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]]
-. The following screen will be displayed:
+=='''My profile settings'''==
-[[File:you can start working now.jpg|border|540px]]
+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.
-This means that your account has been created and you can start working with Protemos.
+To do so, go to the '''My profile''' menu:
-However, before you start working with the projects in the system, you need to add your clients and vendors in it.
+[[file:My profile settings.png|border|900px]]
-These areas will be addressed in the following sections.
+For more detailed information, please see the '''<U>[[My profile|My profile]]</U>''' page.
 [[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,
+On the "'''Account'''" page you can change the account owner, update the account name, update default settings, delete your account.
-default settings, deadline email reminders, object codes and configure custom SMTP server.
+*The '''Account info''' section contains common information about your company.
-===='''General info'''====
+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)'':
-The "'''General info'''" section contains common information about your company.
+[[File:Account itself.png|border|700px]]
-Here you can amend information about your company and change the account owner.
+*'''Account settings'''
-To edit general information press the "'''Update'''" button:
+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.
-[[File:account general info tab.jpg|border|800px]]
+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>'''.
-Confirm the changes by clicking "'''Update'''" or call off them with the "'''Cancel'''" button after editing:
+To change any of the above-mentioned settings, click the following buttons:
-[[File:update account details page .jpg|border|440px]]
+[[File:Account settings section.png|border|1070px]]
-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>[[Account#Account settings|Account settings]]</U>''' page.
-[[File:CHAO button.jpg|border|800px]]
+*'''Account deletion'''
-Assign a new owner and press the "'''Update'''" button to сonfirm the changes:
+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:change account owner  page.jpg|border|440px]]
+[[File:Dlee r.png|border|800px]]
-For more info, please see the <U>'''[[Change account owner]]''' </U> page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''License'''===
-===='''Company logo image'''====
+When you are registering your account, you get a free one-month trial license. It works just like a normal license, with no limitations.
-Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc.
+When the trial period is over, the account owner may request a license by clicking the "'''Request license'''" button:
-Press the "'''Upload new'''" button to upload a logo:
+[[File:License details page request license button.png|border|1000px]]
-[[File:logo upload.jpg|border|800px]]
+<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.
-<span style="color:red">'''Note:''' Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.</span>
+For more info on licensing, please see the <U>'''[[License]]'''</U> page.
-===='''Default settings'''====
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-In the "'''Default settings'''" section you can define the following settings:
+==='''Legal entities'''===
-'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation.
+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.
-'''Default currency''': the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.
+It means that you can set up different document items (logo, address, company name) for different legal entities.
-'''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.
+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:
-'''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.
-===='''Custom SMTP Server'''====
-By default, the system sends all email messages from Protemos own email server, but you can change this and make the system use your own server.
-To do this, click "'''Update'''":
-[[File:SMTP server update button.jpg|border|800px]]
-For more info on SMTP server configuration, please see the <U>[[Update SMTP server configuration|'''SMTP server configuration''']]</U> page.
-===='''Object codes'''====
-On this page, you can set the number of your next invoice, project, payment, job etc.
-To update the next object identification numbers or the object code prefixes press the "'''Update next IDs'''" or "'''Update code prefixes'''" button correspondingly:
-[[File:SAS object codes.jpg|border|800px]]
-For more info on object codes customizations, please see the <U>[[Update object codes|'''Object codes''']]</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 =>License''' </span>===
+==='''Access control'''===
-When you are registering your account, you get a free one-month trial license. It works just like a normal license, with no limitations.
+This menu screen contains several submenus:
-On the "'''License details'''" page you can see:
+[[File:Settings - access control.png|border|300px]]
-- your license status and type;
+*'''Roles'''
-- active managers limit (the number of users with Administrator, Project manager and Account manager rights that can work in the system simultaneously);
+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:
-- when your license expires;
+[[File:Role-based access control.1.png|border|1100px]]
-- the time left before the expiration date of your license.
+*'''Managers'''
-When the trial period is over, the account owner may request the license by pressing the "'''Request license'''" button:
+Use this page to view the list of managers added to the system and add new managers. More info [[Enterprise_edition_user_manual#Add_new_manager|<U>'''here'''</U>]].
-[[File:SAS license request.jpg|border|800px]]
+[[File:Managers list.1.2.png|border|1070px]]
-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.
+*'''Client pools'''
-<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 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.
-For more info on licensing, please see the <U>'''[[Licensing]]'''</U> page.
+[[File:New client pool (1.56).png|border|1070px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>System Values''' </span>===
+==='''System Values'''===
 This menu screen contains several submenus:
-[[File:SS system values submenus.jpg|border|440px]]
+[[File:Sv.png|border|230px]]
-Each of them is described below.
+*'''Language pairs'''
+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:
-===='''Language pairs'''====
+[[File:Lang pairs.png|border|800px]]
-On this page, you can add, update  or delete the language pairs you work with:
+<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.
-[[File:Language pairs page.jpg|border|800px]]
+*'''Services'''
-<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.
+Use this menu to '''<U>[[Create service|add]]</U>''', '''<U>[[Update service|update]]</U>''' or delete the services your company provides:
-<U>[[Language pair update|"'''Update'''"]] </U> – opens the language pair update page where you can change languages for the particular language pair.
+[[File:Sesrvices.png|border|800px]]
-"'''Delete'''" – deletes the language pair.
+<span style="color:red">'''Note:'''</span> You can’t delete services that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can '''<U>[[Update service#Disable service|disable]]</U>''' them.
-<span style="color:red">'''Note:''' 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>
+*'''Specializations'''
-===='''Services'''====
+Here you can '''<U>[[Create specialization|add]]</U>''', '''<U>[[Update specialization|update]]</U>''' or delete the specializations your company works with:
-Use this menu to add, update or delete the services your company provides:
+[[File:Speciaslizations.png|border|800px]]
-[[File:SS services.jpg|border|800px]]
+<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> [[Service creation|"'''New service'''"]] </U> – opens the service creation page. Here you can create as many services as you wish.
+*'''Units'''
-<U> [[Service update|"'''Update'''"]] </U> – opens the services update page where you can change the name of the particular service.
+Here you can '''<U>[[Create unit|add]]</U>''' any measurement units you need, '''<U>[[Update unit|update]]</U>''', and delete them:
-"'''Delete'''" – deletes the service.
+[[File:Units page buttons.png|border|1000px]]
-<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>
+<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)''.
-===='''Specializations'''====
+*'''Currencies'''
-On this page, you can add, update or delete the specializations your company works with:
+On this page, you can '''<U>[[Currencies#Add currencies|add]]</U>''' currencies, '''<U>[[Currencies#Set currency as default|set currency as default]]</U>''', disable or delete currencies:
-[[File:specialization list page.jpg|border|800px]]
+[[File:Change system curr.png|border|1000px]]
-<U> [[Specialization creation|"'''New specialization'''"]] </U> – opens the specialization creation page. Here you can create every possible specializations you may wish.
+<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.
-<U> [[Specialization update|"'''Update'''"]] </U> – opens the specialization update page where you can change the name of the particular specialization.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-"'''Delete'''" – deletes the specialization.
+==='''Object codes'''===
-<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>
+On this page, you can set the number of your next quote, project, job, etc.
-===='''Units'''====
+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:
-Use this menu to select units to measure the volume of your work (words, hours, pages, etc.).
+[[File:Year.jpg|border|1000px]]
-Here you can add, update or delete any measurement units you need:
+For more info, please see the '''<U>[[Object_codes|Object codes]]</U>''' page.
-[[File:units list page.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-<U> [[Unit creation|"'''New unit'''"]] </U> – opens the unit creation page where you can create as many measurement units as you need.
+==='''Payment methods'''===
-<U> [[Unit update|"'''Update'''"]] </U> – opens the unit update page. Here you can change the name of the particular unit.
+Enter your payment details here so the clients can pay you.
-"'''Delete'''" – deletes the unit.
+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.
-<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>
+[[File:Payments methods default etc.png|border|800px]]
-===='''Currencies'''====
+<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.
-Use this menu to add currencies that will be used in the system.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-For example, one client can pay in US dollars while others can choose euros and you can pay to vendors in local currency.
+==='''Taxes'''===
-On this page, you can: add currencies, set any currency as default, disable or delete currencies, check up the exchange rates history.
+You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
-[[file:currencies list page.jpg|border|800px]]
+[[File:Tax tax.png|border|300px]]
-<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.
+You may add '''<U>[[Taxes#Taxes list|taxes]]</U>''' whether as a percentage or flat amount by clicking the '''"New tax"''' button:
-<U>[[Currencies#Exchange rates history|"'''Exchange rates history'''"]]</U>- shows the exchange rates on the selected date.
+[[File:Taxes list g.png|border|900px]]
-<U>[[Currencies#Setting a currency as default|"'''Set as default'''"]]</U> - sets the selected currency as default. If you change the default currency,
+<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.
-all reports and project balances will be rebuilt and recalculated in the new default currency.
+To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', go to '''Settings ⇾ Taxes ⇾ Default clients taxes set''':
-<U>[[Currencies#Disabling and deleting currencies|"'''Disable'''"]]</U> - disables the currency.
