Difference between revisions of "Enterprise edition user manual"

Revision as of 11:04, 20 September 2017 (view source) Anatoly.k (talk | contribs) (→‎General finances) ← Older edit		Revision as of 11:04, 21 September 2017 (view source) Anatoly.k (talk | contribs) (→‎Income by payments) Newer edit →
Line 1,737:		Line 1,737:
	[[file:reports clients income by payments menu.jpg|border|440px]]		[[file:reports clients income by payments menu.jpg|border|440px]]
−	These reports show how the clients were paying to you.	+	These reports show how the clients were paying you.
	All amounts are converted to the basic currency of your account.		All amounts are converted to the basic currency of your account.

---

Revision as of 11:04, 21 September 2017

Get started with Protemos

To start working with Protemos, create your account in the system by completing the following steps:

1. Press the "Sign up" button at the website www.protemos.com

440px

2. Go to the Create Account page:

440px

3. Select your account type:

440px

Enterprise: select this option if you are going to assign jobs to in-house translators, freelancers or other companies.

If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.

Freelance: this is a light and free version of the system. Select this option if you are doing all jobs alone and do not subcontract freelancers.

If you select this, you will not be able to create suppliers in the system and assign jobs to them. Upgrade to Enterprise version is possible if desired.

3. Fill in all the boxes and click the "Sign up" button:

440px

4. After pressing the "Sign up" button, the account will be set up and you will see a welcome screen to start working with the system.

5. Press the "OK, let’s get started!" button:

440px

The system setup wizard will be displayed:

1000px

6. Enter data for each menu entry:

Services are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.

Language pairs are your language pairs.

Units are units to measure the volume of work. For example, hours, words, pages, etc.

Specializations are your specializations.

Currencies are the currencies you work with such as US dollars or euros. Indicate the main currency of the system here. The system will use it for accounting.

Payment methods are the payment details. They will be used in the invoices the system will generate to send your clients.

To navigate in the menu entries, use a dedicated navigation menu:

1000px

Don’t worry if you select something wrong. You’ll be able to change these values in System settings.

7. Having completed all the entries, press the "Complete wizard" button:

440px

8. The following screen will be displayed:

540px

This means that your account has been created and you can start working with Protemos.

However, before you start working with the projects in the system, you need to add your clients and vendors in it.

These areas will be addressed in the following sections.

Back to the table of contents.

System values settings

You can change and set system values in the System menu:

240px

Each of these menu screens is described below.

System =>Account

On the "Account" page you can complete or update general information, the logo of your company,

default settings, deadline email reminders, configure custom SMTP server and update object codes.

General info

The "General info" section contains common information about your company.

Here you can amend information about your company and change the account owner.

To edit general information press the "Update" button:

800px

Confirm the changes by clicking "Update" or call off them with the "Cancel" button after editing:

440px

To change the account owner press "Change account owner" (this option is available only for the owner of the account. For more info, please see the Users page):

800px

Assign a new owner and press the "Update" button to сonfirm the changes:

440px

For more info on user creation, please see the User creation page.

Company logo image

Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc.

Press the "Upload new" button to upload a logo:

800px

Note: Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.

Default settings

In the "Default settings" section you can define the following settings:

Default time zone: the time zone you are located in. It's used for the deadlines calculation.

Default currency: the currency you are using for balances and reporting. For more info, please see the Currencies page.

Default payment method: the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.

Default payment terms: standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for an individual client.

Default VAT for client invoices: this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see the VAT page.

Default VAT for vendor invoices: this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see the VAT page.

Default PDF page size: here you can set the size of the invoice PDF file generated by the system.

To change any of the above settings, click "Update":

800px

It will open the "Change account default settings" page:

540px

Having completed all the entries, press the "Update" button.

Deadline email reminders

The system notifies you by email about overdue projects, jobs, and invoices. You can switch these notifications off/on by clicking "Update":

800px

For more info on deadline email reminders, please see Deadline reminders settings page.

Custom SMTP Server

By default, the system sends all email messages from Protemos own email server, but you can change this and make the system use your own server.

To do this, click "Update":

800px

For more info on SMTP server configuration, please see the SMTP server configuration page.

Object codes

On this page, you can set the number of your next invoice, project, payment, job etc.

To update the next object identification numbers or the object code prefixes press the "Update next IDs" or "Update code prefixes" button correspondingly:

800px

For more info on object codes customizations, please see the Object codes page.

Back to the table of contents.

System =>License

When you are registering your account, you get a free 3-month trial license. It works just like a normal license, with no limitations.

On the "License details" page you can see:

- your license status and type;

- active managers limit (the number of users with Administrator, Project manager and Account manager rights that can work in the system simultaneously);

- when your license expires;

- the time left before the expiration date of your license.

When the trial period is over, the account owner may request the license by pressing the "Request license" button:

800px

It will open the "Request license" page where you can enter the number of managers you need to work simultaneously in your system and select the license period.

Note:You can create as many managers as you wish, but only the licensed number of them will be able to log in.

For more info on licensing, please see the Licensing page.

Back to the table of contents.

System=>System Values

This menu screen contains several submenus:

440px

Each of them is described below.

Language pairs

On this page, you can add, update or delete the language pairs you work with:

800px

"New language pairs" – opens language pairs creation page. Here you can create various language pairs combinations of source and target languages.

"Update" – opens language pair update page where you can change languages for the particular language pair.

"Delete" – deletes the language pair.

Note: You can’t delete pairs of languages, that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button).

Services

Use this menu to add, update or delete the services your company provides:

800px

"New service" – opens service creation menu. Here you can create as many services as you wish.

