Enterprise edition user manual

For a brief system overview, please check this video:

Get started with Protemos

To start working with Protemos, please create your account in the system by completing the following steps:

1. Press the "CREATE PROTEMOS ACCOUNT" button on the website www.protemos.com

2. It will bring you to the Create Account page:

3. Fill in all the boxes and tick the "I'm not a robot" checkbox.

Please read our Privacy policy and Terms of service, mark the relevant checkbox and click the "Sign up" button:

4. After that, the account will be set up and you will see a welcome screen to start working with the system.

5. Press the "OK, let’s get started!" button:

The system setup wizard will be displayed:

6. Enter data for each menu entry:

• Services are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.

• Language pairs are your language pairs.

• Units are units to measure the volume of work. For example, hours, words, pages, etc.

• Specializations are your specializations.

• Currencies are the currencies you work with such as US dollars or euros. Indicate the main currency of the system here. The system will use it for accounting.

• Payment methods are the payment details. They will be used in the invoices the system will generate to send to your clients.

To navigate in the menu entries, use a dedicated navigation menu:

Don’t worry if you select something wrong. You’ll be able to change these values in the System settings.

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My profile settings

On the "My Profile" page you can update your personal information, the time zone you are located in, and change your username and account password.

To do so, go to the My profile menu:

For more detailed information, please see the My profile page.

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Settings

You can change and set system settings in the Settings menu:

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Each of these menu screens is described below.

Account

On the "Account" page you can change the account owner, update the account name, update default settings, delete your account.

• The Account info section contains common information about your company.

Here you can update information about your company and change the account owner (available only for the owner of the account):

• Default settings

Here you can define the default legal entity, the time zone for new users, default currency, default PDF page size, orientation, and default PDF locale.

You may also define it individually for a particular client or vendor.

To change any of the above-mentioned settings, click the following buttons:

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For more info, please see the Default settings page.

• Account deletion

You can immediately and permanently delete all your account data and files from the server by clicking the "Delete account" button:

License

When you are registering your account, you get a free one-month trial license. It works just like a normal license, with no limitations.

When the trial period is over, the account owner may request a license by pressing the "Request license" button:

Note: You can add as many managers as you wish, but only the licensed number of them will be able to log in at the same time.

For more info on licensing, please see the License page.

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Legal entities

If you are using more than 1 legal entity for your business, you may enter them all into the system, and then use them in projects, quotes, invoices, etc.

It means that you can set up different document items (logo, address, company name) for different legal entities.

You can add a new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corresponding buttons:

System Values

This menu screen contains several submenus:

• Language pairs

Use this menu to add the language pairs you work with, delete, disable or enable them:

Note: You can’t delete the pairs of languages that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button), but you can disable them.

• Services

Use this menu to add, update or delete the services your company provides:

Note: You can’t delete services that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button), but you can disable them.

• Specializations

Here you can add , update or delete the specializations your company works with:

Note: You can’t delete specializations that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button), but you may disable them.

• Units

Here you can add any measurement units you need, update, and delete them:

Note: You can’t delete units that you have already used in the project ("Yes" in the column "Іn use" and no "Delete" button).

• Currencies

On this page, you can add currencies, set currency as default, disable or delete currencies:

Note: Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis, that’s why you can always see the correct summary in your default currency.

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Object codes

On this page, you can set the number of your next quote, project, job, etc.

To update next object ID or update object prefixes, click the corresponding buttons:

For more info, please see the Object_codes page.

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Payment methods

Enter your payment details here so the clients can pay you.

On this page, you can: add payment methods, change the default payment method, update, disable or delete them.

Note: You can’t delete payment methods that you have already used in the system, but you can disable them in case these payment methods no longer needed.

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Taxes

You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.

You may add taxes whether as a percentage or flat amount by pressing the "New tax" button:

Note: Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.

To create a default clients taxes set , go to Settings⇾Taxes⇾Default clients taxes set:

To do that, please press the corresponding buttons:

The system will be adding this set of taxes to each client when you issue invoices.

Note: Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.

For more info on individual sets creation, please see the Custom taxes set for individual client section.

