-Use this menu to add CAT log conversion schemes for the CAT tools you are using.
+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.
-To do so, go to '''Projects=>CAT log conversion schemes''':
+To do so, go to '''Projects⇾CAT log conversion schemes''':
-[[file:CAT log conversion.png|border|180px]]
+[[File:Cat log sh.png|border|180px]]
-It will bring you to the '''CAT log conversion schemes list''' page where you can:
-* Add templates by pressing the '''"Add template"''' button;
-* Update, delete, or clone templates by clicking the necessary template name in the list.
 [[file:Add template 1.png|bprder|900px]]
-For more info on templates, please see '''<U>[[Weighted word count templates]]</U> '''page.
 [[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:Project prices 1.png|border|140px]]
+[[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 a particular client's price:
+[[File:Again.png|border|900px]]
-[[file:Client new price.png|border|1100px]]
+. 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'''.
+*'''Details section'''
-=='''Create invoices for clients and control their payment'''==
+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.
-. To create an invoice for a client, go to '''Finances=>Project receivables''':
+[[File:Invoice detacils.png|border|500px]]
-[[file:Project receviables.png|border|140px]]
+*'''Taxes section'''
-. The list of all receivables will be displayed. Select the desired rows and press the "'''Invoice selected on this page'''" button:
+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,
-[[file:FA client receivables  list.jpg|border|1000px]]
+In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:
-. The system will create an invoice and will display its page.
+[[File:Taxes sets 4.png|border|900px]]
-For more info on client invoices, please see the '''<U>[[Clients receivables list#Invoice creation|Client invoice creation]]</U>''' page.
+*'''Receivables section'''
-The '''Client invoice'''  page consists of the following sections:
+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:
-==='''Client invoice details section'''===
+[[File:Rec add remive.png|border|900px]]
-[[file:Client invoice view.png|border|1100px]]
+*'''Linked payments section'''
-In this section you can do the following:
+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:
-'''Download as PDF''' - pressing this button downloads the invoice in PDF format.
+[[File:1linked paym.png|border|900px]]
-''Please click '''"Actions"''' to see the following functions:''
+=='''Record payments'''==
-'''Send''' - opens the <u>[[Send client invoice|'''Send invoice''']]</u> page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
-'''Resend''' - this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
+When the client pays invoices, '''<U> [[Create client payment|create the client payment]] </U>''' and link it with the paid invoices.
-'''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.
+. Go to the '''Finances⇾Payments''' menu and click "'''New payment'''":
-'''Discount and Extra Charge''' - you may add a '''<u>[[Client invoice Discount & Extra charge update|discount and an extra charge]]</U>''' to the invoice by pressing this button.
+[[File:Paym new button.png|border|850px]]
-'''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.
+. Select the client from the list, enter the required information and click the "Create" button:
-'''Mark as unsent''' - this button appears if the invoice has been sent. Pressing it deletes the date of sending.
+[[File:1 client .png|border|480px]]
-'''Update''' - opens <u>[[Update client invoice|'''Update invoice''']]</u> page where you can edit the invoice.
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-'''Delete''' - deletes the invoice. This button disappears after you link the invoice with the payment.
+[[File:Linked invoices 1.png|border|900px]]
-For more info on action buttons, please see the '''<U>[[Client invoice view#Action buttons|Action buttons]]</U>''' 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.
-==='''Client invoice taxes section'''===
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-In the taxes section of a client invoice page, the set of taxes is displayed according to the system and client's profile settings:
+=='''Client prices'''==
-* <U>[[Taxes#Default clients taxes set|'''Default clients taxes set''']]</U> - is displayed by default.
+To display the '''<U>[[Client prices list]]</U>''', go to '''Finances ⇾ Prices''':
-* <U>[[Taxes#Custom taxes set for individual client|'''Custom taxes set''']]</U> - will be displayed if you apply and '''define''' a custom taxes set for the particular client.
