Revision as of 13:26, 8 August 2022

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Protemos release 1.56 (current version)

Here is the list of the new features that have been added in the 1.56 version:

Client pools

Now you can limit the access of your managers by specific clients. E.g. you can create a pool with 1 client and assign it to a specific manager, and that manager will have access only to that 1 client, and won’t see anything related to other clients. So you can segment your clients between your managers and let each of them see only the clients they work with. For more information, please check here.

Non-financial reports

We have added a number of non-financial reports:

Project reports

Project reports show the number of projects, how many of them were delivered in time, and what the average delay is. Instructions here.

Job reports

Job reports show the number of jobs, how many of them were delivered in time, and what the average delay is. Instructions here.

Work amount reports

Work amount reports show the volume of work you did for your clients and the volume of work your vendors did for you (in words, hours or any other units you use). You can see work amount by client, service or language pair, and the report can be customized by filters.

To-do reports

To-do reports show the number of to-dos, how many of them were performed in time, and what the average delay is. Instructions here.

Improved filters and reports

E.g. now you can filter by project tag in finance report, filters added to quote report, filter by country to client reports added, vendor type filter on the jobs grid page.

New role — "To-do employee"

This is a special role for someone who should not have access to the database but may perform various tasks you may assign to them. E.g. it could be your office manager, system administrator, etc. More info here.

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Minor improvements and bug fixes

E.g. included САТ-log details in POs, САТ-log details in POs, services importing for vendors, etc.

Hope you like these features, as many of you requested them. We’ve already started working on new ones, and if you need something to be added, please let us know so that we could include it in our plan.

Protemos releases 1.51 - 1.55

It's quite long that we did not inform you about the releases, but we had a number of them in recent months. We've been releasing updates quietly, and now when a number of them has piled up, we'd like to summarize what we have done:

Quickbooks integration

Users from the United States can now integrate Protemos and Quickbooks Online accounts to quickly push invoices from Protemos into Quickbooks. Instructions here.

Negative taxes

They exist in some countries (e.g. Spain), so we've added them. Instructions here.

Improved CRM

Each client now has own responsible manager, you can track the sources of clients, added ability to filter clients by manager, statuses, and active to-dos.

Jobs and payables in quotes

Now you can plan the project budget by adding jobs and payable to quote. Instructions here.

Other improvements

Improved filters for projects payables and receivables; CAT-log details in PDF files; internal notes for quotes, projects, and invoices: ability to clone client and vendor prices; API improvements.

Protemos add-on to Gmail

Do your clients send you the projects and quote requests via email?

If yes, then you may use Protemos add-on to Gmail to convert emails from your clients into projects and quotes, without copy-pasting the information manually. For more information, please check this page.

This add-on was developed by Technolex Translation Studio and shared with other Protemos users that may find it useful.