Difference between revisions of "Enterprise edition user manual"

Latest revision as of 10:21, 28 February 2023

For a brief system overview, please check this video:

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

Get started with Protemos

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

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

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

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

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

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

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

The system setup wizard will be displayed:

6. Enter data for each menu entry:

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

Language pairs are your language pairs.

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

Specializations are your specializations.

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

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

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

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

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My profile settings

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

To do so, go to the My profile menu:

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

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Settings

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

Each of these menu screens is described below.

Account

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

The Account info section contains common information about your company.

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

Account settings

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

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

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

For more info, please see the Account settings page.

Account deletion

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

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License

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

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

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

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

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Legal entities

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

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

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

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Access control

This menu screen contains several submenus:

Roles

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

Managers

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

Client pools

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

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System Values

This menu screen contains several submenus:

Language pairs

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

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

Services

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

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

Specializations

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

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

Units

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

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

Currencies

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

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

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Object codes

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

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

For more info, please see the Object codes page.

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Payment methods

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

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

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

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Taxes

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

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

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

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

To do that, please click the corresponding buttons:

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

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

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

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

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

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

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

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

Back to the table of contents.

Reminders

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

For more info, please see the Reminders page.

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SMTP Server

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

To do this, click "Update":

For more info, please see the SMTP server page.

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Client portal

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

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

For more info, please see the Client portal page.

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Vendor portal

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

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

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

Click "Create agreement" to add the agreement:

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

Back to the table of contents.

Email templates

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

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

Quote templates

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

Multi-quote templates

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

Client invoice templates

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

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

Back to the table of contents.

PDF templates

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

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

Client invoice PDF templates

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

Note: You cannot delete templates that are in use.

Vendor invoice PDF templates

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

Note: You cannot delete templates that are in use.

Quote PDF templates

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

Note: You cannot delete templates that are in use.

Job PO PDF templates

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

Note: You cannot delete templates that are in use.

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

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Integrations

memoQ integration

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

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

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

More details here: MemoQ integration

Smartcat integration

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

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

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

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

TQAuditor integration

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

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

QuickBooks integration

Protemos is integrated with QuickBooks, an accounting software system.

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

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Add new manager

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

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

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

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

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

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

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How to accept invitation as manager

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

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

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

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

Add clients

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

Add clients manually

There are two ways to add new clients manually:

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

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

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

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

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

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

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

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

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

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

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

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

Import and export clients

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

Back to the table of contents.

Add vendors

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

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

Add vendors manually

There are two ways to add new vendors manually:

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

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

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

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

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

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

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

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

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

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

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

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

Import and export vendors

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

Vendor application URL

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

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

Back to the table of contents.

Add new quote

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

There are two ways to create a quote:

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

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

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

Quote sections

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

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

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

Create Smartcat-related quotes

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

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

Back to the table of contents.

Create multi-quote

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

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

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

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

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

Then click the "Add option quotes" button:

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

For more information, check the Multi-quotes article.

Add new project

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

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

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

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

4. The project will be created.

Project sections

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

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

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

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

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

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

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

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

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

You can enter several receivables and payables for a project.

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

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

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Create Smartcat-related projects

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

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

Back to the table of contents.

Project templates

You can create the project from a template.

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

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

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

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

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CAT log conversion schemes

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

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

Back to the table of contents.

Create invoices for clients

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

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

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

Client invoice sections

Details section

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

Tax section

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

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

Receivables section

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

Linked payments section

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

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Record clients' payments

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

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

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

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

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

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Clients' prices

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

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

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

Back to the table of contents.

Create vendors' invoices

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

1. Go to the Vendors ⇾ Payables menu:

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

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

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

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

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

Vendor invoice sections

Details section

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

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

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

Taxes section

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

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

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

Payables section

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

Linked payments section

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

Back to the table of contents.

Record vendor payments

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

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

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

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

By this action, you cover the payment by invoices.

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

Back to the table of contents.

Vendors' applications

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

Vendor prices

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

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

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

Messages

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

Please check more details here: "Messages"

Filters

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

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

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

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

Search quotes with filters

Search projects with filters

Search project templates with filters

Search jobs with filters

Search files with filters

Clients:

Search clients with filters

Search clients receivables with filter

Search clients invoices with filters

Search clients payments with filters

Search client contacts with filters

Search clients prices with filters

Vendors:

Search vendors with filters

Search vendors payables with filters

Search vendors invoices with filters

Search vendors payments with filters

Search vendor contacts with filters

Search vendors prices with filters

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Reports

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

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

Each of these menu screens is described below.

General finances

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

On these pages, you can see the following reports:

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

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

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

Back to the table of contents.

Quote report

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

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

Quote conversion rate

Quote counts

Quote totals

Quote report data

Managers

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

On this page, you can see the following reports:

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

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

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

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

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

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

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

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

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

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

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

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Clients

This menu screen contains several submenus:

Each of them is described below.

Finances by receivables and payables

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

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

On this page, you can see the following reports:

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

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

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

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

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

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

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

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

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

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

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

Back to the table of contents.

Income by invoices

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

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

On this page, you can see the following reports:

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

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

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

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

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

Back to the table of contents.

Income by payments

These reports show how the clients were paying you.

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

Here you may see the following reports:

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

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

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

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

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

Back to the table of contents.

Vendors

This menu screen contains several submenus:

Each of them is described below.

Expenses by invoices

These reports show the monthly amounts of your vendor invoices.

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

Here you may see the following reports:

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

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

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

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

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

Back to the table of contents.

Expenses by payments

These reports show the monthly amounts of your vendor payments.

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

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

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

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

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

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

Back to the table of contents.

Language pairs

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

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

On this page, you can see the following reports:

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

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

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

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

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

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

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

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

Back to the table of contents.

Services

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

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

On this page, you can see the following reports:

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

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

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

Back to the table of contents.

Export data

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

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

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

Export quotes data to Excel

Export projects data to Excel

Export jobs data to Excel

Export the list of files to Excel

Export clients data to Excel

Export clients receivables to Excel

Export clients invoices to Excel

Export clients payments to Excel

Export client contacts to Excel

Export clients prices to Excel

Export vendors data to Excel

Export vendors payables to Excel

Export vendors invoices to Excel

Export vendors payments to Excel

Export vendor contacts to Excel

Export vendors prices to Excel

Export general finances reports data to Excel

Additional information

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

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

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

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

Back to the table of contents.