To create a default vendors taxes set, go to Settings⇾Taxes⇾Default vendors taxes set:

Here you can add default percentage and absolute taxes by pressing the corresponding buttons:

The system will be adding this set of taxes to each vendor when you issue invoices.

For more info, please see the Default vendors taxes set section.

To add an individual set of taxes for a particular vendor, please see the Custom taxes set for individual vendor section.

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Reminders

The system notifies you about overdue projects, jobs, and invoices by email. You can switch these notifications off/on by clicking "Update":

For more info, please see the Reminders page.

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SMTP Server

By default, the system sends all email messages from Protemos own email server, but you can change this and make the system use your own server.

To do this, click "Update":

For more info, please see the SMTP server page.

Client portal

Here you can update client portal settings by clicking the "Update" button:

You can define managers as the default recipient of notifications connected with quotes, projects, overdue clients' invoices, payment settings, etc.

For more info, please see the Client portal page.

Vendor portal

Here you can update vendor portal settings by clicking the "Update" button:

You can update all elements except the Vendor application URL. For more details, please check Vendor application URL page.

In the Agreement with the new vendors' section, you can embed your standard agreement with your vendors into the system, so they will have to accept it before working with you.

Press "Create agreement" to add the agreement:

For more info, please see the Agreement with new vendors section.

Integrations

• memoQ integration

Protemos is integrated with memoQ system — a translation environment tool.

To enable memoQ integration, go to Settings ⇾ Integrations ⇾ memoQ.

Here you can enable, update, disable the integration for your account, manage your memoQ server, create a memoQ account:

More details here: MemoQ integration

• Smartcat integration

Protemos is integrated with SmartCAT system, so you can create projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).

To enable SmartCAT integration, go to Settings ⇾ Integrations ⇾ SmartCAT.

Here you can enable, update, disable SmartCAT integration for your account, get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.

For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the Smartcat integration page.

• TQAuditor integration

Protemos is integrated with TQAuditor - the system for evaluation and monitoring translation quality.

For more info on TQAuditor integration, please see the TQAuditor integration page.

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Add new manager

Use this menu to add new managers who will use the system just as you do.

If there are several project managers in your team, you can create a separate account with the necessary level of access rights for each of them.

You can also limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the Client pools page.

To add a new manager, go to Settings → Access control → Managers:

Сlick the "New manager" button on the Managers page:

Note: Your manager will not be able to log into the system if you unmark the "Can log in" checkbox.

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Add clients

You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.

Add clients manually

There are two ways to add new clients manually:

1. Press the Client menu on the top panel and then click New client:

2. Or you may go to Clients and press the "New client" button:

Note: Only clients with marked the "Can log in" checkbox can receive corresponding notification, create quote requests, projects from the system.

This page is intended for viewing and entering various client data and has the following tabs:

• On the General info tab you may view, update client info, check client-related objects,add the necessary tags to the client.

• In the Primary user section you can view and edit client's primary contact details, change your client's default settings .

Note: You can’t delete clients involved into recorded projects, invoices or payments. But you can unmark the "Assignable" checkbox in a client profile, and the client will not appear in the drop-down list when creating projects and quotes.

• On the Contact persons tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts.

If the client has several contact persons, they can all be entered in the Contact persons tab.

• On the Prices tab you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.

• On the Taxes tab you can create a custom taxes set for this client. Here you may also define which tax set should be applied (whether custom or default one) for this particular client.

• On the Documents tab you can upload files and/or add links to external files related to the client or delete them.

Import and export clients

On this page, you can Import clients from Excel without the need to enter the required information manually and Export clients data to Excel by pressing the corresponding buttons:

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Add vendors

If you assign jobs to other vendors, you need to add each of them to the system.

You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.

Add vendors manually

There are two ways to add new vendors manually:

1. Press the Vendors menu on the top panel and then click New vendor:

2. Or you may go to Vendors and click the "New vendor" button:

In both cases, you will be redirected to the New vendor page.

Note: Only vendors with marked the "Can log in" checkbox can receive corresponding notification, and work with you by using the system.

