Difference between revisions of "Enterprise edition user manual"

Latest revision as of 10:21, 28 February 2023

For a brief system overview, please check this video:

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

Get started with Protemos

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

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

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

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

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

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

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

The system setup wizard will be displayed:

6. Enter data for each menu entry:

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

Language pairs are your language pairs.

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

Specializations are your specializations.

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

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

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

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

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My profile settings

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

To do so, go to the My profile menu:

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

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Settings

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

Each of these menu screens is described below.

Account

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

The Account info section contains common information about your company.

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

Account settings

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

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

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

For more info, please see the Account settings page.

Account deletion

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

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License

When you are registering your account, you get a free one-month trial license. It works just like a normal license, with no limitations.

When the trial period is over, the account owner may request a license by clicking the "Request license" button:

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

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

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Legal entities

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

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

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

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Access control

This menu screen contains several submenus:

Roles

You can create a separate account with the necessary level of access rights for each of your managers. Use this page to view the table of the access rights and permissions that are associated with each level:

Managers

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

Client pools

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

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System Values

This menu screen contains several submenus:

Language pairs

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

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

Services

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

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

Specializations

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

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

Units

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

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

Currencies

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

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

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Object codes

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

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

For more info, please see the Object codes page.

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Payment methods

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

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

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

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Taxes

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

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

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

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

To do that, please click the corresponding buttons:

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

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

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

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

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

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

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

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

Back to the table of contents.

Reminders

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

For more info, please see the Reminders page.

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SMTP Server

By default, the system sends all email messages from Protemos own email server, but you can change this and make the system use your own server.

To do this, click "Update":

For more info, please see the SMTP server page.

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Client portal

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

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

For more info, please see the Client portal page.

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Vendor portal

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

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

In the Agreement with the new vendors' section, you can embed your standard agreement with your vendors into the system, so they will have to accept it before working with you.

Click "Create agreement" to add the agreement:

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

Back to the table of contents.

Email templates

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

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

Quote templates

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

Multi-quote templates

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

Client invoice templates

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

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

Back to the table of contents.

PDF templates

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

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

Client invoice PDF templates

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

Note: You cannot delete templates that are in use.

Vendor invoice PDF templates

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

Note: You cannot delete templates that are in use.

Quote PDF templates

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

Note: You cannot delete templates that are in use.

Job PO PDF templates

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

Note: You cannot delete templates that are in use.

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

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Integrations

memoQ integration

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

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

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

More details here: MemoQ integration

Smartcat integration

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

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

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

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

TQAuditor integration

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

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

QuickBooks integration

Protemos is integrated with QuickBooks, an accounting software system.

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

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Add new manager

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

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

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

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

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

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

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How to accept invitation as manager

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

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

Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.

You will receive an email notification on successful registration and will be logged in to your manager account:

Add clients

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

Add clients manually

There are two ways to add new clients manually:

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

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

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

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

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

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

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

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

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

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

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

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

Import and export clients

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

Back to the table of contents.

Add vendors

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

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

Add vendors manually

There are two ways to add new vendors manually:

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

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

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

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

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

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

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

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

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

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

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

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

Import and export vendors

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

Vendor application URL

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

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

Back to the table of contents.

Add new quote

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

There are two ways to create a quote:

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

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

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

Quote sections

Files section: here you can upload the files you received from your client or add links (file URLs) to external files by clicking the corresponding buttons:

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

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

Create Smartcat-related quotes

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

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

Back to the table of contents.

Create multi-quote

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

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

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

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

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

Then click the "Add option quotes" button:

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

For more information, check the Multi-quotes article.

Add new project

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

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

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

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

4. The project will be created.

Project sections

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

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

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

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

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

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

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

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

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

You can enter several receivables and payables for a project.

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

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

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Create Smartcat-related projects

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

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

Back to the table of contents.

Project templates

You can create the project from a template.

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

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

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

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

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CAT log conversion schemes

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

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

Back to the table of contents.

Create invoices for clients

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

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

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

Client invoice sections

Details section

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

Tax section

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

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

Receivables section

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

Linked payments section

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

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Record clients' payments

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

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

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

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

By this action, you cover the payment by invoices. Pay attention that invoices with the matched currency and legal entity can only be linked to the payment.

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Clients' prices

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

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

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

Back to the table of contents.

Create vendors' invoices

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

1. Go to the Vendors ⇾ Payables menu:

The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and click the Invoice selected button:

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

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

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

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

Vendor invoice sections

Details section

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

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

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

Taxes section

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

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

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

Payables section

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

Linked payments section

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

Back to the table of contents.

Record vendor payments

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

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

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

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

By this action, you cover the payment by invoices.

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

Back to the table of contents.

Vendors' applications

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

Vendor prices

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

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

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

Messages

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

Please check more details here: "Messages"

Filters

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

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

Enter the necessary data into the appropriate fields and click the "Apply" button.

For further instructions on how to search the required data with filters, please click the corresponding link:

Search quotes with filters

Search projects with filters

Search project templates with filters

Search jobs with filters

Search files with filters

Clients:

Search clients with filters

Search clients receivables with filter

Search clients invoices with filters

Search clients payments with filters

Search client contacts with filters

Search clients prices with filters

Vendors:

Search vendors with filters

Search vendors payables with filters

Search vendors invoices with filters

Search vendors payments with filters

Search vendor contacts with filters

Search vendors prices with filters

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Reports

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

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

Each of these menu screens is described below.

General finances

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

On these pages, you can see the following reports:

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

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

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

Back to the table of contents.

Quote report

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

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

Quote conversion rate

Quote counts

Quote totals

Quote report data

Managers

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

On this page, you can see the following reports:

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

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

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

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

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

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

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

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

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

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

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

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Clients

This menu screen contains several submenus:

Each of them is described below.

Finances by receivables and payables

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

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

On this page, you can see the following reports:

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

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

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

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

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

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

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

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

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

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

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

Back to the table of contents.

Income by invoices

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

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

On this page, you can see the following reports:

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

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

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

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

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

Back to the table of contents.

Income by payments

These reports show how the clients were paying you.

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

Here you may see the following reports:

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

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

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

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

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

Back to the table of contents.

Vendors

This menu screen contains several submenus:

Each of them is described below.

Expenses by invoices

These reports show the monthly amounts of your vendor invoices.

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

Here you may see the following reports:

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

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

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

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

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

Back to the table of contents.

Expenses by payments

These reports show the monthly amounts of your vendor payments.

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

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

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

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

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

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

Back to the table of contents.

Language pairs

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

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

On this page, you can see the following reports:

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

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

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

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

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

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

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

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

Back to the table of contents.

Services

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

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

On this page, you can see the following reports:

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

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

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

Back to the table of contents.

Export data

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

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

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

Export quotes data to Excel

Export projects data to Excel

Export jobs data to Excel

Export the list of files to Excel

Export clients data to Excel

Export clients receivables to Excel

Export clients invoices to Excel

Export clients payments to Excel

Export client contacts to Excel

Export clients prices to Excel

Export vendors data to Excel

Export vendors payables to Excel

Export vendors invoices to Excel

Export vendors payments to Excel

Export vendor contacts to Excel

Export vendors prices to Excel

Export general finances reports data to Excel

Additional information

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

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

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

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

Back to the table of contents.

