Difference between revisions of "Quick start guide to Protemos"

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  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/5SyC2M_WgrY]]  
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  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/zTB2xgQZ2rI]]  
 
  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/LMyRv7CO03g]]  
 
  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/LMyRv7CO03g]]  
 
  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Сreating quotes]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Dcsmx8mITvI]]  
 
  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Сreating quotes]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Dcsmx8mITvI]]  

Revision as of 13:29, 30 March 2018

All the icons are clickable

1.Create Account

40px Empty square.jpg 40px
2.Create/import clients

40px Empty square.jpg 40px
3.Create/import vendors
(for Enterprise version)
40px Empty square.jpg 40px
4.Create project

40px Empty square.jpg 40px
5.Assign jobs
(for Enterprise version)
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6.Issue invoices

40px Empty square.jpg40px
7.Record payments

40px Empty square.jpg40px
8.Generate reports

40pxEmpty square.jpg40px
9.Quotes

40px Empty square.jpg40px
10.Filters and search

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11.Export data

40px Empty square.jpg40px
12.Alerts and notifications

40px Empty square.jpg 40px
13.Users and access

40px Empty square.jpg40px
14.Customization

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15.Licenses
(for Enterprise version)
40px Empty square.jpg 40px


For the Vendor quick start guide, please click here.