Difference between revisions of "Enterprise edition user manual"

Latest revision as of 11:21, 28 February 2023

For a brief system overview, please check this video:

1 Get started with Protemos
2 My profile settings
3 Settings
- 3.1 Account
- 3.2 License
- 3.3 Legal entities
- 3.4 Access control
- 3.5 System Values
- 3.6 Object codes
- 3.7 Payment methods
- 3.8 Taxes
- 3.9 Reminders
- 3.10 SMTP Server
- 3.11 Client portal
- 3.12 Vendor portal
- 3.13 Email templates
- 3.14 PDF templates
- 3.15 Integrations
4 Add new manager
- 4.1 How to accept invitation as manager
5 Add clients
- 5.1 Add clients manually
- 5.2 Import and export clients
6 Add vendors
- 6.1 Add vendors manually
- 6.2 Import and export vendors
- 6.3 Vendor application URL
7 Add new quote
- 7.1 Quote sections
- 7.2 Create Smartcat-related quotes
- 7.3 Create multi-quote
8 Add new project
- 8.1 Project sections
- 8.2 Create Smartcat-related projects
9 Project templates
10 CAT log conversion schemes
11 Create invoices for clients
- 11.1 Client invoice sections
12 Record clients' payments
13 Clients' prices
14 Create vendors' invoices
- 14.1 Vendor invoice sections
15 Record vendor payments
16 Vendors' applications
17 Vendor prices
18 Messages
19 Filters
20 Reports
- 20.1 General finances
- 20.2 Quote report
- 20.3 Managers
- 20.4 Clients
- 20.5 Vendors
  - 20.5.1 Expenses by invoices
  - 20.5.2 Expenses by payments
- 20.6 Language pairs
- 20.7 Services
21 Export data
22 Additional information

Get started with Protemos

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

1. Click 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. Click 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:

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):

Account settings

Here you can define the default legal entity, system currency, time zone for new users, and default templates for quotes, client and vendor invoices, and job POs.

You may also specify a default legal entity, currency and invoice PDF template for each particular client or vendor.

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

For more info, please see the Account 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:

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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 clicking 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:

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Access control

This menu screen contains several submenus:

Roles

You can create a separate account with the necessary level of access rights for each of your managers. Use this page to view the table of the access rights and permissions that are associated with each level:

Managers

Use this page to view the list of managers added to the system and add new managers. More info here.

Client pools

You can 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.

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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 clicking 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 click 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 clicking 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.

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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.

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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.

Click "Create agreement" to add the agreement:

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

Back to the table of contents.

Email templates

You can create your own quote, multi-quote, and client invoice email templates.

To create an email template, go to Settings → Email templates:

Quote templates

Use this page to create the quote email templates and clone, update and delete the existing ones:

Multi-quote templates

Use this page to create the multi-quote email templates and clone, update and delete the existing ones:

Client invoice templates

Use this page to create the client invoice email templates and clone, update and delete the existing ones:

For more info on email templates, please see the Email templates page.

Back to the table of contents.

PDF templates

You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.

To create a template, go to Settings → PDF Templates:

Client invoice PDF templates

Use the page to create the client invoice PDF templates and clone, update and delete the existing ones:

Note: You cannot delete templates that are in use.

Vendor invoice PDF templates

Use the page to create the vendor invoice PDF templates and clone, update and delete the existing ones:

Note: You cannot delete templates that are in use.

Quote PDF templates

Use the page to create the quote PDF templates and clone, update and delete the existing ones:

Note: You cannot delete templates that are in use.

Job PO PDF templates

Use the page to create the job PO PDF templates and clone, update and delete the existing ones:

Note: You cannot delete templates that are in use.

For more info on PDF templates, please see the PDF templates page.

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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.

QuickBooks integration

Protemos is integrated with QuickBooks, an accounting software system.

For more info on QuickBooks integration, please see the QuickBooks 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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How to accept invitation as manager

If your colleagues create a manager account for you, you will receive an invitation email:

Accept the invitation by clicking the link in the received email. The following page will appear:

Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.

You will receive an email notification on successful registration and will be logged in to your manager account:

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

2. Or you may go to Clients and click 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 clicking the corresponding buttons:

Back to the table of contents.

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. Click 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 clicking 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.

Back to the table of contents.

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

2. Or you may go to Quotes, and click 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 clicking 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.

Back to the table of contents.

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 click 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 click "Create":

Then click the "Add option quotes" button:

Select the needed ones, and click "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 click the "New project" button:

2. Or you may go to Projects, and click 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. Click 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 click "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, click 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.

Back to the table of contents.

Project templates

You can create the project from a template.

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

Or you may go to Projects and click 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:

Back to the table of contents.

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 clicking 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.

Back to the table of contents.

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 click 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 clicking 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:

Back to the table of contents.

Record vendor payments

Having paid the vendor 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.

Back to the table of contents.

Vendors' applications

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

Vendor prices

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

Here you can view and create prices, import or export the vendor 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 click 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.

Back to the table of contents.

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 receivables - shows the turnover per manager based on receivables in their projects.

Monthly expenses per manager by payables - shows expenses per manager based on job payables in their projects.

Monthly profit per manager by receivables and payables - shows how the profit per manager was changing each month.

Monthly income share per manager by receivables - shows how the income share per manager was changing each month

Monthly expenses share per manager by payables - shows how the expenses share per manager was changing each month

Monthly profit share per manager by receivables and payables - shows how the profit share per manager was changing each month

Income share per manager by receivables - shows the shares of incomes your managers bring over the selected period

Expenses share per manager by payables - shows the shares of expenses of your managers over the selected period

Profit share per manager by receivables and payables - the shares of the profit your managers bring over the selected period.

Finances per manager by receivables and payables 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 receivables and payables page.

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Clients

This menu screen contains several submenus:

Each of them is described below.

Finances by receivables and payables

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

To view the Finances per client by receivables and payables reports, go to Reports → Clients → Finances by receivables and payables:

On this page, you can see the following reports:

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

Monthly expenses per client by payables - shows the expenses for each client based on payables in the related projects.

Monthly profit per client by receivables and payables - shows how the income by each client was changing each month.

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

Monthly expenses share per client by payables - shows the shares of expenses for each of the clients over the selected period.

Monthly profit share per client by receivables and payables - shows the shares of profit each of the clients brings over the selected period.

Income share per client by receivables - shows the shares of income for each client for the whole period.

Expenses share per client by payables- shows the shares of expenses for each client for the whole period.

Profit share per client by receivables and payables - shows the shares of profit for each client for the whole period.

Finances per client by receivables and payables summary table - shows all income, expense, profit amounts, and profit margin per client and month.

For more info on these reports, please see the Finances per client by receivables and payables 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 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.

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 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.

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 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.

Back to the table of contents.

Services

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

To view the Monthly finances per service groups by receivables and payables reports, go to Reports → Services → Finances by receivables and payables:

On this page, you can see the following reports:

Monthly finances per service groups by receivables and payables — shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects.

Finances per service groups by receivables and payables summary table - this table shows all income, expense, profit amounts, and profit margin per service and month.

For more info on services reports, please see the Monthly finances per service groups by receivables and payables page.

Back to the table of contents.

Export data

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

To do so, go to the required menu and click 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

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

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

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).

Back to the table of contents.

