Enterprise edition user manual
Contents
- 1 Get started with Protemos
- 2 My profile settings
- 3 System values settings
- 3.1 Settings=>Account
- 3.2 Settings=>License
- 3.3 Settings=>Default values
- 3.4 Settings=>Object codes
- 3.5 Settings=>Deadline reminders
- 3.6 Settings=>SMTP Server
- 3.7 Settings=>Payment methods
- 3.8 Settings=>System Values
- 3.9 Settings=>Taxes
- 3.10 System=>Users
- 3.11 System=>User groups
- 3.12 System=>Templates
- 3.13 System=>Integrations
- 4 Add clients
- 5 Add vendors
- 6 Add new quote
- 7 Add new project
- 8 Clients prices
- 9 Create invoices for clients and control their payment
- 10 Vendors prices
- 11 Invoices from vendors and payment control
- 12 Filters
- 13 Reports
- 14 Export data
- 15 Additional information
Get started with Protemos
To start working with Protemos, create your account in the system by completing the following steps:
1. Press the "Sign up" button at the website www.protemos.com
2. It will bring you to the Create Account page:
3. Select your account type:
Enterprise: select this option if you are going to assign jobs to in-house translators, freelancers or other companies.
If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.
Freelance: this is a light and free version of the system. Select this option if you are doing all jobs alone and do not subcontract freelancers.
If you select this, you will not be able to create suppliers in the system and assign jobs to them. Upgrade to Enterprise version is possible if desired.
3. Fill in all the boxes and tick the "I'm not a robot" checkbox.
Please read our Privacy policy and Terms of service. To do so, click the corresponding links (highlighted in blue).
If you accept the conditions, click the "Sign up" button:
4. After pressing the "Sign up" button, 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 System settings.
7. Having completed all the entries, press the "Complete wizard" button:
8. The following screen will be displayed:
This means that your account has been created and you can start working with Protemos.
However, before you start working with the projects in the system, you need to add your clients and vendors in it.
These areas will be addressed in the following sections.
Back to the table of contents.
Sign up with ProZ.com
If you already have ProZ.com account, you may create a new Protemos account with your ProZ.com credentials right away.
To do so, click the "Sign up with ProZ.com" button:
More details here.
My profile settings
On the "My Profile" page you can update your personal information, the time zone you are located in, change your username and account password, and link your ProZ.com account.
To do so, go to the My profile menu:
For more detailed information, please see the My profile page.
Back to the table of contents.
System values settings
You can change and set system values in the Settings menu:
Each of these menu screens is described below.
Settings=>Account
On the "Account" page you can complete or update general information, upload the logo of your company, delete the account.
Account info
The "Account info" section contains common information about your company.
Here you can amend information about your company and change the account owner.
To edit general information, press the "Update" button:
Click "Update" to confirm the changes after editing:
To change the account owner press "Change account owner" (this option is available only for the owner of an account):
Assign a new owner and press the "Update" button to сonfirm the changes:
For more info, please see the Change account owner page.
Company logo image
Here you may upload a logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc.
Press the "Upload new" button to upload the logo:
Note: Only PNG and JPEG images with a maximum size of 350x350 pixels are supported.
Account deletion
You can immediately and permanently delete all your account data and files from the server.
To do so, press the "Delete account" button:
More details here.
Settings=>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.
On the License details page you can see:
- your license status;
- active managers limit (the number of users with different access rights that can work in the system simultaneously);
- when your license expires;
- the time left before the expiration date of your license.
When the trial period is over, the account owner may request a license by pressing the "Request license" button:
It will open the Request license page where you can enter the number of managers you need to work simultaneously in your system and select the license period.
Note: You can add as many managers as you wish, but only the licensed number of them will be able to log in.
For more info on licensing, please see the Licensing page.
Back to the table of contents.
Settings=>Default values
In the "Default values" menu you can define the following settings:
- Default time zone for new users: the time zone that will be added by default to all newly created manager, client, and vendor profiles (unless you don't indicate the different one).
- Default currency: the currency you are using for balances and reporting. For more info, please see the Currencies page.
- Default payment method: the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.
- Default payment terms: standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for an individual client.
- Default PDF page size: here you can set the size of the PDF page for invoices generated by the system.
- Default PDF page orientation: here you can set the PDF page orientation for invoices generated by the system.