+[[File:Default client taxes.png|border|300px]]
-<U>[[Currencies#Disabling and deleting currencies|"'''Delete'''"]]</U> - deletes the currency. You can't delete the currency that is already in use in the system
+To do that, please click the corresponding buttons:
-but you can disable it in case this currency no longer needed.
+[[File:Default tax.png|border|900px]]
-<span style="color:red">'''Note''': Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis.
+The system will be adding this set of taxes to each client when you issue invoices.
-<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> 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=>Users'''</span>===
+To create a default vendors taxes set, go to '''Settings ⇾ Taxes ⇾ Default vendors taxes set''':
-[[File:SM Users.jpg|border|200px]]
+[[File:Default vendors taxes.png|border|300px]]
-Use this menu screen to add new users who will use the system just as you do.
+Here you can add default percentage and absolute taxes by clicking the corresponding buttons:
-For example, if there are several project managers in your team, you can add a separate account for each of them.
+[[File:Def vend tax.png|border|900px]]
-To add a new user, press the "'''New user'''" button:
+The system will be adding this set of taxes to each vendor when you issue invoices.
-[[file:users list page.jpg|border|800px]]
+For more info, please see the '''<U>[[Taxes#Default vendors taxes set|Default vendors taxes set]]</U>''' section.
-It will open the "'''New user'''" page. After you fill in the boxes press the "'''Save'''" button:
+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.
-[[file:new user page.jpg|border|540px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-After pressing the "'''Save'''" button, the user will be sent an invitation email and will be able to complete the account creation.
+==='''Reminders'''===
-For more info on user creation, please see the <U>'''[[User creation]]'''</U> page.
+The system notifies you about overdue projects, jobs, and invoices by email. You can switch these notifications off/on by clicking "'''Update'''":
-<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>
+[[File:Reminders.png|border|900px]]
-On the "'''Users'''" page, you can also <U>[[User update| '''Update user''']]</U>  information.
+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'''.
-===<span style="color:blue">'''System=>User groups''' </span>===
+==='''SMTP Server'''===
-[[File:SM User groups.jpg|border|200px]]
+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.
-Use this menu screen to define access rights for various user groups:
+To do this, click "'''Update'''":
-[[file:User groups system permissions n.jpg|border|600px]]
+[[File:SMTP SERVER update button.png|border|1100px]]
-for more info on access rights for various user groups, please see '''<U>[[User groups]]</U>''' page.
+For more info, please see the '''<U>[[SMTP server]]</U>''' page.
-===<span style="color:blue">'''System=>Payment methods''' </span>===
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[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.
-[[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.
-<U>[[Payment method update|"'''Update'''"]]</U> - opens the page where you can renew payment method details.
+==='''Client portal'''===
-"'''Disable'''" - disables the payment method.
+Here you can update client portal settings by clicking the '''"Update"''' button:
-"'''Delete'''" - deletes the payment method.
+[[File:Client portal settings.png|border|900px]]
-<span style="color:red">'''Note''': You can’t delete the payment methods, that you have already used in the system ''("Yes" in the column "Іn use" and no the "Delete" button).''
+You can define managers as the default recipient of notifications connected with quotes, projects, overdue clients' invoices, payment settings, etc.
-<span style="color:red"> But you can disable them in case these payment methods no longer needed.</span>
+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'''.
-===<span style="color:blue">'''System=>Templates''' </span>===
+==='''Vendor portal'''===
-This menu screen contains the CAT logs submenu which is described below:
-[[file:system menu CAT logs.jpg|border|400px]]
-===='''CAT logs'''====
+Here you can update vendor portal settings by clicking the '''"Update"''' button:
-Use this menu to add weighted word count templates for the CAT tools you are using.
+[[File:Vendor profile swttings.png|border|900px]]
-Here you can add, update or delete templates:
+You can update all elements except the Vendor application URL. For more details, please check  '''<U>[[Vendor application URL]]</U>''' page.
-[[file:CAT log templates page.jpg|bprder|800px]]
+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.
-<U>[[Weighted word count templates#Adding templates|"'''Add template'''"]]</U> - opens the page where you can add word count template.
+Click '''"Create agreement"''' to add the agreement:
-<U>[[Weighted word count templates#Deleting templates|"'''Delete'''"]]</U> - deletes the template.
+[[File:Sadaro.png|border|900px]]
-You may also <U>[[Weighted word count templates#Updating templates|"'''Update'''"]]</U>  the template if necessary.
-For more info on templates, please see '''<U>[[Weighted word count templates]]</U> '''page.
+For more info, please see the '''<U>[[Vendor portal#Agreement with new vendors|Agreement with new vendors]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-===<span style="color:blue">'''System=>SmartCAT integration''' </span>===
+==='''Email templates'''===
-[[File:SM Smart CAT integration.jpg|border|200px]]
+You can create your own quote, multi-quote, and client invoice email templates.
-Protemos is integrated with SmartCAT system, so you can create the projects in Protemos, and then copy them to SmartCAT.
+To create an email template, go to '''Settings''' → '''Email templates''':
-On this page, you can enable, update or disable SmartCAT integration for your account:
+[[File:Email templates1.png|border|300px]]
-[[file:smartCAT integration enable button.jpg|border|800px]]
+*'''Quote templates'''
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Enable'''"]]</U> - opens the '''SmartCAT intergation details''' page where you can enter your API credentials.
+Use this page to <U>[[Email_templates#Quote_templates|'''create''']]</U> the quote email templates and clone, update and delete the existing ones:
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Update'''"]]</U> - here you can update the integration details if necessary.
+[[File:New quote template (enterprise manual).png|border|1070px]]
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Delete'''"]]</U> - deletes the  integration.
+*'''Multi-quote templates'''
-The "'''Update'''" and "'''Delete'''" buttons will appear after you enable SmartCAT integration for your account.
+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:
-If you do not have SmartCAT account you can register it directly from the '''SmartCAT integration''' page.
+[[File:New multiquote email templates (enterprise manual).png|border|1070px]]
-Here you can also get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.
+*'''Client invoice templates'''
-To do so, please click the corresponding links:
+Use this page to <U>[[Email_templates#Client_invoice_template|'''create''']]</U> the client invoice email templates and clone, update and delete the existing ones:
-[[File:SmartCAT integration welcome page.jpg|border|800px]]
+[[File:New client invoice template (enterprise manual).png|border|1070px]]
-For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[SmartCAT integration]]</U> '''page.
+For more info on email templates, please see the <U>'''[[Email templates]]'''</U> page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Add clients'''==
+==='''PDF templates'''===
-You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
+You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.
-==='''Adding clients manually'''===
+To create a template, go to '''Settings → PDF Templates:'''
-To add a new client, click the '''Clients''' menu on the top panel and then press the "'''New client'''" button:
+[[File:Settings - pdf templates.png|border|280px]]
-[[file:Clients adding.jpg|border|1000px]]
+*'''Client invoice PDF templates'''
-Enter information about your client in the displayed screen. It consists of two sections.
+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:
-*Use the '''General info''' section to enter general information about a client:
+[[File:Client invoice pdf templates (enterprise manual).png|border|1070px]]
-[[file:new client general info section.jpg|border|440px]]
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-*Use the '''Primary user''' section to enter the client’s contact person:
+*'''Vendor invoice PDF templates'''
-[[file:new client primary user section.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:
-Press the "'''Save'''" button to display the client entry.
+[[File:New vendor invoice PDF templates (enterprise manual).png|border|1070px]]
-This page is intended for viewing and entering various client data and has the following tabs:
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-[[file:client entry 1.jpg|border|800px]]
+*'''Quote PDF templates'''
-On the '''General info''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info or '''delete''' a client.
+Use the page to <U>[[PDF_templates#Quote_PDF_templates|'''create''']]</U> the quote PDF templates and clone, update and delete the existing ones:
-<span style="color:red">'''Note''': You can’t delete the clients involved into recorded projects, invoices or payments.
+[[File:New quote pdf template (enterprise manual).png|border|1070px]]
-Here you may also change the '''<U>[[Client default settings|default settings]] </U>''' of your clients:
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-[[file:client entry 2.jpg|border|800px]]
+*'''Job PO PDF templates'''
-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.
+Use the page to <U>[[PDF_templates#Job_PO_PDF_templates|'''create''']]</U> the job PO PDF templates and clone, update and delete the existing ones:
-On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab, you can view the list of client’s contacts, edit or delete them, and start creating new contacts.
+[[File:New job PO PDF template (enterpise manual).png|border|1070px]]
-If the client has several contact persons, they all can be entered in the '''Contact persons''' tab.
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab, you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.
+For more info on PDF templates, please see the <U>'''[[PDF templates]]'''</U> page.
-On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab, you can upload and delete the files related to the client.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Import clients from an Excel file'''===
+==='''Integrations'''===
-If you already have the list of clients, contacts and prices, you can easily import it without the need to enter such information manually.
+*'''memoQ integration'''
-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:
+Protemos is integrated with memoQ system — a translation environment tool.
-[[file:clients import from xls.jpg|border|800px]]
+To enable memoQ integration, go to '''Settings ⇾ Integrations ⇾ memoQ'''.
-For more info on clients data import, please see the '''<U>[[Import clients from Excel]]</U>''' page.