"Update" – opens services update page where you can change the name of the particular service.

"Delete" – deletes the service.

Note: You can’t delete services, that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button).

Specializations

On this page, you can add, update or delete the specializations your company works with:

800px

"New specialization" – opens specialization creation menu. Here you can create every possible specializations you may wish.

"Update" – opens specialization update page where you can change the name of the particular specialization.

"Delete" – deletes the specialization.

Note: You can’t delete specializations, that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button).

Units

Use this menu to select units to measure the volume of your work (words, hours, pages, etc.).

Here you can add, update or delete any measurement units you need:

800px

"New unit" – opens unit creation menu where you can create as many measurement units as you need.

"Update" – opens unit update page. Here you can change the name of the particular unit.

"Delete" – deletes the unit.

Note: You can’t delete units, that you have already used in the project ("Yes" in the column "Іn use" and no "Delete" button).

Currencies

Use this menu to add currencies that will be used in the system.

For example, one client can pay in US dollars while others can choose euros and you can pay to vendors in local currency.

On this page, you can: add currencies, set any currency as default, disable or delete currencies, check up the exchange rates history.

800px

"Add currency"- opens the menu, where you can add desired currency. You can add as many currencies as you need.

"Exchange rates history"- shows the exchange rates on the selected date.

"Set as default" - sets the selected currency as default. If you change the default currency,

all reports and project balances will be rebuilt and recalculated in the new default currency.

"Disable" - disables the currency.

"Delete" - deletes the currency. You can't delete the currency that is already in use in the system

but you can disable it in case this currency no longer needed.

Note: Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis.

That’s why you can always see the correct summary in your default currency.

Back to the table of contents.

System=>Users

Use this menu screen to add new users who will use the system just as you do.

For example, if there are several project managers in your team, you can add a separate account for each of them.

To add a new user, press the "New user" button:

800px

It will open the "New user" page. After you fill in the boxes press the "Save" button:

540px

After pressing the "Save" button, the user will be sent an invitation email and will be able to complete the account creation.

For more info on user creation, please see the User creation page.

Note: Use the "User groups" box to select the group to relate your users to. This will define the user’s access rights.

On the "Users" page, you can also Update user information.

Back to the table of contents.

System=>User groups

Use this menu screen to define access rights for various user groups:

600px

for more info on access rights for various user groups, please see User groups page.

System=>Payment methods

Enter your payment details here so the clients can pay you.

On this page, you can: add various payment methods, change default payment method and terms, update, disable or delete them.

800px

"Add payment method" - opens the menu where you can create a new payment method.

"Change default payment method and terms" - on this page, you can select the default payment method,

define in how many days invoices should be paid and the "Default VAT" value for your invoices.

"Update" - opens the page where you can renew payment method details.

"Disable" - disables the payment method.

"Delete" - deletes the payment method.

Note: You can’t delete the payment methods, that you have already used in the system ("Yes" in the column "Іn use" and no the "Delete" button).

But you can disable them in case these payment methods no longer needed.

Back to the table of contents.

System=>Templates

This menu screen contains the CAT logs submenu which is described below:

400px

CAT logs

Use this menu to add weighted word count templates for the CAT tools you are using.

Here you can add, update or delete templates:

800px

"Add template" - opens the page where you can add word count template.

"Delete" - deletes the template.

You may also "Update" the template if necessary.

For more info on templates, please see Weighted word count templates page.

Back to the table of contents.

System=>SmartCAT integration

Protemos is integrated with SmartCAT system, so you can create the projects in Protemos, and then copy them to SmartCAT.

On this page, you can enable, update or disable SmartCAT integration for your account:

800px

"Enable" - opens the SmartCAT intergation details page where you can enter your API credentials.

"Update" - here you can update the integration details if necessary.

"Delete" - deletes the integration.

The "Update" and "Delete" buttons will appear after you enable SmartCAT integration for your account.

For more info on SmartCAT integration, please see SmartCAT integration page.

Back to the table of contents.

Add clients

You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.

Adding clients manually

To add a new client, click the Clients menu on the top panel and then press the "New client" button:

800px

Enter information about your client in the displayed screen. It consists of two sections.

• Use the General info section to enter general information about a client:

440px

• Use the Primary user section to enter the client’s contact person:

440px

Press the "Save" button to display the client entry.

This page is intended for viewing and entering various client data and has the following tabs:

800px

On General info tab you may view, update client info or delete a client.

Note: You can’t delete the clients involved into recorded projects, invoices or payments.

Here you may also change the default payment settings of your clients:

800px

On Primary user tab, you can view and edit the details of the primary contact of the client.

On Contact persons tab, you can view the list of client’s contacts, edit or delete them, and start creating new contacts.

If the client has several contact persons, they all can be entered in the Contact persons tab.

On Prices tab, you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.

On Documents tab, you can upload and delete the files related to the client.

Import clients from an Excel file

If you already have the list of clients, contacts and prices, you can easily import it without the need to enter such information manually.

Go to the Client list page and press the "Import from Excel" button:

800px

For more info on clients data import, please see the Import clients from Excel page.

On this page, you can also export all the displayed list of clients to Excel by pressing the "Export to Excel" button:

800px

For more info on clients data export , please see the Export clients data to excel page.

For more info on clients, please see the Clients page.

Back to the table of contents.

Add vendors

If you assign jobs to other vendors, you need to add each of them in the system.

You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.

Adding vendors manually

To add a new vendor, click the Vendors menu on the top panel and then press the "New vendor" button:

800px

The screen to add a vendor will appear.