- Default PDF locale: here you may specify the default locale (language,date and time) of invoices for all newly created clients and vendors. You may also define it individually for a particular client or vendor.
- Invoicing contact: here you can define one of your managers as the default recipient of notifications when your vendors create invoices.
- Invoicing by vendors: here you can enable or disable the ability to create invoices by vendors.
To change any of the above settings, click "Update":
For more info, please see the Change account default values page.
Back to the table of contents.
Settings=>Object codes
Use this menu to set the number of your next invoice, project, payment, job etc.
To update the next object identification numbers or the object code prefixes press the "Update next IDs" or "Update code prefixes" buttons correspondingly:
For more info, please see the Object codes page.
Settings=>Deadline 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 on deadline reminders, please see the Deadline reminders settings page.
Back to the table of contents.
Settings=>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 configuration page.
Settings=>Payment methods
Enter your payment details here so the clients can pay you.
On this page, you can: add various payment methods, change the default payment method and terms, update, disable or delete them.
"Add payment method" - opens the menu where you can create a new payment method.
"Change default payment method and terms" - here you can change the default payment method and currency.
Define in how many days invoices should be paid, the default PDF page size for your invoices and vendor invoicing contact.
"Update" - opens the page where you can renew payment method details.
"Disable" - disables the payment method.
"Delete" - deletes the payment method.
Note: You can’t delete payment methods that you have already used in the system ("Yes" in the column "Іn use" and no the "Delete" button).
But you can disable them in case these payment methods no longer needed.
Back to the table of contents.
Settings=>System Values
This menu screen contains several submenus:
Each of them is described below.
Language pairs
Use this menu to add, update or delete the language pairs you work with:
"New language pairs" – opens the language pairs creation page. Here you can create various language pairs combinations of source and target languages.
"Update" – opens the language pair update page where you can change languages for a particular language pair.
"Delete" – deletes the language pair.
Note: You can’t delete pairs of languages that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button).
Services
Use this menu to add, update or delete the services your company provides:
"New service" – opens the service creation page. Here you can create as many services as you wish.
"Update" – opens the services update page where you can change the name of a particular service.
"Delete" – deletes the service.
Note: You can’t delete services that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button).
Specializations
Here you can add, update or delete the specializations your company works with:
"New specialization" – opens the specialization creation page. Here you can create every possible specializations you may wish.
"Update" – opens the specialization update page where you can change the name of a particular specialization.
"Delete" – deletes the specialization.
Note: You can’t delete specializations that you have already used in the system ("Yes" in the column "Іn use" and no "Delete" button).
Units
Use this menu to select units to measure the volume of your work (words, hours, pages, etc.).
Here you can add, update or delete any measurement units you need:
"New unit" – opens the unit creation page where you can create as many measurement units as you need.
"Update" – opens the unit update page. Here you can change the name of a particular unit.
"Delete" – deletes the unit.
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
Use this menu to add currencies that will be used in the system.
For example, one client can pay in US dollars while others can choose euros, and you can pay to vendors in local currency.
On this page, you can: add currencies, set any currency as default, disable or delete currencies, check exchange rates history.
"Add currency"- opens the menu where you can add desired currency. You can add as many currencies as you need.
"Exchange rates history"- shows the exchange rates on the selected date.
"Set as default" - sets the selected currency as default. If you change the default currency,
all reports and project balances will be rebuilt and recalculated in a new default currency.
"Disable" - disables the currency.
"Delete" - deletes the currency. You can't delete the currency that is already in use in the system,
but you can disable it in case this currency no longer needed.
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.
Back to the table of contents.
Settings=>Taxes
You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
This menu screen contains several submenus:
Each of them is described below.
Taxes list
To create a list of taxes, go to Settings=>Taxes=>Taxes list:
Here you may define the necessary number of taxes that will be used in the system.
To add a new tax, press the "New tax" button:
Enter a name of the tax and specify its sort order in invoices:
Press "Create" to add the new tax to the list.
For more info, please see the Taxes list section.
Default clients taxes set
To create a default clients taxes set, go to Settings=>Taxes=>Default clients taxes set:
Then press the "Add default tax" button:
Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):
Enter its default value and press "Create":
You may add as many taxes as you need.
The system will be adding this set of taxes to each client when you issue invoices.
For more info, please see the Default clients taxes set section.
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.