• On the General info tab you can view, update vendor info, manage tags, check vendor-related objects, change the default settings, disable vendor access to the account, and send\resend the invitation to the vendor.

Note: You can’t delete vendors involved into recorded jobs, invoices or payments. But you may disable their access to accounts.

• On the Contact persons tab you can view a list of vendor contacts, edit or delete them, and start creating new contacts. This tab is available only if the vendor is a company, not a person.

• On the Payment methods tab you can create or update payment methods for the vendor, and change the default payment method.

• On the Prices tab you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.

• On the Taxes tab you can create a custom taxes set for this vendor. Here you may also define which tax set should be applied (whether custom or default one) for this particular vendor.

• On the Documents tab you can upload files and/or add links to external files related to the vendor or delete them.

• On the Availability chart tab you can see the chart and list of all active jobs assigned to the vendor.

Import and export vendors

On this page, you can Import vendors from Excel without the need to enter the required information manually and Export vendors data to excel to Excel by pressing the corresponding buttons:

Vendor application URL

You can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.

For more information, please check the Vendor application URL page.

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Add new quote

The quote is a potential project. Let's assume that your client has sent you a translation request, but first, he would like to know how much it will cost, time frames for implementation, etc. You can easily convert it to the project.

There are two ways to create a quote:

1. Press the Quotes menu on the top panel and then click the New quote button:

2. Or you may go to Quotes, and press the "New quote" button:

3. Once the quote is created, you can do the following:

Quote sections

• Files section: here you can upload the files you received from your client or add links (file URLs) to external files by pressing the corresponding buttons:

• CAT logs section: here you can upload CAT log files or enter them manually if needed:

• Receivables section: here you can enter receivables to indicate the amount to be charged from the client:

Create Smartcat-related quotes

• You can create Smartcat-related quotes in Protemos. For more detailed instructions, please see the Create Smartcat-related quotes in Protemos section.

• You may also create Protemos quotes from Smartcat projects. For more detailed instructions, please see the Create Protemos quotes from Smartcat projects section.

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Create multi-quote

Multi-quote is a potential project with several options, consisted of several quotes.

To create a multi-quote, you need to create single quotes first.

Having done that, go to the Multi-quotes page and press the "New multi-quote" button:

Or you can create a multi-quote by clicking the "New multi-quote" button in the Multi-quotes menu:

In both cases, it will open the New multi-quote page where you need to select the Legal entity, Client and press "Create":

Then press the "Add option quotes" button:

Select the needed ones, and press "Add selected quotes":

For more information, check the Multi-quotes article.

Add new project

After setting up the system and entering the clients in it, you can start new projects.

1. To create a project, click the Projects menu on the top panel and then press the "New project" button:

2. Or you may go to Projects, and press the New project button:

3. In both cases, it will open the New project page where you can enter the required information.

4. The project will be created.

Project sections

5. In the Details tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:

6. In the Files tab, you may upload all the necessary files or links to the files (URLs).

7. In the Jobs tab you may assign the translation to a vendor.

8. In the Workflow tab you can build chains of consecutive jobs by linking the existing jobs or by adding predefined job chain templates:

9. In the Finances tab, you may enter the volume of work and create receivable from the client and create payable to the vendor. Press the "New receivable" button first and choose the receivable type:

And to create payables, you need to go to the respective job, scroll down to Payables section and press "New payable" button:

• "Flat rate"—if you just need to enter the amount of a receivable without entering volumes and rates.

• "Unit-based"—if you have to enter the volume and rate for calculating the price.

• "CAT log based"—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

You can enter several receivables and payables for a project.

10. In CAT logs tab, you may upload a CAT log file to your project. To do so, press the "Upload CAT log" button:

For more info on projects, please see the Projects page.

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Create SmartCAT-related projects

• You can create SmartCAT-related projects in Protemos. For more detailed instructions, please see the Create SmartCAT-related projects in Protemos section.

• You may also create Protemos projects from SmartCAT projects. For more detailed instructions, please see the Create Protemos projects from SmartCAT projects section.

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Project templates

You can create the project from a template.