First, you will see the Type box. You can select any of the three vendor types:

Company is a contractor company.

Freelancer is a non-staff employee.

In-house is a staff employee who works in your office.

Depending on the vendor type, you will see the boxes to fill in.

Press the "Save" button to add a vendor account in the system. The vendor will be sent an invitation email and needs to accept the invitation.

For additional information please see the Vendor creation page.

The vendor entry page is intended for viewing and entering various vendor data and has the following tabs:

800px

On General info tab you may view, update vendor info, resend invitation or delete a vendor.

Note: You can’t delete the vendors involved into recorded jobs, invoices or payments.

Here you may also change the default payment settings of your vendors:

800px

On Primary user tab, you can view and edit the details of the primary contact of the vendor.

On Contact persons tab, you can view the list of vendor’s contacts, edit or delete them, and start creating new contacts.

This tab is available only if the vendor is a company, not a person:

800px

If the vendor has several contact persons, they all can be entered in the Contact persons tab.

On Prices tab, you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.

On Documents tab, you can upload and delete the files related to the vendor.

Import vendors from an Excel file

If you already have the list of vendors, contacts and prices, you can easily import it without the need to enter such information manually.

Go to the Vendor list page and press the "Import from Excel" button:

800px

For more info on vendors data import, please see the Import vendors from Excel page.

On this page, you can also export all the displayed list of vendors to Excel by pressing the "Export to Excel" button:

800px

For more info on vendors data export, please see the Export vendors data to excel page.

For more info on vendors, please see the Vendors page.

Back to the table of contents.

Add new quote

Quote is a potential project. Let's assume that your client has sent you translation request, but first, he would like to know how much it will cost, time frames for implementation etc.

In order to save your time, you can create a quote and send it to your client and then, if the client agrees with the quote conditions, you can easily convert it to a project.

You may also create it if you are simply not sure yet you will get the project.

Quote creation

1. To create a quote, click the Quotes menu on the top panel and then press the "New quote" button:

1000px

It will open the New quote page where you can specify all basic details for a new quote:

500px

Confirm all details with the "Create" button.

2. It will bring you to the "Quote" page that consists of the following sections:

Quote details section

1000px

On this page, you can do the following::

• Send: opens Quote sending page which allows emailing the quote to the client directly from the system. After the quote is sent, the system records the date of sending.

• Mark as sent: if you not sending the quote through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.

• Convert to project: by pressing this button you begin creating a new project with this quote.

• Reject: if the client doesn't accept this quote conditions, you may press the "Reject" button to remember that rejection.

• Clone: you may clone the quote by pressing this button.

• Update: opens the Update quote page on which you can edit the quote.

• Delete: deletes the quote.

Files section

Here you can upload the files you received from the client (if any):

1000px

CAT logs section

In this section you can upload CAT log files (if needed):

1000px

Receivables section

Here you can enter receivables to indicate the amount to be charged from the client:

1000px

Delivering the quote

Having checked all the quote data, you can send the quote to the client. Go to the Quote details section and press the "Send" button:

1000px

For more info on quotes, please see the Quotes page.

Back to the table of contents.

Add new project

After setting up the system and entering the clients and vendors in it, you can start new projects.

For illustration purposes, suppose you have Acme Corporation as your client. They have sent you the 20,000-word translation request

from English to French asking to complete it in 2 weeks. Let’s add this project in the system.

Project creation

1. To create a project, click the Projects menu on the top panel and then press the "New project" button:

800px

2. Enter your project information and press the "Create" button:

540px

3. The project page will be displayed with the following tabs:

540px

Project input files

4. Now you need to upload the files received from the client to the system.

To do so, go to the Files tab and upload the needed files by pressing the "Add project input files" button:

800px

Back to the table of contents.

Project receivables

5. Next, enter the volume of work and the receivable from the client. To do so, go to the Finances tab:

800px

Press the "New receivable" button and choose the base:

250px

The "Flat rate" – if you just need to enter the amount of receivable without entering volumes and rates.

The "Unit based" – if you have to enter the volume and rate for calculating the price.

The "CAT log based" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

Enter the work volume, price and, if needed, extra charge and discount for the client:

440px

Enter the purchase order number sent from the client in the PO number box. If the client has not provided such number, you may leave this box unfilled.

Check the "Manage all prices" option to add the tariff for this client to the database. It will be displayed next time you enter a similar order.

440px

You can enter several receivables for a project.

For more info on receivable creation, please see Receivable creation page.

CAT logs

6. If necessary, you may upload a CAT log file to your project.

To do so, go to the Cat logs tab and press the "Upload CAT log" button:

800px

For more info on uploading of CAT log files, please see the Project details, CAT logs tab page.

7. If you fulfil your job yourself, the new project has been created. You have to fulfil and complete it (see item 18 in this list).

If you need to assign the project to other vendors, carry on reading below.

Job creation

8. Let’s assume that you need to assign the translation to one vendor and then give it for proofreading to another vendor.

Create their respective jobs in the system. Go to the Jobs tab and press the "Add job" button:

800px

Job input files

9. In the Job input files section select the project files to send to the translator:

800px

In the section below on the same page, select the vendor and enter information about the job:

400px

Then press the "Create" button.

10. Next, the job screen will be displayed:

800px

For more info on jobs creation and editing, please see the Jobs page.

Project payables

11. Now you need to add payable for the vendor.

To do so, press the "New payable" button and choose the base:

400px

The "Flat rate" – if you just need to enter the amount of payable without entering volumes and rates.

The "Unit based" – if you have to enter the volume and rate for calculating the price.