@@ Line 1: / Line 1: @@
+'''For a brief system overview, please check this video:'''   [[File:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]]
 =='''Get started with Protemos'''==
-'''To start working with Protemos, create your account in the system by completing the following steps:'''
+To start working with Protemos, please create your account in the system by completing the following steps:
+. Click the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
+[[File:Create account button.png|border|750px]]
+. It will bring you to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.com/account/create  Create Account] </span> </U>''' page:
+[[File:Create Enterprise account.png|border|750px]]
+. 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:
+[[File:I'm not a robot new.png|border|350px]]
-. Press the "'''Sign up'''" button at the website '''<U> <span style="background-color:yellow"> [https://protemos.com  www.protemos.com] </span> </U>'''
+. After that, the account will be set up and you will see a welcome screen to start working with the system.
-[[File:sign up button.jpg|border|440px]]
+. Click the "'''OK, let’s get started!'''" button:
-. Go to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.com/account/create  Create Account] </span> </U>''' page:
+[[File:Let's get started new.png|border|350px]]
-[[File:create account page.jpg|border|440px]]
+The system setup wizard will be displayed:
-. Select your account type:
+[[File:wizard services.png|border|1000px]]
-[[File:account type selection.jpg|border|440px]]
+. Enter data for each menu entry:
-'''''Enterprise''': select this option if you are going to assign jobs to in-house translators, freelancers or other companies.''
+*'''Services''' are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.
-''If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.''
+*'''Language pairs''' are your language pairs.
+*'''Units''' are units to measure the volume of work. For example, hours, words, pages, etc.
-'''''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.''
+*'''Specializations''' are your  specializations.
-''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.''
+*'''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.
-. Fill in all the boxes and click the "'''Sign up'''" button:
+*'''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send to your clients.
-[[File:not a robot.jpg|border|440px]]
+To navigate in the menu entries, use a dedicated navigation menu:
-. 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.
+[[File:Wizard navigation.png|border|1000px]]
-. Press the "'''OK, let’s get started!'''" button:
+Don’t worry if you select something wrong. You’ll be able to change these values in the '''<U>[[System settings]]</U>'''.
-[[File:welcome page n.jpg|border|440px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-The system setup wizard will be displayed:
+=='''My profile settings'''==
-[[File:system setup wizard.jpg|border|1000px]]
+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.
-. Enter data for each menu entry:
+To do so, go to the '''My profile''' menu:
-'''Services''' are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.
+[[file:My profile settings.png|border|900px]]
-'''Language pairs''' are your language pairs.
+For more detailed information, please see the '''<U>[[My profile|My profile]]</U>''' page.
-'''Units''' are units to measure the volume of work. For example, hours, words, pages, etc.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-'''Specializations''' are your  specializations.
+=='''Settings'''==
-'''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.
+You can change and set system settings in the '''Settings''' menu:
-'''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send your clients.
+[[File:Settings.1.png|border|150px]]
-To navigate in the menu entries, use a dedicated navigation menu:
+Each of these menu screens is described below.
-[[File:system setup wizard navigation.jpg|border|1000px]]
+==='''Account'''===
-Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''System settings''']]</U>.
+On the "'''Account'''" page you can change the account owner, update the account name, update default settings, delete your account.
-. Having completed all the entries, press the "'''Complete wizard'''" button:
+*The '''Account info''' section contains common information about your company.
-[[File:complete wizard button.jpg|border|440px]]
+Here you can '''<u>[[Update account details|update information]]</u>''' about your company and  <U>'''[[Change account owner|change the account owner]]'''</U> ''(available only for the owner of the account)'':
-. The following screen will be displayed:
+[[File:Account itself.png|border|700px]]
-[[File:you can start working now.jpg|border|540px]]
+*'''Account settings'''
-This means that your account has been created and you can start working with Protemos.
+Here you can define the default legal entity, system currency, time zone for new users, and default templates for quotes, client and vendor invoices, and job POs.
-However, before you start working with the projects in the system, you need to add your clients in it.
+You may also specify a default legal entity, currency and invoice PDF template for each particular '''<U>[[Client_default_settings|'''client]]</U>''' or '''<U>[[Change_vendor_default_settings|'''vendor]]</U>'''.
-For Enterprise version, you need also to add vendors. These areas will be addressed in the following sections.
+To change any of the above-mentioned settings, click the following buttons:
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+[[File:Account settings section.png|border|1070px]]
-=='''System values settings'''==
+For more info, please see the '''<U>[[Account#Account settings|Account settings]]</U>''' page.
-'''You can change and set system values in the System menu''':
+*'''Account deletion'''
-[[File:System menu main items.jpg|border|240px]]
+You can immediately and permanently '''<U>[[Delete account|delete]]</U>''' all your account data and files from the server by clicking the '''"Delete account"''' button:
-Each of these menu screens is described below.
+[[File:Dlee r.png|border|800px]]
-===<span style="color:blue">'''System =>Account''' </span>===
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-On the "'''Account'''" page you can complete or update general information, the logo of your company,
+==='''License'''===
-default settings, deadline email reminders, configure custom SMTP server and update object codes.
+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 clicking the "'''Request license'''" button:
-===='''General info'''====
+[[File:License details page request license button.png|border|1000px]]
-The "'''General info'''" section contains common information about your company.
+<span style="color:red">'''Note:'''</span> 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.
-Here you can amend information about your company and change account owner (this option is available only for the owner of the account).
+For more info on licensing, please see the <U>'''[[License]]'''</U> page.
-To edit general information press the "'''Update'''" button:
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[File:account general info tab.jpg|border|800px]]
+==='''Legal entities'''===
-Confirm the changes by clicking "'''Update'''" or call off them with the "'''Cancel'''" button after editing:
+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.
-[[File:update account details page .jpg|border|440px]]
+It means that you can set up different document items (logo, address, company name) for different legal entities.
-To change the account owner press "'''Change account owner'''" (this option is available only for the owner of the account. For more info, please see the <U>'''[[Users]]''' </U> page):
+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:
-[[File:CHAO button.jpg|border|800px]]
+[[File:Le 1.png|border|1000px]]
-Assign a new owner and press the "'''Update'''" button to сonfirm the changes:
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[File:change account owner  page.jpg|border|440px]]
+==='''Access control'''===
-For more info on user creation, please see the <U>'''[[User creation]]'''</U> page.
+This menu screen contains several submenus:
-===='''Company logo image'''====
+[[File:Settings - access control.png|border|300px]]
-On the "'''Company logo image'''" section you can upload company logo image which will be displayed
+*'''Roles'''
-in all documents generated by the system: invoices, POs, Quotes etc.
+You can create a separate account with the necessary level of access rights for each of your managers. Use this page to view the table of the access rights and permissions that are associated with each level:
-Press the "'''Upload new'''" button to upload a logo:
+[[File:Role-based access control.1.png|border|1100px]]
-[[File:logo upload.jpg|border|800px]]
+*'''Managers'''
-<span style="color:red">'''Note:''' Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.</span>
+Use this page to view the list of managers added to the system and add new managers. More info [[Enterprise_edition_user_manual#Add_new_manager|<U>'''here'''</U>]].
+[[File:Managers list.1.2.png|border|1070px]]
-===='''Default settings'''====
+*'''Client pools'''
-On the "'''Default settings'''" section you can define the following settings:
+You can limit the access of your managers to specific clients by creating client pools and assigning them to managers. For more info, please check the <U>[[Client pools|'''Client pools''']]</U> page.
-'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation.
+[[File:New client pool (1.56).png|border|1070px]]
-'''Default currency''': the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-'''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.
+==='''System Values'''===
-'''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.
+This menu screen contains several submenus:
-'''Default VAT for client invoices''': this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see the <U>'''[[VAT]]'''</U> page.
+[[File:Sv.png|border|230px]]
-'''Default VAT for vendor invoices''': this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see the <U> [[VAT]] </U>page.
+*'''Language pairs'''
-'''Default PDF page size''': here you can set the size of the invoice PDF file generated by the system.
+Use this menu to <U>'''[[Add language pairs|add]]'''</U> the language pairs you work with, delete, '''<U>[[Disable language pair|disable]]</U>''' or enable them:
-To change any of the above settings, click "'''Update'''":
+[[File:Lang pairs.png|border|800px]]
-[[File:account default settins.jpg|border|800px]]
+<span style="color:red">'''Note:'''</span> 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.
-It will open the "'''Change account default settings'''" page:
+*'''Services'''
-[[File:ADS  change page.jpg|border|540px]]
+Use this menu to '''<U>[[Create service|add]]</U>''', '''<U>[[Update service|update]]</U>''' or delete the services your company provides:
-Having completed all the entries, press the "'''Update'''" button.
+[[File:Sesrvices.png|border|800px]]
+<span style="color:red">'''Note:'''</span> 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 '''<U>[[Update service#Disable service|disable]]</U>''' them.
-===='''Deadline email reminders'''====