+Here you can enable, update, disable the integration for your account, manage your memoQ server, create a memoQ account:
-On this page, you can also export all the displayed list of clients to Excel by pressing the "'''Export to Excel'''" button:
+[[File:Memoq user manual.png|border|900px]]
-[[file:clients export to xls.jpg|border|800px]]
+More details here: <U>'''[[MemoQ integration]]'''</U>
-For more info on clients data export , please see the '''<U>[[Clients list#Export to Excel| Export clients data to excel]]</U>''' page.
+*'''Smartcat integration'''
-For more info on clients, please see the '''<U>[[Clients]]</U>''' page.
+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'''.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+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.
-=='''Add vendors'''==
+[[File:Smart.png|border|900px]]
-If you assign jobs to other vendors, you need to add each of them in the system.
+For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[Smartcat integration]]</U>''' page.
-You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.
+*'''TQAuditor integration'''
-==='''Adding vendors manually'''===
+Protemos is integrated with TQAuditor - the system for evaluation and monitoring translation quality.
-To add a new vendor, click the '''Vendors''' menu on the top panel and then press the "'''New vendor'''" button:
+[[File:Tq.png|border|900px]]
-[[file:vendors adding.jpg|border|800px]]
+For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.
-The screen to add a vendor will appear.
+*'''QuickBooks integration'''
-First, you will see the Type box. You can select any of the three vendor types:
+Protemos is integrated with QuickBooks, an accounting software system.
-'''Company''' is a contractor company.
+For more info on QuickBooks integration, please see the '''<U>[[QuickBooks integration|QuickBooks integration]]</U> '''page.
-'''Freelancer''' is a non-staff employee.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-'''In-house''' is a staff employee who works in your office.
+=='''Add new manager'''==
-Depending on the vendor type, you will see the boxes to fill in.
+Use this menu to add new managers who will use the system just as you do.
-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.
+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.
-For additional information please see the '''<U>[[Vendor creation]]</U>''' page.
+You can also limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the <U>[[Client pools|'''Client pools''']]</U> page.
-The vendor entry page is intended for viewing and entering various vendor data and has the following tabs:
+To add a new manager, go to '''Settings → Access control → Managers''':
-[[file:vendors entry page general info.jpg|border|800px]]
+[[File:Settings - access control - managers.png|border|300px]]
-On the '''General info''' tab you may view, '''<U>[[Update vendor details|update]]</U>''' vendor info, '''resend invitation''' or '''delete''' a vendor.
+Сlick the '''"New manager"''' button on the '''Managers''' page:
-<span style="color:red">'''Note''': You can’t delete the vendors involved into recorded jobs, invoices or payments.
+[[File:New manager button.png|border|900px]]
-Here you may also change the '''<U>[[Vendor default settings change|default payment settings]] </U>''' of your vendors:
+<span style="color:red">'''Note''':</span> Your manager will not be able to log into the system if you unmark the "'''Can log in"''' checkbox.
-[[file:vendors entry page default settings.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-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.
+==='''How to accept invitation as manager'''===
+If your colleagues create a manager account for you, you will receive an invitation email:
-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.
+[[File:Invitation email for manager.1.png|border|700px]]
-This tab is available only if the vendor is a company, not a person:
+Accept the invitation by clicking the link in the received email. The following page will appear:
-[[file:vendor company contacts.jpg|border|800px]]
+[[File:Complete registration (manager).png|border|1070px]]
-If the vendor has several contact persons, they all can be entered in the '''Contact persons''' tab.
+Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.
-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.
+You will receive an email notification on successful registration and will be logged in to your manager account:
-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.
+[[File:Registration is complete (manager).png|border|500px]]
-On the '''<U>[[Vendor view page, Documents tab|Documents]]</U>''' tab, you can upload and delete the files related to the vendor.
+=='''Add clients'''==
-<span style="color:red">'''Note''': If your vendor has proz.com account with the same email as in Protemos, the system will display the link to that account of vendor’s page.
+You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
-<span style="color:red">For more detailed information,  please see the '''<U>[[Vendor view page, General tab#Links of vendor profiles to Proz.com profiles|Links of vendor profiles to Proz.com profiles]]</U>''' section. </span>
+==='''Add clients manually'''===
-==='''Import vendors from an Excel file'''===
+There are two ways to add new clients manually:
-If you already have the list of vendors, contacts and prices, you can easily import it without the need to enter such information manually.
+. Click the '''Client''' menu on the top panel and then click '''New client''':
-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:2.00.png|border|100px]]
-[[file:vendors import from xls.jpg|border|800px]]
+. Or you may go to '''Clients''' and click the "'''New client'''" button:
-For more info on vendors data import, please see the '''<U>[[Import vendors from Excel]]</U>''' page.
+[[File:New client button.png|border|850px]]
-On this page, you can also export all the displayed list of vendors to Excel by pressing the "'''Export to Excel'''" 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:vendors export to xls.jpg|border|800px]]
+This page is intended for viewing and entering various client data and has the following tabs:
-For more info on vendors data export, please see the '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' page.
+*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.
-For more info on vendors, please see the '''<U>[[Vendors]]</U>''' page.
+*In the '''<U>[[Client view page – General info tab#Primary user|Primary user]]</U>''' section you can view and edit client's primary contact details, change your client's '''<U>[[Client default settings|default settings]]</U>'''.
+<span style="color:red">'''Note''':</span> You can’t delete clients involved into recorded projects, invoices or payments. But you can unmark the '''<U>[[Update client details#Assignability|'''"Assignable"''']]</U>''' checkbox in a client profile, and the client will not appear in the drop-down list when creating projects and quotes.
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+*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.
-=='''Add new quote'''==
+If the client has several contact persons, they can all be entered in the '''Contact persons''' tab.
-Quote is a potential project. Let's assume that your client has sent you translation request, but first, he would like to know how much it will cost,  time frames for implementation etc.
+*On 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.
-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.
+*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.
-You may also create it if you are simply not sure yet you will get the project.
+*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.
-==='''Quote creation'''===
+==='''Import and export clients'''===
-. To create a quote, click the '''Quotes''' menu on the top panel and then press the "'''New quote'''" button:
+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:new quote button plus from SC 1.jpg|border|1000px]]
+[[File:Export import Screenshot 1.png|border|800px]]
-It will open the '''New quote''' page where you can specify all basic details for a new quote:
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[file:new quote creation page.jpg|border|500px]]
+=='''Add vendors'''==
-Confirm all details with the "'''Create'''" button.
+If you assign jobs to other vendors, you need to add each of them to the system.
-. It will bring you to the "'''Quote'''" page that consists of the following sections:
+You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.
-==='''Quote details section'''===
+==='''Add vendors manually'''===
-[[file:quote details section.jpg|border|1000px]]
+There are two ways to add new vendors manually:
-On this page, you can do the following::
+. Click the '''Vendors''' menu on the top panel and then click '''New vendor''':
-*'''Send''': opens the <u>[[Quote sending|'''Quote sending ''']]</u> page which allows emailing the quote to the client directly from the system. After the quote is sent, the system records the date of sending.
+[[File:New vedndor.png|border|110px]]
-*'''Mark as sent''': if you not sending the quote through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.
+. Or you may go to '''Vendors''' and click the "'''New vendor'''" button:
-*'''Convert to project''': by pressing this button you begin creating a new project with this quote.
+[[File:Button new vendocr.png|border|1000px]]
-*'''Reject''': if the client doesn't accept this quote conditions, you may press the "'''Reject'''" button to remember that rejection.
-*'''Clone''': you may clone the quote by pressing this button.
+In both cases, you will be redirected to the '''<U>[[Create vendor|New vendor]]</U>''' page.
-*'''Update''': opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page on which you can edit the quote.
+<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.
-*'''Delete''': deletes the quote.
+*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.
-==='''Files section'''===
+<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.
-Here you can upload the files you received from the client (if any):
+*On the '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' tab you can view a list of vendor contacts, edit or delete them, and start creating new contacts. This tab is available only if the vendor is a company, not a person.
-[[File:Q add files.jpg|border|1000px]]
+*On the '''<U>[[Vendor view page, Payment methods tab|Payment methods]]</U>''' tab you can create or update payment methods for the vendor, and change the default payment method.
-==='''CAT logs section'''===
+*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.
-In this section you can upload CAT log files (if needed):
+*On the '''<U>[[Taxes#Custom taxes set for individual vendor|Taxes]]</U>''' tab you can create a custom taxes set for this vendor. Here you may also define which tax set should be applied (whether custom or default one) for this particular vendor.
-[[File:Q upload CAT log.jpg|border|1000px]]
+*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.
-==='''Receivables section'''===
+*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.
-Here you can enter receivables to indicate the amount to be charged from the client:
+==='''Import and export vendors'''===
-[[File:Q new receivable.jpg|border|1000px]]
+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:
-==='''Delivering the quote'''===
+[[File:Import vendors.png|border|1000px]]
-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.
+==='''Vendor application URL'''===
-For more details, please see the '''<U> [[Quote sending]] </U>''' page.
+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:quote details section send button.jpg|border|1000px]]
+For more information, please check the '''<U>[[Vendor application URL]]</U>''' page.
-For more info on quotes, please see the '''<U> [[Quotes]] </U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''SmartCAT-related quotes creation'''===
+=='''Add new quote'''==
-*You can create SmartCAT-related quotes in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating SmartCAT-related quotes in Protemos|Creating SmartCAT-related quotes in Protemos]]</U>''' section.