@@ Line 1: / Line 1: @@
+'''For a brief system overview, please check this video:'''   [[File:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]]
 =='''Get started with Protemos'''==
-'''To start working with Protemos, create your account in the system by completing the following steps:'''
+To start working with Protemos, please create your account in the system by completing the following steps:
-. Press the "'''Sign up'''" button at the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
-[[File:sign up button.jpg|border|440px]]
-. Go to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.com/account/create  Create Account] </span> </U>''' page:
-[[File:create enterprise account page.jpg|border|440px]]
-. Select your account type:
-[[File:account type selection.jpg|border|440px]]
-'''''Enterprise''': select this option if you are going to assign jobs to in-house translators, freelancers or other companies.''
+. Click the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
-''If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.''
+[[File:Create account button.png|border|750px]]
+. It will bring you to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.com/account/create  Create Account] </span> </U>''' page:
-'''''Freelance''': this is a light and free version of the system. Select this option if you are doing all jobs alone and do not subcontract freelancers.''
+[[File:Create Enterprise account.png|border|750px]]
-''If you select this, you will not be able to create suppliers in the system and assign jobs to them. Upgrade to Enterprise version is possible if desired.''
+. Fill in all the boxes and tick the "I'm not a robot" checkbox.
-. Fill in all the boxes and click the "'''Sign up'''" button:
+Please read our '''Privacy policy''' and '''Terms of service''', mark the relevant checkbox and click the "'''Sign up'''" button:
-[[File:not a robot.jpg|border|440px]]
+[[File:I'm not a robot new.png|border|350px]]
-. After pressing the "'''Sign up'''" button, the account will be set up and you will see a welcome screen to start working with the system.
+. After 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:welcome page n.jpg|border|440px]]
+[[File:Let's get started new.png|border|350px]]
 The system setup wizard will be displayed:
-[[File:system setup wizard.jpg|border|1000px]]
+[[File:wizard services.png|border|1000px]]
 . Enter data for each menu entry:
-'''Services''' are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.
+*'''Services''' are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.
-'''Language pairs''' are your language pairs.
+*'''Language pairs''' are your language pairs.
-'''Units''' are units to measure the volume of work. For example, hours, words, pages, etc.
+*'''Units''' are units to measure the volume of work. For example, hours, words, pages, etc.
-'''Specializations''' are your  specializations.
+*'''Specializations''' are your  specializations.
-'''Currencies''' are the currencies you work with such as US dollars or euros. Indicate the main currency of the system here. The system will use it for accounting.
+*'''Currencies''' are the currencies you work with such as US dollars or euros. Indicate the main currency of the system here. The system will use it for accounting.
-'''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send your clients.
+*'''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send to your clients.
 To navigate in the menu entries, use a dedicated navigation menu:
-[[File:system setup wizard navigation.jpg|border|1000px]]
+[[File:Wizard navigation.png|border|1000px]]
-Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''System settings''']]</U>.
+Don’t worry if you select something wrong. You’ll be able to change these values in the '''<U>[[System settings]]</U>'''.
-. Having completed all the entries, press the "'''Complete wizard'''" button:
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[File:complete wizard button.jpg|border|440px]]
+=='''My profile settings'''==
-. The following screen will be displayed:
+On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, and change your username and account password.
-[[File:you can start working now.jpg|border|540px]]
+To do so, go to the '''My profile''' menu:
-This means that your account has been created and you can start working with Protemos.
+[[file:My profile settings.png|border|900px]]
-However, before you start working with the projects in the system, you need to add your clients and vendors in it.
+For more detailed information, please see the '''<U>[[My profile|My profile]]</U>''' page.
-These areas will be addressed in the following sections.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''System values settings'''==
+=='''Settings'''==
-'''You can change and set system values in the System menu''':
+You can change and set system settings in the '''Settings''' menu:
-[[File:System menu main items.jpg|border|240px]]
+[[File:Settings.1.png|border|150px]]
 Each of these menu screens is described below.
-===<span style="color:blue">'''System =>Account''' </span>===
+==='''Account'''===
-On the "'''Account'''" page you can complete or update general information, the logo of your company,
-default settings, deadline email reminders, object codes and configure custom SMTP server.
-===='''General info'''====
-The "'''General info'''" section contains common information about your company.
-Here you can amend information about your company and change the account owner.
-To edit general information press the "'''Update'''" button:
-[[File:account general info tab.jpg|border|800px]]
-Confirm the changes by clicking "'''Update'''" or call off them with the "'''Cancel'''" button after editing:
-[[File:update account details page .jpg|border|440px]]
-To change the account owner press "'''Change account owner'''" (this option is available only for the owner of the account. For more info, please see the <U>'''[[Change account owner]]''' </U> page):
-[[File:CHAO button.jpg|border|800px]]
-Assign a new owner and press the "'''Update'''" button to сonfirm the changes:
-[[File:change account owner  page.jpg|border|440px]]
-For more info on user creation, please see the <U>'''[[User creation]]'''</U> page.
-===='''Company logo image'''====
-Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc.
-Press the "'''Upload new'''" button to upload a logo:
-[[File:logo upload.jpg|border|800px]]
-<span style="color:red">'''Note:''' Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.</span>
-===='''Default settings'''====
-In the "'''Default settings'''" section you can define the following settings:
-'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation.
-'''Default currency''': the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.
-'''Default payment method''': the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.
-'''Default payment terms''': standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for an individual client.
-'''Default VAT for client invoices''': this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see the <U>'''[[VAT]]'''</U> page.
-'''Default VAT for vendor invoices''': this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see the '''<U> [[VAT]] </U>'''page.
-'''Default PDF page size''': here you can set the size of the invoice PDF file generated by the system.
-'''Vendor invoicing contact''': here you can define one of your managers as the default recipient of notifications when your vendors create the invoices.
-To change any of the above settings, click "'''Update'''":
-[[File:Account default settings plus Vendor invoicing.jpg|border|800px]]
-It will open the "'''Change account default settings'''" page:
-[[File:Change account default settings page.jpg|border|540px]]
-Having completed all the entries, press the "'''Update'''" button.
-For more info, please see the'''<U> [[Account default settings change]]</U>''' page.
-===='''Deadline email reminders'''====
-The system notifies you by email about overdue projects, jobs, and invoices. You can switch these notifications off/on by clicking "'''Update'''":
-[[File:DER update button.jpg|border|800px]]
-For more info on deadline email reminders, please see <U>'''[[Update deadline reminders settings|Deadline reminders settings]]''' </U> page.
+On the "'''Account'''" page you can change the account owner, update the account name, update default settings, delete your account.
-===='''Custom SMTP Server'''====
+*The '''Account info''' section contains common information about your company.
-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.
+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)'':
-To do this, click "'''Update'''":
+[[File:Account itself.png|border|700px]]
-[[File:SMTP server update button.jpg|border|800px]]
+*'''Account settings'''
-For more info on SMTP server configuration, please see the <U>[[Update SMTP server configuration|'''SMTP server configuration''']]</U> page.
+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 '''<U>[[Client_default_settings|'''client]]</U>''' or '''<U>[[Change_vendor_default_settings|'''vendor]]</U>'''.
-===='''Object codes'''====
+To change any of the above-mentioned settings, click the following buttons:
-On this page, you can set the number of your next invoice, project, payment, job etc.
+[[File:Account settings section.png|border|1070px]]
-To update the next object identification numbers or the object code prefixes press the "'''Update next IDs'''" or "'''Update code prefixes'''" button correspondingly:
+For more info, please see the '''<U>[[Account#Account settings|Account settings]]</U>''' page.
-[[File:SAS object codes.jpg|border|800px]]
+*'''Account deletion'''
-For more info on object codes customizations, please see the <U>[[Update object codes|'''Object codes''']]</U> page.
+You can immediately and permanently '''<U>[[Delete account|delete]]</U>''' all your account data and files from the server by clicking the '''"Delete account"''' button:
+[[File:Dlee r.png|border|800px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System =>License''' </span>===
+==='''License'''===
 When you are registering your account, you get a free one-month trial license. It works just like a normal license, with no limitations.
-On the "'''License details'''" page you can see:
+When the trial period is over, the account owner may request a license by clicking the "'''Request license'''" button:
-- your license status and type;
+[[File:License details page request license button.png|border|1000px]]
-- active managers limit (the number of users with Administrator, Project manager and Account manager rights that can work in the system simultaneously);
+<span style="color:red">'''Note:'''</span> You can add as many managers as you wish, but only the licensed number of them will be able to log in at the same time.
-- when your license expires;
+For more info on licensing, please see the <U>'''[[License]]'''</U> page.
-- the time left before the expiration date of your license.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-When the trial period is over, the account owner may request the license by pressing the "'''Request license'''" button:
+==='''Legal entities'''===
-[[File:SAS license request.jpg|border|800px]]
+If you are using more than 1 legal entity for your business, you may enter them all into the system, and then use them in projects, quotes, invoices, etc.
-It will open the '''<U>[[Licensing#Requesting license|Request license]]</U>''' page where you can enter the number of managers you need to work simultaneously in your system and select the license period.
+It means that you can set up different document items (logo, address, company name) for different legal entities.
-<span style="color:red">'''Note:'''You can create as many managers as you wish, but only the licensed number of them will be able to log in.</span>
+You can add a new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corresponding buttons:
-For more info on licensing, please see the <U>'''[[Licensing]]'''</U> page.
+[[File:Le 1.png|border|1000px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>System Values''' </span>===
+==='''Access control'''===
 This menu screen contains several submenus:
-[[File:SS system values submenus.jpg|border|440px]]
+[[File:Settings - access control.png|border|300px]]
-Each of them is described below.
+*'''Roles'''
+You can create a separate account with the necessary level of access rights for each of your managers. Use this page to view the table of the access rights and permissions that are associated with each level:
-===='''Language pairs'''====
+[[File:Role-based access control.1.png|border|1100px]]
-On this page, you can add, update  or delete the language pairs you work with:
+*'''Managers'''
-[[File:Language pairs page.jpg|border|800px]]
+Use this page to view the list of managers added to the system and add new managers. More info [[Enterprise_edition_user_manual#Add_new_manager|<U>'''here'''</U>]].
-<U>[[Language pair creation|"'''New language pairs'''"]] </U> – opens the language pairs creation page. Here you can create various language pairs combinations of source and target languages.
+[[File:Managers list.1.2.png|border|1070px]]
-<U>[[Language pair update|"'''Update'''"]] </U> – opens the language pair update page where you can change languages for the particular language pair.
+*'''Client pools'''
-"'''Delete'''" – deletes the language pair.
+You can limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the <U>[[Client pools|'''Client pools''']]</U> page.
-<span style="color:red">'''Note:''' You can’t delete pairs of languages, that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
+[[File:New client pool (1.56).png|border|1070px]]
-===='''Services'''====
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-Use this menu to add, update or delete the services your company provides:
+==='''System Values'''===
-[[File:SS services.jpg|border|800px]]
+This menu screen contains several submenus:
-<U> [[Service creation|"'''New service'''"]] </U> – opens the service creation page. Here you can create as many services as you wish.
-<U> [[Service update|"'''Update'''"]] </U> – opens the services update page where you can change the name of the particular service.
-"'''Delete'''" – deletes the service.
-<span style="color:red">'''Note:''' You can’t delete services, that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
-===='''Specializations'''====
-On this page, you can add, update or delete the specializations your company works with:
-[[File:specialization list page.jpg|border|800px]]
-<U> [[Specialization creation|"'''New specialization'''"]] </U> – opens the specialization creation page. Here you can create every possible specializations you may wish.
-<U> [[Specialization update|"'''Update'''"]] </U> – opens the specialization update page where you can change the name of the particular specialization.
-"'''Delete'''" – deletes the specialization.
-<span style="color:red">'''Note:''' You can’t delete specializations, that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
-===='''Units'''====
-Use this menu to select units to measure the volume of your work (words, hours, pages, etc.).
+[[File:Sv.png|border|230px]]
-Here you can add, update or delete any measurement units you need:
+*'''Language pairs'''
-[[File:units list page.jpg|border|800px]]
+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:
-<U> [[Unit creation|"'''New unit'''"]] </U> – opens the unit creation page where you can create as many measurement units as you need.
+[[File:Lang pairs.png|border|800px]]
-<U> [[Unit update|"'''Update'''"]] </U> – opens the unit update page. Here you can change the name of the particular unit.
+<span style="color:red">'''Note:'''</span> You can’t delete 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.
-"'''Delete'''" – deletes the unit.
+*'''Services'''
-<span style="color:red">'''Note:''' You can’t delete units, that you have already used in the project ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
+Use this menu to '''<U>[[Create service|add]]</U>''', '''<U>[[Update service|update]]</U>''' or delete the services your company provides:
-===='''Currencies'''====
+[[File:Sesrvices.png|border|800px]]
-Use this menu to add currencies that will be used in the system.
+<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.
-For example, one client can pay in US dollars while others can choose euros and you can pay to vendors in local currency.
+*'''Specializations'''
-On this page, you can: add currencies, set any currency as default, disable or delete currencies, check up the exchange rates history.
+Here you can '''<U>[[Create specialization|add]]</U>''', '''<U>[[Update specialization|update]]</U>''' or delete the specializations your company works with:
-[[file:currencies list page.jpg|border|800px]]
+[[File:Speciaslizations.png|border|800px]]
-<U>[[Currencies#Adding currencies|"'''Add currency'''"]]</U>- opens the menu, where you can add desired currency. You can add as many currencies as you need.
+<span style="color:red">'''Note:'''</span> You can’t delete specializations that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you may '''<U>[[Update specialization#Disable specialization|disable]]</U>'''  them.
