Difference between revisions of "Quick start guide to Protemos"
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| " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/MemoQ_integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/r5cJ68ExSL8]] | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/MemoQ_integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/r5cJ68ExSL8]] | ||
| − | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/TQAuditor_integration]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=]] | + | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/TQAuditor_integration]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/F0fmYK3hF4Q]] |
|- style="height:100px" | |- style="height:100px" | ||
Revision as of 14:26, 10 June 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 (for Enterprise version) |
14.Customization |
15.Licenses (for Enterprise version) |
| Taxes |
Project templates |
Tenders |
| SmartCat integration |
memoQ integration |
TQ Auditor integration |
| Import vendors |
Import clients |
Workflow |