To do so, press the Projects menu on the top panel and then click Project templates:

Or you may go to Projects and press the "Templates" button:

You can do it also create the project template directly from the project.

Open the respective project, and on the Details tab click "More actions" and "Save as template":

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CAT log conversion schemes

Use this menu to add CAT log conversion schemes for the CAT tools you are using, update, delete, or clone templates by clicking the necessary template name in the list.

To do so, go to Projects⇾CAT log conversion schemes:

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Create invoices for clients

1. To create an invoice for the client, go to Clients⇾Receivables:

2. The list of all receivables will be displayed. Select the needed and click the "Invoice selected on this page" button:

3. The system will create an invoice and will display its page.

Client invoice sections

• Details section

In this section, you can download as PDF, send or mark as sent, write off, add a discount and an extra charge. update, and delete the invoice.

• Tax section

In this section, default clients taxes set, custom taxes set or no taxes may be displayed according to the system settings,

In any case, you can edit, add new percentage and absolute taxes, by pressing corresponding buttons:

• Receivables section

Here you can view, add and remove receivables in unsent invoices by clicking the corresponding buttons:

• Linked payments section

If you have received the payment for the invoice, you can record it by clicking the "Create linked payment" button:

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Record clients' payments

When the client pays invoices, create the client payment and link it with the paid invoices.

1. Go to the Clients⇾Payments menu and click "New payment":

2. Select the client from the list, enter the required information and click the "Create" button:

3. Having created the payment, scroll down to the Linked invoices section, and click the "Link invoices" button:

By this action, you cover the payment by invoices. Pay attention that invoices with the matched currency and legal entity can only be linked to the payment.

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Clients' prices

To display the Client prices list, go to Clients ⇾ Prices:

Here you can view and create general client prices, import and export the list of all client prices to Excel, and update or delete client prices:

Note: Here you may also create general prices without reference to the particular client or type of service, specialization etc.

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Create vendors' invoices

The vendors can create invoices on their own or you can create their invoices as the company manager.

1. Go to the Vendors⇾Payables menu:

The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and press the Invoice selected button:

Note: To create an invoice, select the payment method for the vendor (click the vendor’s name and add the payment method as described on the Vendor view page, Payment methods tab page).

2. The system will create the invoice and send it to your vendor by email.

Note: You can hide finances from a vendor. Thus, they won't receive any financial-related notification from the system.

For more info on vendor invoices, please see the Create vendor invoices page.

Vendor invoice sections

• Details section

In this section, you can download as PDF, write off, add discount and extra charge, update or delete the invoice.

Note: For invoices with linked payments only the "Download as PDF" and "Write off" buttons are available.

To make all buttons available, you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.

• Taxes section

In this section, you may see default vendors taxes set, custom taxes set or no taxes.

But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by pressing corresponding buttons:

For more info, please see the Taxes in individual vendor invoice section.

• Payables section

Here you can view, add and remove payables in unsent invoices.

• Linked payments section

If you have paid the invoice, you can record it by clicking the "Create linked payment" button:

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Record vendors' payments

Having paid the vendors’ invoices, create the vendor payment and link it with the paid invoice.

1. Go to the Vendors⇾Payments menu and click "New payment" button:

2. Select the vendor from the list, enter the required information and click the "Create" button:

3. Having created the payment, scroll down to the Linked invoices section, and click the "Link invoices" button:

By this action, you cover the payment by invoices.

Note: Invoices with the matched currency and legal entity can only be linked to the payment.

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Vendors' applications

To check the list of submitted Applicationsby your vendors, go to the Vendors⇾Applications menu:

Vendors' prices

To display the Vendors prices list, go to Vendors⇾Prices:

Here you can view and create prices, import or export the vendors' prices from/to Excel, update or delete the particular vendor's price:

Note: Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.

Messages

You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages:

Please check more details here: "Messages"

Filters

Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed or find the information you need faster.

Let’s take the Clients' payments filters as an example:

Enter the necessary data into the appropriate fields and press the "Apply" button.