+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.
-*You may also create Protemos quotes from SmartCAT projects.  For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating Protemos quotes from SmartCAT projects|Creating Protemos quotes from SmartCAT projects]]</U>''' section.
+There are two ways to create a quote:
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
-=='''Add new project'''==
+[[File:New quote.png|border|100px]]
-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.
-==='''Project creation'''===
+. Or you may go to Quotes, and click the '''"New quote"''' button:
-<span style="color:red">'''Note:''' Before creating project, make sure that you have added clients and vendors in your account.</span>
+[[File:New quotes from.png|border|800px]]
-. To create a project, click the '''Projects''' menu on the top panel and then press the "'''New project'''" button:
+. Once the quote is created, you can do the following:
-[[file:new project creation button plus SCAT.jpg|border|1000px]]
+[[File:Quote quote.png|border|900px]]
+==='''Quote sections'''===
-. Enter your project information and press the "'''Create'''" button:
+*'''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:new project entry.jpg|border|540px]]
+[[File:Quote files section.png|border|1100px]]
+*'''<U>[[Quote CAT logs section|CAT logs]]</U>''' section: here you can upload CAT log files or enter them manually if needed:
-. The project page will be displayed with the following tabs:
+[[File:Quote upload logs buttons.png|border|1100px]]
-[[file:project tabs.jpg|border|540px]]
+*'''<U>[[Quote receivables section|Receivables]]'''</U> section: here you can enter receivables to indicate the amount to be charged from the client:
-==='''Project input files'''===
+[[File:Quote new receivable button.png|border|1100px]]
-. Now you need to upload the files received from the client to the system.
+==='''Create Smartcat-related quotes'''===
-To do so, go to the '''Files''' tab and upload the needed files by pressing the "'''Add project input files'''" button:
+*You can create Smartcat-related quotes in Protemos. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Smartcat-related_quotes_in_Protemos|Create Smartcat-related quotes in Protemos]]</U>''' section.
-[[file:project input files adding .jpg|border|800px]]
+*You may also create Protemos quotes from Smartcat projects. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_quote_from_Smartcat_project|Create Protemos quotes from Smartcat projects]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Project receivables'''===
+==='''Create multi-quote'''===
-. Next, enter the volume of work and the receivable from the client. To do so, go to the '''Finances''' tab:
+Multi-quote is a potential project with several options, consisted of several quotes.
-[[file:project finance tab.jpg|border|800px]]
+[[File:Multi quotes 1.png|border|150px]]
-Press the "'''New receivable'''" button and choose the base:
+To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first.
-[[file:New receivable base.jpg|border|250px]]
+Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:
-The "'''Flat rate'''" – if you just need to enter the amount of receivable without entering volumes and rates.
+[[File:1 new mq.png|border|900px]]
-The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+Or you can create a multi-quote by clicking the '''"New multi-quote"''' button in the Multi-quotes menu:
-The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+[[File:New multi-quote.png|border|150px]]
-Enter the work volume, price and, if needed, extra charge and discount for the client:
+In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and click '''"Create"''':
-[[file:project receivable creation page.jpg|border|440px]]
+[[File:1 nemw quote.png|border|500px]]
-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.
+Then click the '''"Add option quotes"''' button:
-Check the "'''Manage all prices'''" option to add the tariff for this client to the database. It will be displayed next time you enter a similar order.
+[[File:Options1.png|border|900px]]
-[[file:manage all receivable  prices.jpg|border|440px]]
+Select the needed ones, and click '''"Add selected quotes"''':
-You can enter several receivables for a project.
+[[File:3-.png|border|900px]]
-For more info on receivable creation, please see '''<U>[[Receivable creation/editing|Receivable creation]] </U>''' page.
-==='''CAT logs'''===
+For more information, check the [[Multi-quotes]] article.
-. If necessary, you may upload a CAT log file to your project.
+=='''Add new project'''==
-To do so, go to the '''Cat logs''' tab and press the "'''Upload CAT log'''" button:
+After setting up the system and entering the clients in it, you can start new projects.
-[[file:project CAT log tab.jpg|border|800px]]
+. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then click the "'''New project'''" button:
-For more info on uploading of CAT log files, please see the '''<U>[[Project details, CAT logs tab]] </U>''' page.
+[[File:New project.png|border|110px]]
+. Or you may go to '''Projects''', and click the '''New project''' button:
-. 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:Projects.png|border|900px]]
-If you need to assign the project to other vendors, carry on reading below.
+. In both cases, it will open the '''New project''' page where you can enter the required information.
-==='''Job creation'''===
+. The project will be created.
-. Let’s assume that you need to assign the translation to one vendor and then give it for proofreading to another vendor.
+==='''Project sections'''===
-Create their respective jobs in the system. Go to the '''Jobs''' tab and press the "'''Add job'''" button:
+. In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:
-[[file:project jobs adding tab.jpg|border|800px]]
+[[File:3 det.png|border|900px]]
-==='''Job input files'''===
+. In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).
-. In the '''Job input files''' section select the project files to send to the translator:
+[[File:Files tab+.png|border|1000px]]
-[[file:project jobs input files.jpg|border|800px]]
+. In the '''<U>[[Jobs]]</U>''' tab you may assign the translation to a vendor.
-In the section below on the same page, select the vendor and enter information about the job:
+[[File:Add job.1.png|border|1000px]]
-[[file:job creation page.jpg|border|400px]]
+. 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>''':
-Then press the "'''Create'''" button.
+[[File:1 фй.png|border|1000px]]
+. 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:
-. Next, the job screen will be displayed:
+[[File:New receiavable from clien.png|border|1000px]]
-[[file:project job new payable button.jpg|border|800px]]
+And to create payables, you need to go to the respective job, scroll down to Payables section and click '''"New payable"''' button:
-For more info on jobs creation and editing, please see the '''<U>[[Jobs]]</U> page.
+[[File:New payable to vendor.png|border|1000px]]
-==='''Project payables'''===
+* '''"Flat rate"'''—if you just need to enter the amount of a receivable without entering volumes and rates.
-. Now you need to add payable for the vendor.
+* '''"Unit-based"'''—if you have to enter the volume and rate for calculating the price.
-To do so, press the "'''New payable'''" button and choose the base:
+* '''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
-[[file:new payable bases.jpg|border|400px]]
+You can enter several receivables and payables for a project.
-The "'''Flat rate'''" – if you just need to enter the amount of payable without entering volumes and rates.
+. 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:
-The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+[[File:Cat log upl.png|border|900px]]
-The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
-Enter the job volume and payable for the vendor and press "'''Create'''":
-[[file:job new payable creation page.jpg|border|400px]]
-For more info on payable creation, please see the '''<U>[[Payable creation/editing|Payable creation]]</U>''' page.
-. Now you can send the notification to the vendor to start the job. Press the "'''Start job'''" button on the '''Job details''' screen:
-[[file:start job  button.jpg|border|800px]]
-The vendor will receive the notification by email that he has been assigned a job, log in and collect the files.
-Then the vendor will fulfil the job, upload the ready files to the system and mark the job as completed.
-You will be notified by email that the vendor has completed the job.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Job output files'''===
+==='''Create Smartcat-related projects'''===
-. 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]]
+*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.
-. Having ensured that the vendor did everything correctly, press the "'''Accept job'''" button:
+*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:job accepting button.jpg|border|800px]]
-. The vendor will be notified by email that the job has been accepted.
-. Now you would like to pass the completed translation for proofreading to another vendor.
-Add a job for another vendor. The process is the same. The only difference is that you need to specify the files
-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'''===
+=='''Project templates'''==
-. When all the vendors have uploaded their files, you can start delivering the project.
-You may upload vendors' files to the system.
-To do so, go to the project’s '''Files''' tab and scroll down to the '''Jobs Output''' section.
-Select the necessary files and press the "'''Add selected to project output'''" button:
+You can create the project from a template.
-[[file:job output to project output.jpg|border|800px]]
+To do so, click the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':
-This will allow you not to lose the files after you close the project.
+[[File:Pr templates.png|border|150px]]
+Or you may go to '''Projects''' and click the '''"Templates"''' button:
-. If you fulfil your job yourself, you may upload files to the system by clicking "'''Add additional files'''" in the '''Project Output''' section:
+[[File:Templates.png|border|900px]]
-[[file: project output section.jpg|border|800px]]
+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"''':
-. Having added all the needed files to '''Project Output''', you can download the files
+[[File:Save as template.png|border|900px]]
-and send them to the client or client’s manager by email.
-[[file:project output files.jpg|border|800px]]
-. Having delivered all the files, you can complete the project. Go to the '''Details''' tab and press the "'''Complete'''" button:
-[[file:project complete button.jpg|border|800px]]
-Congratulations! You have completed the project.
-<span style="color:red"> '''Note 1''': The number of projects in your system will be increasing with time so you won’t want all of them to be displayed. Set up how projects are displayed in the list using '''<U>[[Projects list#Search projects with filters|Filters]]</U>'''. </span>
-<span style="color:red"> '''Note 2''': View the list of vendors’ jobs in all the projects at the dedicated page by pressing the '''<U>[[Jobs list|Jobs]]</U>''' menu on the top panel.</span>
-For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
-==='''SmartCAT-related projects creation'''===
-*You can create SmartCAT-related projects in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating SmartCAT-related projects in Protemos|Creating SmartCAT-related projects in Protemos]]</U>''' section.