Default vendors taxes set
To create a default vendors taxes set, go to Settings=>Taxes=>Default vendors taxes set:
Then press the "Add default tax" button:
Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):
Enter its default value and press "Create":
The new tax will appear in the default vendors taxes set.
You may add as many taxes as you need.
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.
Note : Apart from that, you may define an individual set of taxes for each vendor. It will override the default vendors taxes set value.
For more info on individual sets creation, please see the Custom taxes set for individual vendor section.
Back to the table of contents.
System=>Users
Use this menu screen to add new users who will use the system just as you do.
For example, if there are several project managers in your team, you can add a separate account for each of them.
To add a new user, press the "New user" button:
It will open the "New user" page. After you fill in the boxes press the "Save" button:
After pressing the "Save" button, the user will be sent an invitation email and will be able to complete the account creation.
For more info, please see the User creation page.
Note: Use the "User groups" box to select the group to relate your users to. This will define the user’s access rights.
On the "Users" page, you can also Update user information.
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System=>User groups
Use this menu screen to define access rights for various user groups:
For more info on access rights for various user groups, please see the User groups page.
System=>Templates
This menu screen contains the CAT logs submenu which is described below:
CAT logs
Use this menu to add weighted word count templates for the CAT tools you are using.
Here you can add, update or delete templates:
"Add template" - opens the page where you can add a word count template.
"Delete" - deletes the template.
You may also "Update" the template if necessary.
For more info on templates, please see the Weighted word count templates page.
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System=>Integrations
This menu screen contains two submenus. Each of them is described below.
ProZ.com integration
Protemos is integrated with ProZ.com- the world's largest community of translators.
On the ProZ.com integration page, you can enable, check linked profile or disable ProZ.com integration for your account:
"Enable" - opens the ProZ.com login page where you can enter your username and password to enable integration.
"Check linked profile" - opens your ProZ.com profile page.
"Disable" - disables the integration.
The "Check linked profile" and "Disable" buttons will appear after you enable ProZ.com integration for your account.
Linking users in Protemos with one ProZ.com account
- You may link your ProZ.com account to be able to log into your Protemos account with ProZ.com credentials in one click.
For more details, please see the Linking Enterprise account in Protemos with one ProZ.com account section.
- In case you also have several Vendor and(or) Freelance accounts in Protemos, you can link them all with your ProZ.com account, and switch between your accounts without re-login.
For more details, please see the Linking Vendor and Freelance accounts in Protemos with one ProZ.com account section.
Back to the table of contents.
SmartCAT integration
Protemos is integrated with SmartCAT system, so you can create the projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).
On this page, you can enable, update or disable SmartCAT integration for your account:
"Enable" - opens the SmartCAT intergation details page where you can enter your API credentials.
"Update" - here you can update the integration details if necessary.
"Disable" - disables the integration.
The "Update" and "Disable" buttons will appear after you enable SmartCAT integration for your account.
If you do not have SmartCAT account you can register it directly from the SmartCAT integration page.
Here you can also get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.
To do so, please click the corresponding links:
For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the SmartCAT integration page.
Back to the table of contents.
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.
Adding clients manually
To add a new client, click the Clients menu on the top panel and then press the "New client" button:
Enter information about your client in the displayed screen. It consists of two sections.
- Use the General info section to enter general information about the client:
- Use the ProZ.com Blue Board section to enter the URL address of the client record on the ProZ.com Blue Board:
- Use the Primary user section to enter the client’s contact person:
Press "Save" to display the client entry.
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 or "Delete" the client.
Note: You can’t delete clients involved into recorded projects, invoices or payments.
Here you may change the ProZ.com Blue Board linked record:
You can also change your client's default settings :
On the Primary user tab, you can view and edit client's primary contact details.
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. On this tab, you may also define which taxes set should be applied (whether custom or default one) for this particular client.
On the Documents tab, you can upload and delete files related to the client.
Import clients from Excel file
If you already have the list of clients, contacts and prices, you can easily import it without the need to enter such information manually.
Go to the Client list page and press the "Import from Excel" button:
For more info on clients data import, please see the Import clients from Excel page.
On this page, you can also export all the displayed list of clients to Excel by pressing the "Export to Excel" button:
For more info on clients data export , please see the Export clients data to excel page.
For more info on clients, please see the Clients page.
Back to the table of contents.