-<U>[[Currencies#Exchange rates history|"'''Exchange rates history'''"]]</U>- shows the exchange rates on the selected date.
+*'''Units'''
-<U>[[Currencies#Setting a currency as default|"'''Set as default'''"]]</U> - sets the selected currency as default. If you change the default currency,
+Here you can '''<U>[[Create unit|add]]</U>''' any measurement units you need, '''<U>[[Update unit|update]]</U>''', and delete them:
-all reports and project balances will be rebuilt and recalculated in the new default currency.
+[[File:Units page buttons.png|border|1000px]]
-<U>[[Currencies#Disabling and deleting currencies|"'''Disable'''"]]</U> - disables the currency.
+<span style="color:red">'''Note:'''</span> You can’t delete units that you have already used in the project ''("Yes" in the column "Іn use" and no "Delete" button)''.
-<U>[[Currencies#Disabling and deleting currencies|"'''Delete'''"]]</U> - deletes the currency. You can't delete the currency that is already in use in the system
+*'''Currencies'''
-but you can disable it in case this currency no longer needed.
+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:
-<span style="color:red">'''Note''': Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis.
+[[File:Change system curr.png|border|1000px]]
-<span style="color:red">That’s why you can always see the correct summary in your default currency.</span>
+<span style="color:red">'''Note:'''</span> Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis,
+that’s why you can always see the correct summary in your default currency.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>Users'''</span>===
+==='''Object codes'''===
-[[File:SM Users.jpg|border|200px]]
-Use this menu screen to add new users who will use the system just as you do.
+On this page, you can set the number of your next quote, project, job, etc.
-For example, if there are several project managers in your team, you can add a separate account for each of them.
+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:
-To add a new user, press the "'''New user'''" button:
+[[File:Year.jpg|border|1000px]]
-[[file:users list page.jpg|border|800px]]
+For more info, please see the '''<U>[[Object_codes|Object codes]]</U>''' page.
-It will open the "'''New user'''" page. After you fill in the boxes press the "'''Save'''" button:
-[[file:new user page.jpg|border|540px]]
-After pressing the "'''Save'''" button, the user will be sent an invitation email and will be able to complete the account creation.
-For more info on user creation, please see the <U>'''[[User creation]]'''</U> page.
-<span style="color:red">'''Note''': Use the <U> [[User groups|"'''User groups'''"]] </U> box to select the group to relate your users to. This will define the user’s access rights.</span>
-On the "'''Users'''" page, you can also <U>[[User update| '''Update user''']]</U>  information.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>User groups''' </span>===
+==='''Payment methods'''===
-[[File:SM User groups.jpg|border|200px]]
-Use this menu screen to define access rights for various user groups:
-[[file:User groups system permissions n.jpg|border|600px]]
-for more info on access rights for various user groups, please see '''<U>[[User groups]]</U>''' page.
-===<span style="color:blue">'''System=>Payment methods''' </span>===
-[[file:SM Payment methods.jpg|border|200px]]
 Enter your payment details here so the clients can pay you.
-On this page, you can: add various payment methods, change the default payment method and terms, update, disable or delete them.
+On this page, you can: '''<U>[[Create payment method|add payment methods]]</U>''', <U>'''[[Change default payment method|change the default payment method]]'''</U>, update, disable or delete them.
-[[file:Payment methods.jpg|border|800px]]
-<U>[[Payment method creation|"'''Add payment method'''"]]</U>  - opens the menu where you can create a new payment method.
-<U>[[Default payment method change|"'''Change default payment method and terms'''"]]</U>  - on this page, you can select the default payment method,
-define in how many days invoices should be paid and the <U> [[VAT#Default VAT settings|"'''Default VAT'''"]] </U> value for your invoices.
+[[File:Payments methods default etc.png|border|800px]]
-<U>[[Payment method update|"'''Update'''"]]</U> - opens the page where you can renew payment method details.
+<span style="color:red">'''Note''':</span> You can’t delete payment methods that you have already used in the system, but you can disable them in case these payment methods no longer needed.
-"'''Disable'''" - disables the payment method.
-"'''Delete'''" - deletes the payment method.
-<span style="color:red">'''Note''': You can’t delete the payment methods, that you have already used in the system ''("Yes" in the column "Іn use" and no the "Delete" button).''
-<span style="color:red"> But you can disable them in case these payment methods no longer needed.</span>
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>Templates''' </span>===
+==='''Taxes'''===
-This menu screen contains the CAT logs submenu which is described below:
+You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
-[[file:system menu CAT logs.jpg|border|400px]]
+[[File:Tax tax.png|border|300px]]
-===='''CAT logs'''====
+You may add '''<U>[[Taxes#Taxes list|taxes]]</U>''' whether as a percentage or flat amount by clicking the '''"New tax"''' button:
-Use this menu to add weighted word count templates for the CAT tools you are using.
+[[File:Taxes list g.png|border|900px]]
-Here you can add, update or delete templates:
+<span style="color:red">'''Note:'''</span> Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.
-[[file:CAT log templates page.jpg|bprder|800px]]
+To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', go to '''Settings ⇾ Taxes ⇾ Default clients taxes set''':
-<U>[[Weighted word count templates#Adding templates|"'''Add template'''"]]</U> - opens the page where you can add word count template.
+[[File:Default client taxes.png|border|300px]]
-<U>[[Weighted word count templates#Deleting templates|"'''Delete'''"]]</U> - deletes the template.
+To do that, please click the corresponding buttons:
-You may also <U>[[Weighted word count templates#Updating templates|"'''Update'''"]]</U>  the template if necessary.
+[[File:Default tax.png|border|900px]]
-For more info on templates, please see '''<U>[[Weighted word count templates]]</U> '''page.
+The system will be adding this set of taxes to each client when you issue invoices.
+<span style="color:red"> '''Note:'''</span> Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.'''
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+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.
-===<span style="color:blue">'''System=>SmartCAT integration''' </span>===
+To create a default vendors taxes set, go to '''Settings ⇾ Taxes ⇾ Default vendors taxes set''':
-[[File:SM Smart CAT integration.jpg|border|200px]]
+[[File:Default vendors taxes.png|border|300px]]
-Protemos is integrated with SmartCAT system, so you can create the projects in Protemos, and then copy them to SmartCAT.
+Here you can add default percentage and absolute taxes by clicking the corresponding buttons:
-On this page, you can enable, update or disable SmartCAT integration for your account:
+[[File:Def vend tax.png|border|900px]]
-[[file:smartCAT integration enable button.jpg|border|800px]]
+The system will be adding this set of taxes to each vendor when you issue invoices.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Enable'''"]]</U> - opens the '''SmartCAT intergation details''' page where you can enter your API credentials.
+For more info, please see the '''<U>[[Taxes#Default vendors taxes set|Default vendors taxes set]]</U>''' section.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Update'''"]]</U> - here you can update the integration details if necessary.
+To add an individual set of taxes for a particular vendor, please see the '''<U>[[Taxes#Custom taxes set for individual vendor|Custom taxes set for individual vendor]]</U>''' section.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Delete'''"]]</U> - deletes the  integration.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-The "'''Update'''" and "'''Delete'''" buttons will appear after you enable SmartCAT integration for your account.
+==='''Reminders'''===
-To get a SmartCAT API key for Protemos or register your SmartCAT account, just click the corresponding links on this page:
+The system notifies you about overdue projects, jobs, and invoices by email. You can switch these notifications off/on by clicking "'''Update'''":
-[[file:SmartCAT integration links.jpg|border|800px]]
+[[File:Reminders.png|border|900px]]
-For more info on SmartCAT integration, please see the '''<U>[[SmartCAT integration]]</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'''.
-=='''Add clients'''==
+==='''SMTP Server'''===
-You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
-==='''Adding clients manually'''===
+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 add a new client, click the '''Clients''' menu on the top panel and then press the "'''New client'''" button:
+To do this, click "'''Update'''":
-[[file:Clients adding.jpg|border|1000px]]
-Enter information about your client in the displayed screen. It consists of two sections.
-*Use the '''General info''' section to enter general information about a client:
-[[file:new client general info section.jpg|border|440px]]
-*Use the '''Primary user''' section to enter the client’s contact person:
-[[file:new client primary user section.jpg|border|440px]]
-Press the "'''Save'''" button to display the client entry.
-This page is intended for viewing and entering various client data and has the following tabs:
-[[file:client entry 1.jpg|border|800px]]
-On the '''General info''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info or '''delete''' a client.
-<span style="color:red">'''Note''': You can’t delete the clients involved into recorded projects, invoices or payments.
-Here you may also change the '''<U>[[Client default settings|default settings]] </U>''' of your clients:
-[[file:client entry 2.jpg|border|800px]]
-On the '''<U>[[Client view page – Primary user tab|Primary user]]</U>'''  tab, you can view and edit the details of the primary contact of the client.
-On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab, you can view the list of client’s contacts, edit or delete them, and start creating new contacts.
-If the client has several contact persons, they all can be entered in the '''Contact persons''' tab.
-On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab, you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.
-On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab, you can upload and delete the files related to the client.
+[[File:SMTP SERVER update button.png|border|1100px]]
-==='''Import clients from an Excel file'''===
-If you already have the list of clients, contacts and prices, you can easily import it without the need to enter such information manually.
-Go to the '''<U><span style="background-color:yellow">[https://cloud.protemos.com/client/index Client list] </span> </U>''' page and press the "'''Import from Excel'''" button:
-[[file:clients import from xls.jpg|border|800px]]
-For more info on clients data import, please see the '''<U>[[Import clients from Excel]]</U>''' page.
-On this page, you can also export all the displayed list of clients to Excel by pressing the "'''Export to Excel'''" button:
-[[file:clients export to xls.jpg|border|800px]]
-For more info on clients data export , please see the '''<U>[[Clients list#Export to Excel| Export clients data to excel]]</U>''' page.
-For more info on clients, please see the '''<U>[[Clients]]</U>''' page.
+For more info, please see the '''<U>[[SMTP server]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Add vendors'''==
+==='''Client portal'''===
-If you assign jobs to other vendors, you need to add each of them in 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.
-==='''Adding vendors manually'''===
-To add a new vendor, click the '''Vendors''' menu on the top panel and then press the "'''New vendor'''" button:
-[[file:vendors adding.jpg|border|800px]]
-The screen to add a vendor will appear.
-First, you will see the Type box. You can select any of the three vendor types:
-'''Company''' is a contractor company.
-'''Freelancer''' is a non-staff employee.
-'''In-house''' is a staff employee who works in your office.
-Depending on the vendor type, you will see the boxes to fill in.
-Press the "'''Save'''" button to add a vendor account in the system. The vendor will be sent an invitation email and needs to accept the invitation.
-For additional information please see the '''<U>[[Vendor creation]]</U>''' page.
-The vendor entry page is intended for viewing and entering various vendor data and has the following tabs:
-[[file:vendors entry page general info.jpg|border|800px]]
-On the '''General info''' tab you may view, '''<U>[[Update vendor details|update]]</U>''' vendor info, '''resend invitation''' or '''delete''' a vendor.
-<span style="color:red">'''Note''': You can’t delete the vendors involved into recorded jobs, invoices or payments.
-Here you may also change the '''<U>[[Vendor default settings change|default payment settings]] </U>''' of your vendors:
-[[file:vendors entry page default settings.jpg|border|800px]]
-On the '''<U>[[Vendor view page, Primary user tab|Primary user]]</U>'''  tab, you can view and edit the details of the primary contact of the vendor.
-On the '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' tab, you can view the list of vendor’s contacts, edit or delete them, and start creating new contacts.
-This tab is available only if the vendor is a company, not a person:
-[[file:vendor company contacts.jpg|border|800px]]
-If the vendor has several contact persons, they all can be entered in the '''Contact persons''' tab.
-On the '''<U>[[Vendor view page, Prices tab|Prices]]</U>''' tab, you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.
-On the '''<U>[[Vendor view page, Payment methods tab|Payment methods]]</U>''' tab, you can create or update payment methods for the vendor, and change the default payment method.
-On the '''<U>[[Vendor view page, Documents tab|Documents]]</U>''' tab, you can upload and delete the files related to the vendor.
-==='''Import vendors from an Excel file'''===
-If you already have the list of vendors, contacts and prices, you can easily import it without the need to enter such information manually.
-Go to the '''<U><span style="background-color:yellow">[https://cloud.protemos.com/vendor/index Vendor list] </span> </U>''' page and press the "'''Import from Excel'''" button:
-[[file:vendors import from xls.jpg|border|800px]]
-For more info on vendors data import, please see the '''<U>[[Import vendors from Excel]]</U>''' page.
-On this page, you can also export all the displayed list of vendors to Excel by pressing the "'''Export to Excel'''" button:
-[[file:vendors export to xls.jpg|border|800px]]
+Here you can update client portal settings by clicking the '''"Update"''' button:
-For more info on vendors data export, please see the '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' page.
+[[File:Client portal settings.png|border|900px]]
-For more info on vendors, please see the '''<U>[[Vendors]]</U>''' page.
+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'''.
-=='''Add new quote'''==
+==='''Vendor portal'''===
-Quote is a potential project. Let's assume that your client has sent you translation request, but first, he would like to know how much it will cost,  time frames for implementation etc.
-In order to save your time, you can create a quote and send it to your client and then, if the client agrees with the quote conditions, you can easily convert it to a project.
-You may also create it if you are simply not sure yet you will get the project.
-==='''Quote creation'''===
-. To create a quote, click the '''Quotes''' menu on the top panel and then press the "'''New quote'''" button:
-[[file:quote creation button.jpg|border|1000px]]
-It will open the '''New quote''' page where you can specify all basic details for a new quote:
-[[file:new quote creation page.jpg|border|500px]]
-Confirm all details with the "'''Create'''" button.
-. It will bring you to the "'''Quote'''" page that consists of the following sections:
-==='''Quote details section'''===
-[[file:quote details section.jpg|border|1000px]]
-On this page, you can do the following::
-*'''Send''': opens the <u>[[Quote sending|'''Quote sending ''']]</u> page which allows emailing the quote to the client directly from the system. After the quote is sent, the system records the date of sending.
-*'''Mark as sent''': if you not sending the quote through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.
-*'''Convert to project''': by pressing this button you begin creating a new project with this quote.
+Here you can update vendor portal settings by clicking the '''"Update"''' button:
-*'''Reject''': if the client doesn't accept this quote conditions, you may press the "'''Reject'''" button to remember that rejection.
-*'''Clone''': you may clone the quote by pressing this button.
+[[File:Vendor profile swttings.png|border|900px]]