-*You may also create Protemos projects from SmartCAT projects.  For more detailed instructions, please see the '''<U>[[SmartCAT integration#Creating Protemos projects from SmartCAT projects|Creating Protemos projects from SmartCAT projects]]</U>''' section.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Clients prices'''==
+=='''CAT log conversion schemes'''==
-To display the list of all clients' prices, go to '''Finances=>Clients=>Prices''':
-[[file:menu clients prices.jpg|border|440px]]
-It will open the '''Client prices''' page.
+Use this menu to '''<U>[[Weighted word count templates|add CAT log conversion schemes]]</U> ''' for the CAT tools you are using, update, delete, or clone templates by clicking the necessary template name in the list.
-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:
+To do so, go to '''Projects ⇾ CAT log conversion schemes''':
-[[file:client prices list.jpg|border|800px]]
+[[File:Cat logd.png|border|180px]]
-*''' 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.
+[[file:Add template 1.png|bprder|900px]]
-<span style="color:red">'''Note:''' Here you may also create general prices without reference to the particular client or type of service, specialization etc. </span>
-*'''Import from Excel''' - opens the '''<U>[[Import clients from Excel|Import clients from Excel]]</U>''' page where you may import the list of all clients' prices from Excel.
-*'''Export to Excel''' - exports the list of clients' prices to Excel.
-*'''Update''' - opens the '''<U>[[Clients prices list#Price editing|Update client price]]</U>''' page. Here you can update the price for the client.
-*'''Delete''' - deletes the price.
-For more info on clients' prices, please see the '''<U>[[Clients prices list]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Create invoices for clients and control their payment'''==
+=='''Create invoices for clients'''==
-. To create an invoice for a client, go to '''Finances=>Clients=>Project receivables''':
+. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Clients ⇾ Receivables''':
-[[file:FMC project receivables.jpg|border|400px]]
+[[File:Receivables client s.png|border|150px]]
-. The list of all the receivables will be displayed. Select the desired rows and press the "'''Invoice selected'''" button:
+. The list of all receivables will be displayed. Select the needed and click the "'''Invoice selected on this page'''" button:
-[[file:Client receivables invoice selected on this page .jpg|border|1000px]]
+[[File:Invoice selected page.png|border|1000px]]
 . The system will create an invoice and will display its page.
-For more info on client invoices, please see the '''<U>[[Clients receivables list#Invoice creation|Client invoice creation]]</U>''' page.
+==='''Client invoice sections'''===
-The '''Client invoice'''  page consists of the following sections:
+*'''Details section'''
-==='''Client invoice details section'''===
+[[file:Client invoice view.png|border|1100px]]
-[[file:CIV details section.jpg|border|1000px]]
+In this section, you can download as PDF, '''<u>[[Send client invoice|send]]</u>''' or mark as sent, '''<U>[[Write off invoice|write off]]</U>''', '''<u>[[Client invoice Discount & Extra charge|add a discount and an extra charge]]</U>'''.
+'''<u>[[Update client invoice|update]]</u>''', and delete the invoice.
+*'''Tax section'''
-In this section you can do the following:
+In this section, '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', '''<U>[[Taxes#Custom taxes set for individual client|custom taxes set]]</U>''' or <U>[[Taxes#Custom taxes set for individual client|'''no taxes''']]</U> may be displayed according to the system settings,
-'''Send''' — opens the <u>[[Client invoice sending|'''Client invoice sending page''']]</u> which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
-'''Resend''' — this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
+In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:
-'''Mark as sent''' — if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.
+[[File:Taxes sets 4.png|border|900px]]
-'''Download as PDF''' — pressing this button downloads the invoice in PDF format.
+*'''Receivables section'''
-'''Discount and Extra Charge''' — you may add discounts and extra charges to the invoice by pressing this button.
+Here you can view, '''<U>[[Client invoice view#Add and remove receivables|add and remove receivables]]</U>''' in unsent invoices by clicking the corresponding buttons:
-'''VAT''' — you may add VAT to your invoice by pressing this button. For more info, please see <U>'''[[VAT]]'''</U> page
+[[File:Receiavable in inv.png|border|1000px]]
-'''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.
+*'''Linked payments section'''
-'''Mark as unsent''' — this button appears if the invoice has been sent. Pressing it deletes the date of sending.
+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:
-'''Update''' — opens <u>[[Client invoice update|'''Client invoice update page''']]</u> on which you can edit the invoice.
+[[File:1linked paym.png|border|900px]]
-'''Delete''' — deletes the invoice. This button disappears after you link the invoice with the payment.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-For more info on action buttons of the invoice, please see the '''<U>[[Client invoice view#Action buttons|Action buttons]]</U>''' page.
+=='''Record clients' payments'''==
-==='''Client invoice receivables section'''===
+When the client pays invoices, '''<U> [[Create_client_payment|create the client payment]]</U>''' and link it with the paid invoices.
-Here you can view, add and remove receivables in unsent invoices.
+. Go to the '''Clients ⇾ Payments''' menu and click "'''New payment'''":
-To add receivables press the "'''Add receivables'''" button:
+[[File:New paym cl.png|border|900px]]
-[[file:CIV receivables section.jpg|border|1000px]]
+. Select the client from the list, enter the required information and click the "Create" button:
-For more info on adding receivables, please see the '''<U>[[Client invoice view#Removing and adding receivables|Adding and removing receivables]]</U> page.
+[[File:1 client .png|border|480px]]
-==='''Client invoice linked payments section'''===
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:
+[[File:Linked invoices 1.png|border|900px]]
-[[file:CIV invoice linked payments section.jpg|border|1000px]]
+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.
-For more info on client linked payments, please see the '''<U>[[Client invoice view#Linked payment creation|Linked payment creation]]</U> page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-Alternatively, the payments can be created on the <u>[[Client payments list#Creating payments|'''Client payments''']]</u> page.
+=='''Clients' prices'''==
-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.
+To display the '''<U>[[Client prices list]]</U>''', go to '''Clients ⇾ Prices''':
-To find out how to create payments on the '''Client payments''' page, please read the section below.
+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:
-==='''Clients payments'''===
+[[File:Prices list.png|border|1100px]]
-As mentioned above, this is the alternative way to enter the payment.
+<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.
-So, when a client pays the invoice, enter the payment in the system and connect it with the paid invoice. To do so, complete the following steps:
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
-. Go to the '''Finances=>Clients=>Payments''' menu:
-[[file:FMC payments.jpg|border|440px]]
-It will bring you to the '''Client payments''' page.
+=='''Create vendors' invoices'''==
-In order to add a new client payment press "'''New payment'''":
+The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager.
-[[file:client new payment button.jpg|border|1000px]]
+. Go to the '''Vendors ⇾ Payables''' menu:
-It will open the '''New payment from client''' page.
+[[File:Payabl v.png|border|110px]]
-. Enter the payment received from the client and select the invoices that payment covers from the list:
+The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and click the Invoice selected button:
-[[file:new client payment page.jpg|border|1000px]]
+[[File:Vendore p list.png|border|1000px]]
-Press "'''Save'''" to add the payment to the system.
+<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).
-Now you have entered the payment in the system and completed the payment.
+. The system will create the invoice and send it to your vendor by email.
-For more info on client payments, please see the '''<U> [[Client payment creation]] </U>''' page.
+<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.
-==='''Clients invoices list'''===
+For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Create vendor invoices|Create vendor invoices]]</U>''' page.
-You may view the list of all the invoices in '''Finances=>Clients=>Invoices''':
+==='''Vendor invoice sections'''===
-[[file:FMC invoices.jpg|border|440px]]
+*Details section
-This way you can track all the invoices from your clients and control their payment.
+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 details, please see the '''<U>[[Client invoices list]]</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.
-=='''Vendors prices'''==
+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 vendors' prices, go to '''Finances=>Vendors=>Prices''':
+*'''Taxes section'''
-[[file:menu vendors prices.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>.
-It will open the '''Vendor prices''' page.
+But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by clicking corresponding buttons:
-Here you can view and create prices, import or export the list of all vendors' prices from/to Excel, update or delete the particular vendor's price:
+[[File:Taxes sets 4.png|border|1000px]]
-[[file:vendor prices  page.jpg|border|800px]]
+For more info, please see the '''<U>[[Vendor invoice view#Taxes section|Taxes in individual vendor invoice]]</U>''' section.
-*''' New price''' - opens the '''New vendor price''' creation page. On this page, you can '''<U>[[Vendors prices list#New price creation|create prices]]</U>'''  for a definite vendor, service, language pair and specialization.
+*'''Payables section'''
-<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.
+Here you can view, '''<U>[[Vendor invoice view#Add and remove payables|add and remove payables]]</U>''' in unsent invoices.
-*'''Export to Excel''' - exports the list of vendors' prices to Excel.
+[[File:Pab.png|border|1000px]]
-*'''Update''' - opens the '''<U>[[Vendors prices list#Price editing|Update vendor price]]</U>''' page. Here you can update the price for the vendor.
+*'''Linked payments section'''
-*'''Delete''' - deletes the price.