Add vendors
If you assign jobs to other vendors, you need to add each of them in 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.
Adding vendors manually
To add a new vendor, click the Vendors menu on the top panel and then press the "New vendor" button:
The screen to add a vendor will appear.
First, you will see the Type box. You can select any of the three vendor types:
- Company is a contractor company.
- Freelancer is a non-staff employee.
- In-house is a staff employee who works in your office.
Depending on the vendor type, you will see the boxes to fill in.
Press the "Save" button to add a vendor account in the system. The vendor will be sent an invitation email and needs to accept the invitation.
For additional information please see the Vendor creation page.
The vendor entry page is intended for viewing and entering various vendor data and has the following tabs:
On the General info tab you may view, update vendor info, resend invitation or delete a vendor.
Note: You can’t delete vendors involved into recorded jobs, invoices or payments.
Here you may also change default payment settings of your vendors:
On the Primary user tab, you can view and edit the details of the primary contact of the vendor.
On the Contact persons tab, you can view the list of vendor’s 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 taxes set should be applied (whether custom or default one) for this particular vendor.
On the Documents tab, you can upload and delete the files related to the vendor.
Note: If your vendor has ProZ.com account with the same email as in Protemos, the system will display the link to that account of vendor’s page.
For more detailed information, please see the Links of vendor profiles to Proz.com profiles section.
Import vendors from Excel file
If you already have the list of vendors, contacts and prices, you can easily import it without the need to enter such information manually.
Go to the Vendor list page and press the "Import from Excel" button:
For more info on vendors data import, please see the Import vendors from Excel page.
On this page, you can also export all the displayed list of vendors to Excel by pressing the "Export to Excel" button:
For more info on vendors data export, please see the Export vendors data to excel page.
For more info on vendors, please see the Vendors page.
Back to the table of contents.
Add new quote
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.
In order to save your time, you can create a quote and send it to your client and then, if the client agrees with the quote conditions, you can easily convert it to a project.
You may also create it if you are simply not sure yet you will get the project.
Creating quote
1. To create a quote, click the Quotes menu on the top panel and then press the "New quote" button:
It will open the New quote page where you can specify all basic details for a new quote:
Confirm all details with the "Create" button.
2. It will bring you to the "Quote" page that consists of the following sections:
Quote details section
On this page, you can do the following::
- Send: opens the Quote sending page which allows emailing the quote to the client directly from the system. After the quote is sent, the system records the date of sending.
- Mark as sent: if you not sending the quote through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.
- Convert to project: by pressing this button you begin creating a new project with this quote.
- Reject: if the client doesn't accept this quote conditions, you may press the "Reject" button to remember that rejection.
- Clone: you may clone the quote by pressing this button.
- Update: opens the Update quote page on which you can edit the quote.
- Delete: deletes the quote.
Files section
Here you can upload the files you received from the client (if any):
CAT logs section
In this section you can upload CAT log files (if needed):
Receivables section
Here you can enter receivables to indicate the amount to be charged from the client:
Delivering the quote
Having checked all the quote data, you can send the quote to the client. Go to the Quote details section and press the "Send" button.
For more details, please see the Quote sending page.
For more info on quotes, please see the Quotes page.
Back to the table of contents.
- You can create SmartCAT-related quotes in Protemos. For more detailed instructions, please see the Creating SmartCAT-related quotes in Protemos section.
- You may also create Protemos quotes from SmartCAT projects. For more detailed instructions, please see the Creating Protemos quotes from SmartCAT projects section.
Back to the table of contents.
Add new project
After setting up the system and entering the clients and vendors in it, you can start new projects.
For illustration purposes, suppose you have Acme Corporation as your client. They have sent you the 20,000-word translation request
from English into French asking to complete it in 2 weeks. Let’s add this project to the system.
Creating project
Note: Before creating project, make sure that you have added clients and vendors in your account.
1. To create a project, click the Projects menu on the top panel and then press the "New project" button:
2. Enter your project information and press the "Create" button:
3. The project page will be displayed with the following tabs:
Project input files
4. Now you need to upload the files received from your client to the system.
To do so, go to the Files tab and upload the needed files by pressing the "Add project input files" button:
For more information on project input files, please see the Project input section.
Back to the table of contents.
