Release history

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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

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.

Protemos release 1.48-1.50

CRM

Now you can define your own client statuses and use them as a sales funnel. You will see the CRM tab on client pages, and you can use it to change client status, create client-related to-dos, and record the history of important communication with your leads and clients. For more details, please check here.

Checklists

You can create checklists that your vendors will have to fill before delivering the jobs to you. More info here.

Vendor assignment by filter

If you press “Assign” on the vacant job page, you’ll see the page with a filter to select the vendor meeting your criteria. More info here.

File categories

You can mark the files according to their purpose, e. g. “TM”, “Reference”, “Translatable”, etc. More info here.

External invoice file

Your vendors may now upload their own invoice file in addition to one generated by Protemos, as they may have their own systems to generate invoices. Also, you may upload additional files to the client invoices page. More info here.

Other improvements

E. g. API has been extended upon users requests, payables now can be added to vacant jobs, dashboards for clients and vendors, project pages download speed improved, and a number of other minor enhancements and fixes.

Protemos release 1.46-1.47

Dashboards

We’ve made four pages accumulating data on projects, jobs, and finances.

• Project dashboard: here you can see how many projects and jobs you have of each status. Clicking the number opens a list of the corresponding projects/jobs.

• Finance dashboard: this is the place where you can check financial issues, e.g., projects without entered receivables, jobs without payables, missing POs, overdue invoices, etc.

• Project Gantt chart: here you can see the visualized project timeline.

• Job Gantt chart: this is the visualized job timeline. Now you also have it on the Jobs tab within any Project.

To see more info on dashboards, please check here.

To-dos

Using this completely new feature you can generate to-do lists for yourself and the other managers in your team. More info here.

Customizable email templates for quotes and invoices

Now you can change the template text for your emails when sending quotes and invoices to clients. Click here to see how it is done.

Unit and service translation

If you issue invoices and quotes in different languages, you can now define translations of Units and Services for each language. More info here.

Report upgrades

New reports on average project finances per client, an expenses chart added to the client finances report, more filters added.

Bulk payment creation for vendor invoices

Now you can mark multiple vendor invoices as paid in a single click. More info here.

Numerous minor improvements

Additional filter options, new API methods, more data for exporting to Excel, etc.