-*'''Update''': opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page on which you can edit the quote.
+You can update all elements except the Vendor application URL. For more details, please check  '''<U>[[Vendor application URL]]</U>''' page.
-*'''Delete''': deletes the quote.
+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.
-==='''Files section'''===
+Click '''"Create agreement"''' to add the agreement:
-Here you can upload the files you received from the client (if any):
+[[File:Sadaro.png|border|900px]]
-[[File:Q add files.jpg|border|1000px]]
+For more info, please see the '''<U>[[Vendor portal#Agreement with new vendors|Agreement with new vendors]]</U>''' section.
-==='''CAT logs section'''===
-In this section you can upload CAT log files (if needed):
-[[File:Q upload CAT log.jpg|border|1000px]]
-==='''Receivables section'''===
-Here you can enter receivables to indicate the amount to be charged from the client:
-[[File:Q new receivable.jpg|border|1000px]]
-==='''Delivering the quote'''===
-Having checked all the quote data, you can send the quote to the client. Go to the '''Quote details''' section and press the "'''Send'''" button.
-For more details, please see the '''<U> [[Quote sending]] </U>''' page.
-[[File:quote details section send button.jpg|border|1000px]]
-For more info on quotes, please see the '''<U> [[Quotes]] </U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Add new project'''==
+==='''Email templates'''===
-After setting up the system and entering the clients and vendors in it, you can start new projects.
-For illustration purposes, suppose you have Acme Corporation as your client. They have sent you the 20,000-word translation request
-from English to French asking to complete it in 2 weeks. Let’s add this project in the system.
+You can create your own quote, multi-quote, and client invoice email templates.
-==='''Project creation'''===
+To create an email template, go to '''Settings''' → '''Email templates''':
-. To create a project, click the '''Projects''' menu on the top panel and then press the "'''New project'''" button:
+[[File:Email templates1.png|border|300px]]
-[[file:new project adding.jpg|border|800px]]
+*'''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:
-. Enter your project information and press the "'''Create'''" button:
+[[File:New quote template (enterprise manual).png|border|1070px]]
-[[file:new project entry.jpg|border|540px]]
+*'''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:
-. The project page will be displayed with the following tabs:
+[[File:New multiquote email templates (enterprise manual).png|border|1070px]]
-[[file:project tabs.jpg|border|540px]]
+*'''Client invoice templates'''
-==='''Project input files'''===
+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:
-. Now you need to upload the files received from the client to the system.
+[[File:New client invoice template (enterprise manual).png|border|1070px]]
-To do so, go to the '''Files''' tab and upload the needed files by pressing the "'''Add project input files'''" button:
+For more info on email templates, please see the <U>'''[[Email templates]]'''</U> page.
-[[file:project input files adding .jpg|border|800px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Project receivables'''===
+==='''PDF templates'''===
-. Next, enter the volume of work and the receivable from the client. To do so, go to the '''Finances''' tab:
+You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.
-[[file:project finance tab.jpg|border|800px]]
+To create a template, go to '''Settings → PDF Templates:'''
-Press the "'''New receivable'''" button and choose the base:
+[[File:Settings - pdf templates.png|border|280px]]
-[[file:New receivable base.jpg|border|250px]]
+*'''Client invoice PDF templates'''
-The "'''Flat rate'''" – if you just need to enter the amount of receivable without entering volumes and rates.
+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:
-The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+[[File:Client invoice pdf templates (enterprise manual).png|border|1070px]]
-The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-Enter the work volume, price and, if needed, extra charge and discount for the client:
+*'''Vendor invoice PDF templates'''
-[[file:project receivable creation page.jpg|border|440px]]
+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:
-Enter the purchase order number sent from the client in the PO number box. If the client has not provided such number, you may leave this box unfilled.
+[[File:New vendor invoice PDF templates (enterprise manual).png|border|1070px]]
-Check the "'''Manage all prices'''" option to add the tariff for this client to the database. It will be displayed next time you enter a similar order.
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-[[file:manage all receivable  prices.jpg|border|440px]]
+*'''Quote PDF templates'''
-You can enter several receivables for a project.
+Use the page to <U>[[PDF_templates#Quote_PDF_templates|'''create''']]</U> the quote PDF templates and clone, update and delete the existing ones:
-For more info on receivable creation, please see '''<U>[[Receivable creation/editing|Receivable creation]] </U>''' page.
+[[File:New quote pdf template (enterprise manual).png|border|1070px]]
-==='''CAT logs'''===
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-. If necessary, you may upload a CAT log file to your project.
+*'''Job PO PDF templates'''
-To do so, go to the '''Cat logs''' tab and press the "'''Upload CAT log'''" button:
+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:project CAT log tab.jpg|border|800px]]
+[[File:New job PO PDF template (enterpise manual).png|border|1070px]]
-For more info on uploading of CAT log files, please see the '''<U>[[Project details, CAT logs tab]] </U>''' page.
+<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.
-. If you fulfil your job yourself, the new project has been created. You have to fulfil and complete it (see item 18 in this list).
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-If you need to assign the project to other vendors, carry on reading below.
-==='''Job creation'''===
-. Let’s assume that you need to assign the translation to one vendor and then give it for proofreading to another vendor.
-Create their respective jobs in the system. Go to the '''Jobs''' tab and press the "'''Add job'''" button:
-[[file:project jobs adding tab.jpg|border|800px]]
-==='''Job input files'''===
-. In the '''Job input files''' section select the project files to send to the translator:
-[[file:project jobs input files.jpg|border|800px]]
-In the section below on the same page, select the vendor and enter information about the job:
-[[file:job creation page.jpg|border|400px]]
-Then press the "'''Create'''" button.
+==='''Integrations'''===
-. Next, the job screen will be displayed:
+*'''memoQ integration'''
-[[file:project job new payable button.jpg|border|800px]]
+Protemos is integrated with memoQ system — a translation environment tool.
-For more info on jobs creation and editing, please see the '''<U>[[Jobs]]</U> page.
+To enable memoQ integration, go to '''Settings ⇾ Integrations ⇾ memoQ'''.
-==='''Project payables'''===
+Here you can enable, update, disable the integration for your account, manage your memoQ server, create a memoQ account:
-. Now you need to add payable for the vendor.
+[[File:Memoq user manual.png|border|900px]]
-To do so, press the "'''New payable'''" button and choose the base:
+More details here: <U>'''[[MemoQ integration]]'''</U>
-[[file:new payable bases.jpg|border|400px]]
+*'''Smartcat integration'''
-The "'''Flat rate'''" – if you just need to enter the amount of payable without entering volumes and rates.
+Protemos is integrated with SmartCAT system, so you can create projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).
-The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+To enable SmartCAT integration, go to '''Settings ⇾ Integrations ⇾ Smartcat'''.
-The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+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.
-Enter the job volume and payable for the vendor and press "'''Create'''":
+[[File:Smart.png|border|900px]]
-[[file:job new payable creation page.jpg|border|400px]]
+For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[Smartcat integration]]</U>''' page.
-For more info on payable creation, please see the '''<U>[[Payable creation/editing|Payable creation]]</U>''' page.
+*'''TQAuditor integration'''
+Protemos is integrated with TQAuditor - the system for evaluation and monitoring translation quality.
-. Now you can send the notification to the vendor to start the job. Press the "'''Start job'''" button on the '''Job details''' screen:
+[[File:Tq.png|border|900px]]
-[[file:start job  button.jpg|border|800px]]
+For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.
-The vendor will receive the notification by email that he has been assigned a job, log in and collect the files.
+*'''QuickBooks integration'''
-Then the vendor will fulfil the job, upload the ready files to the system and mark the job as completed.
+Protemos is integrated with QuickBooks, an accounting software system.
-You will be notified by email that the vendor has completed the job.
+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'''.
-==='''Job output files'''===
+=='''Add new manager'''==
-. Check if the files delivered by the translator are correct by downloading them from the '''Job Output Files''' section:
-[[file:job output files section.jpg|border|800px]]
+Use this menu to add new managers who will use the system just as you do.
-. Having ensured that the vendor did everything correctly, press the "'''Accept job'''" button:
+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.
-[[file:job accepting button.jpg|border|800px]]
+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.
+To add a new manager, go to '''Settings → Access control → Managers''':
-. The vendor will be notified by email that the job has been accepted.
+[[File:Settings - access control - managers.png|border|300px]]
+Сlick the '''"New manager"''' button on the '''Managers''' page:
-. Now you would like to pass the completed translation for proofreading to another vendor.
+[[File:New manager button.png|border|900px]]
-Add a job for another vendor. The process is the same. The only difference is that you need to specify the files
+<span style="color:red">'''Note''':</span> Your manager will not be able to log into the system if you unmark the "'''Can log in"''' checkbox.
-delivered by the translator when selecting incoming files for the editor:
-[[file:job output files additional job.jpg|border|800px]]
-For more info on jobs, please see the '''<U>[[Jobs]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Delivering the project'''===
+==='''How to accept invitation as manager'''===
+If your colleagues create a manager account for you, you will receive an invitation email:
-. When all the vendors have uploaded their files, you can start delivering the project.
+[[File:Invitation email for manager.1.png|border|700px]]
-You may upload vendors' files to the system.
+Accept the invitation by clicking the link in the received email. The following page will appear:
-To do so, go to the project’s '''Files''' tab and scroll down to the '''Jobs Output''' section.
+[[File:Complete registration (manager).png|border|1070px]]
-Select the necessary files and press the "'''Add selected to project output'''" button:
+Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.
-[[file:job output to project output.jpg|border|800px]]
+You will receive an email notification on successful registration and will be logged in to your manager account:
-This will allow you not to lose the files after you close the project.
+[[File:Registration is complete (manager).png|border|500px]]
+=='''Add clients'''==
-. If you fulfil your job yourself, you may upload files to the system by clicking "'''Add additional files'''" in the '''Project Output''' section:
+You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
-[[file: project output section.jpg|border|800px]]
+==='''Add clients manually'''===
+There are two ways to add new clients manually:
-. Having added all the needed files to '''Project Output''', you can download the files
+. Click the '''Client''' menu on the top panel and then click '''New client''':
-and send them to the client or client’s manager by email.
+[[File:2.00.png|border|100px]]
-[[file:project output files.jpg|border|800px]]
+. Or you may go to '''Clients''' and click the "'''New client'''" button:
+[[File:New client button.png|border|850px]]
-. Having delivered all the files, you can complete the project. Go to the '''Details''' tab and press the "'''Complete'''" button:
+<span style="color:red">'''Note'''</span>: Only clients with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system.
-[[file:project complete button.jpg|border|800px]]
+This page is intended for viewing and entering various client data and has the following tabs:
-Congratulations! You have completed the project.
+*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.
-<span style="color:red"> '''Note 1''': The number of projects in your system will be increasing with time so you won’t want all of them to be displayed. Set up how projects are displayed in the list using '''<U>[[Projects list#Search projects with filters|Filters]]</U>'''. </span>
+*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 2''': View the list of vendors’ jobs in all the projects at the dedicated page by pressing the '''<U>[[Jobs list|Jobs]]</U>''' menu on the top panel.</span>
+<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.
-For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
+*On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+If the client has several contact persons, they can all be entered in the '''Contact persons''' tab.
-=='''Clients prices'''==
+*On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.
-To display the list of all clients' prices, go to '''Finances=>Clients=>Prices''':
+*On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' tab you can create a custom taxes set for this client. Here you may also define which tax set should be applied (whether custom or default one) for this particular client.
-[[file:menu clients prices.jpg|border|440px]]
+*On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the client or delete them.
-It will open the '''Client prices''' page.
+==='''Import and export clients'''===
-Here you can view and create prices, import or export the list of all clients' prices from/to Excel, update or delete the particular client's price:
+On this page, you can '''<U>[[Import clients from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Clients list#Export to Excel| Export clients data]]</U>''' to Excel
+by clicking the corresponding buttons:
-[[file:client prices list.jpg|border|800px]]
+[[File:Export import Screenshot 1.png|border|800px]]
-*''' New price''' - opens the '''New client price''' creation page. On this page, you can '''<U>[[Clients prices list#New price creation|create prices]]</U>''' for a definite client, service, language pair and specialization.
-<span style="color:red">'''Note:''' Here you may also create general prices without reference to the particular client or type of service, specialization etc. </span>
-*'''Import from Excel''' - opens the '''<U>[[Import clients from Excel|Import clients from Excel]]</U>''' page where you may import the list of all clients' prices from Excel.
-*'''Export to Excel''' - exports the list of clients' prices to Excel.
-*'''Update''' - opens the '''<U>[[Clients prices list#Price editing|Update client price]]</U>''' page. Here you can update the price for the client.
-*'''Delete''' - deletes the price.
-For more info on clients' prices, please see the '''<U>[[Clients prices list]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Create invoices for clients and control their payment'''==
+=='''Add vendors'''==
-. To create an invoice for a client, go to '''Finances=>Clients=>Project receivables''':
+If you assign jobs to other vendors, you need to add each of them to the system.
-[[file:FMC project receivables.jpg|border|400px]]
+You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.
-. The list of all the receivables will be displayed. Select the desired rows and press the "'''Invoice selected'''" button:
+==='''Add vendors manually'''===
-[[file:Client receivables invoice selected on this page .jpg|border|1000px]]
+There are two ways to add new vendors manually:
-. The system will create an invoice and will display its page.
+. Click the '''Vendors''' menu on the top panel and then click '''New vendor''':
-For more info on client invoices, please see the '''<U>[[Clients receivables list#Invoice creation|Client invoice creation]]</U>''' page.
+[[File:New vedndor.png|border|110px]]
-The '''Client invoice'''  page consists of the following sections:
+. Or you may go to '''Vendors''' and click the "'''New vendor'''" button:
-==='''Client invoice details section'''===
+[[File:Button new vendocr.png|border|1000px]]
-[[file:CIV details section.jpg|border|1000px]]
+In both cases, you will be redirected to the '''<U>[[Create vendor|New vendor]]</U>''' page.
-In this section you can do the following:
+<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.
-'''Send''' — opens the <u>[[Client invoice sending|'''Client invoice sending page''']]</u> which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
-'''Resend''' — this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
+*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.
-'''Mark as sent''' — if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.
+<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.
-'''Download as PDF''' — pressing this button downloads the invoice in PDF format.
+*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.
-'''Discount and Extra Charge''' — you may add discounts and extra charges to the invoice by pressing this button.
+*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.
-'''VAT''' — you may add VAT to your invoice by pressing this button. For more info, please see <U>'''[[VAT]]'''</U> page
+*On the '''<U>[[Vendor view page, Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.
-'''Write off''' — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off. E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.
+*On the '''<U>[[Taxes#Custom taxes set for individual vendor|Taxes]]</U>''' tab you can create a custom taxes set for this vendor. Here you may also define which tax set should be applied (whether custom or default one) for this particular vendor.
-'''Mark as unsent''' — this button appears if the invoice has been sent. Pressing it deletes the date of sending.
+*On the '''<U>[[Vendor view page, Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the vendor or delete them.
-'''Update''' — opens <u>[[Client invoice update|'''Client invoice update page''']]</u> on which you can edit the invoice.
+*On the '''<U>[[Availability chart tab|Availability chart]]</U>''' tab you can see the chart and list of all active jobs assigned to the vendor.
-'''Delete''' — deletes the invoice. This button disappears after you link the invoice with the payment.
+==='''Import and export vendors'''===
-For more info on action buttons of the invoice, please see the '''<U>[[Client invoice view#Action buttons|Action buttons]]</U>''' page.
+On this page, you can '''<U>[[Import vendors from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' to Excel
+by clicking the corresponding buttons:
-==='''Client invoice receivables section'''===
+[[File:Import vendors.png|border|1000px]]
-Here you can view, add and remove receivables in unsent invoices.
+==='''Vendor application URL'''===
-To add receivables press the "'''Add receivables'''" button:
+You can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.
-[[file:CIV receivables section.jpg|border|1000px]]
+For more information, please check the '''<U>[[Vendor application URL]]</U>''' page.
-For more info on adding receivables, please see the '''<U>[[Client invoice view#Removing and adding receivables|Adding and removing receivables]]</U> page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Client invoice linked payments section'''===
+=='''Add new quote'''==
-If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:
+The quote is a potential project. Let's assume that your client has sent you a translation request, but first, he would like to know how much it will cost, time frames for implementation, etc. You can easily convert it to the project.
-[[file:CIV invoice linked payments section.jpg|border|1000px]]
+There are two ways to create a quote:
-For more info on client linked payments, please see the '''<U>[[Client invoice view#Linked payment creation|Linked payment creation]]</U> page.
+. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
-Alternatively, the payments can be created on the <u>[[Client payments list#Creating payments|'''Client payments''']]</u> page.
+[[File:New quote.png|border|100px]]
-The difference is that on the '''Client invoices''' page you can enter the payment covering only the invoice itself, while on the '''Client payments''' page, you can enter the payment covering multiple invoices.
+. Or you may go to Quotes, and click the '''"New quote"''' button:
-To find out how to create payments on the '''Client payments''' page, please read the section below.
+[[File:New quotes from.png|border|800px]]
-==='''Clients payments'''===
+. Once the quote is created, you can do the following:
-As mentioned above, this is the alternative way to enter the payment.
+[[File:Quote quote.png|border|900px]]
-So, when a client pays the invoice, enter the payment in the system and connect it with the paid invoice. To do so, complete the following steps:
+==='''Quote sections'''===
-. Go to the '''Finances=>Clients=>Payments''' menu:
+*'''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:FMC payments.jpg|border|440px]]
+[[File:Quote files section.png|border|1100px]]
-It will bring you to the '''Client payments''' page.
+*'''<U>[[Quote CAT logs section|CAT logs]]</U>''' section: here you can upload CAT log files or enter them manually if needed:
-In order to add a new client payment press "'''New payment'''":
+[[File:Quote upload logs buttons.png|border|1100px]]
-[[file:client new payment button.jpg|border|1000px]]
+*'''<U>[[Quote receivables section|Receivables]]'''</U> section: here you can enter receivables to indicate the amount to be charged from the client:
-It will open the '''New payment from client''' page.
+[[File:Quote new receivable button.png|border|1100px]]
-. Enter the payment received from the client and select the invoices that payment covers from the list:
+==='''Create Smartcat-related quotes'''===
-[[file:new client payment page.jpg|border|1000px]]
+*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.
-Press "'''Save'''" to add the payment to the system.
+*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.
-Now you have entered the payment in the system and completed the payment.
-For more info on client payments, please see the '''<U> [[Client payment creation]] </U>''' page.
-==='''Clients invoices list'''===
-You may view the list of all the invoices in '''Finances=>Clients=>Invoices''':
-[[file:FMC invoices.jpg|border|440px]]
-This way you can track all the invoices from your clients and control their payment.
-For more details, please see the '''<U>[[Client invoices list]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Vendors prices'''==
+==='''Create multi-quote'''===
-To display the list of all vendors' prices, go to '''Finances=>Vendors=>Prices''':
+Multi-quote is a potential project with several options, consisted of several quotes.
-[[file:menu vendors prices.jpg|border|440px]]
+[[File:Multi quotes 1.png|border|150px]]
-It will open the '''Vendor prices''' page.
+To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first.
-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:
+Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:
-[[file:vendor prices  page.jpg|border|800px]]
+[[File:1 new mq.png|border|900px]]
-*''' 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.
+Or you can create a multi-quote by clicking the '''"New multi-quote"''' button in the Multi-quotes menu:
-<span style="color:red">'''Note:''' Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.</span>
-*'''Import from Excel''' - opens the '''<U>[[Import vendors from Excel|Import vendors from Excel]]</U>''' page where you may import the list of all vendors' prices from Excel.
+[[File:New multi-quote.png|border|150px]]
-*'''Export to Excel''' - exports the list of vendors' prices to Excel.
+In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and click '''"Create"''':
-*'''Update''' - opens the '''<U>[[Vendors prices list#Price editing|Update vendor price]]</U>''' page. Here you can update the price for the vendor.
+[[File:1 nemw quote.png|border|500px]]
-*'''Delete''' - deletes the price.
+Then click the '''"Add option quotes"''' button:
-For more info on vendors' prices, please see the '''<U>[[Vendors prices list]]</U>''' page.
+[[File:Options1.png|border|900px]]
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+Select the needed ones, and click '''"Add selected quotes"''':
-=='''Invoices from vendors and payment control'''==
+[[File:3-.png|border|900px]]
-The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager. Let’s review the second option.
-. Go to the '''Finances=>Vendors=>Job payables''' menu:
+For more information, check the [[Multi-quotes]] article.
-[[file:FMV job payables.jpg|border|440px]]
+=='''Add new project'''==
-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:
+After setting up the system and entering the clients in it, you can start new projects.
-[[file:vendor payable list invoice selected.jpg|border|1000px]]
+. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then click the "'''New project'''" button:
-<span style="color:red">'''Note''': If the vendor’s name is highlighted in red in the table, it means that payment method was not selected for this vendor and it’s impossible to create an invoice for this vendor’s jobs.
+[[File:New project.png|border|110px]]
-<span style="color:red">To create an invoice, select the payment method for the vendor (click the vendor’s name and add the payment method as described on the '''<U>[[Vendor view page, Payment methods tab]]</U>''' page). </span>
+. Or you may go to '''Projects''', and click the '''New project''' button:
-. The system will create the invoice, send it to the vendor by email and open its page.
+[[File:Projects.png|border|900px]]
-For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Invoice creation|Vendor invoice creation]]</U>''' page.
+. In both cases, it will open the '''New project''' page where you can enter the required information.
-The '''Vendor invoice''' page consists of the following sections:
+. The project will be created.
-==='''Vendor invoice details section'''===
+==='''Project sections'''===
-[[file:vendor invoice details page.jpg|border|1000px]]
+. In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:
-In this section you can do the following:
+[[File:3 det.png|border|900px]]
-*'''Download as PDF''' — pressing this button downloads the invoice in PDF format.
-*'''VAT''' — you may add VAT to your invoice by pressing this button. For more info, please see '''<U>[[VAT]]</U>''' page
+. In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).
-*'''Write off''' — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off.
+[[File:Files tab+.png|border|1000px]]
-E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.
+. In the '''<U>[[Jobs]]</U>''' tab you may assign the translation to a vendor.
-*'''Update''' — pressing this button opens '''<U>[[Vendor invoice update|Vendor Invoice update page]]</U>''' on which you can edit the invoice.
+[[File:Add job.1.png|border|1000px]]
-*'''Delete''' — this button deletes the invoice. It disappears after you link the invoice with the payment.
+. 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>''':
-<span style="color:#DC143C">'''Note''': for the invoices with linked payments only "'''Download as PDF'''" and "'''Write off'''" buttons are  available.</span>
+[[File:1 фй.png|border|1000px]]
-<span style="color:#DC143C">To make all the buttons available you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.
+. 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:
-==='''Vendor invoice payables section'''===
+[[File:New receiavable from clien.png|border|1000px]]
-Here you can view, add and remove payables in unsent invoices.
+And to create payables, you need to go to the respective job, scroll down to Payables section and click '''"New payable"''' button:
-To add payables press the "'''Add payables '''" button:
+[[File:New payable to vendor.png|border|1000px]]
-[[file:VIV payables section.jpg|border|1000px]]
+* '''"Flat rate"'''—if you just need to enter the amount of a receivable without entering volumes and rates.
-For more info on vendor payables, please see the '''<U>[[Vendor invoice view#Removing and adding payables|Adding and removing payables]]</U>''' page.
+* '''"Unit-based"'''—if you have to enter the volume and rate for calculating the price.
-==='''Vendor invoice linked payments section'''===
+* '''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
-If you have paid the invoice, you can record the payment by pressing “'''Create linked payment'''” button under the payable table:
+You can enter several receivables and payables for a project.
-[[file:VIV linked payment creation n.jpg|border|1000px]]
+. 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:
-For more info on vendor linked payments, please see the '''<U>[[Vendor invoice view#Linked payment creation|Linked payment creation]]</U>''' page.
+[[File:Cat log upl.png|border|900px]]
-Alternatively, the payments can be created on the <u>[[Vendor payments list|'''Vendor payments ''']]</u> page.
+For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
-The difference is that on the '''Vendor invoices''' page you can enter the payment covering only the invoice itself,
-while on the '''Vendor payments''' page, you can enter the payment covering multiple invoices.
-For more info on vendor payments, please see the '''<U> [[Vendor payment creation]] </U>''' page.
-==='''Vendors payments'''===
-As mentioned above, this is the alternative way to enter the payment.
-So, having paid the vendors’ invoices, you need to enter those payments in the system. To do so, complete the following steps:
-. Go to the '''Finances=>Vendors=>Payments''' menu:
-[[file:FMV payments.jpg|border|440px]]
-It will bring you to the '''Vendor payments''' page.
-Press the "'''New payment'''" button to add a new vendor payment:
-[[file:vendor payments new payment.jpg|border|1000px]]
-It will open the '''New payment to vendor''' page.
-. Enter the payment completed to the vendor and select the invoices covered by that payment from the list:
-[[file:New payment to vendor view.jpg|border|1000px]]
-Press "'''Save'''" to add the payment to the system.
-Now the payment has been entered in the system and you’ve completed the payment to the vendor.
-For more info on vendor payments, please see the '''<U> [[Vendor payment creation]] </U>''' page.
-==='''Vendors invoices list'''===
-You may view the list of all the vendors’ invoices in '''Finances=>Vendors=>Invoices''':
-[[file:FMV invoices.jpg|border|440px]]
-For more info, please see the '''<U>[[Vendor invoices list]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Filters'''==
+==='''Create Smartcat-related projects'''===
-Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed.
-==='''Quotes filter'''===
-Click the '''Quotes''' menu on the top panel to display the list of quotes:
-[[file:top panel menu quotes.jpg|border|1000px]]
-The following filter is provided for that list:
-[[file:quotes filter.jpg|border|1000px]]
-*'''Quote code''' — displays only the quotes with the code containing the entered value.
-*'''Quote name''' — displays only the quotes with the name containing the specified text.
-*'''Description''' — displays only the quotes with the description containing the specified text.
-*'''Statuses''' — displays only the quotes with the specified status (Active, Rejected, Converted to project).
-*'''Start date''' — displays only the quotes which were started in the specified period of time.
-*'''Deadline date''' — displays only the quotes with deadlines in the specified period of time.
-*'''Primary manager''' — displays only the quotes for a specific primary manager.
-*'''Secondary manager''' — displays only the quotes for a specific secondary manager.
-*'''Client''' — displays only the quotes for a specific client.
-*'''Receivable PO''' — displays only the quotes containing the entered PO number determined by the client.
-*'''No receivables''' — displays only the quotes without receivables.
-*'''Unsent'''— displays only the unsent quotes.
+*You can create Smartcat-related projects in Protemos. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Smartcat-related_projects_in_Protemos|Create Smartcat-related projects in Protemos]]</U>''' section.
-For more info on quotes filter, please see the '''<U>[[Quotes list#Search quotes with filters|Search quotes with filter]]</U>''' page.
+*You may also create Protemos projects from Smartcat projects. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Protemos_projects_from_Smartcat_projects|Create Protemos projects from Smartcat projects]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Projects filter'''===
+=='''Project templates'''==
-Click the '''Projects''' menu on the top panel to display the list of projects:
-[[file:top panel menu projects.jpg|border|1000px]]
-The following filter is provided for that list:
-[[file:projects filter.jpg|border|1000px]]
-*'''Project code''' — displays only the projects with the code containing the entered value.
-*'''Primary manager''' — displays only the projects for a specific primary manager.
-*'''Secondary manager''' — displays only the projects for a specific secondary manager.
-*'''Client''' — displays only the projects for a specific client.
-*'''Statuses''' — displays only the projects with the specified status (Active, Completed, Canceled).
-*'''Start date''' — displays only the projects which were started in the specified period of time.
-*'''Deadline date''' — displays only the projects with deadlines in the specified period of time.
-*'''Completion date''' — displays only the projects which were completed in the specified period of time.