Project receivables
5. Next, enter the volume of work and the receivable from the client. To do so, go to the Finances tab:
Press the "New receivable" button and choose the base:
The "Flat rate" – if you just need to enter the amount of receivable without entering volumes and rates.
The "Unit based" – if you have to enter the volume and rate for calculating the price.
The "CAT log based" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
Enter the work volume, price and, if needed, extra charge and discount for the client:
Enter the purchase order number sent from the client in the PO number box. If the client has not provided such number, you may leave this box unfilled.
Check the "Manage all prices" option to add the tariff for this client to the database. It will be displayed next time you enter a similar order.
You can enter several receivables for a project.
For more info, please see the Receivable creation page.
CAT logs
6. If necessary, you may upload a CAT log file to your project.
To do so, go to the Cat logs tab and press the "Upload CAT log" button:
For more info on uploading of CAT log files, please see the Project details, CAT logs tab page.
7. If you fulfil your job yourself, the new project has been created. You have to fulfil and complete it (see item 18 in this list).
If you need to assign the project to other vendors, carry on reading below.
Creating jobs
8. Let’s assume that you need to assign the translation to one vendor and then give it for proofreading to another vendor.
Create their respective jobs in the system. Go to the Jobs tab and press the "Add job" button:
Job input files
9. In the Job input files section select the project files to send to the translator:
In the section below on the same page, select the vendor and enter information about the job:
Then press the "Create" button.
10. Next, the job screen will be displayed:
For more info on jobs creation and editing, please see the Jobs page.
Project payables
11. Now you need to add payable for the vendor.
To do so, press the "New payable" button and choose the base:
The "Flat rate" – if you just need to enter the amount of payable without entering volumes and rates.
The "Unit based" – if you have to enter the volume and rate for calculating the price.
The "CAT log based" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
Enter the job volume and payable for the vendor and press "Create":
For more info, please see the Payable creation page.
12. Now you can send the notification to the vendor to start the job. Press the "Start job" button on the Job details screen:
The vendor will receive the notification by email that he has been assigned a job, log in and collect the files.
Then the vendor will fulfil the job, upload the ready files to the system and mark the job as completed.
You will be notified by email that the vendor has completed the job.
Back to the table of contents.
Job output files
13. Check if the files delivered by the translator are correct by downloading them from the Job Output Files section:
14. Having ensured that the vendor did everything correctly, press the "Accept job" button:
15. The vendor will be notified by email that the job has been accepted.
16. Now you would like to pass the completed translation for proofreading to another vendor.
Add a job for another vendor. The process is the same. The only difference is that you need to specify the files
delivered by the translator when selecting incoming files for the editor:
For more info on jobs, please see the Jobs page.
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Delivering the project
17. When all the vendors have uploaded their files, you can start delivering the project.
You may upload vendors' files to the system.
To do so, go to the project’s Files tab and scroll down to the Jobs Output section.
Select the necessary files and press the "Add selected to project output" button:
This will allow you not to lose the files after you close the project.
18. If you fulfil your job yourself, you may upload files to the system by clicking "Add additional files" in the Project Output section:
19. Having added all the needed files to Project Output, you can download the files
and send them to the client or client’s manager by email.
20. Having delivered all the files, you can complete the project. Go to the Details tab and press the "Complete" button:
Congratulations! You have completed the project.
Note 1: The number of projects in your system will be increasing with time so you won’t want all of them to be displayed. Set up how projects are displayed in the list using Filters.
Note 2: View the list of vendors’ jobs in all the projects at the dedicated page by pressing the Jobs menu on the top panel.
For more info on projects, please see the Projects page.
Creating projects based on templates
You can create a project from a template.
To do so, go to the Projects menu and press the "Templates" button:
For more detailed information, please see the Project templates page.
- You can create SmartCAT-related projects in Protemos. For more detailed instructions, please see the Creating SmartCAT-related projects in Protemos section.
- You may also create Protemos projects from SmartCAT projects. For more detailed instructions, please see the Creating Protemos projects from SmartCAT projects section.
Back to the table of contents.
Clients prices
To display the list of all clients' prices, go to Finances=>Clients=>Prices:
It will open the Client prices page.
Here you can view and create prices, import or export the list of all clients' prices from/to Excel, update or delete the particular client's price:
- New price - opens the New client price creation page. On this page, you can create prices for a definite client, service, language pair and specialization.
Note: Here you may also create general prices without reference to the particular client or type of service, specialization etc.