+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 vendors' prices, please see the '''<U>[[Vendors prices list]]</U>''' page.
+[[File:1linked paym.png|border|1000px]]
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Invoices from vendors and payment control'''==
+=='''Record vendor payments'''==
-The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager. Let’s review the second option.
+Having paid the vendor invoices, '''<U> [[Create vendor payment|create the vendor payment]]</U>''' and link it with the paid invoice.
-. Go to the '''Finances=>Vendors=>Job payables''' menu:
+. Go to the '''Vendors⇾Payments''' menu and click '''"New payment"''' button:
-[[file:FMV job payables.jpg|border|440px]]
+[[File:Button new pm.png|border|950px]]
-The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and press the Invoice selected button:
+. Select the vendor from the list, enter the required information and click the "Create" button:
-[[file:vendor payable list invoice selected.jpg|border|1000px]]
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-<span style="color:red">'''Note''': If the vendor’s name is highlighted in red in the table, it means that payment method was not selected for this vendor and it’s impossible to create an invoice for this vendor’s jobs.
+[[File:Linked invoices 1.png|border|1000px]]
-<span style="color:red">To create an invoice, select the payment method for the vendor (click the vendor’s name and add the payment method as described on the '''<U>[[Vendor view page, Payment methods tab]]</U>''' page). </span>
+By this action, you cover the payment by invoices.
-. The system will create the invoice, send it to the vendor by email and open its page.
+<span style="color:red"> '''Note:'''</span> Invoices with the matched currency and legal entity can only be linked to the payment.
-For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Invoice creation|Vendor invoice creation]]</U>''' page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-The '''Vendor invoice''' page consists of the following sections:
+=='''Vendors' applications'''==
-==='''Vendor invoice details section'''===
+To check the list of submitted '''<U>[[Applications|applications]]</U>''' by your vendors, go to the '''Vendors⇾Applications''' menu:
-[[file:vendor invoice details page.jpg|border|1000px]]
+[[File:Appl.png|border|110px]]
-In this section you can do the following:
+=='''Vendor prices'''==
-*'''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
+To display the '''<U>[[Vendor prices list|Vendor prices list]]</U>''', go to '''Vendors ⇾ 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.
+[[File:Vm.png|border|110px]]
-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.
+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:
-*'''Update''' — pressing this button opens '''<U>[[Vendor invoice update|Vendor Invoice update page]]</U>''' on which you can edit the invoice.
+[[File:Upate delete.png|border|1000px]]
-*'''Delete''' — this button deletes the invoice. It disappears after you link the invoice with the payment.
+<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.
-<span style="color:#DC143C">'''Note''': for the invoices with linked payments only "'''Download as PDF'''" and "'''Write off'''" buttons are  available.</span>
+=='''Messages'''==
-<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.
+You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages:
-==='''Vendor invoice payables section'''===
+[[File:Send message.png|border|450px]]
-Here you can view, add and remove payables in unsent invoices.
+Please check more details here: <U>'''"[[Messages]]"'''</U>
-To add payables press the "'''Add payables '''" button:
+=='''Filters'''==
-[[file:VIV payables section.jpg|border|1000px]]
+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.
-For more info on vendor payables, please see the '''<U>[[Vendor invoice view#Removing and adding payables|Adding and removing payables]]</U>''' page.
+Let’s take the '''Clients' payments''' filters as an example:
-==='''Vendor invoice linked payments section'''===
+[[File:Cl filters.png|border|950px]]
-If you have paid the invoice, you can record the payment by pressing “'''Create linked payment'''” button under the payable table:
+Enter the necessary data into the appropriate fields and click the '''"Apply"''' button.
-[[file:VIV linked payment creation n.jpg|border|1000px]]
+For further instructions on how to search the required data with filters, please click the corresponding link:
-For more info on vendor linked payments, please see the '''<U>[[Vendor invoice view#Linked payment creation|Linked payment creation]]</U>''' page.
+*'''<U>[[Quotes list#Search quotes with filters|Search quotes with filters]]</U>'''
-Alternatively, the payments can be created on the <u>[[Vendor payments list|'''Vendor payments ''']]</u> page.
+*'''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>'''
-The difference is that on the '''Vendor invoices''' page you can enter the payment covering only the invoice itself,
+*'''<U> [[Project templates#Search project templates with filters|Search project templates with filters]]</U>'''
-while on the '''Vendor payments''' page, you can enter the payment covering multiple invoices.
+*'''<U>[[Jobs list#Search jobs with filters|Search jobs with filters]]</U>'''
-For more info on vendor payments, please see the '''<U> [[Vendor payment creation]] </U>''' page.
+*<U> [[Files list#Search files with filters|'''Search files with filters''']]</U>
-==='''Vendors payments'''===
+'''Clients''':
-As mentioned above, this is the alternative way to enter the payment.
+*'''<U>[[Clients list#Search clients with filters|Search clients with filters]]</U>'''
-So, having paid the vendors’ invoices, you need to enter those payments in the system. To do so, complete the following steps:
+*'''<U>[[Clients receivables list#Search receivables with filters|Search clients receivables with filter]]</U>'''
-. 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>'''
-It will bring you to the '''Vendor payments''' page.
+*'''<U> [[Client contacts#Search client contacts with filters|'''Search client contacts with filters''']]</U>'''
-Press the "'''New payment'''" button to add a new vendor payment:
+*'''<U>[[Client prices list#Search prices with filters|'''Search clients prices with filters]]</U>'''
-[[file:vendor payments new payment.jpg|border|1000px]]
+'''Vendors''':
-It will open the '''New payment to vendor''' page.
+*'''<U>[[Vendors list#Search vendors with filters|Search vendors with filters]]</U>'''
-. Enter the payment completed to the vendor and select the invoices covered by that payment from the list:
+*'''<U>[[Vendors payables list#Search payables with filters|Search vendors payables with filters]]</U>'''
-[[file:New payment to vendor view.jpg|border|1000px]]
+*'''<U>[[Vendor invoices list#Search invoices with filters|Search vendors invoices with filters]]</U>'''
-Press "'''Save'''" to add the payment to the system.
+*'''<U>[[Vendor payments list#Search payments with filters|Search vendors payments with filters]]</U>'''
-Now the payment has been entered in the system and you’ve completed the payment to the vendor.
+*'''<U> [[Vendor contacts#Search vendor contacts with filters|'''Search vendor contacts with filters''']]</U>'''
-For more info on vendor payments, please see the '''<U> [[Vendor payment creation]] </U>''' page.
+*'''<U>[[Vendor_prices_list#Search_vendor_prices_with_filters|'''Search vendors prices with filters]]</U>'''
-==='''Vendors invoices list'''===
-You may view the list of all the vendors’ invoices in '''Finances=>Vendors=>Invoices''':
-[[file:FMV invoices.jpg|border|440px]]
-For more info, please see the '''<U>[[Vendor invoices list]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-=='''Filters'''==
-Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed.
-Let’s take the
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project/index '''Projects'''] </U> </span> page as example:
-Click the '''Projects''' menu on the top panel to display the list of projects:
-[[file:top panel menu projects.jpg|border|1000px]]
-The following filters are provided for that list:
-[[file:projects filter.jpg|border|1000px]]
-Enter the necessary data into the appropriate fields and press the "Apply" button.
-For more info on projects filters, please see the '''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>''' page.
-For instructions on how to search the required data with filters, please click the corresponding link:
-*'''<U>[[Quotes list#Search quotes with filters|Search quotes with filters]]</U>'''
-*'''<U>[[Jobs list#Search jobs with filters|Search jobs with filters]]</U>'''
-*'''<U>[[Clients list#Search clients with filters|Search clients with filters]]</U>'''
-*'''<U>[[Vendors list#Search vendors with filters|Search vendors with filters]]</U>'''
-*'''<U>[[Clients prices list#Search prices with filters|'''Search client prices with filters]]</U>'''
-*'''<U>[[Clients receivables list#Search receivables with filters|Search receivables with filter]]</U>'''
-*'''<U>[[Client invoices list#Search invoices with filters|Search invoices with filters]]</U>'''
-*'''<U>[[Client payments list#Search payments with filters|Search payments with filters]]</U>'''
-*'''<U>[[Vendors prices list#Search prices with filters|'''Search vendor prices with filters]]</U>'''
-*'''<U>[[Vendors payables list#Search payables with filters|Search payables with filters]]</U>'''
-*'''<U>[[Vendor invoices list#Search invoices with filters|Search vendor invoices with filters]]</U>'''
-'''<U>[[Vendor payments list#Search payments with filters|Search vendors payments with filters]]</U>'''
 =='''Reports'''==
@@ Line 1,195: / 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 1,201: / 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.
+On these pages, you can see the following reports:
+*'''<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.
+*'''<U>[[Reports_–_General_finances_by_invoices|Monthly finances by invoices]]</U>''' — shows the turnover, expenses, and profit based on client and vendor invoices.
+*'''<U>[[Reports_–_General_finances_by_payments|Monthly finances by payments]]</U>''' — shows the turnover, expenses, and profit based on client and vendor payments.
-To view the '''<U>[[Reports – General finances|General finances]]</U>''' reports, go to '''Reports=>General finances''':
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[file:reports general finances.jpg|border|250px]]
+==='''Quote report'''===
-On this page, you can see the following reports:
+Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below.