@@ Line 1: / Line 1: @@
-'''For a brief system overview, please check this video:'''   [[File:youtube.jpg|40px|link=https://youtu.be/rrG6ImhtWHQ]]
+'''For a brief system overview, please check this video:'''   [[File:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]]
 =='''Get started with Protemos'''==
@@ Line 5: / Line 5: @@
 To start working with Protemos, please create your account in the system by completing the following steps:
-. Press the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
+. Click the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
 [[File:Create account button.png|border|750px]]
@@ Line 21: / Line 21: @@
 . After that, the account will be set up and you will see a welcome screen to start working with the system.
-. Press the "'''OK, let’s get started!'''" button:
+. Click the "'''OK, let’s get started!'''" button:
 [[File:Let's get started new.png|border|350px]]
@@ Line 53: / Line 53: @@
 =='''My profile settings'''==
-On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, change your username and account password, and link your ProZ.com account.
+On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, and change your username and account password.
 To do so, go to the '''My profile''' menu:
@@ Line 67: / Line 67: @@
 You can change and set system settings in the '''Settings''' menu:
-[[File:Settingvs menu.png|border|150px]]
+[[File:Settings.1.png|border|150px]]
 Each of these menu screens is described below.
@@ Line 77: / Line 77: @@
 *The '''Account info''' section contains common information about your company.
-Here you can '''<u>[[Update account details|update information]]</u>''' about your company and  <U>'''[[Change account owner|change the account owner]]''' </U> ''(available only for the owner of the account)'':
+Here you can '''<u>[[Update account details|update information]]</u>''' about your company and  <U>'''[[Change account owner|change the account owner]]'''</U> ''(available only for the owner of the account)'':
 [[File:Account itself.png|border|700px]]
-*'''Default settings'''
+*'''Account settings'''
-Here you can define default legal entity, the time zone for new users, default currency, default PDF page size, orientation, and default PDF locale.
+Here you can define the default legal entity, system currency, time zone for new users, and default templates for quotes, client and vendor invoices, and job POs.
-You may also define it individually for a '''<U>[[Client default settings#PDF locale of client invoices|'''particular client]]</U>''' or '''<U>[[Vendor default settings change#PDF locale of vendor invoices|'''vendor]]</U>'''.
+You may also specify a default legal entity, currency and invoice PDF template for each particular '''<U>[[Client_default_settings|'''client]]</U>''' or '''<U>[[Change_vendor_default_settings|'''vendor]]</U>'''.
-To change any of the above-mentioned settings, click "'''Update'''":
+To change any of the above-mentioned settings, click the following buttons:
-[[File:NewDefault settings.png|border|700px]]
+[[File:Account settings section.png|border|1070px]]
-For more info, please see the'''<U> [[Account#Default settings|Default settings]]</U>''' page.
+For more info, please see the '''<U>[[Account#Account settings|Account settings]]</U>''' page.
 *'''Account deletion'''
@@ Line 98: / Line 98: @@
 [[File:Dlee r.png|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''License'''===
@@ Line 103: / Line 105: @@
 When you are registering your account, you get a free one-month trial license. It works just like a normal license, with no limitations.
-When the trial period is over, the account owner may request a license by pressing the "'''Request license'''" button:
+When the trial period is over, the account owner may request a license by clicking the "'''Request license'''" button:
 [[File:License details page request license button.png|border|1000px]]
@@ Line 109: / Line 111: @@
 <span style="color:red">'''Note:'''</span> You can add as many managers as you wish, but only the licensed number of them will be able to log in at the same time.
-For more info on licensing, please see the <U>'''[[Licensing]]'''</U> page.
+For more info on licensing, please see the <U>'''[[License]]'''</U> page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 121: / Line 123: @@
 You can add a new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corresponding buttons:
-[[File:1200px-2 leg entity.png|border|900px]]
+[[File:Le 1.png|border|1000px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''Access control'''===
+This menu screen contains several submenus:
+[[File:Settings - access control.png|border|300px]]
+*'''Roles'''
+You can create a separate account with the necessary level of access rights for each of your managers. Use this page to view the table of the access rights and permissions that are associated with each level:
+[[File:Role-based access control.1.png|border|1100px]]
+*'''Managers'''
+Use this page to view the list of managers added to the system and add new managers. More info [[Enterprise_edition_user_manual#Add_new_manager|<U>'''here'''</U>]].
+[[File:Managers list.1.2.png|border|1070px]]
+*'''Client pools'''
+You can limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the <U>[[Client pools|'''Client pools''']]</U> page.
+[[File:New client pool (1.56).png|border|1070px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''System Values'''===
@@ Line 131: / Line 161: @@
 *'''Language pairs'''
-Use this menu to <U>'''[[Add language pairs|add]]'''</U>, <U>[[Update language pair|'''update''']]</U> the language pairs you work with, delete, '''<U>[[Disable language pair|disable]] </U>''' or enable them:
+Use this menu to <U>'''[[Add language pairs|add]]'''</U> the language pairs you work with, delete, '''<U>[[Disable language pair|disable]]</U>''' or enable them:
 [[File:Lang pairs.png|border|800px]]
@@ Line 143: / Line 173: @@
 [[File:Sesrvices.png|border|800px]]
-<span style="color:red">'''Note:'''</span> You can’t delete services that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can '''<U> [[Update service#Disable service|disable]] </U>''' them.
+<span style="color:red">'''Note:'''</span> You can’t delete services that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can '''<U>[[Update service#Disable service|disable]]</U>''' them.
 *'''Specializations'''
-Here you can '''<U>[[Create specialization|add]] </U>''', '''<U>[[Update specialization|update]]</U>''' or delete the specializations your company works with:
+Here you can '''<U>[[Create specialization|add]]</U>''', '''<U>[[Update specialization|update]]</U>''' or delete the specializations your company works with:
 [[File:Speciaslizations.png|border|800px]]
@@ Line 163: / Line 193: @@
 *'''Currencies'''
-On this page, you can '''<U>[[Currencies#Add currencies|add]]</U>''' currencies, '''<U>[[Currencies#Set currency as default|set currency as default]]</U>''', disable or delete currencies, '''<U>[[Currencies#Exchange rates history|check exchange rates history]]</U>''':
+On this page, you can '''<U>[[Currencies#Add currencies|add]]</U>''' currencies, '''<U>[[Currencies#Set currency as default|set currency as default]]</U>''', disable or delete currencies:
-[[File:Currencies buttons.png|border|1000px]]
+[[File:Change system curr.png|border|1000px]]
 <span style="color:red">'''Note:'''</span> Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis,
@@ Line 174: / Line 204: @@
 ==='''Object codes'''===
-On this page, you can set the number of your next invoice, project, payment, etc.
+On this page, you can set the number of your next quote, project, job, etc.
-To  '''<U>[[Update object codes|update next IDs]]</U>''' or '''<U>[[Update object codes|update code prefixes]]</U>''', click the corresponding buttons:
+To  '''<U>[[Object_codes#Update_object_ID|update next object ID]]</U>''' or '''<U>[[Object_codes#Update_object_prefix|update object prefixes]]</U>''', click the corresponding buttons:
-[[File:Quote codes.png|border|750px]]
+[[File:Year.jpg|border|1000px]]
-For more info, please see the '''<U>[[Update object codes]]</U>''' page.
+For more info, please see the '''<U>[[Object_codes|Object codes]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 188: / Line 218: @@
 Enter your payment details here so the clients can pay you.
-On this page, you can: '''<U>[[Create payment method|add payment methods]]</U>''', <U>'''[[Change default settings|change the default settings]]'''</U>, update, disable or delete them.
+On this page, you can: '''<U>[[Create payment method|add payment methods]]</U>''', <U>'''[[Change default payment method|change the default payment method]]'''</U>, update, disable or delete them.
 [[File:Payments methods default etc.png|border|800px]]
@@ Line 202: / Line 232: @@
 [[File:Tax tax.png|border|300px]]
-You may add '''<U>[[Taxes#Taxes list|taxes ]]</U>'''whether as a percentage or flat amount by pressing the '''"New tax"''' button:
+You may add '''<U>[[Taxes#Taxes list|taxes]]</U>''' whether as a percentage or flat amount by clicking the '''"New tax"''' button:
 [[File:Taxes list g.png|border|900px]]
@@ Line 208: / Line 238: @@
 <span style="color:red">'''Note:'''</span> Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.
-To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''' , go to '''Settings⇾Taxes⇾Default clients taxes set''':
+To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', go to '''Settings ⇾ Taxes ⇾ Default clients taxes set''':
 [[File:Default client taxes.png|border|300px]]
-To do that, please press the corresponding buttons:
+To do that, please click the corresponding buttons:
 [[File:Default tax.png|border|900px]]
@@ Line 222: / Line 252: @@
 For more info on individual sets creation, please see the '''<U>[[Taxes#Custom taxes set for individual client|Custom taxes set for individual client]]</U>''' section.