- Import from Excel - opens the Import clients from Excel page where you may import the list of all clients' prices from Excel.
- Export to Excel - exports the list of clients' prices to Excel.
- Update - opens the Update client price page. Here you can update the price for the client.
- Delete - deletes the price.
For more info on clients' prices, please see the Clients prices list page.
Back to the table of contents.
Create invoices for clients and control their payment
1. To create an invoice for a client, go to Finances=>Clients=>Project receivables:
2. The list of all the receivables will be displayed. Select the desired rows and press the "Invoice selected" button:
3. The system will create an invoice and will display its page.
For more info on client invoices, please see the Client invoice creation page.
The Client invoice page consists of the following sections:
Client invoice details section
In this section you can do the following:
Send — opens the Client invoice sending page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
Resend — this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
Mark as sent — if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.
Download as PDF — pressing this button downloads the invoice in PDF format.
Discount and Extra Charge — you may add a discount and an extra charge to the invoice by pressing this button.
Write off — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off. E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.
Mark as unsent — this button appears if the invoice has been sent. Pressing it deletes the date of sending.
Update — opens Client invoice update page on which you can edit the invoice.
Delete — deletes the invoice. This button disappears after you link the invoice with the payment.
For more info on action buttons, please see the Action buttons page.
Client invoice taxes section
In the taxes section of client invoice page, the set of taxes is displayed according to the system and client's profile settings:
- Default clients taxes set - is displayed by default.
- Custom taxes set - will be displayed if you apply and define a custom taxes set for the particular client.
- No taxes - will be displayed if you apply the custom taxes set, but don't define any tax values for the client.
But in any case, you can add new taxes, edit or delete displayed ones by pressing corresponding buttons:
For more info, please see the Taxes page.
Client invoice receivables section
Here you can view, add and remove receivables in unsent invoices.
To add receivables press the "Add receivables" button:
For more info on adding receivables, please see the Adding and removing receivables page.
Client invoice linked payments section
If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:
For more info on client linked payments, please see the Linked payment creation page.
Alternatively, the payments can be created on the Client payments page.
The difference is that on the Client invoices page you can enter the payment covering only the invoice itself, while on the Client payments page, you can enter the payment covering multiple invoices.
To find out how to create payments on the Client payments page, please read the section below.
Clients payments
As mentioned above, this is the alternative way to enter the payment.
So, when a client pays the invoice, enter the payment in the system and connect it with the paid invoice. To do so, complete the following steps:
1. Go to the Finances=>Clients=>Payments menu:
It will bring you to the Client payments page.
In order to add a new client payment press "New payment":
It will open the New payment from client page.
2. Enter the payment received from the client and select the invoices that payment covers from the list:
Press "Save" to add the payment to the system.
Now you have entered the payment in the system and completed the payment.
For more info on client payments, please see the Client payment creation page.
Clients invoices list
You may view the list of all the invoices in Finances=>Clients=>Invoices:
This way you can track all the invoices from your clients and control their payment.
For more details, please see the Client invoices list page.
Back to the table of contents.
Vendors prices
To display the list of all vendors' prices, go to Finances=>Vendors=>Prices:
It will open the Vendor prices page.
Here you can view and create prices, import or export the list of all vendors' prices from/to Excel, update or delete the particular vendor's price:
- New price - opens the New vendor price creation page. On this page, you can create prices for a definite vendor, service, language pair and specialization.
Note: Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.
- Import from Excel - opens the Import vendors from Excel page where you may import the list of all vendors' prices from Excel.
- Export to Excel - exports the list of vendors' prices to Excel.
- Update - opens the Update vendor price page. Here you can update the price for the vendor.
- Delete - deletes the price.
For more info on vendors' prices, please see the Vendors prices list page.
Back to the table of contents.
Invoices from vendors and payment control
The vendors can create invoices on their own or you can create their invoices as the company manager. Let’s review the second option.
1. Go to the Finances=>Vendors=>Job 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: If the vendor’s name is highlighted in red in the table, it means that payment method was not selected for this vendor and it’s impossible to create an invoice for this vendor’s jobs.
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, send it to the vendor by email and open its page.
For more info on vendor invoices, please see the Vendor invoice creation page.
The Vendor invoice page consists of the following sections:
Vendor invoice details section
In this section you can do the following:
- Download as PDF — pressing this button downloads the invoice in PDF format.
