Difference between revisions of "Quick start guide to Protemos Freelance edition"

Revision as of 10:51, 5 January 2024

For a brief system overview, please check this video:

All the icons are clickable

1.Create Account	2.Create/import clients	3.Create quotes
4.Create project	5.Issue invoices	6.Record payments
7.Generate reports	8.Generate reports	9.Create quotes
10.Filters and search	11.Export data	12.Alerts and notifications
13.Managers and access (for Enterprise version)	14.Customization	15.Licenses (for Enterprise version)

Taxes	Project templates (for Enterprise version)	Tenders (for Enterprise version)
Smartcat integration	memoQ integration	TQ Auditor integration
Import vendors	Import clients	Workflow (for Enterprise version)
PDF templates (for Enterprise version)	Messages	To-dos (for Enterprise version)
Dashboard (for Enterprise version)	Email templates (for Enterprise version)	Vendor rating (for Enterprise version)

@@ Line 17: / Line 17: @@
   |5. " valign="top" align="center" |<U>[[Issue invoices|'''5.Issue invoices''']] </U> <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/z1brFAnfhDI]]
-  |6. " valign="top" align="center" |<U>[[Issue invoices|'''6.Issue invoices''']] </U> <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/z1brFAnfhDI]]
+  |6. " valign="top" align="center"|<U>[[Recording payments|'''6.Record payments''']] </U> <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/QDAQdYh1wPI]]
   |- style="height:100px"
-  |7. " valign="top" align="center"|<U>[[Recording payments|'''7.Record payments''']] </U> <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/QDAQdYh1wPI]]
+  |7. " valign="top" align="center"|<U>[[Generate reports|'''7.Generate reports''']] </U> <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/ZMyuJySmyys]]
   |8. " valign="top" align="center"|<U>[[Generate reports|'''8.Generate reports''']] </U> <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/ZMyuJySmyys]]