-To create a default vendors taxes set, go to '''Settings⇾Taxes⇾Default vendors taxes set''':
+To create a default vendors taxes set, go to '''Settings ⇾ Taxes ⇾ Default vendors taxes set''':
 [[File:Default vendors taxes.png|border|300px]]
-Here you can add default percentage and absolute taxes by pressing the corresponding buttons:
+Here you can add default percentage and absolute taxes by clicking the corresponding buttons:
 [[File:Def vend tax.png|border|900px]]
@@ Line 242: / Line 272: @@
 The system notifies you about overdue projects, jobs, and invoices by email. You can switch these notifications off/on by clicking "'''Update'''":
-[[File:Reminders 2.png|border|1100px]]
+[[File:Reminders.png|border|900px]]
-For more info, please see the <U>'''[[Reminders]]''' </U> page.
+For more info, please see the <U>'''[[Reminders]]'''</U> page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 257: / Line 287: @@
 For more info, please see the '''<U>[[SMTP server]]</U>''' page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''Client portal'''===
@@ Line 262: / Line 294: @@
 Here you can update client portal settings by clicking the '''"Update"''' button:
-[[File:3cient portal .png|border|900px]]
+[[File:Client portal settings.png|border|900px]]
 You can define managers as the default recipient of notifications connected with quotes, projects, overdue clients' invoices, payment settings, etc.
 For more info, please see the '''<U>[[Client portal]]</U>''' page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''Vendor portal'''===
@@ Line 278: / Line 312: @@
 In the Agreement with the new vendors' section, you can embed your standard agreement with your vendors into the system, so they will have to accept it before working with you.
-Press '''"Create agreement"''' to add the agreement:
+Click '''"Create agreement"''' to add the agreement:
 [[File:Sadaro.png|border|900px]]
 For more info, please see the '''<U>[[Vendor portal#Agreement with new vendors|Agreement with new vendors]]</U>''' section.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''Email templates'''===
+You can create your own quote, multi-quote, and client invoice email templates.
+To create an email template, go to '''Settings''' → '''Email templates''':
+[[File:Email templates1.png|border|300px]]
+*'''Quote templates'''
+Use this page to <U>[[Email_templates#Quote_templates|'''create''']]</U> the quote email templates and clone, update and delete the existing ones:
+[[File:New quote template (enterprise manual).png|border|1070px]]
+*'''Multi-quote templates'''
+Use this page to <U>[[Email_templates#Multi-quotes_templates|'''create''']]</U> the multi-quote email templates and clone, update and delete the existing ones:
+[[File:New multiquote email templates (enterprise manual).png|border|1070px]]
+*'''Client invoice templates'''
+Use this page to <U>[[Email_templates#Client_invoice_template|'''create''']]</U> the client invoice email templates and clone, update and delete the existing ones:
+[[File:New client invoice template (enterprise manual).png|border|1070px]]
+For more info on email templates, please see the <U>'''[[Email templates]]'''</U> page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''PDF templates'''===
+You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.
+To create a template, go to '''Settings → PDF Templates:'''
+[[File:Settings - pdf templates.png|border|280px]]
+*'''Client invoice PDF templates'''
+Use the page to <U>[[PDF_templates#Client_invoice_PDF_templates|'''create''']]</U> the client invoice PDF templates and clone, update and delete the existing ones:
+[[File:Client invoice pdf templates (enterprise manual).png|border|1070px]]
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
+*'''Vendor invoice PDF templates'''
+Use the page to <U>[[PDF_templates#Vendor_invoice_PDF_templates|'''create''']]</U> the vendor invoice PDF templates and clone, update and delete the existing ones:
+[[File:New vendor invoice PDF templates (enterprise manual).png|border|1070px]]
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
+*'''Quote PDF templates'''
+Use the page to <U>[[PDF_templates#Quote_PDF_templates|'''create''']]</U> the quote PDF templates and clone, update and delete the existing ones:
+[[File:New quote pdf template (enterprise manual).png|border|1070px]]
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
+*'''Job PO PDF templates'''
+Use the page to <U>[[PDF_templates#Job_PO_PDF_templates|'''create''']]</U> the job PO PDF templates and clone, update and delete the existing ones:
+[[File:New job PO PDF template (enterpise manual).png|border|1070px]]
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
+For more info on PDF templates, please see the <U>'''[[PDF templates]]'''</U> page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''Integrations'''===
-[[File:Sintegration.png|border|300px]]
+*'''memoQ integration'''
+Protemos is integrated with memoQ system — a translation environment tool.
+To enable memoQ integration, go to '''Settings ⇾ Integrations ⇾ memoQ'''.
+Here you can enable, update, disable the integration for your account, manage your memoQ server, create a memoQ account:
+[[File:Memoq user manual.png|border|900px]]
+More details here: <U>'''[[MemoQ integration]]'''</U>
 *'''Smartcat integration'''
@@ Line 292: / Line 412: @@
 Protemos is integrated with SmartCAT system, so you can create projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).
-To enable SmartCAT integration, go to '''Settings⇾Integrations⇾SmartCAT''':
+To enable SmartCAT integration, go to '''Settings ⇾ Integrations ⇾ Smartcat'''.
 Here you can enable, update, disable SmartCAT integration for your account, get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.
@@ Line 298: / Line 418: @@
 [[File:Smart.png|border|900px]]
-For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[SmartCAT integration]]</U> '''page.
+For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[Smartcat integration]]</U>''' page.
 *'''TQAuditor integration'''
@@ Line 307: / Line 427: @@
 For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.
+*'''QuickBooks integration'''
+Protemos is integrated with QuickBooks, an accounting software system.
+For more info on QuickBooks integration, please see the '''<U>[[QuickBooks integration|QuickBooks integration]]</U> '''page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 314: / Line 440: @@
 Use this menu to add new managers who will use the system just as you do.
-If there are several project managers in your team, you can create a separate account with the necessary level of access rights for each of them.
+If there are several project managers in your team, you can create a separate account with the necessary level of '''<U>[[access rights]]</U>''' for each of them.
-There are two ways to add a new manager:
+You can also limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the <U>[[Client pools|'''Client pools''']]</U> page.
-. Press the '''Managers''' menu on the top panel and then click '''New manager''':
+To add a new manager, go to '''Settings → Access control → Managers''':
-[[File:Managers.png|border|120px]]
+[[File:Settings - access control - managers.png|border|300px]]
-. Or you may go to Managers list and press the '''"New manager"''' button:
+Сlick the '''"New manager"''' button on the '''Managers''' page:
 [[File:New manager button.png|border|900px]]
@@ Line 329: / Line 455: @@
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''How to accept invitation as manager'''===
+If your colleagues create a manager account for you, you will receive an invitation email:
+[[File:Invitation email for manager.1.png|border|700px]]
+Accept the invitation by clicking the link in the received email. The following page will appear:
+[[File:Complete registration (manager).png|border|1070px]]
+Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.
+You will receive an email notification on successful registration and will be logged in to your manager account:
+[[File:Registration is complete (manager).png|border|500px]]
 =='''Add clients'''==
@@ Line 338: / Line 479: @@
 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:2.00.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]]
-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:
-[[file:New client general info.png|border|550px]]
-*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]]
 <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.
@@ Line 360: / Line 491: @@
 This page is intended for viewing and entering various client data and has the following tabs:
-*On the '''<U>[[Client view page – General tab|General info]]</U>''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info, check '''<U>[[Client quick links|client-related objects]]</U>''',add the necessary '''<U>[[Manage client tags|tags]]</U>''' to the client.
+*On the '''<U>[[Client view page – General info tab|General info]]</U>''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info, check '''<U>[[Client quick links|client-related objects]]</U>''', add the necessary '''<U>[[Manage client tags|tags]]</U>''' to the client.
-In the '''<U>[[Client view page – General tab#Primary user|Primary user]]</U>''' section you can view and edit client's primary contact details, change your client's '''<U>[[Client default settings|default settings]] </U>'''.
+*In the '''<U>[[Client view page – General info tab#Primary user|Primary user]]</U>''' section you can view and edit client's primary contact details, change your client's '''<U>[[Client default settings|default settings]]</U>'''.