The "CAT log based" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

Enter the job volume and payable for the vendor and press "Create":

400px

For more info on payable creation, please see the Payable creation page.

12. Now you can send the notification to the vendor to start the job. Press the "Start job" button on the Job details screen:

800px

The vendor will receive the notification by email that he has been assigned a job, log in and collect the files.

Then the vendor will fulfil the job, upload the ready files to the system and mark the job as completed.

You will be notified by email that the vendor has completed the job.

Back to the table of contents.

Job output files

13. Check if the files delivered by the translator are correct by downloading them from the Job Output Files section:

800px

14. Having ensured that the vendor did everything correctly, press the "Accept job" button:

800px

15. The vendor will be notified by email that the job has been accepted.

16. Now you would like to pass the completed translation for proofreading to another vendor.

Add a job for another vendor. The process is the same. The only difference is that you need to specify the files

delivered by the translator when selecting incoming files for the editor:

800px

For more info on jobs, please see the Jobs page.

Back to the table of contents.

Delivering the project

17. When all the vendors have uploaded their files, you can start delivering the project.

You may upload vendors' files to the system.

To do so, go to the project’s Files tab and scroll down to the Jobs Output section.

Select the necessary files and press the "Add selected to project output" button:

800px

This will allow you not to lose the files after you close the project.

18. If you fulfil your job yourself, you may upload files to the system by clicking "Add additional files" in the Project Output section:

800px

19. Having added all the needed files to Project Output, you can download the files

and send them to the client or client’s manager by email.

800px

20. Having delivered all the files, you can complete the project. Go to the Details tab and press the "Complete" button:

800px

Congratulations! You have completed the project.

Note 1: The number of projects in your system will be increasing with time so you won’t want all of them to be displayed. Set up how projects are displayed in the list using Filters.

Note 2: View the list of vendors’ jobs in all the projects at the dedicated page by pressing the Jobs menu on the top panel.

For more info on projects, please see the Projects page.

Back to the table of contents.

Clients prices

To display the list of all clients' prices, go to Finances=>Clients=>Prices:

440px

It will open the Client prices page.

Here you can view and create prices, import or export the list of all clients' prices from/to Excel, update or delete the particular client's price:

800px

• New price - opens the New client price creation page. On this page, you can create prices for a definite client, service, language pair and specialization.

Note: Here you may also create general prices without reference to the particular client or type of service, specialization etc.

• Import from Excel - opens the Import clients from Excel page where you may import the list of all clients' prices from Excel.

• Export to Excel - exports the list of clients' prices to Excel.

• Update - opens the Update client price page. Here you can update the price for the client.

• Delete - deletes the price.

For more info on clients' prices, please see the Clients prices list page.

Back to the table of contents.

Create invoices for clients and control their payment

1. To create an invoice for a client, go to Finances=>Clients=>Project receivables:

400px

2. The list of all the receivables will be displayed. Select the desired rows and press the "Invoice selected on this page" button:

1000px

3. The system will create an invoice and will display its page.

For more info on client invoices, please see the Client invoice creation page.

The Client invoice page consists of the following sections:

Client invoice details section

1000px

In this section you can do the following:

Send — opens Client invoice sending page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.

Resend — this button appears after the invoice has been sent. Pressing it sends the invoice one more time.

Mark as sent — if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.

Download as PDF — pressing this button downloads the invoice in PDF format.

Discount and Extra Charge — you may add discounts and extra charges to the invoice by pressing this button.

VAT — you may add VAT to your invoice by pressing this button. For more info, please see VAT page

Write off — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off. E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.

Mark as unsent — this button appears if the invoice has been sent. Pressing it deletes the date of sending.

Update — opens Client invoice update page on which you can edit the invoice.

Delete — deletes the invoice. This button disappears after you link the invoice with the payment.

For more info on action buttons of the invoice, please see the Action buttons page.

Client invoice receivables section

Here you can view, add and remove receivables in unsent invoices.

To add receivables press the "Add receivables" button:

1000px

For more info on adding receivables, please see the Adding and removing receivables page.

Client invoice linked payments section

If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:

1000px

For more info on client linked payments, please see the Linked payment creation page.

Alternatively, the payments can be created on the Client payments page.

The difference is that on the Client invoices page you can enter the payment covering only the invoice itself, while on the Client payments page, you can enter the payment covering multiple invoices.

To find out how to create payments on the Client payments page, please read the section below.

Clients payments

As mentioned above, this is the alternative way to enter the payment.

So, when a client pays the invoice, enter the payment in the system and connect it with the paid invoice. To do so, complete the following steps:

1. Go to the Finances=>Clients=>Payments menu:

440px

It will bring you to the Client payments page.

In order to add a new client payment press "New payment":

1000px

It will open the New payment from client page.

2. Enter the payment received from the client and select the invoices that payment covers from the list:

1000px

Press "Save" to add the payment to the system.

Now you have entered the payment in the system and completed the payment.

For more info on client payments, please see the Client payment creation page.

Clients invoices list

You may view the list of all the invoices in Finances=>Clients=>Invoices:

440px

This way you can track all the invoices from your clients and control their payment.

For more details, please see the Client invoices list page.

Back to the table of contents.

Vendors prices

To display the list of all vendors' prices, go to Finances=>Vendors=>Prices:

440px

It will open the Vendor prices page.

Here you can view and create prices, import or export the list of all vendors' prices from/to Excel, update or delete the particular vendor's price:

800px

• New price - opens the New vendor price creation page. On this page, you can create prices for a definite vendor, service, language pair and specialization.