For further instructions on how to search the required data with filters, please click the corresponding link:

• Search quotes with filters

• Search projects with filters

• Search project templates with filters

• Search jobs with filters

• Search files with filters

Clients:

• Search clients with filters

• Search clients receivables with filter

• Search clients invoices with filters

• Search clients payments with filters

• Search client contacts with filters

• Search clients prices with filters

Vendors:

• Search vendors with filters

• Search vendors payables with filters

• Search vendors invoices with filters

• Search vendors payments with filters

• Search vendor contacts with filters

• Search vendors prices with filters

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Reports

You can generate various business reports in the system. In this way, you can analyze the financial results of your activity for a defined period of time.

Click the Reports menu on the top panel and choose the required item:

Each of these menu screens is described below.

General finances

These reports show the dynamics of how income, expenses and profit change over months.

On these pages, you can see the following reports:

• Monthly finances by receivables and payables — shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.

• Monthly finances by invoices — shows the turnover, expenses, and profit based on client and vendor invoices.

• Monthly finances by payments — shows the turnover, expenses, and profit based on client and vendor payments.

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Quote report

Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below.

All amounts are converted to the default currency of your account.

• Quote conversion rate

• Quote counts

• Quote totals

• Quote report data

Managers

Here you may see your finances reports for each project manager of your team.

On this page, you can see the following reports:

• Monthly income per manager by project balances - shows the turnover for each manager based on receivables in their projects.

• Monthly profit per manager by project balances - shows the profit for each manager based on receivables in their projects.

• Monthly income share per manager by project balances - shows how the income share of each manager was changing each month.

• Monthly profit share per manager by project balances - shows how the profit share of each manager was changing each month.

• Income share per manager by project balances - on this report you may see the shares of incomes each of your managers brings over the selected period.

• Profit share per manager by project balances - on this report you may see the shares of profit each of your managers brings over the selected period.

• Finances per manager by project balances summary table - shows all income, expense and profit amounts per manager and month.

For more info on managers' reports, please see the Finances per manager by project balances reports page.

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Clients

This menu screen contains several submenus:

Each of them is described below.

Finances by project balances

Here you may see your finances reports for each client based on the receivables.

To view the Finances per client by project balances reports, go to Reports=>Clients=>Finances by project balances:

On this page, you can see the following reports:

• Monthly income per client by project balances - shows the turnover per client based on receivables in their projects.

• Monthly profit per client by project balances - shows the profit for each client based on receivables in their projects.

• Monthly income share per client by project balances - shows how the income share of the client was changing each month.

• Monthly profit share per client by project balances - shows how the profit share of each client was changing each month.

• Income share per client by project balances - on this report you may see the shares of income each your client brings over the selected period.

• Profit share per client by project balances- on this report you may see the shares of profit each your client brings over the selected period.

• Finances per client by project balances summary table - shows all income, expense and profit amounts per each client monthly.

For more info on these reports, please see the Finances per client by project balances reports page.

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Income by invoices

Here you may see your finances reports for each client based on the client invoices.

To view the Monthly income per client by invoices reports, go to Reports=>Clients=>Income by invoices:

On this page, you can see the following reports:

• Monthly income per client by invoices - here you can see the turnover per client based on the invoices you issued for them.

• Monthly income share per client by invoices - shows how the share of invoices per clients was changing monthly.

• Income share per client by invoices - shows the share of invoices per clients over the selected period of time.

• Monthly income per client by invoices summary table - shows all invoice amounts per client and month.

For more info on these reports, please see the Monthly income per client by invoices reports page.

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Income by payments

These reports show how the clients were paying you.

To view the Monthly income per client by payments reports, go to Reports=>Clients=>Income by payments:

Here you may see the following reports:

• Monthly income per client by payments - here you can see the amounts of payments per each client monthly.

• Monthly income share per client by payments - here you can see how the share of payments per client was changing monthly.

• Income share per client by payments - this diagram shows the share of each client in payments received over the specified period of time.

• Monthly income per client by payments summary table - shows all payment amounts per client monthly.

For more info on these reports, please see the Monthly income per client by payments reports page.

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Vendors

This menu screen contains several submenus:

Each of them is described below.

Expenses by invoices

These reports show the monthly amounts of your vendor invoices.

