Difference between revisions of "Customization"
| Line 23: | Line 23: | ||
you want your customers to use when paying to you. | you want your customers to use when paying to you. | ||
| − | - | + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/tax/index '''Taxes'''] </U> </span> - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices. |
| − | - | + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/object-codes '''Object codes'''] </U> </span> - here you can set the number of your next invoice, project, payment etc. |
| − | - <span style="background-color:yellow"> | + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/reminders '''Deadline reminders'''] </U> </span> you may define if the system should notify you about problems with deadlines by email. |
| + | |||
| + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/user/groups '''User groups'''] </U> </span> use this menu screen to see access rights for various user groups. | ||
- <span style="background-color:yellow"> <U> [https://cloud.protemos.com/cat-log-template/index '''Weighted word count templates'''] </U> </span> | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/cat-log-template/index '''Weighted word count templates'''] </U> </span> | ||
Revision as of 12:42, 15 March 2019
Back to the Quick Start Guide main page.
You can define lots of things in Protemos:
- Your own company account settings (account info, company logo, account deletion).
- License you can always check the status of your license or request the license via this page.
- Default settings (default time zone, currency, payment methods and terms, PDF page size, PDF page orientation, PDF locale, client invoicing manager).
- System values (your languages , services , specializations , units of measurement , and even currencies ).
- Payment methods you want your customers to use when paying to you.
- Taxes - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
- Object codes - here you can set the number of your next invoice, project, payment etc.
- Deadline reminders you may define if the system should notify you about problems with deadlines by email.
- User groups use this menu screen to see access rights for various user groups.
- Weighted word count templates for CAT tools.
- Integrations ( ProZ.com SmartCAT you may switch them on if you are using ProZ.com and SmartCAT).
For more info on customization, please see our wiki pages or our video tutorial 40px
Back to the Quick Start Guide main page.