-*'''Project name''' — displays only the projects with the name containing the specified text.
-*'''Description''' — displays only the projects with the description containing the specified text.
-*'''Specialization''' — displays only the projects with the specified specialization.
+You can create the project from a template.
-*'''Receivable PO''' — displays only the projects containing the entered PO number determined by the client.
+To do so, click the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':
-*'''Overdue''' — displays only the overdue projects.
+[[File:Pr templates.png|border|150px]]
-*'''Free of charge''' — displays only the projects marked as free of charge.
+Or you may go to '''Projects''' and click the '''"Templates"''' button:
-*'''Chargeable without receivables''' — displays only the projects with no receivables entered to pay by the client.
+[[File:Templates.png|border|900px]]
-*'''No jobs''' — displays only the projects without jobs.
+You can do it also create the project template directly from the project.
-*'''Having chargeable jobs without payables''' — displays only the projects having chargeable jobs with no payable entered for the vendor.
+Open the respective project, and on the Details tab click '''"More actions"''' and '''"Save as template"''':
-For more info on projects filter, please see the '''<U>[[Projects list#Search projects with filters|Search projects with filter]]</U>''' page.
+[[File:Save as template.png|border|900px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Jobs filter'''===
+=='''CAT log conversion schemes'''==
-Click the '''Jobs''' menu on the top panel to display the list of jobs for the vendors in all the projects:
-[[file:top panel menu jobs.jpg|border|1000px]]
-The following filter is provided for that list:
-[[file:jobs filter.jpg|border|1000px]]
-*'''Job code''' — displays only the jobs with the codes containing the entered symbols sequence.
-*'''Job name''' — displays only the jobs with the name containing the specified text.
-*'''Statuses''' — displays only the jobs with the specified status (Draft, Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed/Rejected by manager, Accepted by manager, Canceled).
-*'''Start date''' — displays only the jobs which were started in the specified period of time.
-*'''Deadline date''' — displays only the jobs with deadlines in the specified period of time.
-*'''Vendor''' — displays only the jobs fulfilled by the selected vendor.
-*'''Primary manager''' — displays only the jobs issued by a specific primary manager.
-*'''Service''' — displays only the jobs with the selected service.
-*'''Language pair''' — displays only the jobs with the selected language pair.
-*'''Overdue''' — displays only the overdue jobs.
-*'''Unassigned''' — displays only the jobs without assigned vendors.
+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.
-*'''Free of charge''' — displays only the jobs marked as free of charge.
+To do so, go to '''Projects ⇾ CAT log conversion schemes''':
-*'''Chargeable without payables''' — displays only the jobs with no payable entered for the vendor.
+[[File:Cat logd.png|border|180px]]
-For more info on jobs filter, please see the '''<U>[[Jobs list#Search jobs with filters|Search jobs with filter]]</U>''' page.
+[[file:Add template 1.png|bprder|900px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Clients filter'''===
+=='''Create invoices for clients'''==
-Click the '''Clients''' menu on the top panel to display the list of your clients:
+. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Clients ⇾ Receivables''':
-[[file:top panel menu clients.jpg|border|1000px]]
+[[File:Receivables client s.png|border|150px]]
-The following filter is provided for that list:
+. The list of all receivables will be displayed. Select the needed and click the "'''Invoice selected on this page'''" button:
-[[file:clients filter.jpg|border|1000px]]
+[[File:Invoice selected page.png|border|1000px]]
-*'''Code''' — displays only the clients with the code containing the specified symbols combination.
+. The system will create an invoice and will display its page.
-*'''Company name''' — displays only the clients with the company name containing the specified symbols combination.
+==='''Client invoice sections'''===
-*'''Primary user''' — displays only the clients with the primary user name containing the entered symbols combination.
+*'''Details section'''
-*'''Email''' — displays only the clients with the email containing the specified symbols combination.
+[[file:Client invoice view.png|border|1100px]]
-*'''Statuses''' — displays only the clients with the specified status (Potential, Active, Inactive, Blacklisted).
+In this section, you can download as PDF, '''<u>[[Send client invoice|send]]</u>''' or mark as sent, '''<U>[[Write off invoice|write off]]</U>''', '''<u>[[Client invoice Discount & Extra charge|add a discount and an extra charge]]</U>'''.
+'''<u>[[Update client invoice|update]]</u>''', and delete the invoice.
-*'''Country''' — displays only the clients from the specific country.
+*'''Tax section'''
-*'''Types''' — displays only the clients of the specified type (Company, Individual).
-For more info on clients filter, please see the '''<U>[[Clients list#Search clients with filters|Search clients with filter]]</U>''' page.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Vendors filter'''===
+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,
-Click the '''Vendors ''' menu on the top panel to display the list of your vendors:
+In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:
-[[file:top panel menu vendors.jpg|border|1000px]]
+[[File:Taxes sets 4.png|border|900px]]
-The following filter is provided for that list:
+*'''Receivables section'''
-[[file:vendors filter.jpg|border|1000px]]
+Here you can view, '''<U>[[Client invoice view#Add and remove receivables|add and remove receivables]]</U>''' in unsent invoices by clicking the corresponding buttons:
-*'''Code''' — displays the vendors with the code containing the specified symbols combination.
+[[File:Receiavable in inv.png|border|1000px]]
-*'''Company name''' — displays the vendors with the company name containing the specified symbols combination.
+*'''Linked payments section'''
-*'''Primary user''' — displays the vendors with the primary user name containing the specified symbols combination.
+If you have received the payment for the invoice, you can record it by clicking the '''<U>[[Client invoice view#Create linked payment|"Create linked payment"]]</U>''' button:
-*'''Email''' — displays the vendors with the email containing the specified symbols combination.
+[[File:1linked paym.png|border|900px]]
-*'''Statuses''' — displays the vendors with the specified status (Potential, Active, Inactive, Blacklisted).
-*'''Country''' — displays the vendors from the specific country.
-*'''Types''' — displays the vendors of the specified type (Company, Freelancer, In-house).
-*'''Specialization''' — displays only the vendors with the specified specialization.
-*'''Language pair''' — displays only the vendors with the selected language pair.
-*'''Not occupied''' — displays the vendors with no active jobs.
-For more info on vendors filter, please see the '''<U>[[Vendors list#Search vendors with filters|Search vendors with filter]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Clients prices filter'''===
+=='''Record clients' payments'''==
-Go to '''Finances=>Clients=>Prices''' to display the list of all clients' prices:
-[[file:menu clients prices.jpg|border|440px]]
-The following filter is provided for that list:
-[[file:client prices filter.jpg|border|800px]]
-*'''Client''' - displays only the prices for the selected client.
+When the client pays invoices, '''<U> [[Create_client_payment|create the client payment]]</U>''' and link it with the paid invoices.
-*'''Service''' - displays only the prices with the selected service.
+. Go to the '''Clients ⇾ Payments''' menu and click "'''New payment'''":
-*'''Language pair''' - displays only the prices with the selected language pair.
+[[File:New paym cl.png|border|900px]]
-*'''Specialization''' - displays only the prices with the specified specialization.
+. Select the client from the list, enter the required information and click the "Create" button:
-*'''Unit''' - displays only the prices with the specified measurement unit.
+[[File:1 client .png|border|480px]]
-*'''Price range''' -  displays only the prices within the specified price range.
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-*'''Currency''' - displays only the prices with the specified type of currency.
+[[File:Linked invoices 1.png|border|900px]]
-For more details, please see the '''<U>[[Clients prices list#Search prices with filters|'''Search client prices with filters]]</U>''' page.
+By this action, you cover the payment by invoices. Pay attention that invoices with the matched currency and legal entity can only be linked to the payment.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Clients receivables filter'''===
+=='''Clients' prices'''==
-To display the list of all the clients' receivables, go to '''Finances=>Clients=>Project receivables''':
+To display the '''<U>[[Client prices list]]</U>''', go to '''Clients ⇾ Prices''':
-[[file:FMC project receivables.jpg|border|400px]]
+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:
-The following filter is provided for that list:
+[[File:Prices list.png|border|1100px]]
-[[file:client receivables filter.jpg|border|1000px]]
+<span style="color:red">'''Note:'''</span> Here you may also create general prices without reference to the particular client or type of service, specialization etc.
-*'''Receivable code''' — displays only the receivables with the specified symbols in the code.
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-*'''PO number''' — displays only the receivables with the entered PO number.
-*'''Client''' — displays only the receivables for the selected client.
-*'''No PO number''' — displays only the receivables with no PO number entered.
-*'''No invoice''' — displays only the receivables with no invoice.
-*'''Project name''' — displays only the receivables for the projects with the specified name.
-*'''Primary manager''' — displays only the receivables for the projects added by a specific primary manager.
-*'''Project statuses''' — displays only the receivables for the projects with the specified statuses (Active, Completed, Canceled).
-*'''Project deadline date''' — displays only the receivables for the projects with the deadlines within the specified deadline range.
-For more info on clients receivables filter, please see the '''<U>[[Clients receivables list#Search receivables with filters|Search receivables with filter]]</U>''' page.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Clients invoices filter'''===
-To display the list of all the clients' invoices, go to '''Finances=>Clients=>Invoices''':
+=='''Create vendors' invoices'''==
-[[file:FMC invoices.jpg|border|440px]]
+The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager.
-The following filter is provided for that list:
+. Go to the '''Vendors ⇾ Payables''' menu:
-[[file:Client invoices filter plus.jpg|border|1000px]]
+[[File:Payabl v.png|border|110px]]
-*'''Code''' — displays only the invoices with the code containing the specified symbols combination.
+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:
-*'''Creation date''' — displays only the invoices created within the specified dates range.
+[[File:Vendore p list.png|border|1000px]]
-*'''Due date''' — displays only the invoices with the due date within the specified dates range.
+<span style="color:red">'''Note:'''</span> To create an invoice, select the payment method for the vendor (click the vendor’s name and add the payment method as described on the '''<U>[[Vendor view page, Payment methods tab]]</U>''' page).
-*'''Created by''' — displays only the invoices created by a certain manager.
+. The system will create the invoice and send it to your vendor by email.
-*'''Client''' — displays only the invoices of a certain client.
+<span style="color:red">'''Note''':</span> You can '''<U>[[Update vendor details#Access to finances|hide finances from a vendor]]</U>'''. Thus, they won't receive any financial-related  notification from the system.
-*'''Overdue''' — displays only the overdue invoices.
+For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Create vendor invoices|Create vendor invoices]]</U>''' page.
-*'''Not sent''' — displays only the invoices which have not been sent.
+==='''Vendor invoice sections'''===
-*'''No linked payments''' — displays only the invoices which have no linked payments.
+*Details section
-*'''Not fully covered''' — displays only the invoices which are not fully covered by payments.
+In this section, you can download as PDF, write off, '''<U>[[Vendor invoice Discount & Extra charge|add discount and extra charge]]</U>''', '''<u>[[Update vendor invoice|update]]</u>''' or delete the invoice.
-For more info on clients invoices filter, please see the '''<U>[[Client invoices list#Search invoices with filters|Search invoices with filters]]</U>''' page.
+[[File:Inv det.png|border|1000px]]
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+<span style="color:red">'''Note''':</span> For invoices with linked payments only the '''"Download as PDF"''' and '''"Write off"''' buttons are  available.
-==='''Clients payments filter'''===
+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.
-To display the list of all the clients' payments, go to the '''Finances=>Clients=>Payments''' menu:
+*'''Taxes section'''
-[[file:FMC payments.jpg|border|440px]]
+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>.
-The following filter is provided for that list:
+But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by clicking corresponding buttons:
-[[file:clients payments filter.jpg|border|1000px]]
+[[File:Taxes sets 4.png|border|1000px]]
-*'''Code''' — displays only the payments with the code containing the specified symbols combination.
+For more info, please see the '''<U>[[Vendor invoice view#Taxes section|Taxes in individual vendor invoice]]</U>''' section.
-*'''Creation date''' — displays only the payments created within the specified date range.
+*'''Payables section'''
-*'''Paid at date''' — displays only the payments received within the specified date range.
+Here you can view, '''<U>[[Vendor invoice view#Add and remove payables|add and remove payables]]</U>''' in unsent invoices.
-*'''Client''' — displays only the payments from the specified client.
+[[File:Pab.png|border|1000px]]
-*'''No linked invoices''' — displays only the payments which have no linked invoices.
+*'''Linked payments section'''
-*'''Not fully covered''' — displays only the payments which are not fully covered with invoices.
+If you have paid the invoice, you can record it by clicking the '''"<U>[[Vendor invoice view#Create linked payment|Create linked payment]]</U>"''' button:
-For more info on clients payments filter, please see the '''<U>[[Client payments list#Search payments with filters|Search payments with filters]]</U>''' page.
+[[File:1linked paym.png|border|1000px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Vendors prices filter'''===
+=='''Record vendor payments'''==
-Go to '''Finances=>Vendors=>Prices''' to display the list of all vendors' prices:
-[[file:menu vendors prices.jpg|border|440px]]
-The following filter is provided for that list:
-[[file:vendor prices filter.jpg|border|800px]]
-*'''Vendor''' - displays only the prices for the selected vendor.
+Having paid the vendor invoices, '''<U> [[Create vendor payment|create the vendor payment]]</U>''' and link it with the paid invoice.
-*'''Service''' - displays only the prices with the selected service.
+. Go to the '''Vendors⇾Payments''' menu and click '''"New payment"''' button:
-*'''Language pair''' - displays only the prices with the selected language pair.
+[[File:Button new pm.png|border|950px]]
-*'''Specialization''' - displays only the prices with the selected specialization.
+. Select the vendor from the list, enter the required information and click the "Create" button:
-*'''Unit'''- displays only the prices with the specified measurement unit.
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-*'''Price range'''-  displays only the prices within the specified price range.
+[[File:Linked invoices 1.png|border|1000px]]
-*'''Currency'''- displays only the prices with the specified type of currency.
+By this action, you cover the payment by invoices.
-For more details, please see the '''<U>[[Vendors prices list#Search prices with filters|'''Search vendor prices with filters]]</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'''.
-==='''Vendors payables filter'''===
+=='''Vendors' applications'''==
-To display the list of all the vendors' payables, go to the '''Finances=>Vendors=>Job payables''' menu:
+To check the list of submitted '''<U>[[Applications|applications]]</U>''' by your vendors, go to the '''Vendors⇾Applications''' menu:
-[[file:FMV job payables.jpg|border|440px]]
+[[File:Appl.png|border|110px]]
-The following filter is provided for that list:
+=='''Vendor prices'''==
-[[file:vendors payables filter.jpg|border|1000px]]