+*'''Specializations'''
-The system notifies you by email about overdue projects, jobs, and invoices. You can switch these notifications off/on by clicking "'''Update'''":
+Here you can '''<U>[[Create specialization|add]]</U>''', '''<U>[[Update specialization|update]]</U>''' or delete the specializations your company works with:
-[[File:DER update button.jpg|border|800px]]
+[[File:Speciaslizations.png|border|800px]]
-For more info on deadline email reminders, please see <U>'''[[Update deadline reminders settings|Deadline reminders settings]]''' </U> page.
+<span style="color:red">'''Note:'''</span> 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 '''<U>[[Update specialization#Disable specialization|disable]]</U>'''  them.
+*'''Units'''
-===='''Custom SMTP Server'''====
+Here you can '''<U>[[Create unit|add]]</U>''' any measurement units you need, '''<U>[[Update unit|update]]</U>''', and delete them:
-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.
+[[File:Units page buttons.png|border|1000px]]
-To do this, click "'''Update'''":
+<span style="color:red">'''Note:'''</span> You can’t delete units that you have already used in the project ''("Yes" in the column "Іn use" and no "Delete" button)''.
-[[File:SMTP server update button.jpg|border|800px]]
+*'''Currencies'''
-For more info on SMTP server configuration, please see the <U>[[Update SMTP server configuration|'''SMTP server configuration''']]</U> page.
+On this page, you can '''<U>[[Currencies#Add currencies|add]]</U>''' currencies, '''<U>[[Currencies#Set currency as default|set currency as default]]</U>''', disable or delete currencies:
+[[File:Change system curr.png|border|1000px]]
-===='''Object codes'''====
+<span style="color:red">'''Note:'''</span> 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.
-On this page, you can set the number of your next invoice, project, payment, job etc.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-To update the next object identification numbers or the object code prefixes press the "Update next IDs" or "Update code prefixes" button correspondingly:
+==='''Object codes'''===
-[[File:SAS object codes.jpg|border|800px]]
+On this page, you can set the number of your next quote, project, job, etc.
-For more info on object codes customizations, please see the <U>[[Update object codes|'''Object codes''']]</U> page.
+To  '''<U>[[Object_codes#Update_object_ID|update next object ID]]</U>''' or '''<U>[[Object_codes#Update_object_prefix|update object prefixes]]</U>''', click the corresponding buttons:
+[[File:Year.jpg|border|1000px]]
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+For more info, please see the '''<U>[[Object_codes|Object codes]]</U>''' page.
-===<span style="color:blue">'''System =>License''' </span>===
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-When you are registering your account, you get a free 3-months trial license. It works just like a normal license, with no limitations.
+==='''Payment methods'''===
-On the "'''License details'''" page you can see:
+Enter your payment details here so the clients can pay you.
-- your license status and type;
+On this page, you can: '''<U>[[Create payment method|add payment methods]]</U>''', <U>'''[[Change default payment method|change the default payment method]]'''</U>, update, disable or delete them.
-- active managers limit (the number of users with Administrator, Project manager and Account manager rights that can work in the system simultaneously);
+[[File:Payments methods default etc.png|border|800px]]
-- when your license expires;
+<span style="color:red">'''Note''':</span> 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.
-- the time left before the expiration date of your license.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-When the trial period is over, the account owner may request the license by pressing the "'''Request license'''" button:
+==='''Taxes'''===
-[[File:SAS license request.jpg|border|800px]]
+You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
-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.
+[[File:Tax tax.png|border|300px]]
-<span style="color:red">'''Note:'''You can create as many managers as you wish, but only the licensed number of them will be able to log in.</span>
+You may add '''<U>[[Taxes#Taxes list|taxes]]</U>''' whether as a percentage or flat amount by clicking the '''"New tax"''' button:
-For more info on licensing, please see the <U>'''[[Licensing]]'''</U> page.
+[[File:Taxes list g.png|border|900px]]
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+<span style="color:red">'''Note:'''</span> 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 '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', go to '''Settings ⇾ Taxes ⇾ Default clients taxes set''':
-===<span style="color:blue">'''System=>System Values''' </span>===
+[[File:Default client taxes.png|border|300px]]
-This menu screen contains several submenus:
+To do that, please click the corresponding buttons:
+[[File:Default tax.png|border|900px]]
-[[File:SS system values submenus.jpg|border|440px]]
+The system will be adding this set of taxes to each client when you issue invoices.
-Each of them is described below.
+<span style="color:red"> '''Note:'''</span> 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 '''<U>[[Taxes#Custom taxes set for individual client|Custom taxes set for individual client]]</U>''' section.
-===='''Language pairs'''====
+To create a default vendors taxes set, go to '''Settings ⇾ Taxes ⇾ Default vendors taxes set''':
-On this page, you can add, update  or delete the language pairs you work with:
+[[File:Default vendors taxes.png|border|300px]]
-[[File:Language pairs page.jpg|border|800px]]
+Here you can add default percentage and absolute taxes by clicking the corresponding buttons:
-<U>[[Language pair creation|"'''New language pairs'''"]] </U> – opens language pairs creation page. Here you can create various language pairs combinations of source and target languages.
+[[File:Def vend tax.png|border|900px]]
-<U>[[Language pair update|"'''Update'''"]] </U> – opens language pair update page where you can change languages for the particular language pair.
+The system will be adding this set of taxes to each vendor when you issue invoices.
-"'''Delete'''" – deletes the language pair.
+For more info, please see the '''<U>[[Taxes#Default vendors taxes set|Default vendors taxes set]]</U>''' section.
-<span style="color:red">'''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)''.</span>
+To add an individual set of taxes for a particular vendor, please see the '''<U>[[Taxes#Custom taxes set for individual vendor|Custom taxes set for individual vendor]]</U>''' section.
-===='''Services'''====
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-Use this menu to add, update or delete the services your company provides:
+==='''Reminders'''===
-[[File:SS services.jpg|border|800px]]
+The system notifies you about overdue projects, jobs, and invoices by email. You can switch these notifications off/on by clicking "'''Update'''":
-<U> [[Service creation|"'''New service'''"]] </U> – opens service creation menu. Here you can create as many services as you wish.
+[[File:Reminders.png|border|900px]]
-<U> [[Service update|"'''Update'''"]] </U> – opens services update page where you can change the name of the particular service.
+For more info, please see the <U>'''[[Reminders]]'''</U> page.
-"'''Delete'''" – deletes the service.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-<span style="color:red">'''Note:''' You can’t delete services, that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
+==='''SMTP Server'''===
-===='''Specializations'''====
+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.
-On this page, you can add, update or delete the specializations your company works with:
+To do this, click "'''Update'''":
-[[File:specialization list page.jpg|border|800px]]
+[[File:SMTP SERVER update button.png|border|1100px]]
-<U> [[Specialization creation|"'''New specialization'''"]] </U> – opens specialization creation menu. Here you can create every possible specializations you may wish.
+For more info, please see the '''<U>[[SMTP server]]</U>''' page.
-<U> [[Specialization update|"'''Update'''"]] </U> – opens specialization update page where you can change the name of the particular specialization.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-"'''Delete'''" – deletes the specialization.
+==='''Client portal'''===
-<span style="color:red">'''Note:''' You can’t delete specializations, that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
+Here you can update client portal settings by clicking the '''"Update"''' button:
-===='''Units'''====
+[[File:Client portal settings.png|border|900px]]
-Use this menu to select units to measure the volume of your work (words, hours, pages, etc.).
+You can define managers as the default recipient of notifications connected with quotes, projects, overdue clients' invoices, payment settings, etc.
-Here you can add, update or delete any measurement units you need:
+For more info, please see the '''<U>[[Client portal]]</U>''' page.
-[[File:units list page.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-<U> [[Unit creation|"'''New unit'''"]] </U> – opens unit creation menu where you can create as many measurement units as you need.
+==='''Vendor portal'''===
-<U> [[Unit update|"'''Update'''"]] </U> – opens unit update page. Here you can change the name of the particular unit.
+Here you can update vendor portal settings by clicking the '''"Update"''' button:
-"'''Delete'''" – deletes the unit.
+[[File:Vendor profile swttings.png|border|900px]]
-<span style="color:red">'''Note:''' You can’t delete units, that you have already used in the project ''("Yes" in the column "Іn use" and no "Delete" button)''.</span>
+You can update all elements except the Vendor application URL. For more details, please check  '''<U>[[Vendor application URL]]</U>''' page.
-===='''Currencies'''====
+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.
-Use this menu to add currencies that will be used in the system.
+Click '''"Create agreement"''' to add the agreement:
-For example, one client can pay in US dollars while others can choose euros and you can pay to vendors in local currency.
+[[File:Sadaro.png|border|900px]]
-On this page, you can: add currencies, set any currency as default, disable or delete currencies, check up the exchange rates history.
+For more info, please see the '''<U>[[Vendor portal#Agreement with new vendors|Agreement with new vendors]]</U>''' section.
-[[file:currencies list page.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-<U>[[Currencies#Adding currencies|"'''Add currency'''"]]</U>- opens the menu, where you can add desired currency. You can add as many currencies as you need.
+==='''Email templates'''===
-<U>[[Currencies#Exchange rates history|"'''Exchange rates history'''"]]</U>- shows the exchange rates on the selected date.
+You can create your own quote, multi-quote, and client invoice email templates.
-<U>[[Currencies#Setting a currency as default|"'''Set as default'''"]]</U> - sets the selected currency as default. If you change the default currency,
+To create an email template, go to '''Settings''' → '''Email templates''':
-all reports and project balances will be rebuilt and recalculated in the new default currency.
