Difference between revisions of "Customization"

Revision as of 12:11, 15 March 2019

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You can define lots of things in Protemos:

- Your own company account settings - here you can update your account info, add your company logo, delete the account.

- License - use this menu to check the status of your license or request the license.

- Default settings (default time zone, currency, payment methods and terms, PDF page size, PDF page orientation, PDF locale, client invoicing manager).

- System values (your languages , services , specializations , units of measurement , and even currencies ).

- Payment methods you want your customers to use when paying to you.

- Taxes - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.

- Object codes - here you can set the number of your next invoice, project, payment etc.

- Deadline reminders you may define if the system should notify you about problems with deadlines by email.

- SMTP server use this menu if you want emails to be sent from your server (by default, all emails are sent from Protemos head server).

- Vendor portal allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system.

- Integrations ( ProZ.com SmartCAT TQ Auditor you may switch them on if you are using ProZ.com, SmartCAT and TQ Auditor).

For more info on customization, please see our wiki pages or our video tutorial 40px

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