Difference between revisions of "Quick start guide to Protemos"
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|2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create/import clients]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/e23OdYfLewc]] | |2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create/import clients]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/e23OdYfLewc]] | ||
− | |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:990000">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Create/import vendors]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/l63yaXJddQQ]] | + | |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Create/import vendors]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/l63yaXJddQQ]] |
|- style="height:100px" | |- style="height:100px" |
Revision as of 11:42, 28 May 2020
For a brief system overview, please check this video:
All the icons are clickable
1.Create Account |
2.Create/import clients |
3.Create/import vendors (for Enterprise version) |
4.Create project |
5.Assign jobs (for Enterprise version) |
6.Issue invoices |
7.Record payments |
8.Generate reports |
9.Quotes |
10.Filters and search |
11.Export data |
12.Alerts and notifications |
13.Managers and access |
14.Customization |
15.Licenses (for Enterprise version) |
- For the Vendor Quick start guide click here.
- For the Client Quick start guide click here.
- Advanced options -is being edited
Taxes |
Project templates |
Tenders |
SmartCat integration |
memoQ integration |
TQ Auditor integration |
Import vendors |
Import clients |
Workflow
|