Quick start guide to Protemos
From Protemos Wiki
Revision as of 14:23, 18 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  40px
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2.Create/import clients 40px 40px
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3.Create/import vendors (for Enterprise version) 40px 40px
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| 4.Create project 40px 40px
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5.Assign jobs (for Enterprise version) 40px 40px
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6.Issue invoices 40px 40px
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| 7.Record payments 40px 40px
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8.Generate reports 40px 40px
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9.Quotes 40px 40px
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| 10.Filters and search 40px 40px
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11.Export data 40px 40px
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12.Alerts and notifications 40px 40px
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| 13.Managers and access 40px 40px
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14.Customization 40px 40px
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15.Licenses (for Enterprise version) 40px 40px
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For the Vendor quick start guide, please click here.
Advanced options - this table is being edited
| 1. Taxes 40px 40px
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2. Project templates 40px 40px
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3. Tenders 40px 40px
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| 4. SmartCat integration 40px 40px
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5. memoQ integration 40px 40px
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6. TQ Auditor integration 40px 40px
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