+[[File:Proces.png|border|100px]]
-* <U>[[Taxes#Custom taxes set for individual client|No taxes]]</U> - will be displayed if you apply the custom taxes set, but '''don't define ''' any tax values for the client.
+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:
-But in any case, you can add new percentage and absolute taxes, edit or delete the displayed ones by pressing corresponding buttons:
+[[File:Prices list.png|border|1100px]]
-[[file:Invoice taxes section.png|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, please see the '''<U>[[Client invoice view#Taxes section|Taxes in individual client invoice]]</U>''' section.
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-==='''Client invoice receivables section'''===
+=='''Filters'''==
-Here you can view, add and remove receivables in unsent invoices.
+Each page has filters you can use to display the necessary entries in the tables.
-To add receivables press the "'''Add receivables'''" button:
+==='''Quotes filter'''===
-[[file:Cl inv receiv section.jpg|border|1000px]]
+The filter looks as follows:
-For more info on how to add receivables, please see the '''<U>[[Client invoice view#Removing and adding receivables|Add and remove receivables]]</U> page.
+[[File:Quote filters.png|border|1000px]]
-==='''Client invoice linked payments section'''===
+*'''Quote code'''—displays only the quotes with the code containing the entered value.
-If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:
+*'''Quote name'''—displays only the quotes with the name containing the specified text.
-[[file:Cl inv linked payments sect.jpg|border|1000px]]
+*'''Description'''—displays only the quotes with the description containing the specified text.
-For more info on client linked payments, please see the '''<U>[[Client invoice view#Linked payment creation| Create linked payment]]</U>''' page.
+*'''Quote tag'''—displays only the quotes with the quote tag containing the specified text.
-Alternatively, payments can be created on the <u>[[Client payments list#Creating payments|'''Client payments''']]</u> page.
+*'''Specialization'''—displays only the quotes with the specified specialization.
-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.
+*'''Client'''—displays only the quotes for a specific client.
-To find out how to create payments on the '''Client payments''' page, please read the section below.
+*'''Client tag'''—displays only the quotes with the client tag containing the specified text.
-==='''Clients payments'''===
+*'''Start date'''—displays only the quotes which were started in the specified period of time.
-As mentioned above, this is the alternative way to enter the payment.
+*'''Deadline date'''—displays only the quotes with deadlines in the specified period of time.
-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:
+*'''Close date'''—displays only the quotes with the close date in the specified period of time.
-. Go to the '''Finances=>Payments''' menu:
+*'''Statuses'''—displays only the quotes with the specified status (Draft, Sent, Accepted, Rejected).
-[[file:Payments.png|border|140px]]
+*'''Has receivables''' - displays quotes with or without receivables in accordance with the filter value applied (Yes, No).
-It will bring you to the '''Client payments''' page.
+*'''Is sent''' - displays sent or unsent quotes in accordance with the filter value applied (Yes, No).
-In order to add a new client payment press "'''New payment'''":
-[[file:Client payments new button.png|border|1100px]]
+*'''Is expired'''—displays expired or unexpired quotes in accordance with the filter value applied (Yes, No).
-It will open the '''New payment from client''' page.
-. Enter the payment received from the client and select the invoices that payment covers from the list:
-[[file:FA new payment from client.jpg|border|1100px]]
-Press "'''Save'''" to add the payment to the system.
-Now you have entered and completed the payment in the system.
-For more info on client payments, please see the '''<U> [[Client payment creation |Create client payment]] </U>''' page.
-==='''Clients invoices list'''===
-You may view the list of all the invoices in '''Finances=>Invoices''':
-[[file:Clients invoices.png|border|140px]]
-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'''===
-Go to '''Quotes=>Quotes list''' menu on the top panel to display the list of quotes:
+The filter look as follows:
-[[file:Quotes menu quotes list.png|border|150px]]
+[[File:Quote request filters.png|border|1000px]]
-The following filter is provided for that list:
+*'''Quote request code'''—displays only the quote request with the code containing the entered value.
