Difference between revisions of "Customization"
| Line 9: | Line 9: | ||
- <span style="background-color:yellow"> <U> [https://cloud.protemos.com/license/index '''License'''] </U> </span> - use this menu to check the status of your license or request the license. | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/license/index '''License'''] </U> </span> - use this menu to check the status of your license or request the license. | ||
| − | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/default-settings '''Default settings'''] </U> </span> - | + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/default-settings '''Default settings'''] </U> </span> - allows you to specify the default settings for your account |
(default time zone, currency, payment methods and terms, PDF page size, PDF page orientation, PDF locale, client invoicing manager). | (default time zone, currency, payment methods and terms, PDF page size, PDF page orientation, PDF locale, client invoicing manager). | ||
| Line 19: | Line 19: | ||
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/currency/index '''currencies'''] </U> </span> ). | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/currency/index '''currencies'''] </U> </span> ). | ||
| − | - You can add the <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account-payment-method/index '''Payment methods'''] </U> </span> | + | - You can add the <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account-payment-method/index '''Payment methods'''] </U> </span> - |
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/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> - | + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/object-codes '''Object codes'''] </U> </span> - if you need to set the number of your next invoice, project, payment etc. |
| − | - <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/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/account/smtp '''SMTP server'''] </U> </span> use this menu if you want emails to be sent from your server (by default, all emails are sent from Protemos head server). | + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/smtp '''SMTP server'''] </U> </span> - use this menu if you want emails to be sent from your server (by default, all emails are sent from Protemos head server). |
| − | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor-portal-config/view '''Vendor portal'''] </U> </span> allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system. | + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor-portal-config/view '''Vendor portal'''] </U> </span> - allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system. |
- Integrations (<span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/proz '''ProZ.com'''] </U> </span> | - Integrations (<span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/proz '''ProZ.com'''] </U> </span> | ||
Revision as of 13:27, 15 March 2019
Back to the Quick Start Guide main page.
You can define lots of things in Protemos:
- Your own company account settings - here you can update your account info, add your company logo, delete the account.
- License - use this menu to check the status of your license or request the license.
- Default settings - allows you to specify the default settings for your account (default time zone, currency, payment methods and terms, PDF page size, PDF page orientation, PDF locale, client invoicing manager).
- Use these menus to define the system values (your languages , services , specializations , units of measurement , and even currencies ).
- You can add the 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 - if you need to 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.
- SMTP server - use this menu if you want emails to be sent from your server (by default, all emails are sent from Protemos head server).
- Vendor portal - allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system.
- Integrations ( ProZ.com SmartCAT TQ Auditor you may switch them on if you are using ProZ.com, SmartCAT and TQ Auditor).
For more info on customization, please see our wiki pages or our video tutorial 40px
Back to the Quick Start Guide main page.