 <span style="color:red">'''Note''':</span> You can’t delete clients involved into recorded projects, invoices or payments. But you can unmark the '''<U>[[Update client details#Assignability|'''"Assignable"''']]</U>''' checkbox in a client profile, and the client will not appear in the drop-down list when creating projects and quotes.
@@ Line 379: / Line 510: @@
 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 395: / Line 526: @@
 There are two ways to add new vendors manually:
-. Press the '''Vendors''' menu on the top panel and then click '''New vendor''':
+. Click the '''Vendors''' menu on the top panel and then click '''New vendor''':
 [[File:New vedndor.png|border|110px]]
@@ Line 407: / Line 538: @@
 <span style="color:red">'''Note'''</span>: Only vendors with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, and work with you by using the system.
-*On the '''General info''' tab you can:
+*On the '''General info''' tab you can view, '''<U>[[Update vendor details|update]]</U>''' vendor info, '''<U>[[Manage vendor tags|manage tags]]</U>''', check '''<U>[[Vendor quick links|vendor-related objects]]</U>''',  change the '''<U>[[Change_vendor_default_settings|default settings]]</U>''', disable vendor access to the account, and  send\resend the invitation to the vendor.
-—View, '''<U>[[Update vendor details|update]]</U>''' vendor info.
-—Add necessary '''<U>[[Manage vendor tags|tags]]</U>'''.
-—Check all the '''<U>[[Vendor quick links|vendor-related objects]]</U>''', or delete the vendor.
-—Change the '''<U>[[Vendor default settings change|default settings]] </U>'''
-—Disable vendor access to the account, and  send\resend the invitation to the vendor.
 <span style="color:red">'''Note''':</span> You can’t delete vendors involved into recorded jobs, invoices or payments. But you may <U>[[Vendor view page, General tab#Primary user|'''disable their access''']]</U> to accounts.
-*On the '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' tab you can view a list of vendor contacts, edit or delete them, and start creating new contacts.
+*On the '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' tab you can view a list of vendor contacts, edit or delete them, and start creating new contacts. This tab is available only if the vendor is a company, not a person.
-This tab is available only if the vendor is a company, not a person.
 *On the '''<U>[[Vendor view page, Payment methods tab|Payment methods]]</U>''' tab you can create or update payment methods for the vendor, and change the default payment method.
@@ Line 438: / Line 557: @@
 On this page, you can '''<U>[[Import vendors from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' to Excel
-by pressing the corresponding buttons:
+by clicking the corresponding buttons:
 [[File:Import vendors.png|border|1000px]]
@@ Line 456: / Line 575: @@
 There are two ways to create a quote:
-. Press the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
+. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
 [[File:New quote.png|border|100px]]
-. Or you may go to Quotes, and press the '''"New quote"''' button:
+. Or you may go to Quotes, and click the '''"New quote"''' button:
 [[File:New quotes from.png|border|800px]]
@@ Line 467: / Line 586: @@
 [[File:Quote quote.png|border|900px]]
-*'''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.
-*'''Download as PDF''' - pressing this button downloads the quote in PDF format.
-*'''Clone''': you may clone the quote by pressing this button.
-*'''Update''': opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page where 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 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]]
@@ Line 494: / Line 601: @@
 [[File:Quote new receivable button.png|border|1100px]]
-==='''Create SmartCAT-related quotes'''===
+==='''Create Smartcat-related quotes'''===
-*You can create SmartCAT-related quotes in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create SmartCAT-related quotes in Protemos|Create SmartCAT-related quotes in Protemos]]</U>''' section.
+*You can create Smartcat-related quotes in Protemos. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Smartcat-related_quotes_in_Protemos|Create Smartcat-related quotes in Protemos]]</U>''' section.
-*You may also create Protemos quotes from SmartCAT projects.  For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create Protemos quotes from SmartCAT projects|Create Protemos quotes from SmartCAT projects]]</U>''' section.
+*You may also create Protemos quotes from Smartcat projects. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_quote_from_Smartcat_project|Create Protemos quotes from Smartcat projects]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''Create multi-quote'''===
+Multi-quote is a potential project with several options, consisted of several quotes.
+[[File:Multi quotes 1.png|border|150px]]
+To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first.
+Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:
+[[File:1 new mq.png|border|900px]]
+Or you can create a multi-quote by clicking the '''"New multi-quote"''' button in the Multi-quotes menu:
+[[File:New multi-quote.png|border|150px]]
+In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and click '''"Create"''':
+[[File:1 nemw quote.png|border|500px]]
+Then click the '''"Add option quotes"''' button:
+[[File:Options1.png|border|900px]]
+Select the needed ones, and click '''"Add selected quotes"''':
+[[File:3-.png|border|900px]]
+For more information, check the [[Multi-quotes]] article.
 =='''Add new project'''==
@@ Line 506: / Line 644: @@
 After setting up the system and entering the clients in it, you can start new projects.
-. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then press the "'''New project'''" button:
+. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then click the "'''New project'''" button:
 [[File:New project.png|border|110px]]
-. Or you may go to '''Projects''', and press the '''New project''' button:
+. Or you may go to '''Projects''', and click the '''New project''' button:
 [[File:Projects.png|border|900px]]
@@ Line 522: / Line 660: @@
 . In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:
-[[File:Details.png|border|800px]]
+[[File:3 det.png|border|900px]]
 . In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).
-[[File:Project Input files.png|border|900px]]
+[[File:Files tab+.png|border|1000px]]
 . In the '''<U>[[Jobs]]</U>''' tab you may assign the translation to a vendor.
-[[file:Project jobs tab add new job.png|border|1000px]]
+[[File:Add job.1.png|border|1000px]]
 . In the '''<U>[[Project details, Workflow tab|Workflow]]</U>''' tab you can build chains of consecutive jobs by linking the existing jobs or by adding predefined '''<U>[[Job chain template list|job chain templates]]</U>''':
-[[File:Project workflow buttons.png|border|1000px]]
+[[File:1 фй.png|border|1000px]]
-. In the '''Finances''' tab, you may enter the volume of work and '''<U>[[Receivable creation/editing|create receivable]] </U>''' from the client and '''<U>[[Create/Edit payable|create payable]]</U>''' to the vendor. Press the '''"New receivable"''' button first and choose the receivable type:
+. In the '''Finances''' tab, you may enter the volume of work and '''<U>[[Create receivable|create receivable]]</U>''' from the client and '''<U>[[Create payable|create payable]]</U>''' to the vendor. Click the '''"New receivable"''' button first and choose the receivable type:
 [[File:New receiavable from clien.png|border|1000px]]
-And to create payables, you need to go to the respective job, scroll down to Payables section and press '''"New payable"''' button:
+And to create payables, you need to go to the respective job, scroll down to Payables section and click '''"New payable"''' button:
 [[File:New payable to vendor.png|border|1000px]]
@@ Line 552: / Line 690: @@
 You can enter several receivables and payables for a project.
-. In '''CAT logs''' tab, you may '''<U>[[Project details, CAT logs tab|upload a CAT log file]] </U>''' to your project. To do so, press the "'''Upload CAT log'''" button:
+. In '''CAT logs''' tab, you may '''<U>[[Project details, CAT logs tab|upload a CAT log file]]</U>''' to your project. To do so, click the "'''Upload CAT log'''" button:
-[[File:Cat log.png|border|900px]]
+[[File:Cat log upl.png|border|900px]]
 For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
@@ Line 560: / Line 698: @@
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Create SmartCAT-related projects'''===
+==='''Create Smartcat-related projects'''===
-*You can create SmartCAT-related projects in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create SmartCAT-related projects in Protemos|Create SmartCAT-related projects in Protemos]]</U>''' section.
+*You can create Smartcat-related projects in Protemos. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Smartcat-related_projects_in_Protemos|Create Smartcat-related projects in Protemos]]</U>''' section.
-*You may also create Protemos projects from SmartCAT projects.  For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create Protemos projects from SmartCAT projects|Create Protemos projects from SmartCAT projects]]</U>''' section.
+*You may also create Protemos projects from Smartcat projects. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Protemos_projects_from_Smartcat_projects|Create Protemos projects from Smartcat projects]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 572: / Line 710: @@
 You can create the project from a template.
-To do so, press the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':
+To do so, click the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':
 [[File:Pr templates.png|border|150px]]
-Or you may go to '''Projects''' and press the '''"Templates"''' button:
+Or you may go to '''Projects''' and click the '''"Templates"''' button:
 [[File:Templates.png|border|900px]]