+[[File:Email templates1.png|border|300px]]
-<U>[[Currencies#Disabling and deleting currencies|"'''Disable'''"]]</U> - disables the currency.
+*'''Quote templates'''
-<U>[[Currencies#Disabling and deleting currencies|"'''Delete'''"]]</U> - deletes the currency. You can't delete the currency that is already in use in the system
+Use this page to <U>[[Email_templates#Quote_templates|'''create''']]</U> the quote email templates and clone, update and delete the existing ones:
-but you can disable it in case this currency no longer needed.
+[[File:New quote template (enterprise manual).png|border|1070px]]
-<span style="color:red">'''Note''': Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis.
+*'''Multi-quote templates'''
-<span style="color:red">That’s why you can always see the correct summary in your default currency.</span>
+Use this page to <U>[[Email_templates#Multi-quotes_templates|'''create''']]</U> the multi-quote email templates and clone, update and delete the existing ones:
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+[[File:New multiquote email templates (enterprise manual).png|border|1070px]]
-===<span style="color:blue">'''System=>Users'''</span>===
+*'''Client invoice templates'''
-Use this menu screen to add new users who will use the system just as you do.
+Use this page to <U>[[Email_templates#Client_invoice_template|'''create''']]</U> the client invoice email templates and clone, update and delete the existing ones:
-For example, if there are several project managers in your team, you can add a separate account for each of them.
+[[File:New client invoice template (enterprise manual).png|border|1070px]]
-To add a new user, press the "'''New user'''" button:
+For more info on email templates, please see the <U>'''[[Email templates]]'''</U> page.
-[[file:users list page.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-It will open the "'''New user'''" page. After you fill in the boxes press the "'''Save'''" button:
+==='''PDF templates'''===
-[[file:new user page.jpg|border|540px]]
+You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.
-After pressing the "'''Save'''" button, the user will be sent an invitation email and will be able to complete the account creation.
+To create a template, go to '''Settings → PDF Templates:'''
-For more info on user creation, please see the <U>'''[[User creation]]'''</U> page.
+[[File:Settings - pdf templates.png|border|280px]]
-<span style="color:red">'''Note''': Use the <U> [[User groups|"'''User groups'''"]] </U> box to select the group to relate your users to. This will define the user’s access rights.</span>
+*'''Client invoice PDF templates'''
-On the "'''Users'''" page, you can also <U>[[User update| '''Update user''']]</U>  information.
+Use the page to <U>[[PDF_templates#Client_invoice_PDF_templates|'''create''']]</U> the client invoice PDF templates and clone, update and delete the existing ones:
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+[[File:Client invoice pdf templates (enterprise manual).png|border|1070px]]
-===<span style="color:blue">'''System=>User groups''' </span>===
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-Use this menu screen to define access rights for various user groups:
+*'''Vendor invoice PDF templates'''
-[[file:User groups system permissions n.jpg|border|600px]]
+Use the page to <U>[[PDF_templates#Vendor_invoice_PDF_templates|'''create''']]</U> the vendor invoice PDF templates and clone, update and delete the existing ones:
-for more info on access rights for various user groups, please see '''<U>[[User groups]]</U>''' page.
+[[File:New vendor invoice PDF templates (enterprise manual).png|border|1070px]]
-===<span style="color:blue">'''System=>Payment methods''' </span>===
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-Enter your payment details here so the clients can pay you.
+*'''Quote PDF templates'''
-On this page, you can: add various payment methods, change default payment method and terms, update, disable or delete them.
+Use the page to <U>[[PDF_templates#Quote_PDF_templates|'''create''']]</U> the quote PDF templates and clone, update and delete the existing ones:
-[[file:Payment methods.jpg|border|800px]]
+[[File:New quote pdf template (enterprise manual).png|border|1070px]]
-<U>[[Payment method creation|"'''Add payment method'''"]]</U>  - opens the menu where you can create a new payment method.
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-<U>[[Default payment method change|"'''Change default payment method and terms'''"]]</U>  - on this page you can select the default payment method,
+*'''Job PO PDF templates'''
-define in how many days invoices should be paid and the <U> [[VAT#Default VAT settings|"'''Default VAT'''"]] </U> value for your invoices.
+Use the page to <U>[[PDF_templates#Job_PO_PDF_templates|'''create''']]</U> the job PO PDF templates and clone, update and delete the existing ones:
-<U>[[Payment method update|"'''Update'''"]]</U> - opens the page where you can renew payment method details.
+[[File:New job PO PDF template (enterpise manual).png|border|1070px]]
-"'''Disable'''" - disables the payment method.
+<span style="color:orange">'''Note''':</span> You cannot delete templates that are in use.
-"'''Delete'''" - deletes the payment method.
+For more info on PDF templates, please see the <U>'''[[PDF templates]]'''</U> page.
-<span style="color:red">'''Note''': You can’t delete the payment methods, that you have already used in the system ''("Yes" in the column "Іn use" and no the "Delete" button).''
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-<span style="color:red"> But you can disable them in case these payment methods no longer needed.</span>
+==='''Integrations'''===
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+*'''memoQ integration'''
-===<span style="color:blue">'''System=>Templates''' </span>===
+Protemos is integrated with memoQ system — a translation environment tool.
-This menu screen contains the CAT logs submenu which is described below:
+To enable memoQ integration, go to '''Settings ⇾ Integrations ⇾ memoQ'''.
-[[file:system menu CAT logs.jpg|border|400px]]
+Here you can enable, update, disable the integration for your account, manage your memoQ server, create a memoQ account:
-===='''CAT logs'''====
+[[File:Memoq user manual.png|border|900px]]
-Use this menu to add weighted word count templates for the CAT tools you are using.
+More details here: <U>'''[[MemoQ integration]]'''</U>
-Here you can add, update or delete templates:
+*'''Smartcat integration'''
-[[file:CAT log templates page.jpg|bprder|800px]]
+Protemos is integrated with SmartCAT system, so you can create projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).
-<U>[[Weighted word count templates#Adding templates|"'''Add template'''"]]</U> - opens the page where you can add word count template.
+To enable SmartCAT integration, go to '''Settings ⇾ Integrations ⇾ Smartcat'''.
-<U>[[Weighted word count templates#Deleting templates|"'''Delete'''"]]</U> - deletes the template.
+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.
-You may also <U>[[Weighted word count templates#Updating templates|"'''Update'''"]]</U>  the template if necessary.
+[[File:Smart.png|border|900px]]
-For more info on templates, please see '''<U>[[Weighted word count templates]]</U> '''page.
+For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[Smartcat integration]]</U>''' page.
+*'''TQAuditor integration'''
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+Protemos is integrated with TQAuditor - the system for evaluation and monitoring translation quality.
-===<span style="color:blue">'''System=>SmartCAT integration''' </span>===
+[[File:Tq.png|border|900px]]
-Protemos is integrated with SmartCAT system, so you can create the projects in Protemos, and then copy them to SmartCAT.
+For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.
-On this page you can enable, update or disable SmartCAT integration for your account:
+*'''QuickBooks integration'''
-[[file:smartCAT integration enable button.jpg|border|800px]]
+Protemos is integrated with QuickBooks, an accounting software system.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Enable'''"]]</U> - opens the '''SmartCAT intergation details''' page where you can enter your API credentials.
+For more info on QuickBooks integration, please see the '''<U>[[QuickBooks integration|QuickBooks integration]]</U> '''page.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Update'''"]]</U> - here you can update the integration details if necessary.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-<U>[[SmartCAT integration#Enabling SmartCAT integration in Protemos|"'''Delete'''"]]</U> - deletes the  integration.
+=='''Add new manager'''==
-The "'''Update'''" and "'''Delete'''" buttons will appear after you enable SmartCAT integration for your account.
+Use this menu to add new managers who will use the system just as you do.
-For more info on SmartCAT integration, please see '''<U>[[SmartCAT integration]]</U> '''page.
+If there are several project managers in your team, you can create a separate account with the necessary level of '''<U>[[access rights]]</U>''' 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 <U>[[Client pools|'''Client pools''']]</U> page.
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+To add a new manager, go to '''Settings → Access control → Managers''':
-=='''Add clients'''==
+[[File:Settings - access control - managers.png|border|300px]]
-You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
+Сlick the '''"New manager"''' button on the '''Managers''' page:
-==='''Adding clients manually'''===
+[[File:New manager button.png|border|900px]]
-To add a new client, click the '''Clients''' menu on the top panel and then press the "'''New client'''" button:
+<span style="color:red">'''Note''':</span> Your manager will not be able to log into the system if you unmark the "'''Can log in"''' checkbox.
-[[file:clients adding.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-Enter information about your client in the displayed screen. It consists of two sections.
+==='''How to accept invitation as manager'''===
+If your colleagues create a manager account for you, you will receive an invitation email:
-*Use the '''General info''' section to enter general information about a client:
+[[File:Invitation email for manager.1.png|border|700px]]
-[[file:new client general info section.jpg|border|440px]]
+Accept the invitation by clicking the link in the received email. The following page will appear:
-*Use the '''Primary user''' section to enter the client’s contact person:
+[[File:Complete registration (manager).png|border|1070px]]
-[[file:new client primary user section.jpg|border|440px]]
+Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.
-Press the "'''Save'''" button to display the client entry.
+You will receive an email notification on successful registration and will be logged in to your manager account:
-This page is intended for viewing and entering various client data and has the following tabs:
+[[File:Registration is complete (manager).png|border|500px]]
-[[file:client entry 1.jpg|border|800px]]
+=='''Add clients'''==
-On '''General info''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info or '''delete''' a client.