-[[file:Quotes filter cr.png|border|1200px]]
+*'''Quote request name'''—displays only the quote request with the name containing the specified text.
-*'''Quote code''' - displays only the quotes with the code containing the entered value.
+*'''Description'''—displays only the quote request with the description containing the specified text.
-*'''Quote name''' - displays only the quotes with the name containing the specified text.
+*'''Client'''—displays only the quote requests from a specific client.
-*'''Description''' - displays only the quotes with the description containing the specified text.
+*'''Specialization'''—displays only the quote request with the specified specialization.
-*'''Statuses''' - displays only the quotes with the specified status (Active, Rejected, Converted to project).
+*'''Statuses'''— filters the quote requests by a specific status (New, Quoted, Rejected).
-*'''Start date''' - displays only the quotes which were started in the specified period of time.
+*'''Start date'''—displays only the quote requests which were started in the specified period of time.
-*'''Deadline date''' - displays only the quotes with deadlines in the specified period of time.
+*'''Delivery date'''—displays only the quote requests with the date of delivery in the specified period of time.
-*'''Client''' - displays only the quotes for a specific client.
+*'''Created Date Range'''— displays only the quote requests with the created date in the specified period of time.
-*'''Receivable PO''' - displays only the quotes containing the entered PO number determined by the client.
-*'''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).
-For more info on quotes filter, please see the '''<U>[[Quotes list#Search quotes with filters|Search quotes with filter]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
@@ Line 854: / Line 651: @@
 ==='''Projects filter'''===
-Click the '''Projects=>Projects list''' menu on the top panel to display the list of projects:
+The fillter looks as follows:
-[[file:Freelancer projects list.png|border|220px]]
+[[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:Projects filter.png|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.
-*'''Project name''' - displays only the projects with the name containing the specified text.
+*'''Project tag'''—displays only the projects with the tag containing the specified text.
-*'''Client''' - displays only the projects for a specific client.
+*'''Specialization'''—displays only the projects with the specified specialization.
-*'''Statuses''' - displays only the projects with the specified status (Active, Completed, Canceled).
+*'''Client'''—displays only the projects for a specific client.
-*'''Start date''' - displays only the projects which were started in the specified period of time.
+*'''Client tag'''—displays only the projects with the client tag containing the specified text.
-*'''Deadline date''' - displays only the projects with deadlines in the specified period of time.
+*'''Start date'''—displays only the projects which were started in the specified period of time.
-*'''Completion date''' - displays only the projects which were completed in the specified period of time.
+*'''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 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).
-*'''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).
-*'''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.
-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 896: / Line 691: @@
 The filter looks as follows:
-*'''Code''' - displays only the clients with the code containing the specified symbols combination.
+[[File:Cl filter.png|border|1000px]]
-*'''Company name''' - displays only the clients with the company name containing the specified 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.
-*'''Country''' - displays only the clients from the specific country.
-*'''Types''' - displays only the clients of the specified type (Company, Individual).
+*'''Code'''—displays only the clients with the code 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).
+*'''Types'''—displays only the clients of the specified type (Company, Individual).
-*'''Note''' - displays only the clients with notes containing the specified symbols combination.
+*'''Company name'''—displays only the clients with the company name containing the specified symbols combination.
-*'''Tag''' - displays only the clients with '''<U>[[Manage client tags|tags]]</U>''' containing the specified symbols combination.
+*'''Country'''—displays only the clients from the specific country.
-For more info on clients filter, please see the '''<U>[[Clients list#Search clients with filters|Search clients with filter]]</U>''' page.
+*'''Primary user'''—displays only the clients with the primary user name containing the entered symbols combination.
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
+*'''Email'''—displays only the clients with the email containing the specified symbols combination.
-==='''Clients prices filter'''===
+*'''Note'''—displays only the clients with notes containing the specified symbols combination.
