Quick start guide to Protemos

From Protemos Wiki
Revision as of 11:36, 28 May 2020 by Aleksandra.d (talk | contribs)

Jump to: navigation, search

For a brief system overview, please check this video: 40px

All the icons are clickable

1.Create Account

WK cl.png Empty square.jpg 40px
2.Create/import clients

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

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

WK cl.png Empty square.jpg40px
7.Record payments

WK cl.png Empty square.jpg40px
8.Generate reports

WK cl.pngEmpty square.jpg40px
9.Quotes

WK cl.png Empty square.jpg40px
10.Filters and search

WK cl.png Empty square.jpg40px
11.Export data

WK cl.png Empty square.jpg40px
12.Alerts and notifications

WK cl.png Empty square.jpg 40px
13.Managers and access

WK cl.png Empty square.jpg40px
14.Customization

WK cl.png Empty square.jpg40px
15.Licenses
(for Enterprise version)
WK cl.png Empty square.jpg 40px



Advanced options -is being edited
Taxes

WK cl.png Empty square.jpg 40px
Project templates

WK cl.png Empty square.jpg 40px
Tenders

WK cl.png Empty square.jpg 40px
SmartCat integration

WK cl.png Empty square.jpg 40px
memoQ integration

WK cl.png Empty square.jpg 40px
TQ Auditor integration

WK cl.png Empty square.jpg40px
Import vendors

WK cl.png Empty square.jpg 40px
Import clients

WK cl.png Empty square.jpg 40px
Workflow

WK cl.png Empty square.jpg40px