+To display the '''<U>[[Vendor prices list|Vendor prices list]]</U>''', go to '''Vendors ⇾ Prices''':
-*'''Payable code''' — displays only the payables with the specified symbols in the code.
+[[File:Vm.png|border|110px]]
-*'''Vendor''' — displays only the payables for the selected vendor.
+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:
-*'''Primary manager''' — displays only the payables for the projects added by a specific primary manager.
+[[File:Upate delete.png|border|1000px]]
-*'''Job statuses''' — displays only the payables for the jobs with the specified statuses (Draft, Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed/Rejected by manager, Accepted by manager, Canceled).
+<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.
-*'''Job deadline date''' — displays only the payables for the jobs with the deadlines within the specified deadline range.
-*'''No invoice''' — displays only the payables with no invoice.
+=='''Messages'''==
-For more info on vendors payables filter, please see the '''<U>[[Vendors payables list#Search payables with filters|Search payables with filters]]</U>''' page.
+You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages:
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+[[File:Send message.png|border|450px]]
-==='''Vendors invoices filter'''===
+Please check more details here: <U>'''"[[Messages]]"'''</U>
-To display the list of all the vendors' invoices, go to '''Finances=>Vendors=>Invoices''':
+=='''Filters'''==
-[[file:FMV invoices.jpg|border|440px]]
+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.
-The following filter is provided for that list:
+Let’s take the '''Clients' payments''' filters as an example:
-[[file:Vendor invoices filter plus.jpg|border|1000px]]
+[[File:Cl filters.png|border|950px]]
-*'''Code''' — displays only the invoices with the code containing the specified symbols combination.
+Enter the necessary data into the appropriate fields and click the '''"Apply"''' button.
-*'''Creation date''' — displays only the invoices created within the specified date range.
+For further instructions on how to search the required data with filters, please click the corresponding link:
-*'''Due date''' — displays only the invoices with the due date within the specified date range.
+*'''<U>[[Quotes list#Search quotes with filters|Search quotes with filters]]</U>'''
-*'''Created by''' — displays only the invoices created by a certain manager.
+*'''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>'''
-*'''Vendor''' — displays only the invoices of the specified vendor.
+*'''<U> [[Project templates#Search project templates with filters|Search project templates with filters]]</U>'''
-*'''Overdue''' — displays only the overdue invoices.
+*'''<U>[[Jobs list#Search jobs with filters|Search jobs with filters]]</U>'''
-*'''No linked payments''' — displays only the invoices which have no linked payments.
+*<U> [[Files list#Search files with filters|'''Search files with filters''']]</U>
-*'''Not fully covered''' — displays only the invoices which are not fully covered by payments.
+'''Clients''':
-For more info on vendors invoices filter, please see the '''<U>[[Vendor invoices list#Search invoices with filters|Search invoices with filters]]</U>''' page.
+*'''<U>[[Clients list#Search clients with filters|Search clients with filters]]</U>'''
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+*'''<U>[[Clients receivables list#Search receivables with filters|Search clients receivables with filter]]</U>'''
-==='''Vendors payments filter'''===
-To display the list of all the vendors' payments, go to the '''Finances=>Vendors=>Payments''' menu:
+*'''<U>[[Client invoices list#Search invoices with filters|Search clients invoices with filters]]</U>'''
-[[file:FMV payments.jpg|border|440px]]
+*'''<U>[[Client payments list#Search payments with filters|Search clients payments with filters]]</U>'''
-The following filter is provided for that list:
+*'''<U> [[Client contacts#Search client contacts with filters|'''Search client contacts with filters''']]</U>'''
-[[file:vendors payments filter.jpg|border|1000px]]
+*'''<U>[[Client prices list#Search prices with filters|'''Search clients prices with filters]]</U>'''
-*'''Code''' — displays the payments with the code containing the specified symbols combination.
+'''Vendors''':
-*'''Creation date''' — displays the payments created within the specified date range.
+*'''<U>[[Vendors list#Search vendors with filters|Search vendors with filters]]</U>'''
-*'''Paid at date''' — displays the payments received within the specified date range.
+*'''<U>[[Vendors payables list#Search payables with filters|Search vendors payables with filters]]</U>'''
-*'''Vendor''' — displays the payments to the specified vendor.
+*'''<U>[[Vendor invoices list#Search invoices with filters|Search vendors invoices with filters]]</U>'''
-*'''No linked invoices''' — displays the payments which have no linked invoices.
+*'''<U>[[Vendor payments list#Search payments with filters|Search vendors payments with filters]]</U>'''
-*'''Not fully covered''' — displays the payments which are not fully covered with invoices.
+*'''<U> [[Vendor contacts#Search vendor contacts with filters|'''Search vendor contacts with filters''']]</U>'''
-For more info on vendors payments filter, please see the '''<U>[[Vendor payments list#Search payments with filters|Search payments with filters]]</U>''' page.
+*'''<U>[[Vendor_prices_list#Search_vendor_prices_with_filters|'''Search vendors prices with filters]]</U>'''
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,543: / Line 974: @@
 Click the '''Reports''' menu on the top panel and choose the required item:
-[[file:reports menu.jpg|border|250px]]
+[[File:Reports.2.png|border|200px]]
 Each of these menu screens is described below.
@@ Line 1,549: / 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 '''General finances''' reports, go to '''Reports=>General finances''':
+On these pages, you can see the following reports:
-[[file:reports general finances.jpg|border|250px]]
+*'''<U>[[Reports – General finances#Monthly finances by project balances|Monthly finances by receivables and payables]]</U>''' — shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.
-It will open '''Monthly finances by articles, invoices and payments''' page.
+*'''<U>[[Reports_–_General_finances_by_invoices|Monthly finances by invoices]]</U>''' — shows the turnover, expenses, and profit based on client and vendor invoices.
-You can select the period of time for reporting:
+*'''<U>[[Reports_–_General_finances_by_payments|Monthly finances by payments]]</U>''' — shows the turnover, expenses, and profit based on client and vendor payments.
-[[file:rep gen finances filter.jpg|border|600px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-On this page, you can see the following reports:
-===='''Monthly finances by articles'''====
-This report shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs:
-[[file:rep mon fin by art.jpg|border|800px]]
-===='''Monthly finances by invoices'''====
-This report shows the turnover, expenses and profit based on client and vendor invoices:
+==='''Quote report'''===
-[[file:rep mon fin by invoices.jpg|border|800px]]
+Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below.
-===='''Monthly finances by payments'''====
+All amounts are converted to the default currency of your account.
-This report shows the turnover, expenses and profit based on client and vendor payments:
+*'''<U>[[Quote report#Quote conversion rate|Quote conversion rate]]</U>'''
-[[file:rep mon fin by pay.jpg|border|800px]]
+*'''<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'''===
 Here you may see your finances reports for each project manager of your team.
-To view the '''Finances per manager by articles''' reports, go to '''Reports=>Managers=>Finances by articles''':
-[[file:Finances per manager by articles menu.jpg|border|440px]]
-You can select the period of time for reporting, managers and minimum profit share:
-[[file:Finances per manager by articles filter.jpg|border|440px]]
-<span style="color:#DC143C">'''Note''': Managers with minimum profit share less then the specified won't be displayed as the individuals.</span>
-<span style="color:#DC143C">Their profit shares will be combined and shown as the "'''Other managers'''".</span>
 On this page, you can see the following reports:
-===='''Monthly income per manager by articles'''====
+*'''<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.
-This report shows the turnover for each manager based on receivables in their projects:
-[[file:Rep mon inc per man by art.jpg|border|800px]]
-===='''Monthly  profit per manager by articles'''====
+*'''<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.
-This report shows the profit for each manager based on receivables 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.
-[[file:Rep mon prof per man by art.jpg|border|800px]]
+*'''<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
-===='''Monthly income share per manager by articles'''====
+*'''<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
-This report 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
-[[file:Rep mon income share per man by art.jpg|border|800px]]
+*'''<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
-===='''Monthly profit share per manager by articles'''====
+*'''<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
-This report shows how the profit share of each manager was changing each month:
+*'''<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.
-[[file:Rep mon prof share per man by art.jpg|border|800px]]
+*'''<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.
-===='''Income share per manager by articles'''====
+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.
-On this report you may see the shares of incomes each of your managers brings over the selected period:
-[[file:Rep income share per man by art.jpg|border|800px]]
-===='''Profit share per manager by articles'''====
-On this report you may see the shares of profit each of your managers brings over the selected period:
-[[file:Rep profit share per man by art.jpg|border|800px]]
-===='''Finances per manager by articles summary table'''====
-This table shows all income, expense and profit amounts per manager and month:
-[[file:Rep table finances per manager.jpg|border|800px]]
-For more info on finances per manager by articles reports, please see the '''<U>[[Reports – Managers – Finances by articles|Finances per manager by articles reports]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,653: / Line 1,040: @@
 This menu screen contains several submenus:
-[[file:reports clients menu.jpg|border|440px]]
+[[file:Reports menu clients.jpg|border|350px]]
 Each of them is described below.
-===='''Finances by articles'''====
+===='''Finances by receivables and payables'''====
-To view the '''Finances by articles''' reports, go to '''Reports=>Clients=>Finances by articles''':
+Here you may see your finances reports for each client based on the receivables and payables.
-[[file:menu rep clients fin by art.jpg|border|440px]]
+To view the '''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|Finances per client by receivables and payables]]</U>''' reports, go to '''Reports → Clients → Finances by receivables and payables''':
-Here you may see your finances reports for each client based on the receivables.
+On this page, you can see the following reports:
-All amounts are converted to the basic currency of your account.
-You can select the period of time for reporting, manager, clients and minimum profit share if needed:
-[[file:rep fin per client by art filter.jpg|border|440px]]
-====='''Monthly income per client by articles'''=====
-This report shows the turnover per client based on receivables in their projects:
-[[file:Rep client fin by art income.jpg|border|800px]]
-====='''Monthly profit per client by articles'''=====
-This report shows the profit for each client based on receivables in their projects:
-[[file:rep client fin by art profit.jpg|border|800px]]
-====='''Monthly income share per client by articles'''=====
-This report shows how the income share of the client was changing each month:
-[[file:rep client fin by art income share.jpg|border|800px]]
-====='''Monthly profit share per client by articles'''=====
-This report shows how the profit share of each client was changing each month:
-[[file:rep client fin by art profit share.jpg|border|800px]]
+*'''<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.
-====='''Income share per client by articles'''=====
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_expenses_per_client_by_payables|Monthly expenses per client by payables]]</U>''' - shows the expenses for each client based on payables in the related projects.
-On this report you may see the shares of income each your client brings over the selected period:
+*'''<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.
-[[file:Rep client fin by art income share pie.jpg|border|800px]]
+*'''<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.
-====='''Profit share per client by articles'''=====
+*'''<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.
-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#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.
-[[file:rep client fin profit share pie.jpg|border|800px]]
+*'''<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.
-====='''Finances per client by articles summary table'''=====
+*'''<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.
-This table shows all income, expense and profit amounts per each client monthly:
+*'''<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.
-[[file:rep fin per client by art table.jpg|border|800px]]
+*'''<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 finances per client by articles reports, please see the '''<U>[[Reports – Clients – Finances by articles|Finances per client by articles 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'''.
 ===='''Income by invoices'''====
-To view the '''Income by invoices''' reports, go to '''Reports=>Clients=>Income by invoices''':
-[[file:menu rep clients income by invoices.jpg|border|440px]]
 Here you may see your finances reports for each client based on the client invoices.
-All amounts are converted to the basic currency of your account.
+To view the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices]]</U>''' reports, go to '''Reports → Clients → Income by invoices''':
-You can select the period of time for reporting and the clients:
+On this page, you can see the following reports:
-[[file:rep clients income per client by invoices filter.jpg|border|440px]]
-====='''Monthly income per client by invoices'''=====
-Here you can see the turnover per client based on the invoices you issued for them:
-[[file:rep cl mon income by invoices.jpg|border|800px]]
-====='''Monthly income share per client by invoices'''=====
-This report shows how the share of invoices per clients was changing monthly:
-[[file:rep cl mon income share by invoices.jpg|border|800px]]
-====='''Income share per client by invoices'''=====
-This report shows the share of invoices per clients over the selected period of time:
-[[file:rep cl income share by invoices pie.jpg|border|800px]]
+*'''<U>[[Reports – Clients – Income by invoices#Monthly income per client by invoices|Monthly income per client by invoices]]</U>''' - here you can see the turnover per client based on the invoices you issued for them.
-====='''Monthly income per client by invoices summary table'''=====
+*'''<U>[[Reports – Clients – Income by invoices#Monthly income share per client by invoices|Monthly income share per client by invoices]]</U>''' - shows how the share of invoices per clients was changing monthly.
-This table shows all invoice amounts per client and month:
+*'''<U>[[Reports – Clients – Income by invoices#Income share per client by invoices|Income share per client by invoices]]</U>''' - shows the share of invoices per clients over the selected period of time.
-[[file:rep cl mon income by invoices table.jpg|border|440px]]
+*'''<U>[[Reports – Clients – Income by invoices#Monthly income per client by invoices summary table|Monthly income per client by invoices summary table]]</U>''' - shows all invoice amounts per client and month.
-For more info on monthly income per client by invoices reports, please see the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices reports]]</U>''' page.
+For more info on these reports, please see the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices reports]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ===='''Income by payments'''====
-To view the '''Income by payments''' reports, go to '''Reports=>Clients=>Income by payments''':
-[[file:reports clients income by payments menu.jpg|border|440px]]
 These reports show how the clients were paying you.
-All amounts are converted to the basic currency of your account.
+To view the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments]]</U>''' reports, go to '''Reports → Clients → Income by payments''':
-You can select the period of time for reporting and the clients:
-[[file:rep cl mon income by payments filter.jpg|border|440px]]
-====='''Monthly income per client by payments''' =====
-Here you can see the amounts of payments per each client monthly:
+Here you may see the following reports:
-[[file:rep cl mon income by payments.jpg|border|800px]]
+*'''<U>[[Reports – Clients – Income by payments#Monthly income per client by payments|Monthly income per client by payments]]</U>''' - here you can see the amounts of payments per each client monthly.
-====='''Monthly income share per client by payments'''=====
+*'''<U>[[Reports – Clients – Income by payments#Monthly income share per client by payments|Monthly income share per client by payments]]</U>''' - here you can see how the share of payments per client was changing monthly.
-Here you can see how the share of payments per client was changing monthly:
+*'''<U>[[Reports – Clients – Income by payments#Income share per client by payments|Income share per client by payments]]</U>''' - this diagram shows the share of each client in payments received over the specified period of time.
-[[file:rep cl mon income share by payments.jpg|border|800px]]
+*'''<U>[[Reports – Clients – Income by payments#Monthly income per client by payments summary table|Monthly income per client by payments summary table]]</U>''' - shows all payment amounts per client monthly.
-====='''Income share per client by payments'''=====
+For more info on these reports, please see the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments reports]]</U>''' page.
-This diagram shows the share of each client in payments received over the specified period of time:
-[[file:rep cl income share by payments.jpg|border|800px]]
-====='''Monthly income per client by payments summary table'''=====
-This table shows all payment amounts per client monthly:
-[[file:rep cl income by payments table.jpg|border|440px]]
-For more info on monthly income per client by payments reports, please see the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments reports]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,805: / Line 1,120: @@
 This menu screen contains several submenus:
-[[file:reports vendors menu.jpg|border|440px]]
+[[file:reports vendors menu.jpg|border|300px]]
 Each of them is described below.
@@ Line 1,811: / Line 1,126: @@
 ===='''Expenses by invoices'''====
-To view the '''Expenses by invoices''' reports, go to '''Reports=>Vendors=>Expenses by invoices''':
+These reports show the monthly amounts of your vendor invoices.
-[[file:reports vendors exp by inv menu.jpg|border|440px]]
-These reports show the monthly amounts of your vendor invoices.
-All amounts are converted to the basic currency of your account.
-You can select the period of time for reporting and the vendors:
-[[file:rep ven mon by invoices filter.jpg|border|440px]]
-====='''Monthly expenses per vendor by invoices'''=====
-This diagram shows the amount of monthly invoices per each vendor:
-[[file:rep mon ven exp by inv.jpg|border|800px]]
-====='''Monthly expenses share per vendor by invoices'''=====
-This graph shows how the share of the invoiced amounts per vendor was changing monthly:
+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:rep ven mon exp share.jpg|border|800px]]
+Here you may see the following reports:
-====='''Expenses share per vendor by invoices'''=====
+*'''<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.
-This diagram shows the share of the invoiced amount 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.
-[[file:rep ven exp share pie.jpg|border|800px]]
+*'''<U>[[Reports – Vendors – Expenses by invoices#Expenses share per vendor by invoices|Expenses share per vendor by invoices]]</U>''' - shows the share of the invoiced amount per each vendor.
-====='''Monthly expenses per vendor by invoices summary table'''=====
+*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices summary table|Monthly expenses per vendor by invoices summary table]]</U>''' - this table shows the invoiced amount per each vendor monthly.
-This table shows the invoiced amount per each vendor monthly:
+For more info on these reports, please see the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices reports]]</U>''' page.
-[[file:rep ven exp by inv table.jpg|border|440px]]
-For more info on expenses by invoices reports, please see the '''<U>[[Reports – Vendors – Expenses by invoices|Expenses by invoices]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,853: / Line 1,146: @@
 ===='''Expenses by payments'''====
-To view the '''Expenses by payments''' reports, go to '''Reports=>Vendors=>Expenses by payments''':
+These reports show the monthly amounts of your vendor payments.
-[[file:reports vendors exp by pay menu.jpg|border|440px]]
+To view the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' reports, go to '''Reports → Vendors → Expenses by payments''':
+Here you may see the following reports:
-Here you may see the monthly amounts of your vendor payments.
+*'''<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.
-All amounts are converted to the basic currency of your account.
+*'''<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.
-You can select the period of time for reporting and the vendors:
+*'''<U>[[Reports – Vendors – Expenses by payments#Expenses share per vendor by payments|Expenses share per vendor by payments]]</U>''' - shows the share of the paid amount per each vendor.
-[[file:rep ven by pay filter.jpg|border|440px]]
+*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments summary table|Monthly expenses per vendor by payments summary table]]</U>''' - this table shows paid amount per each vendor monthly.
-====='''Monthly expenses per vendor by payments'''=====
+For more info on these reports, please see the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' page.
-This diagram shows the amount of monthly payments per each vendor:
-[[file:rep ven expenses by payment.jpg|border|800px]]
-====='''Monthly expenses share per vendor by payments'''=====
-This graph shows how the share of the paid amounts per vendor was changing monthly:
-[[file:rep ven expenses by payment share.jpg|border|800px]]
-====='''Expenses share per vendor by payments'''=====
-This diagram shows the share of the paid amount per each vendor:
-[[file:rep ven exp by paym share pay.jpg|border|800px]]
-====='''Monthly expenses per vendor by payments summary table'''=====
-This table shows paid amount per each vendor monthly and resumes your expenses with “Whole period” column and “All vendors” row:
-[[file:rep ven exp by paym table.jpg|border|440px]]
-For more info on expenses by payments reports, please see the '''<U>[[Reports – Vendors – Expenses by payments|Expenses by payments]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
 ==='''Language pairs'''===
-To view the '''Language pairs''' reports, go to '''Reports=>Language pairs=>Finances by articles''':
-[[file:reports lang pairs menu.jpg|border|440px]]
 Here you may see your finances reports for each language pair you work with.
-You can select the period of time for reporting and the language pairs:
+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:rep lang pairs filter.jpg|border|440px]]
+On this page, you can see the following reports:
-===='''Monthly income per language pair by articles'''====
-This report shows the turnover per language pair based on receivables in the related projects:
-[[file:rep lang pairs income.jpg|border|800px]]
-===='''Monthly profit per language pair by articles'''====
-This report shows the profit for each language pair based on receivables in the related projects:
-[[file:rep lang pairs profit.jpg|border|800px]]
-===='''Monthly income share per language pair by articles'''====
-This report shows how the income share of each language pair was changing each month:
-[[file:rep lang pairs monthly  income share.jpg|border|800px]]
-===='''Monthly profit share per language pair by articles'''====
-This report shows how the profit share of each language pair was changing each month:
-[[file:rep lang pairs monthly profit share.jpg|border|800px]]
+*'''<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.
-===='''Income share per language pair by articles'''====
+*'''<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.
-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#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.
-[[file:rep lang pairs income share.jpg|border|800px]]
+*'''<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.
-===='''Profit share per language pair by articles'''====
+*'''<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.
-On this report 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.
-[[file:rep lang pairs profit share.jpg|border|800px]]
+*'''<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_receivables_and_payables|Finances per language pair by receivables and payables]]</U> page.
-===='''Finances per language pair by articles summary table'''====
-This table shows all income, expense and profit amounts per language pair and month:
-[[file:rep lang pairs fin table.jpg|border|800px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,952: / Line 1,191: @@
 ==='''Services'''===
-To view the '''Services''' reports, go to '''Reports=>Services=>Finances by articles''':
+Here you may see your finances reports for each service based on the receivables and payables.
-[[file:reports services menu.jpg|border|440px]]
+To view the '''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' reports, go to '''Reports → Services → Finances by receivables and payables''':
-Here you may see your finances reports for each service based on the receivables.
+On this page, you can see the following reports:
-You can select the period of time for reporting and the services:
+*'''<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.
-[[file:rep serv finances filter.jpg|border|440px]]
+*'''<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.
-===='''Monthly income per service by articles'''====
+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.
-This report shows the turnover per service based on receivables in the related projects:
-[[file:rep serv mon inc by article.jpg|border|800px]]
-===='''Monthly profit per service by articles'''====
-This report shows the profit for each service based on receivables in the related projects:
-[[file:rep serv mon profit by article.jpg|border|800px]]
-===='''Monthly income share per service by articles'''====
-This report shows how the income share of each service was changing each month:
-[[file:rep serv mon income share by article.jpg|border|800px]]
-===='''Monthly profit share per service by articles'''====
-This report shows how the profit share of each service was changing each month:
-[[file:rep serv mon profit share by article.jpg|border|800px]]
-===='''Income share per service by articles'''====
-On this report you may see the shares of incomes each of the services brings over the selected period:
-[[file:rep serv inc share.jpg|border|800px]]
-===='''Profit share per service by articles'''====
-On this report you may see the shares of profit each of the services brings over the selected period:
-[[file:rep serv prof share.jpg|border|800px]]
-===='''Finances per service by articles summary table'''====
-This table shows all income, expense and profit amounts per service and month:
-[[file:rep serv finances table.jpg|border|800px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 2,008: / 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:export to xls example.jpg|border|800px]]
-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.
-==='''Export quotes data to excel'''===
-For instructions on how to export quotes data to excel, please see the '''<U>[[Quotes list#Export to Excel|Export quotes data to excel]]</U>''' section.
-==='''Export projects data to excel'''===
-For instructions on how to export projects data to excel, please see the '''<U>[[Projects list#Export to Excel|Export projects data to excel]]</U>''' section.
-==='''Export jobs data to excel'''===
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
-For instructions on how to export jobs data to excel, please see the '''<U>[[Jobs list#Export|Export jobs data to excel]]</U>''' section.
+[[File:Exe.png|border|150px]]
-==='''Export clients data to excel'''===
+For instructions on how to export the required data to Excel, please click the corresponding links:
-For instructions on how to export clients data to excel, please see the '''<U>[[Clients list#Export to Excel|Export clients data to excel]]</U>''' section.
+*'''<U>[[Quotes list#Export to Excel|Export quotes data to Excel]]</U>'''
-==='''Export clients prices to excel'''===
+*'''<U>[[Projects list#Export to Excel|Export projects data to Excel]]</U>'''
-For instructions on how to export clients prices to excel, please see the '''<U>[[Clients prices list#Export to Excel|Export clients prices to excel]]</U>''' section.
+*'''<U>[[Jobs list#Export|Export jobs data to Excel]]</U>'''
-==='''Export clients receivables to excel'''===
+* <U> [[Files list#Export to Excel|'''Export the list of files to Excel''']]</U>
+----
-For instructions on how to export clients receivables to excel, please see the '''<U>[[Clients receivables list#Export to Excel|Export clients receivables to excel]]</U>''' section.
+*'''<U>[[Clients list#Export to Excel|Export clients data to Excel]]</U>'''
-==='''Export clients invoices to excel'''===
+*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to Excel]]</U>'''
-For instructions on how to export clients invoices to excel, please see the '''<U>[[Client invoices list#Export to Excel|Export clients invoices to excel]]</U>''' section.
+*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to Excel]]</U>'''
-==='''Export clients payments to excel'''===
+*'''<U>[[Client payments list#Export to Excel|Export clients payments to Excel]]</U>'''
-For instructions on how to export clients payments to excel, please see the '''<U>[[Client payments list#Export to Excel|Export clients payments to excel]]</U>''' section.
+* <U> [[Client contacts#Export to Excel|'''Export client contacts to Excel''']]</U>
-==='''Export vendors data to excel'''===
+*'''<U>[[Client_prices_list#Import_and_export_prices|Export clients prices to Excel]]</U>'''
+----
-For instructions on how to export vendors data to excel, please see the '''<U>[[Vendors list#Export to Excel|Export vendors data to excel]]</U>''' section.
+*'''<U>[[Vendors list#Export to Excel|Export vendors data to Excel]]</U>'''
-==='''Export vendors prices to excel'''===
+*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to Excel]]</U>'''
-For instructions on how to export vendors prices to excel, please see the '''<U>[[Vendors  prices list#Export to Excel|Export vendors prices to excel]]</U>''' section.
+*'''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to Excel]]</U>'''
-==='''Export vendors payables to excel'''===
+*'''<U>[[Vendor payments list#Export to Excel|Export vendors payments to Excel]]</U>'''
-For instructions on how to export vendors payables to excel, please see the '''<U>[[Vendors payables list#Export to Excel|Export vendors payables to excel]]</U>''' section.
+* <U> [[Vendor contacts#Export to Excel|'''Export vendor contacts to Excel''']]</U>
-==='''Export vendors invoices to excel'''===
+*'''<U>[[Vendors  prices list#Export to Excel|Export vendors prices to Excel]]</U>'''
+----
-For instructions on how to export vendors invoices to excel, please see the '''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to excel]]</U>''' section.
+*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to Excel]]</U>'''
-==='''Export vendors payments to excel'''===
-For instructions on how to export vendors payments to excel, please see the '''<U>[[Vendor payments list#Export to Excel|Export vendors payments to excel]]</U>''' section.
 =='''Additional information'''==
@@ Line 2,079: / Line 1,259: @@
 That’s why its user interface may change and look a little bit differently from the one described above.
-However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.
+However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us (od@protemos.com).
-[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.

Difference between revisions of "Enterprise edition user manual"

Latest revision as of 10:21, 28 February 2023

Contents

Get started with Protemos

My profile settings

Settings

Account

License

Legal entities

Access control

System Values

Object codes

Payment methods

Taxes

Reminders

SMTP Server

Client portal

Vendor portal

Email templates

PDF templates

Integrations

Add new manager

How to accept invitation as manager

Add clients

Add clients manually

Import and export clients

Add vendors

Add vendors manually

Import and export vendors

Vendor application URL

Add new quote

Quote sections

Create Smartcat-related quotes

Create multi-quote

Add new project

Project sections

Create Smartcat-related projects

Project templates

CAT log conversion schemes

Create invoices for clients

Client invoice sections

Record clients' payments

Clients' prices

Create vendors' invoices

Vendor invoice sections

Record vendor payments

Vendors' applications

Vendor prices

Messages

Filters

Reports

General finances

Quote report

Managers

Clients

Finances by receivables and payables

Income by invoices

Income by payments

Vendors

Expenses by invoices

Expenses by payments

Language pairs

Services

Export data

Additional information

Navigation menu

Search