-Go to '''Finances=>Prices''' to display the list of all clients' prices:
+*'''Client tag'''—displays only the clients with '''<U>[[Manage client tags|tags]]</U>''' containing the specified symbols combination.
-[[file:Project prices 1.png|border|130px]]
+*'''Assignable'''—displays only clients that can or cannot be assigned to projects in accordance with the filter value applied (Yes, No).
-The following filter is provided for that list:
+*'''Can log in'''—displays only clients that can or cannot log in in accordance with the filter value applied (Yes, No).
-[[file:client prices filter.jpg|border|1000px]]
-*'''Client''' - displays only the prices for the selected client.
-*'''Service''' - displays only the prices with the selected service.
-*'''Language pair''' - displays only the prices with the selected language pair.
-*'''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.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
@@ Line 946: / Line 717: @@
 ==='''Clients receivables filter'''===
-To display the list of all the clients' receivables, go to '''Finances=>Project receivables''':
+The filter looks as follows:
-[[file:Project receviables.png|border|140px]]
+[[File:Re filter.png|border|1000px]]
-The following filter is provided for that list:
-[[file:Client receivables 1.png|border|1000px]]
 *'''Receivable code''' - displays only the receivables with the specified symbols in the code.
@@ Line 962: / Line 729: @@
 *'''Project name''' - displays only the receivables for the projects with the specified name.
-*'''Project statuses''' - displays only the receivables for the projects with the specified statuses (Active, Completed, Canceled).
+*'''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).
-*'''Project deadline date''' - displays only the receivables for the projects with the deadlines within the specified deadline range.
+*'''Is invoiced''' - displays receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).
-*'''Is invoced''' - 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).
-*'''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.
-For more info on clients receivables filter, please see the '''<U>[[Clients receivables list#Search receivables with filters|Search receivables with filter]]</U>''' page.
+*'''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'''.
@@ Line 976: / Line 745: @@
 ==='''Clients invoices filter'''===
-To display the list of all the clients' invoices, go to '''Finances=>Invoices''':
+The filter looks as follows:
-[[file:Clients invoices.png|border|140px]]
+[[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:Filter client invoices.png|border|1000px]]
+*'''Payment method'''—displays only the invoices with the specified payment method.
-*'''Code''' - displays only the invoices with the code containing the specified symbols combination.
+*'''Total'''—displays only the invoices within the specified total amount range.
-*'''Creation date''' - displays only the invoices created within the specified date range.
+*'''Currency'''—displays only the invoices with the specified currency.
-*'''Due date''' - displays only the invoices with the due date within the specified date range.
+*'''Creation date'''—displays only the invoices created within the specified date range.
-*'''Client''' - displays only the invoices of a certain client.
+*'''Due date'''—displays only the invoices with the due date within the specified date range.
-*'''Overdue''' - displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).
+*'''Note'''—displays only the invoices with the note containing the specified symbols combination.
-*'''Has linked payments''' - displays only the invoices with or without linked payments according to the filter value applied (Yes, No).
+*'''Overdue'''—displays only the invoices which are overdue or not in accordance with 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).
+*'''Is sent'''—displays only the invoices which have been sent or have not been sent according to 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).
-For more info on clients invoices filter, please see the '''<U>[[Client invoices list#Search invoices with filters|Search invoices with filters]]</U>''' page.
+*'''Fully covered'''—displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
@@ Line 1,006: / Line 775: @@
 ==='''Clients payments filter'''===
-To display the list of all the clients' payments, go to the '''Finances=>Payments''' menu:
+The filter looks as follows:
-[[file:Payments.png|border|140px]]
+[[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:Filter client payments.png|border|1000px]]
+*'''Note'''—displays the payments with notes containing the specified symbols combination.
-*'''Code''' - displays only the payments with the code containing the specified symbols combination.
+*'''Amount'''—displays the payments with the specified amount range.