Note: Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.

• Import from Excel - opens the Import vendors from Excel page where you may import the list of all vendors' prices from Excel.

• Export to Excel - exports the list of vendors' prices to Excel.

• Update - opens the Update vendor price page. Here you can update the price for the vendor.

• Delete - deletes the price.

For more info on vendors' prices, please see the Vendors prices list page.

Back to the table of contents.

Invoices from vendors and payment control

The vendors can create invoices on their own or you can create their invoices as the company manager. Let’s review the second option.

1. Go to the Finances=>Vendors=>Job payables menu:

440px

The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and press the Invoice selected button:

1000px

Note: If the vendor’s name is highlighted in red in the table, it means that payment method was not selected for this vendor and it’s impossible to create an invoice for this vendor’s jobs.

To create an invoice, select the payment method for the vendor (click the vendor’s name and add the payment method as described on the Vendor view page, Payment methods tab page).

2. The system will create the invoice, send it to the vendor by email and open its page.

For more info on vendor invoices, please see the Vendor invoice creation page.

The Vendor invoice page consists of the following sections:

Vendor invoice details section

1000px

In this section you can do the following:

• Download as PDF — pressing this button downloads the invoice in PDF format.

• VAT — you may add VAT to your invoice by pressing this button. For more info, please see VAT page

• Write off — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off.

E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.

• Update — pressing this button opens Vendor Invoice update page on which you can edit the invoice.

• Delete — this button deletes the invoice. It disappears after you link the invoice with the payment.

Note: for the invoices with linked payments only "Download as PDF" and "Write off" buttons are available.

To make all the buttons available you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.

Vendor invoice payables section

Here you can view, add and remove payables in unsent invoices.

To add payables press the "Add payables " button:

1000px

For more info on vendor payables, please see the Adding and removing payables page.

Vendor invoice linked payments section

If you have paid the invoice, you can record the payment by pressing “Create linked payment” button under the payable table:

1000px

For more info on vendor linked payments, please see the Linked payment creation page.

Alternatively, the payments can be created on the Vendor payments page.

The difference is that on the Vendor invoices page you can enter the payment covering only the invoice itself,

while on the Vendor payments page, you can enter the payment covering multiple invoices.

For more info on vendor payments, please see the Vendor payment creation page.

Vendors payments

As mentioned above, this is the alternative way to enter the payment.

So, having paid the vendors’ invoices, you need to enter those payments in the system. To do so, complete the following steps:

1. Go to the Finances=>Vendors=>Payments menu:

440px

It will bring you to the Vendor payments page.

Press the "New payment" button to add a new vendor payment:

1000px

It will open the New payment to vendor page.

2. Enter the payment completed to the vendor and select the invoices covered by that payment from the list:

1000px

Press "Save" to add the payment to the system.

Now the payment has been entered in the system and you’ve completed the payment to the vendor.

For more info on vendor payments, please see the Vendor payment creation page.

Vendors invoices list

You may view the list of all the vendors’ invoices in Finances=>Vendors=>Invoices:

440px

For more info, please see the Vendor invoices list page.

Back to the table of contents.

Filters

Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed.

Quotes filter

Click the Quotes menu on the top panel to display the list of quotes:

1000px

The following filter is provided for that list:

1000px

• Quote code — displays only the quotes with the code containing the entered value.

• Quote name — displays only the quotes with the name containing the specified text.

• Description — displays only the quotes with the description containing the specified text.

• Statuses — displays only the quotes with the specified status (Active, Rejected, Converted to project).

• Start date — displays only the quotes which were started in the specified period of time.

• Deadline date — displays only the quotes with deadlines in the specified period of time.

• Primary manager — displays only the quotes for a specific primary manager.

• Secondary manager — displays only the quotes for a specific secondary manager.

• Client — displays only the quotes for a specific client.

• Receivable PO — displays only the quotes containing the entered PO number determined by the client.

• No receivables — displays only the quotes without receivables.

• Unsent— displays only the unsent quotes.

For more info on quotes filter, please see the Search quotes with filter page.

Back to the table of contents.

Projects filter

Click the Projects menu on the top panel to display the list of projects:

1000px

The following filter is provided for that list:

1000px

• Project code — displays only the projects with the code containing the entered value.

• Primary manager — displays only the projects for a specific primary manager.

• Secondary manager — displays only the projects for a specific secondary manager.

• Client — displays only the projects for a specific client.

• Statuses — displays only the projects with the specified status (Active, Completed, Canceled).

• Start date — displays only the projects which were started in the specified period of time.

• Deadline date — displays only the projects with deadlines in the specified period of time.

• Completion date — displays only the projects which were completed in the specified period of time.

• Project name — displays only the projects with the name containing the specified text.

• Description — displays only the projects with the description containing the specified text.

• Specialization — displays only the projects with the specified specialization.

• Receivable PO — displays only the projects containing the entered PO number determined by the client.

• Overdue — displays only the overdue projects.

• Free of charge — displays only the projects marked as free of charge.

• Chargeable without receivables — displays only the projects with no receivables entered to pay by the client.

• No jobs — displays only the projects without jobs.

• Having chargeable jobs without payables — displays only the projects having chargeable jobs with no payable entered for the vendor.

For more info on projects filter, please see the Search projects with filter page.

Back to the table of contents.

Jobs filter

Click the Jobs menu on the top panel to display the list of jobs for the vendors in all the projects:

1000px

The following filter is provided for that list:

1000px

• Job code — displays only the jobs with the codes containing the entered symbols sequence.

• Job name — displays only the jobs with the name containing the specified text.