To view the Monthly expenses per vendor by invoices reports, go to Reports=>Vendors=>Expenses by invoices:

Here you may see the following reports:

• Monthly expenses per vendor by invoices - this diagram shows the number of monthly invoices per each vendor.

• Monthly expenses share per vendor by invoices - this graph shows how the share of the invoiced amounts per vendor was changing monthly.

• Expenses share per vendor by invoices - shows the share of the invoiced amount per each vendor.

• Monthly expenses per vendor by invoices summary table - this table shows the invoiced amount per each vendor monthly.

For more info on these reports, please see the Monthly expenses per vendor by invoices reports page.

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Expenses by payments

These reports show the monthly amounts of your vendor payments.

To view the Monthly expenses per vendor by payments reports, go to Reports=>Vendors=>Expenses by payments: Here you may see the following reports:

• Monthly expenses per vendor by payments - this diagram shows the number of monthly payments per each vendor.

• Monthly expenses share per vendor by payments - this graph shows how the share of the paid amounts per vendor was changing monthly.

• Expenses share per vendor by payments - shows the share of the paid amount per each vendor.

• Monthly expenses per vendor by payments summary table - this table shows paid amount per each vendor monthly.

For more info on these reports, please see the Monthly expenses per vendor by payments page.

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Language pairs

Here you may see your finances reports for each language pair you work with.

To view the Finances per language pair by receivables and payables reports, go to Reports → Language pairs → Finances by receivables and payables:

On this page, you can see the following reports:

• Monthly income per language pair by receivables - this report shows the turnover per language pair based on receivables in the related projects.

• Monthly profit per language pair by receivables and payables - shows the profit for each language pair based on receivables and payables in the related projects.

• Monthly income share per language pair by receivables - shows how the income share of each language pair was changing each month.

• Monthly profit share per language pair by receivables and payables - shows how the profit share of each language pair was changing each month.

• Income share per language pair by receivables - on this report you may see the shares of income each of the language pairs brings over the selected period.

• Profit share per language pair by receivables and payables - here you may see the shares of profit each of the language pairs brings over the selected period.

• Finances per language pair by project balances summary table - this table shows all income, expense and profit amounts per language pair and month.

For more info on language pairs reports, please see the Finances per language pair by receivables and payables page.

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Services

Here you may see your finances reports for each service based on the receivables.

To view the Finances per service by project balances reports, go to Reports=>Services=>Finances by project balances:

On this page, you can see the following reports:

• Monthly income per service by project balances - this report shows the turnover per service based on receivables in the related projects.

• Monthly profit per service by project balances - shows the profit for each service based on receivables in the related projects.

• Monthly income share per service by project balances - shows how the income share of each service was changing each month.

• Monthly profit share per service by project balances - this report shows how the profit share of each service was changing each month.

• Income share per service by project balances - on this report you may see the shares of incomes each of the services brings over the selected period.

• Profit share per service by project balances - here you may see the shares of profit each of the services brings over the selected period.

• Finances per service by project balances summary table - this table shows all income, expense and profit amounts per service and month.

For more info on services reports, please see the Finances per service by project balances reports page.

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Export data

On every main page, you can export the tables into Excel.

To do so, go to the required menu and press the "Export to Excel" button:

For instructions on how to export the required data to Excel, please click the corresponding links:

• Export quotes data to Excel

• Export projects data to Excel

• Export jobs data to Excel

• Export the list of files to Excel

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• Export clients data to Excel

• Export clients receivables to Excel

• Export clients invoices to Excel

• Export clients payments to Excel

• Export client contacts to Excel

• Export clients prices to Excel

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• Export vendors data to Excel

• Export vendors payables to Excel

• Export vendors invoices to Excel

• Export vendors payments to Excel

• Export vendor contacts to Excel

• Export vendors prices to Excel

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• Export general finances reports data to Excel

Additional information

The system supports all the modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues.

If you experience issues, we recommend using the modern browser. We are improving the system all the time.

That’s why its user interface may change and look a little bit differently from the one described above.

However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us (od@protemos.com).

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