+You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.
-<span style="color:red">'''Note''': You can’t delete the clients involved into recorded projects, invoices or payments.
+==='''Add clients manually'''===
-Here you may also change the '''<U>[[Client default payment terms|default payment settings]] </U>''' of your clients:
+There are two ways to add new clients manually:
-[[file:client entry 2.jpg|border|800px]]
+. Click the '''Client''' menu on the top panel and then click '''New client''':
-On '''<U>[[Client view page – Primary user tab|Primary user]]</U>'''  tab, you can view and edit the details of the primary contact of the client.
+[[File:2.00.png|border|100px]]
-On '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab, you can view the list of client’s contacts, edit or delete them, and start creating new contacts.
+. Or you may go to '''Clients''' and click the "'''New client'''" button:
-If the client has several contact persons, they all can be entered in the '''Contact persons''' tab.
+[[File:New client button.png|border|850px]]
-On '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab, you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.
+<span style="color:red">'''Note'''</span>: Only clients with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system.
-On '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab, you can upload and delete the files related to the client.
+This page is intended for viewing and entering various client data and has the following tabs:
-==='''Import clients from an Excel file'''===
+*On the '''<U>[[Client view page – General info tab|General info]]</U>''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info, check '''<U>[[Client quick links|client-related objects]]</U>''', add the necessary '''<U>[[Manage client tags|tags]]</U>''' to the client.
-If you already have the list of clients, contacts and prices, you can easily import it without the need to enter such information manually.
+*In the '''<U>[[Client view page – General info tab#Primary user|Primary user]]</U>''' section you can view and edit client's primary contact details, change your client's '''<U>[[Client default settings|default settings]]</U>'''.
-Go to the '''<U><span style="background-color:yellow">[https://cloud.protemos.com/client/index Client list] </span> </U>''' page and press the "'''Import from Excel'''" button:
+<span style="color:red">'''Note''':</span> You can’t delete clients involved into recorded projects, invoices or payments. But you can unmark the '''<U>[[Update client details#Assignability|'''"Assignable"''']]</U>''' checkbox in a client profile, and the client will not appear in the drop-down list when creating projects and quotes.
-[[file:clients import from xls.jpg|border|800px]]
+*On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts.
-For more info on clients data import, please see the '''<U>[[Import clients from Excel]]</U>''' page.
+If the client has several contact persons, they can all be entered in the '''Contact persons''' tab.
-On this page, you can also export all the displayed list of clients to Excel by pressing the "'''Export to Excel'''" button:
+*On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.
-[[file:clients export to xls.jpg|border|800px]]
+*On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' 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.
-For more info on clients data export , please see the '''<U>[[Clients list#Export to Excel| Export clients data to excel]]</U>''' page.
+*On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the client or delete them.
-For more info on clients, please see the '''<U>[[Clients]]</U>''' page.
+==='''Import and export clients'''===
+On this page, you can '''<U>[[Import clients from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Clients list#Export to Excel| Export clients data]]</U>''' to Excel
+by clicking the corresponding buttons:
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+[[File:Export import Screenshot 1.png|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] 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.
+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.
-==='''Adding vendors manually'''===
+==='''Add vendors manually'''===
+There are two ways to add new vendors manually:
+. Click the '''Vendors''' menu on the top panel and then click '''New vendor''':
+[[File:New vedndor.png|border|110px]]
+. Or you may go to '''Vendors''' and click the "'''New vendor'''" button:
-To add a new vendor, click the '''Vendors''' menu on the top panel and then press the "'''New vendor'''" button:
+[[File:Button new vendocr.png|border|1000px]]
-[[file:vendors adding.jpg|border|800px]]
+In both cases, you will be redirected to the '''<U>[[Create vendor|New vendor]]</U>''' page.
-The screen to add a vendor will appear.
+<span style="color:red">'''Note'''</span>: Only vendors with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, and work with you by using the system.
-First, you will see the Type box. You can select any of the three vendor types:
+*On the '''General info''' tab you can view, '''<U>[[Update vendor details|update]]</U>''' vendor info, '''<U>[[Manage vendor tags|manage tags]]</U>''', check '''<U>[[Vendor quick links|vendor-related objects]]</U>''',  change the '''<U>[[Change_vendor_default_settings|default settings]]</U>''', disable vendor access to the account, and  send\resend the invitation to the vendor.
-'''Company''' is a contractor company.
+<span style="color:red">'''Note''':</span> You can’t delete vendors involved into recorded jobs, invoices or payments. But you may <U>[[Vendor view page, General tab#Primary user|'''disable their access''']]</U> to accounts.
-'''Freelancer''' is a non-staff employee.
+*On the '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' 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.
-'''In-house''' is a staff employee who works in your office.
+*On the '''<U>[[Vendor view page, Payment methods tab|Payment methods]]</U>''' tab you can create or update payment methods for the vendor, and change the default payment method.
-Depending on the vendor type, you will see the boxes to fill in.
+*On the '''<U>[[Vendor view page, Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.
-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.
+*On the '''<U>[[Taxes#Custom taxes set for individual vendor|Taxes]]</U>''' 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.
-For additional information please see the '''<U>[[Vendor creation]]</U>''' page.
+*On the '''<U>[[Vendor view page, Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the vendor or delete them.
-The vendor entry page is intended for viewing and entering various vendor data and has the following tabs:
+*On the '''<U>[[Availability chart tab|Availability chart]]</U>''' tab you can see the chart and list of all active jobs assigned to the vendor.
-[[file:vendors entry page general info.jpg|border|800px]]
+==='''Import and export vendors'''===
-On '''General info''' tab you may view, '''<U>[[Update vendor details|update]]</U>''' vendor info, '''resend invitation''' or '''delete''' a vendor.
+On this page, you can '''<U>[[Import vendors from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' to Excel
+by clicking the corresponding buttons:
-<span style="color:red">'''Note''': You can’t delete the vendors involved into recorded jobs, invoices or payments.
+[[File:Import vendors.png|border|1000px]]
-Here you may also change the '''<U>[[Vendor default settings change|default payment settings]] </U>''' of your vendors:
+==='''Vendor application URL'''===
-[[file:vendors entry page default settings.jpg|border|800px]]
+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.
-On '''<U>[[Vendor view page, Primary user tab|Primary user]]</U>'''  tab, you can view and edit the details of the primary contact of the vendor.
+For more information, please check the '''<U>[[Vendor application URL]]</U>''' page.
-On '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' tab, you can view the list of vendor’s contacts, edit or delete them, and start creating new contacts.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-This tab is available only if the vendor is a company, not a person:
+=='''Add new quote'''==
-[[file:vendor company contacts.jpg|border|800px]]
+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.
-If the vendor has several contact persons, they all can be entered in the '''Contact persons''' tab.
+There are two ways to create a quote:
-On '''<U>[[Vendor view page, Prices tab|Prices]]</U>''' tab, you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.
+. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
-On '''<U>[[Vendor view page, Documents tab|Documents]]</U>''' tab, you can upload and delete the files related to the vendor.
+[[File:New quote.png|border|100px]]
-==='''Import vendors from an Excel file'''===
+. Or you may go to Quotes, and click the '''"New quote"''' button:
-If you already have the list of vendors, contacts and prices, you can easily import it without the need to enter such information manually.
+[[File:New quotes from.png|border|800px]]
-Go to the '''<U><span style="background-color:yellow">[https://cloud.protemos.com/vendor/index Vendor list] </span> </U>''' page and press the "'''Import from Excel'''" button:
+. Once the quote is created, you can do the following:
-[[file:vendors import from xls.jpg|border|800px]]
+[[File:Quote quote.png|border|900px]]
-For more info on vendors data import, please see the '''<U>[[Import vendors from Excel]]</U>''' page.
+==='''Quote sections'''===
-On this page, you can also export all the displayed list of vendors to Excel by pressing the "'''Export to Excel'''" button:
+*'''Files''' section: here you can upload the files you received from your client or add links (file URLs) to external files by clicking the corresponding buttons:
-[[file:vendors export to xls.jpg|border|800px]]
+[[File:Quote files section.png|border|1100px]]
-For more info on vendors data export, please see the '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' page.
+*'''<U>[[Quote CAT logs section|CAT logs]]</U>''' section: here you can upload CAT log files or enter them manually if needed:
-For more info on vendors, please see the '''<U>[[Vendors]]</U>''' page.
+[[File:Quote upload logs buttons.png|border|1100px]]
+*'''<U>[[Quote receivables section|Receivables]]'''</U> section: here you can enter receivables to indicate the amount to be charged from the client:
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+[[File:Quote new receivable button.png|border|1100px]]
-=='''Add new project'''==
+==='''Create Smartcat-related quotes'''===
+*You can create Smartcat-related quotes in Protemos. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Smartcat-related_quotes_in_Protemos|Create Smartcat-related quotes in Protemos]]</U>''' section.
+*You may also create Protemos quotes from Smartcat projects. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_quote_from_Smartcat_project|Create Protemos quotes from Smartcat projects]]</U>''' section.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''Create multi-quote'''===
-After setting up the system and entering the clients and vendors in it, you can start new projects.
+Multi-quote is a potential project with several options, consisted of several quotes.