• Statuses — displays only the jobs with the specified status (Draft, Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed/Rejected by manager, Accepted by manager, Canceled).

• Start date — displays only the jobs which were started in the specified period of time.

• Deadline date — displays only the jobs with deadlines in the specified period of time.

• Vendor — displays only the jobs fulfilled by the selected vendor.

• Primary manager — displays only the jobs issued by a specific primary manager.

• Service — displays only the jobs with the selected service.

• Language pair — displays only the jobs with the selected language pair.

• Overdue — displays only the overdue jobs.

• Unassigned — displays only the jobs without assigned vendors.

• Free of charge — displays only the jobs marked as free of charge.

• Chargeable without payables — displays only the jobs with no payable entered for the vendor.

For more info on jobs filter, please see the Search jobs with filter page.

Back to the table of contents.

Clients filter

Click the Clients menu on the top panel to display the list of your clients:

1000px

The following filter is provided for that list:

1000px

• Code — displays only the clients with the code containing the specified symbols combination.

• Company name — displays only the clients with the company name containing the specified symbols combination.

• Primary user — displays only the clients with the primary user name containing the entered symbols combination.

• Email — displays only the clients with the email containing the specified symbols combination.

• Statuses — displays only the clients with the specified status (Potential, Active, Inactive, Blacklisted).

• Country — displays only the clients from the specific country.

• Types — displays only the clients of the specified type (Company, Individual).

For more info on clients filter, please see the Search clients with filter page.

Back to the table of contents.

Vendors filter

Click the Vendors menu on the top panel to display the list of your vendors:

1000px

The following filter is provided for that list:

1000px

• Code — displays the vendors with the code containing the specified symbols combination.

• Company name — displays the vendors with the company name containing the specified symbols combination.

• Primary user — displays the vendors with the primary user name containing the specified symbols combination.

• Email — displays the vendors with the email containing the specified symbols combination.

• Username — displays the vendors with the username containing the specified symbols combination.

• Statuses — displays the vendors with the specified status (Potential, Active, Inactive, Blacklisted).

• Country — displays the vendors from the specific country.

• Types — displays the vendors of the specified type (Company, Freelancer, In-house).

• Specialization — displays only the vendors with the specified specialization.

• Language pair — displays only the vendors with the selected language pair.

• Not occupied — displays the vendors with no active jobs.

For more info on vendors filter, please see the Search vendors with filter page.

Back to the table of contents.

Clients prices filter

Go to Finances=>Clients=>Prices to display the list of all clients' prices:

440px

The following filter is provided for that list:

800px

• Client - displays only the prices for the selected client.

• Service - displays only the prices with the selected service.

• Language pair - displays only the prices with the selected language pair.

• Specialization - displays only the prices with the specified specialization.

• Unit - displays only the prices with the specified measurement unit.

• Price range - displays only the prices within the specified price range.

• Currency - displays only the prices with the specified type of currency.

Back to the table of contents.

Clients receivables filter

To display the list of all the clients' receivables, go to Finances=>Clients=>Project receivables:

400px

The following filter is provided for that list:

1000px

• Receivable code — displays only the receivables with the specified symbols in the code.

• PO number — displays only the receivables with the entered PO number.

• Client — displays only the receivables for the selected client.

• No PO number — displays only the receivables with no PO number entered.

• No invoice — displays only the receivables with no invoice.

• Project name — displays only the receivables for the projects with the specified name.

• Primary manager — displays only the receivables for the projects added by a specific primary manager.

• Project statuses — displays only the receivables for the projects with the specified statuses (Active, Completed, Canceled).

• Project deadline date — displays only the receivables for the projects with the deadlines within the specified deadline range.

For more info on clients receivables filter, please see the Search receivables with filter page.

Back to the table of contents.

Clients invoices filter

To display the list of all the clients' invoices, go to Finances=>Clients=>Invoices:

440px

The following filter is provided for that list:

1000px

• Code — displays only the invoices with the code containing the specified symbols combination.

• Creation date — displays only the invoices created within the specified dates range.

• Due date — displays only the invoices with the due date within the specified dates range.

• Client — displays only the invoices of a certain client.

• Overdue — displays only the overdue invoices.

• Not sent — displays only the invoices which have not been sent.

• No linked payments — displays only the invoices which have no linked payments.

• Not fully covered — displays only the invoices which are not fully covered by payments.

For more info on clients invoices filter, please see the Search invoices with filters page.

Back to the table of contents.

Clients payments filter

To display the list of all the clients' payments, go to the Finances=>Clients=>Payments menu:

440px

The following filter is provided for that list:

1000px

• Code — displays only the payments with the code containing the specified symbols combination.

• Creation date — displays only the payments created within the specified date range.

• Paid at date — displays only the payments received within the specified date range.

• Client — displays only the payments from the specified client.

• No linked invoices — displays only the payments which have no linked invoices.

• Not fully covered — displays only the payments which are not fully covered with invoices.

For more info on clients payments filter, please see the Search payments with filters page.

Back to the table of contents.

Vendors prices filter

Go to Finances=>Vendors=>Prices to display the list of all vendors' prices:

440px

The following filter is provided for that list:

800px

• Vendor - displays only the prices for the selected vendor.

• Service - displays only the prices with the selected service.

• Language pair - displays only the prices with the selected language pair.

• Specialization - displays only the prices with the selected specialization.

• Unit- displays only the prices with the specified measurement unit.

• Price range- displays only the prices within the specified price range.

• Currency- displays only the prices with the specified type of currency.

Back to the table of contents.

