Difference between revisions of "Account"

Revision as of 18:08, 1 March 2018

Account page: http://cloud.protemos.com/account/index

On the "Account" page you can complete or update general information, the logo of your company, default settings, deadline email reminders, object codes and configure custom SMTP server.

General info

The "General info" section contains common information about your company.

You can edit general information (see the next section – Update account details page) by clicking the "Update" button at the right top of the screen.

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Here you may also change the account owner.

Company logo image

Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:

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Note: Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.

Default settings

Here 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.

To change any of the above settings, click "Update":

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It will open the Change account default settings page.

Deadline email reminders

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

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It will open the Update deadline reminders settings page where you can select which reminders you want to receive.

Custom 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 it, click "Update":

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It will open the Update SMTP server configuration page where you can define the settings of your own SMTP server.

Object codes

On this page, you can 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" button correspondingly:

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For more info on object codes customizations, please see the Object codes page.