-*'''Client''' - displays only the payments from the specified client.
+*'''Currency'''—displays only the payments with the specified type of currency.
 *'''Creation date''' - displays only the payments created within the specified date range.
@@ Line 1,025: / Line 794: @@
 *'''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).
-For more info on clients payments filter, please see the '''<U>[[Client payments list#Search payments with filters|Search payments with filters]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-=='''Reports'''==
+==='''Clients prices filter'''===
-There are several reports in the system enabling you to analyze the financial results of your activity for a defined period.
+The filter looks as follows:
-Click the '''Reports''' menu on the top panel and choose the required item:
+[[File:Cl prices filters.png|border|1000px]]
-[[file:Freelancer reports.png|border|160px]]
+*'''Client'''—displays only the prices for the selected client.
-Each of these menu screens is described below.
+*'''Client tag'''—displays only the prices with the client tag containing the specified text.
-==='''General finances'''===
+*'''Language pair'''—displays only the prices with the selected language pair.
-These reports show income dynamics and how finances by projects, invoices and payments change over months.
+*'''Service'''—displays only the prices with the selected service.
-To view the '''General finances''' reports, go to '''Reports=>General finances''':
+*'''Specialization'''—displays only the prices with the specified specialization.
-[[file:GF.png|border|160px]]
+*'''Unit''' - displays only the prices with the specified measurement unit.
-It will open '''Monthly finances by project balances, invoices and payments''' page.
+*'''Price range'''—displays only the prices within the specified price range.
-You can select the period of time for reporting:
+*'''Currency'''—displays only the prices with the specified type of currency.
-[[file:GF filter.jpg|border|570px]]
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-On this page, you can see the following reports:
+=='''Reports'''==
-===='''Monthly finances by project balances'''====
+There are several reports in the system enabling you to analyze the financial results of your activity for a defined period:
-This report shows the income dynamic based on receivables in your projects:
+[[File:Reports.1.png|border|180px]]
-[[file:Rep MonFin by project balances.jpg|border|800px]]
+==='''General finances'''===
-===='''Monthly finances by invoices'''====
-This report shows the income dynamic based on client invoices:
+These reports show income dynamics and how finances by receivables, invoices, and payments change over months.
-[[file:FA Rep mon fin by inv.jpg|border|800px]]
+===='''General finances by receivables'''====
-===='''Monthly finances by payments'''====
+To view the '''General finances by receivables''' reports, go to '''Reports ⇾ General finances ⇾ General finances by receivables''':
-This report shows the income dynamic based on client payments:
+[[File:General finances by receivables.png|border|400px]]
-[[file:Rep MF by payments.jpg|border|800px]]
+You can select the period of time for reporting and project tags:
-For more info on general finances reports, please see the '''<U>[[Reports – General finances|General finances reports]]</U>''' page.
+[[File:General finances by receivables filters.png|border|1000px]]
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
+On this page, you can see the following report:
-==='''Clients'''===
+*'''Monthly finances by receivables'''
-This menu screen contains several submenus:
+This report shows the income dynamic based on receivables in your projects:
-[[file:Clients reports.png|border|350px]]
+[[File:Monthly finances by receivables.png|border|1000px]]
-Each of them is described below.
+===='''General finances by invoices'''====
-===='''Income by project balances'''====
+To view the '''General finances by invoices''' reports, go to '''Reports ⇾ General finances ⇾ General finances by invoices''':
-To view the '''Income by project balances''' reports, go to '''Reports=>Clients=>Income by project balances''':
+[[File:Monthly finances by invoices.png|border|400px]]
-[[file:Clients balances.png|border|350px]]
+You can select the period of time for reporting:
-Here you may see your finances reports for each client based on the receivables.
+[[File:Finances by invoices filters.png|border|1000px]]
-All amounts are converted to the default currency of your account.