-For illustration purposes, suppose you have Acme Corporation as your client. They have sent you the 20,000-word translation request
+[[File:Multi quotes 1.png|border|150px]]
-from English to French asking to complete it in 2 weeks. Let’s add this project in the system.
+To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first.
-==='''Project creation'''===
+Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:
-. To create the project, click the '''Projects''' menu on the top panel and then press the "'''New project'''" button:
+[[File:1 new mq.png|border|900px]]
-[[file:new project adding.jpg|border|800px]]
+Or you can create a multi-quote by clicking the '''"New multi-quote"''' button in the Multi-quotes menu:
+[[File:New multi-quote.png|border|150px]]
-. Enter your project information and press the "'''Create'''" button:
+In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and click '''"Create"''':
-[[file:new project entry.jpg|border|540px]]
+[[File:1 nemw quote.png|border|500px]]
+Then click the '''"Add option quotes"''' button:
-. The project page will be displayed with the following tabs:
+[[File:Options1.png|border|900px]]
-[[file:project tabs.jpg|border|540px]]
+Select the needed ones, and click '''"Add selected quotes"''':
-==='''Project input files'''===
+[[File:3-.png|border|900px]]
-. Now you need to upload the files received from the 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, check the [[Multi-quotes]] article.
-[[file:project input files adding .jpg|border|800px]]
+=='''Add new project'''==
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+After setting up the system and entering the clients in it, you can start new projects.
-==='''Project receivables'''===
+. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then click the "'''New project'''" button:
-. Next, enter the volume of work and the receivable from the client. To do so, go to the '''Finances''' tab:
+[[File:New project.png|border|110px]]
-[[file:project finance tab.jpg|border|800px]]
+. Or you may go to '''Projects''', and click the '''New project''' button:
-Press the "'''New receivable'''" button and choose the base:
+[[File:Projects.png|border|900px]]
-[[file:New receivable base.jpg|border|250px]]
+. In both cases, it will open the '''New project''' page where you can enter the required information.
-The "'''Flat rate'''" – if you just need to enter the amount of receivable without entering volumes and rates.
+. The project will be created.
-The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+==='''Project sections'''===
-The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+. In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:
-Enter the work volume, price and, if needed, extra charge and discount for the client:
+[[File:3 det.png|border|900px]]
-[[file:project receivable creation page.jpg|border|440px]]
+. In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).
-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.
+[[File:Files tab+.png|border|1000px]]
-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.
+. In the '''<U>[[Jobs]]</U>''' tab you may assign the translation to a vendor.
-[[file:manage all receivable  prices.jpg|border|440px]]
+[[File:Add job.1.png|border|1000px]]
-You can enter several receivables for a project.
+. In the '''<U>[[Project details, Workflow tab|Workflow]]</U>''' tab you can build chains of consecutive jobs by linking the existing jobs or by adding predefined '''<U>[[Job chain template list|job chain templates]]</U>''':
-For more info on receivable creation, please see '''<U>[[Receivable creation/editing|Receivable creation]] </U>''' page.
+[[File:1 фй.png|border|1000px]]
-==='''CAT logs'''===
+. In the '''Finances''' tab, you may enter the volume of work and '''<U>[[Create receivable|create receivable]]</U>''' from the client and '''<U>[[Create payable|create payable]]</U>''' to the vendor. Click the '''"New receivable"''' button first and choose the receivable type:
-. If necessary, you may upload a CAT log file to your project.
+[[File:New receiavable from clien.png|border|1000px]]
-To do so, go to the '''Cat logs''' tab and press the "'''Upload CAT log'''" button:
+And to create payables, you need to go to the respective job, scroll down to Payables section and click '''"New payable"''' button:
-[[file:project CAT log tab.jpg|border|800px]]
+[[File:New payable to vendor.png|border|1000px]]
-For more info on uploading of CAT log files, please see the '''<U>[[Project details, CAT logs tab]] </U>''' page.
+* '''"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.
-. If you fulfill your job yourself, the new project has been created. You have to fulfill and complete it (see item 18 in this list).
+* '''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
-If you need to assign the project to other vendors, carry on reading below.
+You can enter several receivables and payables for a project.
-==='''Job creation'''===
+. In '''CAT logs''' tab, you may '''<U>[[Project details, CAT logs tab|upload a CAT log file]]</U>''' to your project. To do so, click the "'''Upload CAT log'''" button:
-. Let’s assume that you need to assign the translation to one vendor and then give it for proofreading to another vendor.
+[[File:Cat log upl.png|border|900px]]
-Create their respective jobs in the system. Go to the '''Jobs''' tab and press the "'''Add job'''" button:
+For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
-[[file:project jobs adding tab.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-==='''Job input files'''===
+==='''Create Smartcat-related projects'''===
-. In the '''Job input files''' section select the project files to send to the translator:
+*You can create Smartcat-related projects in Protemos. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Smartcat-related_projects_in_Protemos|Create Smartcat-related projects in Protemos]]</U>''' section.
-[[file:project jobs input files.jpg|border|800px]]
+*You may also create Protemos projects from Smartcat projects. For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_Protemos_projects_from_Smartcat_projects|Create Protemos projects from Smartcat projects]]</U>''' section.
-In the section below on the same page, select the vendor and enter information about the job:
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-[[file:job creation page.jpg|border|400px]]
+=='''Project templates'''==
-Then press the "'''Create'''" button.
+You can create the project from a template.
+To do so, click the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':
-. Next, the job screen will be displayed:
+[[File:Pr templates.png|border|150px]]
-[[file:project job new payable button.jpg|border|800px]]
+Or you may go to '''Projects''' and click the '''"Templates"''' button:
-For more info on jobs creation and editing, please see the '''<U>[[Jobs]]</U> page.
+[[File:Templates.png|border|900px]]
-==='''Project payables'''===
+You can do it also create the project template directly from the project.
-. Now you need to add payable for the vendor.
+Open the respective project, and on the Details tab click '''"More actions"''' and '''"Save as template"''':
-To do so, press the "'''New payable'''" button and choose the base:
+[[File:Save as template.png|border|900px]]
-[[file:new payable bases.jpg|border|400px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-The "'''Flat rate'''" – if you just need to enter the amount of payable without entering volumes and rates.
+=='''CAT log conversion schemes'''==
-The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+Use this menu to '''<U>[[Weighted word count templates|add CAT log conversion schemes]]</U> ''' for the CAT tools you are using, update, delete, or clone templates by clicking the necessary template name in the list.
-The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+To do so, go to '''Projects ⇾ CAT log conversion schemes''':
-Enter the job volume and payable for the vendor and press "'''Create'''":
+[[File:Cat logd.png|border|180px]]
-[[file:job new payable creation page.jpg|border|400px]]
+[[file:Add template 1.png|bprder|900px]]
-For more info on payable creation, please see the '''<U>[[Payable creation/editing|Payable creation]]</U>''' page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+=='''Create invoices for clients'''==
-. Now you can send the notification to the vendor to start the job. Press the "'''Start job'''" button on the '''Job details''' screen:
+. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Clients ⇾ Receivables''':
-[[file:start job  button.jpg|border|800px]]
+[[File:Receivables client s.png|border|150px]]
-The vendor will receive the notification by email that he has been assigned a job, log in and collect the files.
+. The list of all receivables will be displayed. Select the needed and click the "'''Invoice selected on this page'''" button:
-Then the vendor will fulfil the job, upload the ready files to the system and mark the job as completed.
+[[File:Invoice selected page.png|border|1000px]]
-You will be notified by email that the vendor has completed the job.
+. The system will create an invoice and will display its page.
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+==='''Client invoice sections'''===
-==='''Job output files'''===
+*'''Details section'''
-. Check if the files delivered by the translator are correct by downloading them from the '''Job Output Files''' section:
+[[file:Client invoice view.png|border|1100px]]
-[[file:job output files section.jpg|border|800px]]
+In this section, you can download as PDF, '''<u>[[Send client invoice|send]]</u>''' or mark as sent, '''<U>[[Write off invoice|write off]]</U>''', '''<u>[[Client invoice Discount & Extra charge|add a discount and an extra charge]]</U>'''.
+'''<u>[[Update client invoice|update]]</u>''', and delete the invoice.
+*'''Tax section'''
+In this section, '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', '''<U>[[Taxes#Custom taxes set for individual client|custom taxes set]]</U>''' or <U>[[Taxes#Custom taxes set for individual client|'''no taxes''']]</U> may be displayed according to the system settings,
-. Having ensured that the vendor did everything correctly, press the "'''Accept job'''" button:
+In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:
-[[file:job accepting button.jpg|border|800px]]
+[[File:Taxes sets 4.png|border|900px]]
+*'''Receivables section'''
-. The vendor will be notified by email that the job has been accepted.
+Here you can view, '''<U>[[Client invoice view#Add and remove receivables|add and remove receivables]]</U>''' in unsent invoices by clicking the corresponding buttons:
+[[File:Receiavable in inv.png|border|1000px]]
-. Now you would like to pass the completed translation for proofreading to another vendor.
+*'''Linked payments section'''
-Add a job for another vendor. The process is the same. The only difference is that you need to specify the files
+If you have received the payment for the invoice, you can record it by clicking the '''<U>[[Client invoice view#Create linked payment|"Create linked payment"]]</U>''' button:
-delivered by the translator when selecting incoming files for the editor:
+[[File:1linked paym.png|border|900px]]
-[[file:job output files additional job.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-For more info on jobs, please see the '''<U>[[Jobs]]</U>''' page.
