Quick start guide to Protemos
From Protemos Wiki
Revision as of 10:04, 28 May 2020 by Aleksandra.d (talk | contribs)
For a brief system overview, please check this video: 40px
All the icons are clickable
| 1.Create Account 40px |
2.Create/import clients 40px |
3.Create/import vendors (for Enterprise version) 40px |
| 4.Create project 40px |
5.Assign jobs (for Enterprise version) 40px |
6.Issue invoices 40px |
| 7.Record payments 40px |
8.Generate reports 40px |
9.Quotes 40px |
| 10.Filters and search 40px |
11.Export data 40px |
12.Alerts and notifications 40px |
| 13.Managers and access 40px |
14.Customization 40px |
15.Licenses (for Enterprise version) 40px |
For the Vendor quick start guide, please click here.
Advanced options - this table is being edited
| Taxes 40px |
Project templates 40px |
Tenders 40px |
| SmartCat integration 40px |
memoQ integration 40px |
TQ Auditor integration 40px |
| Import vendors 40px |
Import clients 40px |
Workflow 40px
|
For the Client quick start guide, please click here.