Difference between revisions of "Quick start guide to Protemos"
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|4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/38SpFkjDD9s]] | |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/38SpFkjDD9s]] | ||
| − | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:WK cl.png|60px|link=Assign jobs]] [[image:Empty square.jpg|20px|link=]] [[File: | + | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:WK cl.png|60px|link=Assign jobs]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/wWAgR_A8-Yc]] |
|6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:WK cl.png|60px|link=Issue invoices]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/z1brFAnfhDI]] | |6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:WK cl.png|60px|link=Issue invoices]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/z1brFAnfhDI]] | ||
|- style="height:100px" | |- style="height:100px" | ||
| − | |7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:WK cl.png|60px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File: | + | |7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:WK cl.png|60px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/QDAQdYh1wPI]] |
|8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:WK cl.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/ZMyuJySmyys]] | |8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:WK cl.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/ZMyuJySmyys]] | ||
Revision as of 11:38, 28 May 2020
For a brief system overview, please check this video: 40px
All the icons are clickable
1.Create Account   
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2.Create/import clients
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3.Create/import vendors (for Enterprise version)
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| 4.Create project
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5.Assign jobs (for Enterprise version)
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6.Issue invoices
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| 7.Record payments
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8.Generate reports
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9.Quotes
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| 10.Filters and search
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11.Export data
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12.Alerts and notifications
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| 13.Managers and access
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14.Customization [[[File:YT client.png|60px|link=https://youtu.be/wbcGrCuF3lE]]
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15.Licenses (for Enterprise version)
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- For the Vendor Quick start guide click here.
- For the Client Quick start guide click here.
- Advanced options -is being edited
| Taxes 40px
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Project templates 40px
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Tenders 40px
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| SmartCat integration 40px
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memoQ integration 40px
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TQ Auditor integration 40px
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| Import vendors 40px
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Import clients 40px
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Workflow 40px
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