Vendors payables filter

To display the list of all the vendors' payables, go to the Finances=>Vendors=>Job payables menu:

440px

The following filter is provided for that list:

1000px

• Payable code — displays only the payables with the specified symbols in the code.

• Vendor — displays only the payables for the selected vendor.

• Primary manager — displays only the payables for the projects added by a specific primary manager.

• Job statuses — displays only the payables for the jobs with the specified statuses (Draft, Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed/Rejected by manager, Accepted by manager, Canceled).
• Job deadline date — displays only the payables for the jobs with the deadlines within the specified deadline range.

• No invoice — displays only the payables with no invoice.

For more info on vendors payables filter, please see the Search payables with filters page.

Back to the table of contents.

Vendors invoices filter

To display the list of all the vendors' invoices, go to Finances=>Vendors=>Invoices:

440px

The following filter is provided for that list:

1000px

• Code — displays only the invoices with the code containing the specified symbols combination.

• Creation date — displays only the invoices created within the specified date range.

• Due date — displays only the invoices with the due date within the specified date range.

• Vendor — displays only the invoices of the specified vendor.

• Overdue — displays only the overdue invoices.

• No linked payments — displays only the invoices which have no linked payments.

• Not fully covered — displays only the invoices which are not fully covered by payments.

For more info on vendors invoices filter, please see the Search invoices with filters page.

Back to the table of contents.

Vendors payments filter

To display the list of all the vendors' payments, go to the Finances=>Vendors=>Payments menu:

440px

The following filter is provided for that list:

1000px

Code — displays the payments with the code containing the specified symbols combination.

Creation date — displays the payments created within the specified date range.

Paid at date — displays the payments received within the specified date range.

Vendor — displays the payments to the specified vendor.

No linked invoices — displays the payments which have no linked invoices.

Not fully covered — displays the payments which are not fully covered with invoices.

For more info on vendors payments filter, please see the Search payments with filters page.

Back to the table of contents.

Reports

You can generate various business reports in the system. In this way, you can analyze the financial results of your activity for a defined period of time.

Click the Reports menu on the top panel and choose the required item:

250px

Each of these menu screens is described below.

General finances

This report shows dynamics of how income, expenses and profit change over months.

To view the General finances report, go to Reports=>General finances:

250px

It will open Monthly finances by articles, invoices and payments page.

You can select the period of time for reporting:

600px

On this page, you can see the following reports:

Monthly finances by articles

This report shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs:

800px

Monthly finances by invoices

This report shows the turnover, expenses and profit based on client and vendor invoices:

800px

Monthly finances by payments

This report shows the turnover, expenses and profit based on client and vendor payments:

800px

For more info on general finances reports, please see the General finances reports page.

Back to the table of contents.

Managers

Here you may see your finances reports for each project manager of your team.

To view the Finances per manager by articles reports, go to Reports=>Managers=>Finances by articles:

440px

You can select the period of time for reporting and the managers:

440px

On this page, you can see the following reports:

Monthly income per manager by articles

This report shows the turnover for each manager based on receivables in their projects:

800px

Monthly profit per manager by articles

This report shows the profit for each manager based on receivables in their projects:

800px

Monthly income share per manager by articles

This report shows how the income share of each manager was changing each month:

800px

Monthly profit share per manager by articles

This report shows how the profit share of each manager was changing each month:

800px

Income share per manager by articles

On this report you may see the shares of incomes each of your managers brings over the selected period:

800px

Profit share per manager by articles

On this report you may see the shares of profit each of your managers brings over the selected period:

800px

Finances per manager by articles summary table

This table shows all income, expense and profit amounts per manager and month:  

800px

For more info on finances per manager by articles reports, please see the Finances per manager by articles reports page.

Back to the table of contents.

Clients

This menu screen contains several submenus:

440px

Each of them is described below.

Finances by articles

To view the Finances by articles reports, go to Reports=>Clients=>Finances by articles:

440px

Here you may see your finances reports for each client based on the receivables.

All amounts are converted to the basic currency of your account.

You can select the period of time for reporting, manager, clients and minimum profit share if needed:

440px

Monthly income per client by articles

This report shows the turnover per client based on receivables in their projects:

800px

Monthly profit per client by articles

This report shows the profit for each client based on receivables in their projects:

800px

Monthly income share per client by articles

This report shows how the income share of the client was changing each month:

800px

Monthly profit share per client by articles

This report shows how the profit share of each client was changing each month:

800px

Income share per client by articles

On this report you may see the shares of income each your client brings over the selected period:

800px

Profit share per client by articles

On this report you may see the shares of profit each your client brings over the selected period:

800px

Finances per client by articles summary table

This table shows all income, expense and profit amounts per each client monthly:

800px

For more info on finances per client by articles reports, please see the Finances per client by articles reports page.

Back to the table of contents.

Income by invoices

To view the Income by invoices reports, go to Reports=>Clients=>Income by invoices:

440px

Here you may see your finances reports for each client based on the client invoices.

All amounts are converted to the basic currency of your account.

You can select the period of time for reporting and the clients:

440px

Monthly income per client by invoices

Here you can see the turnover per client based on the invoices you issued for them:

800px

Monthly income share per client by invoices

This report shows how the share of invoices per clients was changing monthly:

800px

Income share per client by invoices

This report shows the share of invoices per clients over the selected period of time:

800px

Monthly income per client by invoices summary table

This table shows all invoice amounts per client and month:

440px

For more info on monthly income per client by invoices reports, please see the Monthly income per client by invoices reports page.

Back to the table of contents.