+On this page, you can see the following report:
-You can select the period of time and clients for reporting:
+*'''Monthly finances by invoices'''
-[[file:Rep Clients by project balances filter.jpg|border|450px]]
+This report shows the income dynamic based on client invoices:
-====='''Monthly income per client by project balances'''=====
+[[File:Monthly finances by invoices1.png|border|1000px]]
-This report shows the income per client based on receivables in their projects:
+===='''General finances by payments'''====
-[[file:Rep Cl Mon Inc by project balances.jpg|border|600px]]
+To view the '''General finances by payments''' reports, go to '''Reports ⇾ General finances ⇾ General finances by payments''':
-====='''Monthly income share per client by project balances'''=====
+[[File:General finances by payments.png|border|400px]]
-This report shows how the income share of the client was changing each month:
+You can select the period of time for reporting:
-[[file:Rep Cl Mon Inc share by project.jpg|border|700px]]
+[[File:Finances by invoices filters.png|border|1000px]]
-====='''Income share per client by project balances'''=====
+On this page, you can see the following report:
-On this report you may see the shares of income each your client brings over the selected period:
+*'''Monthly finances by payments'''
-[[file:Rep Cl Inc share by project.jpg|border|800px]]
+This report shows the income dynamic based on client payments:
-====='''Monthly income per client by project balances summary table'''=====
+[[File:Monthly finances by payments1.png|border|1000px]]
-This table shows all income amounts per each client monthly:
+===='''Export data to Excel'''====
-[[file:Rep Cl Mon Inc by project balances summary table.jpg|border|350px]]
+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:
-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:Export data1.png|border|1000px]]
 [[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:Invoices report.png|border|350px]]
+[[File:Income by invoices.png|border|150px]]
 Here you may see your finances reports for each client based on the client invoices.
@@ Line 1,138: / Line 903: @@
 All amounts are converted to the default currency of your account.
-You can select the period of time and clients for reporting:
+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 1,148: / 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 1,154: / 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 1,160: / 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:
@@ Line 1,170: / 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:Payments report.png|border|350px]]
+[[File:Income by PAYM.png|border|150px]]
 These reports show how the clients were paying you.
@@ Line 1,180: / Line 945: @@
 All amounts are converted to the default currency of your account.
-You can select the period of time and the clients for reporting:
+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|530px]]
+[[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 1,190: / 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 1,196: / 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:
@@ Line 1,202: / Line 967: @@
 [[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:
@@ Line 1,214: / 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
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project/index '''Projects'''] </U> </span> page as example:
-[[File:Data project list.png|border|900px]]
-If you press "'''Export to Excel'''", you will get the file with exported data and will be able to use it for backup, analysis,
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
-import or any other purpose you might need.
+[[File:Exe.png|border|150px]]
-For instructions on how to export the required data to excel, please click the corresponding link:
+For instructions on how to export the required data to Excel, please click the corresponding links:
-*'''<U>[[Quotes list#Export to Excel|Export quotes data to excel]]</U>'''
+*'''<U>[[Quotes list#Export to Excel|Export quotes data to Excel]]</U>'''
-*'''<U>[[Projects list#Export to Excel|Export projects data to excel]]</U>'''
+*'''<U>[[Projects list#Export to Excel|Export projects data to Excel]]</U>'''
-*'''<U>[[Clients list#Export to Excel|Export clients data to excel]]</U>'''
+*'''<U>[[Clients list#Export to Excel|Export clients data to Excel]]</U>'''
-*'''<U>[[Clients prices list#Export to Excel|Export clients prices to excel]]</U>'''
+*'''<U>[[Client_prices_list#Import_and_export_prices|Export clients prices to Excel]]</U>'''
-*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to excel]]</U>'''
+*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to Excel]]</U>'''
-*'''<U>[[Client invoices list#Export to Excel|Export clients invoices 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>[[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>'''
+*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to Excel]]</U>'''
 =='''Additional information'''==
@@ Line 1,251: / 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).

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