Quick start guide to Protemos

From Protemos Wiki
Revision as of 10:36, 12 June 2020 by Aleksandra.d (talk | contribs)

Jump to: navigation, search

For a brief system overview, please check this video: YT client.png

All the icons are clickable

1.Create Account

1ag.pngEmpty square.jpg YT client.png
2.Create/import clients

1ag.pngEmpty square.jpg YT client.png
3.Create/import vendors
(for Enterprise version)
1ag.pngEmpty square.jpg YT client.png
4.Create project

1ag.png Empty square.jpg YT client.png
5.Assign jobs
(for Enterprise version)
1ag.pngEmpty square.jpg YT client.png
6.Issue invoices

1ag.pngEmpty square.jpgYT client.png
7.Record payments

1ag.pngEmpty square.jpgYT client.png
8.Generate reports

1ag.pngEmpty square.jpgYT client.png
9.Quotes

1ag.pngEmpty square.jpgYT client.png
10.Filters and search

1ag.pngEmpty square.jpgYT client.png
11.Export data

1ag.png Empty square.jpgYT client.png
12.Alerts and notifications

1ag.pngEmpty square.jpg YT client.png
13.Managers and access
(for Enterprise version)
1ag.pngEmpty square.jpgYT client.png
14.Customization

1ag.pngEmpty square.jpg YT client.png
15.Licenses
(for Enterprise version)
1ag.png Empty square.jpg YT client.png


For the Vendor Quick start guide click here..png For the Vendor Quick start guide click here. (1).png
For the Vendor Quick start guide click here. (2).png is being edited
Taxes

1ag.png Empty square.jpg YT client.png
Project templates

1ag.png Empty square.jpg YT client.png
Tenders

1ag.png Empty square.jpg YT client.png
SmartCat integration

1ag.png Empty square.jpg YT client.png
memoQ integration

1ag.png Empty square.jpg YT client.png
TQ Auditor integration

1ag.png Empty square.jpgYT client.png
Import vendors

1ag.png Empty square.jpg YT client.png
Import clients

1ag.png Empty square.jpg YT client.png
Workflow

1ag.png Empty square.jpgYT client.png
Common notes

1ag.png Empty square.jpg YT client.png
'

1ag.png Empty square.jpg YT client.png
'

1ag.png Empty square.jpg YT client.png