Income by payments

To view the Income by payments reports, go to Reports=>Clients=>Income by payments:

440px

These reports show how the clients were paying you.

All amounts are converted to the basic currency of your account.

You can select the period of time for reporting and the clients:

440px

Monthly income per client by payments

Here you can see the amounts of payments per each client monthly:

800px

Monthly income share per client by payments

Here you can see how the share of payments per client was changing monthly:

800px

Income share per client by payments

This diagram shows the share of each client in payments received over the specified period of time:

800px

Monthly income per client by payments summary table

This table shows all payment amounts per client monthly:

440px

For more info on monthly income per client by payments reports, please see the Monthly income per client by payments reports page.

Back to the table of contents.

Vendors

This menu screen contains several submenus:

Each of them is described below.

Expenses by invoices

To view the Expenses by invoices reports, go to Reports=>Vendors=>Expenses by invoices:

440px

These reports show the monthly amounts of your vendor invoices.

All amounts are converted to the basic currency of your account.

You can select the period of time for reporting and the vendors:

440px

Monthly expenses per vendor by invoices

This diagram shows the amount of monthly invoices per each vendor:

800px

Monthly expenses share per vendor by invoices

This graph shows how the share of the invoiced amounts per vendor was changing monthly:

800px

Expenses share per vendor by invoices

This diagram shows the share of the invoiced amount per each vendor:

800px

Monthly expenses per vendor by invoices summary table

This table shows the invoiced amount per each vendor monthly.

440px

For more info on expenses by invoices reports, please see the Expenses by invoices page.

Back to the table of contents.

Expenses by payments

To view the Expenses by payments reports, go to Reports=>Vendors=>Expenses by payments:

440px

Here you may see the monthly amounts of your vendor payments.

All amounts are converted to the basic currency of your account.

You can select the period of time for reporting and the vendors:

440px

Monthly expenses per vendor by payments

This diagram shows the amount of monthly payments per each vendor:

800px

Monthly expenses share per vendor by payments

This graph shows how the share of the paid amounts per vendor was changing monthly:

800px

Expenses share per vendor by payments

This diagram shows the share of the paid amount per each vendor:

800px

Monthly expenses per vendor by payments summary table

This table shows paid amount per each vendor monthly and resumes your expenses with “Whole period” column and “All vendors” row:

440px

For more info on expenses by payments reports, please see the Expenses by payments page.

Back to the table of contents.

Language pairs

To view the Language pairs reports, go to Reports=>Language pairs=>Finances by articles:

440px

Here you may see the finances of specific language pairs.

You can select the period of time for reporting and the language pairs:

440px

Monthly income per language pair by articles

This report shows the turnover per language pair based on receivables in the related projects:

800px

Monthly profit per language pair by articles

This report shows the profit for each language pair based on receivables in the related projects:

800px

Monthly income share per language pair by articles

This report shows how the income share of each language pair was changing each month:

800px

Monthly profit share per language pair by articles

This report shows how the profit share of each language pair was changing each month:

800px

Income share per language pair by articles

On this report you may see the shares of income each of the language pairs brings over the selected period:

800px

Profit share per language pair by articles

On this report you may see the shares of profit each of the language pairs brings over the selected period:

800px

Finances per language pair by articles summary table

This table shows all income, expense and profit amounts per language pair and month:

800px

Back to the table of contents.

Services

To view the Services reports, go to Reports=>Services=>Finances by articles:

440px

Here you may see the finances of specific services.

You can select the period of time for reporting and the services:

440px

Monthly income per service by articles

This report shows the turnover per service based on receivables in the related projects:

800px

Monthly profit per service by articles

This report shows the profit for each service based on receivables in the related projects:

800px

Monthly income share per service by articles

This report shows how the income share of each service was changing each month:

800px

Monthly profit share per service by articles

This report shows how the profit share of each service was changing each month:

800px

Income share per service by articles

On this report you may see the shares of incomes each of the services brings over the selected period:

800px

Profit share per service by articles

On this report you may see the shares of profit each of the services brings over the selected period:

800px

Finances per service by articles summary table

This table shows all income, expense and profit amounts per service and month:

800px

Back to the table of contents.

Export data

On every page (quotes, projects, jobs, invoices, payments etc.) you can export the tables into xls.

Let’s take the Projects page as example:

800px

If you press "Export to Excel", you will get the file with exported data and will be able to use it for backup, analysis,

import or any other purpose you might need.

Export quotes data to excel

For instructions on how to export quotes data to excel, please see the Export quotes data to excel section.

Export projects data to excel

For instructions on how to export projects data to excel, please see the Export projects data to excel section.

Export jobs data to excel

For instructions on how to export jobs data to excel, please see the Export jobs data to excel section.

Export clients data to excel

For instructions on how to export clients data to excel, please see the Export clients data to excel section.

Export clients receivables to excel

For instructions on how to export clients receivables to excel, please see the Export clients receivables to excel section.

Export clients invoices to excel

For instructions on how to export clients invoices to excel, please see the Export clients invoices to excel section.

Export clients payments to excel

For instructions on how to export clients payments to excel, please see the Export clients payments to excel section.

Export vendors data to excel

For instructions on how to export vendors data to excel, please see the Export vendors data to excel section.

Export vendors payables to excel

For instructions on how to export vendors payables to excel, please see the Export vendors payables to excel section.

Export vendors invoices to excel

For instructions on how to export vendors invoices to excel, please see the Export vendors invoices to excel section.

Export vendors payments to excel

For instructions on how to export vendors payments to excel, please see the Export vendors payments to excel section.

Back to the table of contents.