@@ Line 584: / Line 722: @@
 Open the respective project, and on the Details tab click '''"More actions"''' and '''"Save as template"''':
-[[File:Templ from the projet.png|border|900px]]
+[[File:Save as template.png|border|900px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 592: / Line 730: @@
 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 logd.png|border|180px]]
@@ Line 602: / Line 740: @@
 =='''Create invoices for clients'''==
-. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Clients⇾Receivables''':
+. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Clients ⇾ Receivables''':
 [[File:Receivables client s.png|border|150px]]
@@ Line 611: / Line 749: @@
 . The system will create an invoice and will display its page.
-==='''Client invoices list'''===
-You may view the list of all the invoices in '''Clients=>Invoices''':
-[[file:Clents invoices menu.png|border|150px]]
-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.
 ==='''Client invoice sections'''===
@@ Line 628: / Line 756: @@
 [[file:Client invoice view.png|border|1100px]]
-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 update|add a discount and an extra charge]]</U>'''.
+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.
+'''<u>[[Update client invoice|update]]</u>''', and delete the invoice.
 *'''Tax section'''
@@ Line 635: / Line 763: @@
 In this section, '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', '''<U>[[Taxes#Custom taxes set for individual client|custom taxes set]]</U>''' or <U>[[Taxes#Custom taxes set for individual client|'''no taxes''']]</U> may be displayed according to the system settings,
-In any case, you can edit, add new percentage and absolute taxes, by pressing corresponding buttons:
+In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:
 [[File:Taxes sets 4.png|border|900px]]
@@ Line 655: / Line 783: @@
 =='''Record clients' payments'''==
-When the client pays invoices, '''<U> [[Client payment creation |create the client payment]] </U>''' and link it with the paid invoices.
+When the client pays invoices, '''<U> [[Create_client_payment|create the client payment]]</U>''' and link it with the paid invoices.
-. Go to the '''Clients⇾Payments''' menu and click "'''New payment'''":
+. Go to the '''Clients ⇾ Payments''' menu and click "'''New payment'''":
 [[File:New paym cl.png|border|900px]]
@@ Line 675: / Line 803: @@
 =='''Clients' prices'''==
-To display the '''<U>[[Clients prices list]]</U>''', go to '''Clients⇾Prices''':
+To display the '''<U>[[Client prices list]]</U>''', go to '''Clients ⇾ Prices''':
-Here you can view and '''<U>[[Clients prices list#Create new price|create]]</U>''' clients' prices, '''<U>[[Import clients from Excel|import]]</U>''' and export the list of all clients' prices to Excel, '''<U>[[Clients prices list#Edit price|update]]</U>''' or delete a particular client's price:
+Here you can view and '''<U>[[Client prices list#Create general price|create]]</U>''' general client prices, '''<U>[[Client_prices_list#Import_and_export_prices|import]]</U>''' and export the list of all client prices to Excel, and '''<U>[[Client prices list#Edit price|update]]</U>''' or delete client prices:
 [[File:Prices list.png|border|1100px]]
@@ Line 691: / Line 817: @@
 The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager.
-. Go to the '''Vendors⇾Payables''' menu:
+. Go to the '''Vendors ⇾ Payables''' menu:
 [[File:Payabl v.png|border|110px]]
-The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and press the Invoice selected button:
+The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and click the Invoice selected button:
 [[File:Vendore p list.png|border|1000px]]
@@ Line 723: / Line 849: @@
 In this section, you may see <U>[[Taxes#Default vendors taxes set|'''default vendors taxes set''']]</U>, <U>[[Taxes#Custom taxes set for individual vendor|'''custom taxes set''']]</U> or  <U>[[Taxes#Custom taxes set for individual vendor|'''no taxes''']]</U>.
-But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by pressing corresponding buttons:
+But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by clicking corresponding buttons:
 [[File:Taxes sets 4.png|border|1000px]]
@@ Line 743: / Line 869: @@
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Record vendors' payments'''==
+=='''Record vendor payments'''==
-Having paid the vendors’ invoices, you need to enter those payments in the system. To do so, complete the following steps:
+Having paid the vendor invoices, '''<U> [[Create vendor payment|create the vendor payment]]</U>''' and link it with the paid invoice.
-. Go to the '''Vendors⇾Payments''' menu:
+. Go to the '''Vendors⇾Payments''' menu and click '''"New payment"''' button:
-[[file:Vendor payments.jpg|border|135px]]
+[[File:Button new pm.png|border|950px]]
-It will bring you to the '''Vendor payments''' page.
+. Select the vendor from the list, enter the required information and click the "Create" button:
-Press the "'''New payment'''" button to add a new vendor payment:
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-[[file:Vendor payment new button.png|border|1000px]]
-It will open the '''New payment to vendor''' page.
-. Enter the payment completed to the vendor and select the invoices covered by that payment from the list:
-[[file:New vendor payment.jpg|border|1000px]]
-Press "'''Save'''" to add the payment to the system.
+[[File:Linked invoices 1.png|border|1000px]]
-Now the payment has been entered in the system and you’ve completed the payment to the vendor.
+By this action, you cover the payment by invoices.
-For more info on vendor payments, please see the '''<U> [[Vendor payment creation]] </U>''' page.
+<span style="color:red"> '''Note:'''</span> Invoices with the matched currency and legal entity can only be linked to the payment.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==<span style="color:blue">'''Vendors=>Applications'''</span>==
+=='''Vendors' applications'''==
-To check the list of submitted applications by your vendors, go to the '''Vendors=>Applications''' menu:
-[[file:Applications menu.png|border|150px]]
-For more info, please see the '''<U>[[Applications]]</U>''' page.
-==<span style="color:blue">'''Vendors=>Prices'''</span>==
+To check the list of submitted '''<U>[[Applications|applications]]</U>''' by your vendors, go to the '''Vendors⇾Applications''' menu:
-To display the list of all vendors' prices, go to '''Vendors=>Prices''':
+[[File:Appl.png|border|110px]]
-[[file:Vendors prices menu new.png|border|150px]]
+=='''Vendor prices'''==
-It will open the '''Vendor prices''' page.
+To display the '''<U>[[Vendor prices list|Vendor prices list]]</U>''', go to '''Vendors ⇾ Prices''':
-Here you can view and create prices, import or export the list of all vendors' prices from/to Excel, update or delete the particular vendor's price:
+[[File:Vm.png|border|110px]]
-[[file:vendor prices  page.jpg|border|1000px]]
+Here you can view and '''<U>[[Vendor_prices_list#Create_general_price|create]]</U>''' prices,
+'''<U>[[Vendor_prices_list#Import_and_export_vendor_prices|import]]</U>''' or export the vendor prices from/to Excel, '''<U>[[Vendor_prices_list#Edit_price|update]]</U>''' or delete the particular vendor's price:
-*''' New price''' - opens the '''New vendor price''' creation page. On this page, you can '''<U>[[Vendors prices list#New price creation|create prices]]</U>'''  for a definite vendor, service, language pair and specialization.
+[[File:Upate delete.png|border|1000px]]
-<span style="color:red">'''Note:''' Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.</span>
-*'''Import from Excel''' - opens the '''<U>[[Import vendors from Excel|Import vendors from Excel]]</U>''' page where you may import the list of all vendors' prices from Excel.
+<span style="color:red">'''Note:'''</span> Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.
-*'''Export to Excel''' - exports the list of vendors' prices to Excel.
+=='''Messages'''==
-*'''Update''' - opens the '''<U>[[Vendors prices list#Price editing|Update vendor price]]</U>''' page. Here you can update the price for the vendor.
+You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages:
-*'''Delete''' - deletes the price.
+[[File:Send message.png|border|450px]]
-For more info on vendors' prices, please see the '''<U>[[Vendors prices list]]</U>''' page.
+Please check more details here: <U>'''"[[Messages]]"'''</U>
 =='''Filters'''==
-Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed.
+Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed or find the information you need faster.
-Let’s take the
+Let’s take the '''Clients' payments''' filters as an example:
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project/index '''Projects'''] </U> </span> page as an example:
-Click the '''Projects=>Projects list''' menu on the top panel to display the list of projects:
+[[File:Cl filters.png|border|950px]]
-[[file:Filters projects.jpg|border|200px]]
-The following filters are provided for that list:
-[[file:Project list filters isn't appl.png|border|1100px]]
-Enter necessary data into the appropriate fields and press the '''"Apply"''' button.
-For more info on projects filters, please see the '''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>''' page.
+Enter the necessary data into the appropriate fields and click the '''"Apply"''' button.
 For further instructions on how to search the required data with filters, please click the corresponding link:
 *'''<U>[[Quotes list#Search quotes with filters|Search quotes with filters]]</U>'''
+*'''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>'''
 *'''<U> [[Project templates#Search project templates with filters|Search project templates with filters]]</U>'''
@@ Line 834: / Line 938: @@
 *<U> [[Files list#Search files with filters|'''Search files with filters''']]</U>