+=='''Record clients' payments'''==
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+When the client pays invoices, '''<U> [[Create_client_payment|create the client payment]]</U>''' and link it with the paid invoices.
-==='''Delivering the project'''===
+. Go to the '''Clients ⇾ Payments''' menu and click "'''New payment'''":
-. When all the vendors have uploaded their files, you can start delivering the project.
+[[File:New paym cl.png|border|900px]]
-You may upload vendors' files to the system.
+. Select the client from the list, enter the required information and click the "Create" button:
-To do so, go to the project’s '''Files''' tab and scroll down to the '''Jobs Output''' section.
+[[File:1 client .png|border|480px]]
-Select the necessary files and press the "'''Add selected to project output'''" button:
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-[[file:job output to project output.jpg|border|800px]]
+[[File:Linked invoices 1.png|border|900px]]
-This will allow you not to lose the files after you close the project.
+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.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-. If you fulfill your job yourself, you may upload files to the system by clicking "'''Add additional files'''" on the '''Project Output''' section:
+=='''Clients' prices'''==
-[[file: project output section.jpg|border|800px]]
+To display the '''<U>[[Client prices list]]</U>''', go to '''Clients ⇾ Prices''':
+Here you can view and '''<U>[[Client prices list#Create general price|create]]</U>''' general client prices, '''<U>[[Client_prices_list#Import_and_export_prices|import]]</U>''' and export the list of all client prices to Excel, and '''<U>[[Client prices list#Edit price|update]]</U>''' or delete client prices:
-. Having added all the needed files to '''Project Output''', you can download the files
+[[File:Prices list.png|border|1100px]]
-and send them to the client or client’s manager by email.
+<span style="color:red">'''Note:'''</span> Here you may also create general prices without reference to the particular client or type of service, specialization etc.
-[[file:project output files.jpg|border|800px]]
+[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.
+=='''Create vendors' invoices'''==
-. Having delivered all the files, you can complete the project. Go to the '''Details''' tab and press the "'''Complete'''" button:
+The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager.
-[[file:project complete button.jpg|border|800px]]
+. Go to the '''Vendors ⇾ Payables''' menu:
-Congratulations! You have completed the project.
+[[File:Payabl v.png|border|110px]]
-<span style="color:red"> '''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 '''<U>[[Projects list#Search projects with filters|Filters]]</U>'''. </span>
+The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and click the Invoice selected button:
-<span style="color:red"> '''Note 2''': View the list of vendors’ jobs in all the projects at the dedicated page by pressing the '''<U>[[Jobs list|Jobs]]</U>''' menu on the top panel.</span>
+[[File:Vendore p list.png|border|1000px]]
-For more info on projects, please see the '''<U>[[Projects]]</U>''' page.
+<span style="color:red">'''Note:'''</span> 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 '''<U>[[Vendor view page, Payment methods tab]]</U>''' page).
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+. The system will create the invoice and send it to your vendor by email.
-=='''Create invoices for clients and control their payment'''==
+<span style="color:red">'''Note''':</span> You can '''<U>[[Update vendor details#Access to finances|hide finances from a vendor]]</U>'''. Thus, they won't receive any financial-related  notification from the system.
-. To create an invoice for a client, go to '''Finances=>Clients=>Project receivables''':
+For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Create vendor invoices|Create vendor invoices]]</U>''' page.
-[[file:project receivabels menu.jpg|border|400px]]
+==='''Vendor invoice sections'''===
-. The list of all the receivables will be displayed. Select the desired rows and press the "'''Invoice selected on this page'''" button:
+*Details section
-[[file:client receivables invoice selected .jpg|border|1000px]]
+In this section, you can download as PDF, write off, '''<U>[[Vendor invoice Discount & Extra charge|add discount and extra charge]]</U>''', '''<u>[[Update vendor invoice|update]]</u>''' or delete the invoice.
-. The system will create an invoice and will display its page.
+[[File:Inv det.png|border|1000px]]
-For more info on client invoices, please see the '''<U>[[Clients receivables list#Invoice creation|Client invoice creation]]</U>''' page.
+<span style="color:red">'''Note''':</span> For invoices with linked payments only the '''"Download as PDF"''' and '''"Write off"''' buttons are  available.
-The '''Client invoice'''  page consists of the following sections:
+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.
-==='''Client invoice details section'''===
+*'''Taxes section'''
-[[file:CIV invoice details section.jpg|border|1000px]]
+In this section, you may see <U>[[Taxes#Default vendors taxes set|'''default vendors taxes set''']]</U>, <U>[[Taxes#Custom taxes set for individual vendor|'''custom taxes set''']]</U> or  <U>[[Taxes#Custom taxes set for individual vendor|'''no taxes''']]</U>.
-In this section you can do the following:
+But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by clicking corresponding buttons:
-'''Send''' — opens <u>[[Client invoice sending|'''Client invoice sending page''']]</u> 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.
+[[File:Taxes sets 4.png|border|1000px]]
-'''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.
+For more info, please see the '''<U>[[Vendor invoice view#Taxes section|Taxes in individual vendor invoice]]</U>''' section.
-'''Download as PDF''' — pressing this button downloads the invoice in PDF format.
+*'''Payables section'''
-'''Discount and Extra Charge''' — you may add discounts and extra charges to the invoice by pressing this button.
+Here you can view, '''<U>[[Vendor invoice view#Add and remove payables|add and remove payables]]</U>''' in unsent invoices.
-'''VAT''' — you may add VAT to your invoice by pressing this button. For more info, please see <U>'''[[VAT]]'''</U> page
+[[File:Pab.png|border|1000px]]
-'''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.
+*'''Linked payments section'''
-'''Mark as unsent''' — this button appears if the invoice has been sent. Pressing it deletes the date of sending.
+If you have paid the invoice, you can record it by clicking the '''"<U>[[Vendor invoice view#Create linked payment|Create linked payment]]</U>"''' button:
-'''Update''' — opens <u>[[Client invoice update|'''Client invoice update page''']]</u> on which you can edit the invoice.
+[[File:1linked paym.png|border|1000px]]
-'''Delete''' — deletes the invoice. This button disappears after you link the invoice with the payment.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-For more info on action buttons of the invoice, please see the '''<U>[[Client invoice view#Action buttons|Action buttons]]</U>''' page.
+=='''Record vendor payments'''==
-==='''Client invoice receivables section'''===
+Having paid the vendor invoices, '''<U> [[Create vendor payment|create the vendor payment]]</U>''' and link it with the paid invoice.
-Here you can view, add and remove receivables in unsent invoices.
+. Go to the '''Vendors⇾Payments''' menu and click '''"New payment"''' button:
-To add receivables press the "'''Add receivables'''" button:
+[[File:Button new pm.png|border|950px]]
-[[file:CIV receivables section.jpg|border|1000px]]
+. Select the vendor from the list, enter the required information and click the "Create" button:
-For more info on adding receivables, please see the '''<U>[[Client invoice view#Removing and adding receivables|Adding and removing receivables]]</U> page.
+. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:
-==='''Client invoice linked payments section'''===
+[[File:Linked invoices 1.png|border|1000px]]
-If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:
+By this action, you cover the payment by invoices.
-[[file:CIV invoice linked payments section.jpg|border|1000px]]
+<span style="color:red"> '''Note:'''</span> Invoices with the matched currency and legal entity can only be linked to the payment.
-For more info on client linked payments, please see the '''<U>[[Client invoice view#Linked payment creation|Linked payment creation]]</U> page.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-Alternatively, the payments can be created on the <u>[[Client payments list#Creating payments|'''Client payments''']]</u> page.
+=='''Vendors' applications'''==
-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 check the list of submitted '''<U>[[Applications|applications]]</U>''' by your vendors, go to the '''Vendors⇾Applications''' menu:
-To find out how to create payments on the '''Client payments''' page, please read the section below.
+[[File:Appl.png|border|110px]]
-==='''Clients payments'''===
+=='''Vendor prices'''==
-As mentioned above, this is the alternative way to enter the payment.
+To display the '''<U>[[Vendor prices list|Vendor prices list]]</U>''', go to '''Vendors ⇾ Prices''':
-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:
+[[File:Vm.png|border|110px]]
-. Go to the '''Finances=>Clients=>Payments''' menu:
+Here you can view and '''<U>[[Vendor_prices_list#Create_general_price|create]]</U>''' prices,
+'''<U>[[Vendor_prices_list#Import_and_export_vendor_prices|import]]</U>''' or export the vendor prices from/to Excel, '''<U>[[Vendor_prices_list#Edit_price|update]]</U>''' or delete the particular vendor's price:
-[[file:clients payments menu.jpg|border|440px]]
+[[File:Upate delete.png|border|1000px]]
-It will bring you to the '''Client payments''' page.
+<span style="color:red">'''Note:'''</span> Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.
-In order to add a new client payment press "'''New payment'''":
+=='''Messages'''==
-[[file:client new payment button.jpg|border|1000px]]
+You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages:
-It will open the '''New payment from client''' page.
+[[File:Send message.png|border|450px]]
-. Enter the payment received from the client and select the invoices that payment covers from the list:
+Please check more details here: <U>'''"[[Messages]]"'''</U>
-[[file:new client payment page.jpg|border|1000px]]
+=='''Filters'''==
-Press "'''Save'''" to add the payment to the system.
+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.
-Now you have entered the payment in the system and completed the payment.
+Let’s take the '''Clients' payments''' filters as an example:
-For more info on client payments, please see the '''<U> [[Client payment creation]] </U>''' page.
+[[File:Cl filters.png|border|950px]]
-==='''Clients invoices list'''===
+Enter the necessary data into the appropriate fields and click the '''"Apply"''' button.
-You may view the list of all the invoices in '''Finances=>Clients=>Invoices''':
+For further instructions on how to search the required data with filters, please click the corresponding link:
-[[file:client invoices menu.jpg|border|440px]]