-*'''<U>[[Reports – General finances#Monthly finances by project balances|Monthly finances by project balances]]</U>''' - shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.
+All amounts are converted to the default currency of your account.
-*'''<U>[[Reports – General finances#Monthly finances by invoices|Monthly finances by invoices]]</U>''' - shows the turnover, expenses and profit based on client and vendor invoices.
+*'''<U>[[Quote report#Quote conversion rate|Quote conversion rate]]</U>'''
-*'''<U>[[Reports – General finances#Monthly finances by payments|Monthly finances by payments]]</U>''' - shows the turnover, expenses and profit based on client and vendor payments.
+*'''<U>[[Quote report#Quote counts|Quote counts]]</U>'''
-For more info on general finances reports, please see the '''<U>[[Reports – General finances|General finances reports]]</U>''' page.
+*'''<U>[[Quote report#Quote totals|Quote totals]]</U>'''
-[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+*'''<U>[[Quote report#Quote report data|Quote report data]]</U>'''
 ==='''Managers'''===
@@ Line 1,223: / Line 1,010: @@
 Here you may see your finances reports for each project manager of your team.
-To view the '''<U>[[Reports – Managers – Finances by project balances|Finances per manager by project balances]]</U>''' reports, go to '''Reports=>Managers=>Finances by project balances''':
+On this page, you can see the following reports:
-[[file:Reports menu managers.jpg|border|440px]]
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_income_per_manager_by_receivables|Monthly income per manager by receivables]]</U>''' - shows the turnover per manager based on receivables in their projects.
-On this page, you can see the following reports:
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_expenses_per_manager_by_payables|Monthly expenses per manager by payables]]</U>''' - shows expenses per manager based on job payables in their projects.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_profit_per_manager_by_receivables_and_payables|Monthly profit per manager by receivables and payables]]</U>''' - shows how the profit per manager was changing each month.
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly income per manager by project balances|Monthly income per manager by project balances]]</U>''' - shows the turnover for each manager based on receivables in their projects.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_income_share_per_manager_by_receivables|Monthly income share per manager by receivables</U>]]''' -  shows how the income share per manager was changing each month
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly profit per manager by project balances|Monthly profit per manager by project balances]]</U>''' - shows the profit for each manager based on receivables in their projects.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_expenses_share_per_manager_by_payables|Monthly expenses share per manager by payables]]</U>''' - shows how the expenses share per manager was changing each month
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly income share per manager by project balances|Monthly income share per manager by project balances]]</U>''' - shows how the income share of each manager was changing each month.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_manager_by_receivables_and_payables|Monthly profit share per manager by receivables and payables]]</U>''' - shows how the profit share per manager was changing each month
-*'''<U>[[Reports – Managers – Finances by project balances#Monthly profit share per manager by project balances|Monthly profit share per manager by project balances</U>]]''' -  shows how the profit share of each manager was changing each month.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Income_share_per_manager_by_receivables|Income share per manager by receivables]]</U>''' - shows the shares of incomes your managers bring over the selected period
-*'''<U>[[Reports – Managers – Finances by project balances#Income share per manager by project balances|Income share per manager by project balances]]</U>''' - on this report you may see the shares of incomes each of your managers brings over the selected period.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Expenses_share_per_manager_by_payables|Expenses share per manager by payables]]</U>''' - shows the shares of expenses of your managers over the selected period
-*'''<U>[[Reports – Managers – Finances by project balances#Profit share per manager by project balances|Profit share per manager by project balances]]</U>''' - on this report you may see the shares of profit each of your managers brings over the selected period.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Profit_share_per_manager_by_receivables_and_payables|Profit share per manager by receivables and payables]]</U>''' - the shares of the profit your managers bring over the selected period.
-*'''<U>[[Reports – Managers – Finances by project balances#Finances per manager by project balances summary table|Finances per manager by project balances summary table]]</U>''' - shows all income, expense and profit amounts per manager and month.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Finances_per_manager_by_receivables_and_payables_summary_table|Finances per manager by receivables and payables summary table]]</U>''' - shows all income, expense, and profit amounts per manager and month.
-For more info on managers reports, please see the '''<U>[[Reports – Managers – Finances by project balances|Finances per manager by project balances reports]]</U>''' page.
+For more info on managers' reports, please see the '''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables|Finances per manager by receivables and payables]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,251: / Line 1,040: @@
 This menu screen contains several submenus:
-[[file:Reports menu clients.jpg|border|440px]]
+[[file:Reports menu clients.jpg|border|350px]]
 Each of them is described below.
-===='''Finances by project balances'''====
+===='''Finances by receivables and payables'''====
-Here you may see your finances reports for each client based on the receivables.
+Here you may see your finances reports for each client based on the receivables and payables.
-To view the '''<U>[[Reports – Clients – Finances by project balances|Finances per client by project balances]]</U>''' reports, go to '''Reports=>Clients=>Finances by project balances''':
+To view the '''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|Finances per client by receivables and payables]]</U>''' reports, go to '''Reports → Clients → Finances by receivables and payables''':
-[[file:Reports menu clients by project balances.jpg|border|440px]]
+On this page, you can see the following reports:
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_income_per_client_by_receivables|Monthly income per client by receivables]]</U>''' - shows the turnover per client based on receivables in their projects.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_expenses_per_client_by_payables|Monthly expenses per client by payables]]</U>''' - shows the expenses for each client based on payables in the related projects.
-On this page, you can see the following reports:
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_profit_per_client_by_receivables_and_payables|Monthly profit per client by receivables and payables]]</U>''' - shows how the income by each client was changing each month.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly income per client by project balances|Monthly income per client by project balances]]</U>''' - shows the turnover per client based on receivables in their projects.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_income_share_per_client_by_receivables|Monthly income share per client by receivables]]</U>''' - shows how the income share of the client was changing each month.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly profit per client by project balances|Monthly profit per client by project balances]]</U>''' - shows the profit for each client based on receivables in their projects.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_expenses_share_per_client_by_payables|Monthly expenses share per client by payables]]</U>''' - shows the shares of expenses for each of the clients over the selected period.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly income share per client by project balances|Monthly income share per client by project balances]]</U>''' - shows how the income share of the client was changing each month.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_client_by_receivables_and_payables|Monthly profit share per client by receivables and payables]]</U>''' - shows the shares of profit each of the clients brings over the selected period.
-*'''<U>[[Reports – Clients – Finances by project balances#Monthly profit share per client by project balances|Monthly profit share per client by project balances]]</U>''' - shows how the profit share of each client was changing each month.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Income_share_per_client_by_receivables|Income share per client by receivables]]</U>''' - shows the shares of income for each client for the whole period.
-*'''<U>[[Reports – Clients – Finances by project balances#Income share per client by project balances|Income share per client by project balances]]</U>''' - on this report you may see the shares of income each your client brings over the selected period.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Expenses_share_per_client_by_payables|Expenses share per client by payables]]</U>'''- shows the shares of expenses for each client for the whole period.
-*'''<U>[[Reports – Clients – Finances by project balances#Profit share per client by project balances|Profit share per client by project balances]]</U>'''- on this report you may see the shares of profit each your client brings over the selected period.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Profit_share_per_client_by_receivables_and_payables|Profit share per client by receivables and payables]]</U>''' - shows the shares of profit for each client for the whole period.
-*'''<U>[[Reports – Clients – Finances by project balances#Finances per client by project balances summary table|Finances per client by project balances summary table]]</U>''' - shows all income, expense and profit amounts per each client monthly.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Finances_per_client_by_receivables_and_payables_summary_table|Finances per client by receivables and payables summary table]]</U>''' - shows all income, expense, profit amounts, and profit margin per client and month.
-For more info on these reports, please see the '''<U>[[Reports – Clients – Finances by project balances|Finances per client by project balances reports]]</U>''' page.
+For more info on these reports, please see the '''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|Finances per client by receivables and payables]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,287: / Line 1,080: @@
 Here you may see your finances reports for each client based on the client invoices.
-To view the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices]]</U>''' reports, go to '''Reports=>Clients=>Income by invoices''':
+To view the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices]]</U>''' reports, go to '''Reports → Clients → Income by invoices''':
-[[file:Reports menu clients income by invoices.jpg|border|440px]]
 On this page, you can see the following reports:
@@ Line 1,309: / Line 1,100: @@
 These reports show how the clients were paying you.
-To view the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments]]</U>''' reports, go to '''Reports=>Clients=>Income by payments''':
+To view the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments]]</U>''' reports, go to '''Reports → Clients → Income by payments''':
-[[file:Reports menu clients inc by payments.jpg|border|440px]]
 Here you may see the following reports:
@@ Line 1,331: / 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 1,339: / Line 1,128: @@
 These reports show the monthly amounts of your vendor invoices.
-To view the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices]]</U>''' reports, go to '''Reports=>Vendors=>Expenses by invoices''':
+To view the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices]]</U>''' reports, go to '''Reports → Vendors → Expenses by invoices''':
-[[file:Reports menu vendors exp by invoices.jpg|border|440px]]
 Here you may see the following reports:
-*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices|Monthly expenses per vendor by invoices]]</U>''' - this diagram shows the amount of monthly invoices per each vendor.