+'''Clients''':
 *'''<U>[[Clients list#Search clients with filters|Search clients with filters]]</U>'''
@@ Line 846: / Line 950: @@
 *'''<U> [[Client contacts#Search client contacts with filters|'''Search client contacts with filters''']]</U>'''
-*'''<U>[[Clients prices list#Search prices with filters|'''Search clients prices with filters]]</U>'''
+*'''<U>[[Client prices list#Search prices with filters|'''Search clients prices with filters]]</U>'''
+'''Vendors''':
 *'''<U>[[Vendors list#Search vendors with filters|Search vendors with filters]]</U>'''
@@ Line 859: / Line 964: @@
 *'''<U> [[Vendor contacts#Search vendor contacts with filters|'''Search vendor contacts with filters''']]</U>'''
-*'''<U>[[Vendors prices list#Search prices with filters|'''Search vendors prices with filters]]</U>'''
+*'''<U>[[Vendor_prices_list#Search_vendor_prices_with_filters|'''Search vendors prices with filters]]</U>'''
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 869: / Line 974: @@
 Click the '''Reports''' menu on the top panel and choose the required item:
-[[file:Enterprise reports menu.jpg|border|150px]]
+[[File:Reports.2.png|border|200px]]
 Each of these menu screens is described below.
@@ Line 875: / Line 980: @@
 ==='''General finances'''===
-These reports show dynamics of how income, expenses and profit change over months.
+These reports show the dynamics of how income, expenses and profit change over months.
-To view the '''<U>[[Reports – General finances|General finances]]</U>''' reports, go to '''Reports=>General finances''':
+On these pages, you can see the following reports:
-[[file:Enterprise reports.jpg|border|150px]]
+*'''<U>[[Reports – General finances#Monthly finances by project balances|Monthly finances by receivables and payables]]</U>''' — shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.
-On this page, you can see the following reports:
+*'''<U>[[Reports_–_General_finances_by_invoices|Monthly finances by invoices]]</U>''' — shows the turnover, expenses, and profit based on client and vendor invoices.
+*'''<U>[[Reports_–_General_finances_by_payments|Monthly finances by payments]]</U>''' — shows the turnover, expenses, and profit based on client and vendor payments.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''Quote report'''===
+Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below.
-*'''<U>[[Reports – General finances#Monthly finances by project balances|Monthly finances by project balances]]</U>''' - shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.
+All amounts are converted to the default currency of your account.
-*'''<U>[[Reports – General finances#Monthly finances by invoices|Monthly finances by invoices]]</U>''' - shows the turnover, expenses and profit based on client and vendor invoices.
+*'''<U>[[Quote report#Quote conversion rate|Quote conversion rate]]</U>'''
-*'''<U>[[Reports – General finances#Monthly finances by payments|Monthly finances by payments]]</U>''' - shows the turnover, expenses and profit based on client and vendor payments.
+*'''<U>[[Quote report#Quote counts|Quote counts]]</U>'''
-For more info on general finances reports, please see the '''<U>[[Reports – General finances|General finances reports]]</U>''' page.
+*'''<U>[[Quote report#Quote totals|Quote totals]]</U>'''
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+*'''<U>[[Quote report#Quote report data|Quote report data]]</U>'''
 ==='''Managers'''===
@@ Line 897: / Line 1,010: @@
 Here you may see your finances reports for each project manager of your team.
-To view the '''<U>[[Reports – Managers – Finances by project balances|Finances per manager by project balances]]</U>''' reports, go to '''Reports=>Managers=>Finances by project balances''':
+On this page, you can see the following reports:
-[[file:Reports finances.png|border|350px]]
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_income_per_manager_by_receivables|Monthly income per manager by receivables]]</U>''' - shows the turnover per manager based on receivables in their projects.
-On this page, you can see the following reports:
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_expenses_per_manager_by_payables|Monthly expenses per manager by payables]]</U>''' - shows expenses per manager based on job payables in their projects.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_profit_per_manager_by_receivables_and_payables|Monthly profit per manager by receivables and payables]]</U>''' - shows how the profit per manager was changing each month.
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly income per manager by project balances|Monthly income per manager by project balances]]</U>''' - shows the turnover for each manager based on receivables in their projects.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_income_share_per_manager_by_receivables|Monthly income share per manager by receivables</U>]]''' -  shows how the income share per manager was changing each month
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly profit per manager by project balances|Monthly profit per manager by project balances]]</U>''' - shows the profit for each manager based on receivables in their projects.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_expenses_share_per_manager_by_payables|Monthly expenses share per manager by payables]]</U>''' - shows how the expenses share per manager was changing each month
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly income share per manager by project balances|Monthly income share per manager by project balances]]</U>''' - shows how the income share of each manager was changing each month.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_manager_by_receivables_and_payables|Monthly profit share per manager by receivables and payables]]</U>''' - shows how the profit share per manager was changing each month
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly profit share per manager by project balances|Monthly profit share per manager by project balances</U>]]''' -  shows how the profit share of each manager was changing each month.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Income_share_per_manager_by_receivables|Income share per manager by receivables]]</U>''' - shows the shares of incomes your managers bring over the selected period
-*'''<U>[[Reports – Managers – Finances by project balances#Income share per manager by project balances|Income share per manager by project balances]]</U>''' - on this report you may see the shares of incomes each of your managers brings over the selected period.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Expenses_share_per_manager_by_payables|Expenses share per manager by payables]]</U>''' - shows the shares of expenses of your managers over the selected period
-*'''<U>[[Reports – Managers – Finances by project balances#Profit share per manager by project balances|Profit share per manager by project balances]]</U>''' - on this report you may see the shares of profit each of your managers brings over the selected period.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Profit_share_per_manager_by_receivables_and_payables|Profit share per manager by receivables and payables]]</U>''' - the shares of the profit your managers bring over the selected period.
-*'''<U>[[Reports – Managers – Finances by project balances#Finances per manager by project balances summary table|Finances per manager by project balances summary table]]</U>''' - shows all income, expense and profit amounts per manager and month.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Finances_per_manager_by_receivables_and_payables_summary_table|Finances per manager by receivables and payables summary table]]</U>''' - shows all income, expense, and profit amounts per manager and month.
-For more info on managers reports, please see the '''<U>[[Reports – Managers – Finances by project balances|Finances per manager by project balances reports]]</U>''' page.
+For more info on managers' reports, please see the '''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables|Finances per manager by receivables and payables]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 929: / Line 1,044: @@
 Each of them is described below.
-===='''Finances by project balances'''====
+===='''Finances by receivables and payables'''====
-Here you may see your finances reports for each client based on the receivables.
+Here you may see your finances reports for each client based on the receivables and payables.
-To view the '''<U>[[Reports – Clients – Finances by project balances|Finances per client by project balances]]</U>''' reports, go to '''Reports=>Clients=>Finances by project balances''':
+To view the '''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|Finances per client by receivables and payables]]</U>''' reports, go to '''Reports → Clients → Finances by receivables and payables''':
-[[file:Reports clients finances.png|border|350px]]
+On this page, you can see the following reports:
-On this page, you can see the following reports:
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_income_per_client_by_receivables|Monthly income per client by receivables]]</U>''' - shows the turnover per client based on receivables in their projects.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_expenses_per_client_by_payables|Monthly expenses per client by payables]]</U>''' - shows the expenses for each client based on payables in the related projects.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_profit_per_client_by_receivables_and_payables|Monthly profit per client by receivables and payables]]</U>''' - shows how the income by each client was changing each month.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly income per client by project balances|Monthly income per client by project balances]]</U>''' - shows the turnover per client based on receivables in their projects.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_income_share_per_client_by_receivables|Monthly income share per client by receivables]]</U>''' - shows how the income share of the client was changing each month.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly profit per client by project balances|Monthly profit per client by project balances]]</U>''' - shows the profit for each client based on receivables in their projects.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_expenses_share_per_client_by_payables|Monthly expenses share per client by payables]]</U>''' - shows the shares of expenses for each of the clients over the selected period.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly income share per client by project balances|Monthly income share per client by project balances]]</U>''' - shows how the income share of the client was changing each month.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_client_by_receivables_and_payables|Monthly profit share per client by receivables and payables]]</U>''' - shows the shares of profit each of the clients brings over the selected period.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly profit share per client by project balances|Monthly profit share per client by project balances]]</U>''' - shows how the profit share of each client was changing each month.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Income_share_per_client_by_receivables|Income share per client by receivables]]</U>''' - shows the shares of income for each client for the whole period.
-*'''<U>[[Reports – Clients – Finances by project balances#Income share per client by project balances|Income share per client by project balances]]</U>''' - on this report you may see the shares of income each your client brings over the selected period.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Expenses_share_per_client_by_payables|Expenses share per client by payables]]</U>'''- shows the shares of expenses for each client for the whole period.
-*'''<U>[[Reports – Clients – Finances by project balances#Profit share per client by project balances|Profit share per client by project balances]]</U>'''- on this report you may see the shares of profit each your client brings over the selected period.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Profit_share_per_client_by_receivables_and_payables|Profit share per client by receivables and payables]]</U>''' - shows the shares of profit for each client for the whole period.
-*'''<U>[[Reports – Clients – Finances by project balances#Finances per client by project balances summary table|Finances per client by project balances summary table]]</U>''' - shows all income, expense and profit amounts per each client monthly.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Finances_per_client_by_receivables_and_payables_summary_table|Finances per client by receivables and payables summary table]]</U>''' - shows all income, expense, profit amounts, and profit margin per client and month.
-For more info on these reports, please see the '''<U>[[Reports – Clients – Finances by project balances|Finances per client by project balances reports]]</U>''' page.
+For more info on these reports, please see the '''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|Finances per client by receivables and payables]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 961: / Line 1,080: @@
 Here you may see your finances reports for each client based on the client invoices.
-To view the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices]]</U>''' reports, go to '''Reports=>Clients=>Income by invoices''':
+To view the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices]]</U>''' reports, go to '''Reports → Clients → Income by invoices''':
-[[file:Reports clients invoices.png|border|350px]]
 On this page, you can see the following reports:
@@ Line 983: / Line 1,100: @@
 These reports show how the clients were paying you.
-To view the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments]]</U>''' reports, go to '''Reports=>Clients=>Income by payments''':
+To view the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments]]</U>''' reports, go to '''Reports → Clients → Income by payments''':
-[[file:Reports clients payments.png|border|350px]]
 Here you may see the following reports:
@@ Line 1,013: / Line 1,128: @@
 These reports show the monthly amounts of your vendor invoices.
-To view the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices]]</U>''' reports, go to '''Reports=>Vendors=>Expenses by invoices''':
+To view the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices]]</U>''' reports, go to '''Reports → Vendors → Expenses by invoices''':
-[[file:Reports_vendors_invoices.png|border|300px]]
 Here you may see the following reports:
-*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices|Monthly expenses per vendor by invoices]]</U>''' - this diagram shows the amount of monthly invoices per each vendor.
+*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices|Monthly expenses per vendor by invoices]]</U>''' - this diagram shows the number of monthly invoices per each vendor.
 *'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses share per vendor by invoices|Monthly expenses share per vendor by invoices]]</U>''' - this graph shows how the share of the invoiced amounts per vendor was changing monthly.
@@ Line 1,035: / Line 1,148: @@
 These reports show the monthly amounts of your vendor payments.
-To view the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' reports, go to '''Reports=>Vendors=>Expenses by payments''':
+To view the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' reports, go to '''Reports → Vendors → Expenses by payments''':
-[[file:Reports vendors payments.png|border|300px]]
 Here you may see the following reports:
-*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments|Monthly expenses per vendor by payments]]</U>''' - this diagram shows the amount of monthly payments per each vendor.
+*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments|Monthly expenses per vendor by payments]]</U>''' - this diagram shows the number of monthly payments per each vendor.
 *'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses share per vendor by payments|Monthly expenses share per vendor by payments]]</U>''' - this graph shows how the share of the paid amounts per vendor was changing monthly.
@@ Line 1,057: / Line 1,167: @@
 Here you may see your finances reports for each language pair you work with.
-To view the '''<U>[[Reports – Language pairs – Finances by project balances|Finances per language pair by project balances]]</U>''' reports, go to '''Reports=>Language pairs=>Finances by project balances''':
+To view the '''<U>[[Reports – Language pairs – Finances by receivables and payables|Finances per language pair by receivables and payables]]</U>''' reports, go to '''Reports → Language pairs → Finances by receivables and payables''':
-[[file:Reports language pairs.png|border|300px]]
 On this page, you can see the following reports:
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly income per language pair by project balances|Monthly income per language pair by project balances]]</U>''' - this report shows the turnover per language pair based on receivables in the related projects.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_income_per_language_pair_by_receivables|Monthly income per language pair by receivables]]</U>''' - this report shows the turnover per language pair based on receivables in the related projects.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly profit per language pair by project balances|Monthly profit per language pair by project balances]]</U>''' - shows the profit for each language pair based on receivables in the related projects.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_profit_per_language_pair_by_receivables_and_payables|Monthly profit per language pair by receivables and payables]]</U>''' - shows the profit for each language pair based on receivables and payables in the related projects.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly income share per language pair by project balances|Monthly income share per language pair by project balances]]</U>''' - shows how the income share of each language pair was changing each month.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_income_share_per_language_pair_by_receivables|Monthly income share per language pair by receivables]]</U>''' - shows how the income share of each language pair was changing each month.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly profit share per language pair by project balances|Monthly profit share per language pair by project balances]]</U>''' - shows how the profit share of each language pair was changing each month.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_language_pair_by_receivables_and_payables|Monthly profit share per language pair by receivables and payables]]</U>''' - shows how the profit share of each language pair was changing each month.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Income share per language pair by project balances|Income share per language pair by project balances]]</U>''' - on this report you may see the shares of income each of the language pairs brings over the selected period.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Income_share_per_language_pair_by_receivables|Income share per language pair by receivables]]</U>''' - on this report you may see the shares of income each of the language pairs brings over the selected period.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Profit share per language pair by project balances|Profit share per language pair by project balances]]</U>''' - here you may see the shares of profit each of the language pairs brings over the selected period.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Profit_share_per_language_pair_by_receivables_and_payables|Profit share per language pair by receivables and payables]]</U>''' - here you may see the shares of profit each of the language pairs brings over the selected period.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Finances per language pair by project balances summary table|Finances per language pair by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per language pair and month.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Finances_per_language_pair_by_receivables_and_payables_summary_table|Finances per language pair by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per language pair and month.
