Quick start guide to Protemos
From Protemos Wiki
Revision as of 11:36, 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 ![]() ![]() |
2.Create/import clients ![]() ![]() |
3.Create/import vendors (for Enterprise version) ![]() ![]() |
4.Create project ![]() ![]() |
5.Assign jobs (for Enterprise version) ![]() ![]() |
6.Issue invoices ![]() ![]() |
7.Record payments ![]() ![]() |
8.Generate reports ![]() ![]() |
9.Quotes ![]() ![]() |
10.Filters and search ![]() ![]() |
11.Export data ![]() ![]() |
12.Alerts and notifications ![]() ![]() |
13.Managers and access ![]() ![]() |
14.Customization ![]() ![]() |
15.Licenses (for Enterprise version) ![]() ![]() |
- For the Vendor Quick start guide click here.
- For the Client Quick start guide click here.
- Advanced options -is being edited
Taxes ![]() ![]() |
Project templates ![]() ![]() |
Tenders ![]() ![]() |
SmartCat integration![]() ![]() |
memoQ integration ![]() ![]() |
TQ Auditor integration![]() ![]() |
Import vendors![]() ![]() |
Import clients ![]() ![]() |
Workflow ![]() ![]()
|