- Discount and Extra charge - you may add a discount and an extra charge to the invoice by pressing this button.
- Write off — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off.
E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.
- Update — pressing this button opens the Vendor Invoice update page on which you can edit the invoice.
- Delete — this button deletes the invoice. It disappears after you link the invoice with the payment.
Note: For invoices with linked payments only "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.
Vendor invoice taxes section
In the taxes section of vendor invoice page, the set of taxes is displayed according to the system and vendor's profile settings:
- Default vendors taxes set - is displayed by default.
- Custom taxes set - will be displayed if you apply and define a custom taxes set for the particular vendor.
- No taxes - will be displayed if you apply the custom taxes set, but don't define any tax values for the vendor.
But in any case, you can add new taxes, edit or delete displayed ones by pressing corresponding buttons:
For more info, please see the Taxes page.
Vendor invoice payables section
Here you can view, add and remove payables in unsent invoices.
To add payables press the "Add payables " button:
For more info on vendor payables, please see the Adding and removing payables page.
Vendor invoice linked payments section
If you have paid the invoice, you can record the payment by pressing “Create linked payment” button under the payable table:
For more info on vendor linked payments, please see the Linked payment creation page.
Alternatively, the payments can be created on the Vendor payments page.
The difference is that on the Vendor invoices page you can enter the payment covering only the invoice itself,
while on the Vendor payments page, you can enter the payment covering multiple invoices.
For more info on vendor payments, please see the Vendor payment creation page.
Vendors payments
As mentioned above, this is the alternative way to enter the payment.
So, having paid the vendors’ invoices, you need to enter those payments in the system. To do so, complete the following steps:
1. Go to the Finances=>Vendors=>Payments menu:
It will bring you to the Vendor payments page.
Press the "New payment" button to add a new vendor payment:
It will open the New payment to vendor page.
2. Enter the payment completed to the vendor and select the invoices covered by that payment from the list:
Press "Save" to add the payment to the system.
Now the payment has been entered in the system and you’ve completed the payment to the vendor.
For more info on vendor payments, please see the Vendor payment creation page.
Vendors invoices list
You may view the list of all the vendors’ invoices in Finances=>Vendors=>Invoices:
For more info, please see the Vendor invoices list page.
Back to the table of contents.
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.
Let’s take the Projects page as an example:
Click the Projects menu on the top panel to display the list of projects:
The following filters are provided for that list:
Enter necessary data into the appropriate fields and press the "Apply" button.
For more info on projects filters, please see the Search projects with filters page.
For further instructions on how to search the required data with filters, please click the corresponding link:
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 dynamics of how income, expenses and profit change over months.
To view the General finances reports, go to Reports=>General finances:
On this page, you can see the following reports:
- Monthly finances by project balances - 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.
For more info on general finances reports, please see the General finances reports page.
Back to the table of contents.
Managers
Here you may see your finances reports for each project manager of your team.
To view the Finances per manager by project balances reports, go to Reports=>Managers=>Finances by project balances:
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.
Back to the table of contents.
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.
Back to the table of contents.
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.
Back to the table of contents.
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.
Back to the table of contents.
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 amount 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.
Back to the table of contents.
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 amount 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.
Back to the table of contents.
Language pairs
Here you may see your finances reports for each language pair you work with.
To view the Finances per language pair by project balances reports, go to Reports=>Language pairs=>Finances by project balances:
On this page, you can see the following reports:
- Monthly income per language pair by project balances - this report shows the turnover per language pair based on receivables in the related projects.
- Monthly profit per language pair by project balances - shows the profit for each language pair based on receivables in the related projects.
- Monthly income share per language pair by project balances - shows how the income share of each language pair was changing each month.
- Monthly profit share per language pair by project balances - shows how the profit share of each language pair was changing each month.
- Income share per language pair by project balances - 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 project balances - 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 project balances reports page.
Back to the table of contents.
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.
Back to the table of contents.
Export data
On every page (quotes, projects, jobs, invoices, payments etc.) you can export the tables into xls.
Let’s take the Projects page as example:
If you press "Export to Excel", you will get the file with exported data and will be able to use it for backup, analysis,
import or any other purpose you might need.
For instructions on how to export the required data to excel, please click the corresponding link:
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.
Back to the table of contents.