+*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices|Monthly expenses per vendor by invoices]]</U>''' - this diagram shows the number of monthly invoices per each vendor.
 *'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses share per vendor by invoices|Monthly expenses share per vendor by invoices]]</U>''' - this graph shows how the share of the invoiced amounts per vendor was changing monthly.
@@ Line 1,361: / Line 1,148: @@
 These reports show the monthly amounts of your vendor payments.
-To view the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' reports, go to '''Reports=>Vendors=>Expenses by payments''':
+To view the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' reports, go to '''Reports → Vendors → Expenses by payments''':
-[[file:Reports menu vendors exp by payments.jpg|border|440px]]
 Here you may see the following reports:
-*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments|Monthly expenses per vendor by payments]]</U>''' - this diagram shows the amount of monthly payments per each vendor.
+*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments|Monthly expenses per vendor by payments]]</U>''' - this diagram shows the number of monthly payments per each vendor.
 *'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses share per vendor by payments|Monthly expenses share per vendor by payments]]</U>''' - this graph shows how the share of the paid amounts per vendor was changing monthly.
@@ Line 1,383: / Line 1,167: @@
 Here you may see your finances reports for each language pair you work with.
-To view the '''<U>[[Reports – Language pairs – Finances by project balances|Finances per language pair by project balances]]</U>''' reports, go to '''Reports=>Language pairs=>Finances by project balances''':
+To view the '''<U>[[Reports – Language pairs – Finances by receivables and payables|Finances per language pair by receivables and payables]]</U>''' reports, go to '''Reports → Language pairs → Finances by receivables and payables''':
-[[file:Reports menu languages  by project balances.jpg|border|440px]]
 On this page, you can see the following reports:
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly income per language pair by project balances|Monthly income per language pair by project balances]]</U>''' - this report shows the turnover per language pair based on receivables in the related projects.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_income_per_language_pair_by_receivables|Monthly income per language pair by receivables]]</U>''' - this report shows the turnover per language pair based on receivables in the related projects.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly profit per language pair by project balances|Monthly profit per language pair by project balances]]</U>''' - shows the profit for each language pair based on receivables in the related projects.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_profit_per_language_pair_by_receivables_and_payables|Monthly profit per language pair by receivables and payables]]</U>''' - shows the profit for each language pair based on receivables and payables in the related projects.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly income share per language pair by project balances|Monthly income share per language pair by project balances]]</U>''' - shows how the income share of each language pair was changing each month.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_income_share_per_language_pair_by_receivables|Monthly income share per language pair by receivables]]</U>''' - shows how the income share of each language pair was changing each month.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly profit share per language pair by project balances|Monthly profit share per language pair by project balances]]</U>''' - shows how the profit share of each language pair was changing each month.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_language_pair_by_receivables_and_payables|Monthly profit share per language pair by receivables and payables]]</U>''' - shows how the profit share of each language pair was changing each month.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Income share per language pair by project balances|Income share per language pair by project balances]]</U>''' - on this report you may see the shares of income each of the language pairs brings over the selected period.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Income_share_per_language_pair_by_receivables|Income share per language pair by receivables]]</U>''' - on this report you may see the shares of income each of the language pairs brings over the selected period.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Profit share per language pair by project balances|Profit share per language pair by project balances]]</U>''' - here you may see the shares of profit each of the language pairs brings over the selected period.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Profit_share_per_language_pair_by_receivables_and_payables|Profit share per language pair by receivables and payables]]</U>''' - here you may see the shares of profit each of the language pairs brings over the selected period.
-*'''<U>[[Reports – Language pairs – Finances by project balances#Finances per language pair by project balances summary table|Finances per language pair by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per language pair and month.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Finances_per_language_pair_by_receivables_and_payables_summary_table|Finances per language pair by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per language pair and month.
-For more info on language pairs reports, please see the '''<U>[[Reports – Language pairs – Finances by project balances|Finances per language pair by project balances reports]]</U> page.
+For more info on language pairs reports, please see the '''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables|Finances per language pair by receivables and payables]]</U> page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,409: / Line 1,191: @@
 ==='''Services'''===
-Here you may see your finances reports for each service based on the receivables.
+Here you may see your finances reports for each service based on the receivables and payables.
-To view the '''<U>[[Reports – Services – Finances by project balances|Finances per service by project balances]]</U>''' reports, go to '''Reports=>Services=>Finances by project balances''':
+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''':
-[[file:Reports menu services.jpg|border|440px]]
 On this page, you can see the following reports:
-*'''<U>[[Reports – Services – Finances by project balances#Monthly income per service by project balances|Monthly income per service by project balances]]</U>''' - this report shows the turnover per service based on receivables in the related projects.
+*'''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables#Monthly_finances_per_service_groups_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' — shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects.
-*'''<U>[[Reports – Services – Finances by project balances#Monthly profit per service by project balances|Monthly profit per service by project balances]]</U>''' - shows the profit for each service based on receivables in the related projects.
+*'''<U>[[Reports_–_Services_–_Finances_by_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.
-*'''<U>[[Reports – Services – Finances by project balances#Monthly income share per service by project balances|Monthly income share per service by project balances]]</U>''' - shows how the income share of each service was changing each month.
+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.
-*'''<U>[[Reports – Services – Finances by project balances#Monthly profit share per service by project balances|Monthly profit share per service by project balances]]</U>''' - this report shows how the profit share of each service was changing each month.
-*'''<U>[[Reports – Services – Finances by project balances#Income share per service by project balances|Income share per service by project balances]]</U>''' - on this report you may see the shares of incomes each of the services brings over the selected period.
-*'''<U>[[Reports – Services – Finances by project balances#Profit share per service by project balances|Profit share per service by project balances]]</U>''' - here you may see the shares of profit each of the services brings over the selected period.
-*'''<U>[[Reports – Services – Finances by project balances#Finances per service by project balances summary table|Finances per service by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per service and month.
-For more info on services reports, please see the '''<U>[[Reports – Services – Finances by project balances|Finances per service by project balances reports]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
@@ Line 1,437: / Line 1,207: @@
 =='''Export data'''==
-'''On every page (quotes, projects, jobs, invoices, payments etc.) you can export the tables into xls.'''
+On every main page, you can export the tables into Excel.
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
-Let’s take the
+[[File:Exe.png|border|150px]]
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project/index '''Projects'''] </U> </span> page as example:
-[[File:Projects export to excel button.jpg|border|1000px]]
+For instructions on how to export the required data to Excel, please click the corresponding links:
+*'''<U>[[Quotes list#Export to Excel|Export quotes data to Excel]]</U>'''
-If you press "'''Export to Excel'''", you will get the file with exported data and will be able to use it for backup, analysis,
+*'''<U>[[Projects list#Export to Excel|Export projects data to Excel]]</U>'''
-import or any other purpose you might need.
-For instructions on how to export the required data to excel, please click the corresponding link:
+*'''<U>[[Jobs list#Export|Export jobs data to Excel]]</U>'''
-*'''<U>[[Quotes list#Export to Excel|Export quotes data to excel]]</U>'''
+* <U> [[Files list#Export to Excel|'''Export the list of files to Excel''']]</U>
+----
-*'''<U>[[Projects list#Export to Excel|Export projects data to excel]]</U>'''
+*'''<U>[[Clients list#Export to Excel|Export clients data to Excel]]</U>'''
-*'''<U>[[Jobs list#Export|Export jobs data to excel]]</U>'''
+*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to Excel]]</U>'''
-*'''<U>[[Clients list#Export to Excel|Export clients data to excel]]</U>'''
+*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to Excel]]</U>'''
-*'''<U>[[Clients prices list#Export to Excel|Export clients prices to excel]]</U>'''
+*'''<U>[[Client payments list#Export to Excel|Export clients payments to Excel]]</U>'''
-*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to excel]]</U>'''
+* <U> [[Client contacts#Export to Excel|'''Export client contacts to Excel''']]</U>
-*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to excel]]</U>'''
+*'''<U>[[Client_prices_list#Import_and_export_prices|Export clients prices to Excel]]</U>'''
+----
-*'''<U>[[Client payments list#Export to Excel|Export clients payments to excel]]</U>'''
+*'''<U>[[Vendors list#Export to Excel|Export vendors data to Excel]]</U>'''
-*'''<U>[[Vendors list#Export to Excel|Export vendors data to excel]]</U>'''
+*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to Excel]]</U>'''
-*'''<U>[[Vendors  prices list#Export to Excel|Export vendors prices to excel]]</U>'''
+*'''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to Excel]]</U>'''
-*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to excel]]</U>'''
+*'''<U>[[Vendor payments list#Export to Excel|Export vendors payments to Excel]]</U>'''
-*'''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to excel]]</U>'''
+* <U> [[Vendor contacts#Export to Excel|'''Export vendor contacts to Excel''']]</U>
-*'''<U>[[Vendor payments list#Export to Excel|Export vendors payments to excel]]</U>'''
+*'''<U>[[Vendors  prices list#Export to Excel|Export vendors prices to Excel]]</U>'''
+----
-*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to excel]]</U>'''
+*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to Excel]]</U>'''
 =='''Additional information'''==
@@ Line 1,485: / 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