-For more info on language pairs reports, please see the '''<U>[[Reports – Language pairs – Finances by project balances|Finances per language pair by project balances reports]]</U> page.
+For more info on language pairs reports, please see the '''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables|Finances per language pair by receivables and payables]]</U> page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,083: / Line 1,191: @@
 ==='''Services'''===
-Here you may see your finances reports for each service based on the receivables.
+Here you may see your finances reports for each service based on the receivables and payables.
-To view the '''<U>[[Reports – Services – Finances by project balances|Finances per service by project balances]]</U>''' reports, go to '''Reports=>Services=>Finances by project balances''':
-[[file:Reports services.png|border|350px]]
+To view the '''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' reports, go to '''Reports → Services → Finances by receivables and payables''':
 On this page, you can see the following reports:
-*'''<U>[[Reports – Services – Finances by project balances#Monthly income per service by project balances|Monthly income per service by project balances]]</U>''' - this report shows the turnover per service based on receivables in the related projects.
+*'''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables#Monthly_finances_per_service_groups_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' — shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects.
-*'''<U>[[Reports – Services – Finances by project balances#Monthly profit per service by project balances|Monthly profit per service by project balances]]</U>''' - shows the profit for each service based on receivables in the related projects.
-*'''<U>[[Reports – Services – Finances by project balances#Monthly income share per service by project balances|Monthly income share per service by project balances]]</U>''' - shows how the income share of each service was changing each month.
-*'''<U>[[Reports – Services – Finances by project balances#Monthly profit share per service by project balances|Monthly profit share per service by project balances]]</U>''' - this report shows how the profit share of each service was changing each month.
-*'''<U>[[Reports – Services – Finances by project balances#Income share per service by project balances|Income share per service by project balances]]</U>''' - on this report you may see the shares of incomes each of the services brings over the selected period.
-*'''<U>[[Reports – Services – Finances by project balances#Profit share per service by project balances|Profit share per service by project balances]]</U>''' - here you may see the shares of profit each of the services brings over the selected period.
-*'''<U>[[Reports – Services – Finances by project balances#Finances per service by project balances summary table|Finances per service by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per service and month.
+*'''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables#Report_data|Finances per service groups by receivables and payables summary table]]</U>''' - this table shows all income, expense, profit amounts, and profit margin per service and month.
-For more info on services reports, please see the '''<U>[[Reports – Services – Finances by project balances|Finances per service by project balances reports]]</U>''' page.
+For more info on services reports, please see the '''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,111: / Line 1,207: @@
 =='''Export data'''==
-'''On every page (quotes, projects, jobs, invoices, payments etc.) you can export the tables into xls.'''
+On every main page, you can export the tables into Excel.
-Let’s take the
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project/index '''Projects'''] </U> </span> page as example:
-[[File:Projects Export to Excel.png|border|1100px]]
-If you press "'''Export to Excel'''", you will get the file with exported data and will be able to use it for backup, analysis,
-import or any other purpose you might need.
-For instructions on how to export the required data to excel, please click the corresponding link:
-*'''<U>[[Quotes list#Export to Excel|Export quotes data to excel]]</U>'''
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
-*'''<U>[[Projects list#Export to Excel|Export projects data to excel]]</U>'''
+[[File:Exe.png|border|150px]]
-*'''<U>[[Jobs list#Export|Export jobs data to excel]]</U>'''
+For instructions on how to export the required data to Excel, please click the corresponding links:
-* <U> [[Files list#Export to Excel|'''Export the list of files to excel''']]</U>
+*'''<U>[[Quotes list#Export to Excel|Export quotes data to Excel]]</U>'''
+*'''<U>[[Projects list#Export to Excel|Export projects data to Excel]]</U>'''
-*'''<U>[[Clients list#Export to Excel|Export clients data to excel]]</U>'''
+*'''<U>[[Jobs list#Export|Export jobs data to Excel]]</U>'''
-*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to excel]]</U>'''
+* <U> [[Files list#Export to Excel|'''Export the list of files to Excel''']]</U>
+----
-*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to excel]]</U>'''
+*'''<U>[[Clients list#Export to Excel|Export clients data to Excel]]</U>'''
-*'''<U>[[Client payments list#Export to Excel|Export clients payments to excel]]</U>'''
+*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to Excel]]</U>'''
-* <U> [[Client contacts#Export to Excel|'''Export client contacts to excel''']]</U>
+*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to Excel]]</U>'''
-*'''<U>[[Clients prices list#Export to Excel|Export clients prices to excel]]</U>'''
+*'''<U>[[Client payments list#Export to Excel|Export clients payments to Excel]]</U>'''
+* <U> [[Client contacts#Export to Excel|'''Export client contacts to Excel''']]</U>
-*'''<U>[[Vendors list#Export to Excel|Export vendors data to excel]]</U>'''
+*'''<U>[[Client_prices_list#Import_and_export_prices|Export clients prices to Excel]]</U>'''
+----
-*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to excel]]</U>'''
+*'''<U>[[Vendors list#Export to Excel|Export vendors data to Excel]]</U>'''
-*'''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to excel]]</U>'''
+*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to Excel]]</U>'''
-*'''<U>[[Vendor payments list#Export to Excel|Export vendors payments to excel]]</U>'''
+*'''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to Excel]]</U>'''
-* <U> [[Vendor contacts#Export to Excel|'''Export vendor contacts to excel''']]</U>
+*'''<U>[[Vendor payments list#Export to Excel|Export vendors payments to Excel]]</U>'''
-*'''<U>[[Vendors  prices list#Export to Excel|Export vendors prices to excel]]</U>'''
+* <U> [[Vendor contacts#Export to Excel|'''Export vendor contacts to Excel''']]</U>
+*'''<U>[[Vendors  prices list#Export to Excel|Export vendors prices to Excel]]</U>'''
+----
-*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to excel]]</U>'''
+*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to Excel]]</U>'''
 =='''Additional information'''==
@@ Line 1,167: / Line 1,259: @@
 That’s why its user interface may change and look a little bit differently from the one described above.
-However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.
+However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us (od@protemos.com).
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.

Difference between revisions of "Enterprise edition user manual"

Latest revision as of 10:21, 28 February 2023

Contents

Get started with Protemos

My profile settings

Settings

Account

License

Legal entities

Access control

System Values

Object codes

Payment methods

Taxes

Reminders

SMTP Server

Client portal

Vendor portal

Email templates

PDF templates

Integrations

Add new manager

How to accept invitation as manager

Add clients

Add clients manually

Import and export clients

Add vendors

Add vendors manually

Import and export vendors

Vendor application URL

Add new quote

Quote sections

Create Smartcat-related quotes

Create multi-quote

Add new project

Project sections

Create Smartcat-related projects

Project templates

CAT log conversion schemes

Create invoices for clients

Client invoice sections

Record clients' payments

Clients' prices

Create vendors' invoices

Vendor invoice sections

Record vendor payments

Vendors' applications

Vendor prices

Messages

Filters

Reports

General finances

Quote report

Managers

Clients

Finances by receivables and payables

Income by invoices

Income by payments

Vendors

Expenses by invoices

Expenses by payments

Language pairs

Services

Export data

Additional information

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