+*'''<U>[[Quotes list#Search quotes with filters|Search quotes with filters]]</U>'''
-This way you can track all the invoices from your clients and control their payment.
+*'''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>'''
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+*'''<U> [[Project templates#Search project templates with filters|Search project templates with filters]]</U>'''
-=='''Invoices from vendors and payment control'''==
+*'''<U>[[Jobs list#Search jobs with filters|Search jobs with filters]]</U>'''
-The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager. Let’s review the second option.
+*<U> [[Files list#Search files with filters|'''Search files with filters''']]</U>
-. Go to the '''Finances=>Vendors=>Job payables''' menu:
+'''Clients''':
-[[file:job payables menu.jpg|border|440px]]
+*'''<U>[[Clients list#Search clients with filters|Search clients with filters]]</U>'''
-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:
+*'''<U>[[Clients receivables list#Search receivables with filters|Search clients receivables with filter]]</U>'''
-[[file:vendor payable list invoice selected.jpg|border|1000px]]
+*'''<U>[[Client invoices list#Search invoices with filters|Search clients invoices with filters]]</U>'''
-<span style="color:red">'''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.
+*'''<U>[[Client payments list#Search payments with filters|Search clients payments with filters]]</U>'''
-<span style="color:red">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 '''<U>[[Vendor view page, Payment methods tab]]</U>''' page). </span>
+*'''<U> [[Client contacts#Search client contacts with filters|'''Search client contacts with filters''']]</U>'''
-. The system will create the invoice, send it to the vendor by email and open its page.
+*'''<U>[[Client prices list#Search prices with filters|'''Search clients prices with filters]]</U>'''
-For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Invoice creation|Vendor invoice creation]]</U>''' page.
+'''Vendors''':
-The '''Vendor invoice''' page consists of the following sections:
+*'''<U>[[Vendors list#Search vendors with filters|Search vendors with filters]]</U>'''
-==='''Vendor invoice details section'''===
+*'''<U>[[Vendors payables list#Search payables with filters|Search vendors payables with filters]]</U>'''
-[[file:vendor invoice details page.jpg|border|1000px]]
+*'''<U>[[Vendor invoices list#Search invoices with filters|Search vendors invoices with filters]]</U>'''
-In this section you can do the following:
+*'''<U>[[Vendor payments list#Search payments with filters|Search vendors payments with filters]]</U>'''
-*'''Download as PDF''' — pressing this button downloads the invoice in PDF format.
-*'''VAT''' — you may add VAT to your invoice by pressing this button. For more info, please see '''<U>[[VAT]]</U>''' page
+*'''<U> [[Vendor contacts#Search vendor contacts with filters|'''Search vendor contacts with filters''']]</U>'''
-*'''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.
+*'''<U>[[Vendor_prices_list#Search_vendor_prices_with_filters|'''Search vendors prices with filters]]</U>'''
-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.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-*'''Update''' — pressing this button opens '''<U>[[Vendor invoice update|Vendor Invoice update page]]</U>''' on which you can edit the invoice.
+=='''Reports'''==
-*'''Delete''' — this button deletes the invoice. It disappears after you link the invoice with the payment.
+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.
-<span style="color:#DC143C">'''Note''': for the invoices with linked payments only "'''Download as PDF'''" and "'''Write off'''" buttons are  available.</span>
+Click the '''Reports''' menu on the top panel and choose the required item:
-<span style="color:#DC143C">To make all the buttons available you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.
+[[File:Reports.2.png|border|200px]]
-==='''Vendor invoice payables section'''===
+Each of these menu screens is described below.
-Here you can view, add and remove payables in unsent invoices.
+==='''General finances'''===
-To add payables press the "'''Add payables '''" button:
+These reports show the dynamics of how income, expenses and profit change over months.
-[[file:VIV payables section.jpg|border|1000px]]
+On these pages, you can see the following reports:
-For more info on vendor payables, please see the '''<U>[[Vendor invoice view#Removing and adding payables|Adding and removing payables]]</U>''' page.
+*'''<U>[[Reports – General finances#Monthly finances by project balances|Monthly finances by receivables and payables]]</U>''' — shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.
-==='''Vendor invoice linked payments section'''===
+*'''<U>[[Reports_–_General_finances_by_invoices|Monthly finances by invoices]]</U>''' — shows the turnover, expenses, and profit based on client and vendor invoices.
-If you have paid the invoice, you can record the payment by pressing “'''Create linked payment'''” button under the payable table:
+*'''<U>[[Reports_–_General_finances_by_payments|Monthly finances by payments]]</U>''' — shows the turnover, expenses, and profit based on client and vendor payments.
-[[file:VIV linked payment creation n.jpg|border|1000px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-For more info on vendor linked payments, please see the '''<U>[[Vendor invoice view#Linked payment creation|Linked payment creation]]</U>''' page.
+==='''Quote report'''===
-Alternatively, the payments can be created on the <u>[[Vendor payments list|'''Vendor payments ''']]</u> page.
+Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below.
-The difference is that on the '''Vendor invoices''' page you can enter the payment covering only the invoice itself,
+All amounts are converted to the default currency of your account.
-while on the '''Vendor payments''' page, you can enter the payment covering multiple invoices.
+*'''<U>[[Quote report#Quote conversion rate|Quote conversion rate]]</U>'''
-For more info on vendor payments, please see the '''<U> [[Vendor payment creation]] </U>''' page.
+*'''<U>[[Quote report#Quote counts|Quote counts]]</U>'''
-==='''Vendors payments'''===
+*'''<U>[[Quote report#Quote totals|Quote totals]]</U>'''
-As mentioned above, this is the alternative way to enter the payment.
+*'''<U>[[Quote report#Quote report data|Quote report data]]</U>'''
-So, having paid the vendors’ invoices, you need to enter those payments in the system. To do so, complete the following steps:
+==='''Managers'''===
-. Go to the '''Finances=>Vendors=>Payments''' menu:
+Here you may see your finances reports for each project manager of your team.
-[[file:vendors payments menu.jpg|border|440px]]
+On this page, you can see the following reports:
-It will bring you to the '''Vendor payments''' page.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_income_per_manager_by_receivables|Monthly income per manager by receivables]]</U>''' - shows the turnover per manager based on receivables in their projects.
-Press the "'''New payment'''" button to add a new vendor payment:
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_expenses_per_manager_by_payables|Monthly expenses per manager by payables]]</U>''' - shows expenses per manager based on job payables in their projects.
-[[file:vendor payments new payment.jpg|border|1000px]]
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_profit_per_manager_by_receivables_and_payables|Monthly profit per manager by receivables and payables]]</U>''' - shows how the profit per manager was changing each month.
-It will open the '''New payment to vendor''' page.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_income_share_per_manager_by_receivables|Monthly income share per manager by receivables</U>]]''' -  shows how the income share per manager was changing each month
-. Enter the payment completed to the vendor and select the invoices covered by that payment from the list:
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_expenses_share_per_manager_by_payables|Monthly expenses share per manager by payables]]</U>''' - shows how the expenses share per manager was changing each month
-[[file:New payment to vendor view.jpg|border|1000px]]
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_manager_by_receivables_and_payables|Monthly profit share per manager by receivables and payables]]</U>''' - shows how the profit share per manager was changing each month
-Press "'''Save'''" to add the payment to the system.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Income_share_per_manager_by_receivables|Income share per manager by receivables]]</U>''' - shows the shares of incomes your managers bring over the selected period
-Now the payment has been entered in the system and you’ve completed the payment to the vendor.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Expenses_share_per_manager_by_payables|Expenses share per manager by payables]]</U>''' - shows the shares of expenses of your managers over the selected period
-For more info on vendor payments, please see the '''<U> [[Vendor payment creation]] </U>''' page.
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Profit_share_per_manager_by_receivables_and_payables|Profit share per manager by receivables and payables]]</U>''' - the shares of the profit your managers bring over the selected period.
-==='''Vendors invoices list'''===
+*'''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables#Finances_per_manager_by_receivables_and_payables_summary_table|Finances per manager by receivables and payables summary table]]</U>''' - shows all income, expense, and profit amounts per manager and month.
-You may view the list of all the vendors’ invoices in '''Finances=>Vendors=>Invoices''':
+For more info on managers' reports, please see the '''<U>[[Reports_–_Managers_–_Finances_by_receivables_and_payables|Finances per manager by receivables and payables]]</U>''' page.
-[[file:vendors invoices menu.jpg|border|440px]]
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
+==='''Clients'''===
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+This menu screen contains several submenus:
+[[file:Reports menu clients.jpg|border|350px]]
-=='''Filters'''==
+Each of them is described below.
-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.
+===='''Finances by receivables and payables'''====
-==='''Quotes filter'''===
+Here you may see your finances reports for each client based on the receivables and payables.
-Click the '''Quotes''' menu on the top panel to display the list of quotes:
+To view the '''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|Finances per client by receivables and payables]]</U>''' reports, go to '''Reports → Clients → Finances by receivables and payables''':
-[[file:top panel menu quotes.jpg|border|1000px]]
+On this page, you can see the following reports:
-The following filter is provided for that list:
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_income_per_client_by_receivables|Monthly income per client by receivables]]</U>''' - shows the turnover per client based on receivables in their projects.
-[[file:quotes filter.jpg|border|1000px]]
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_expenses_per_client_by_payables|Monthly expenses per client by payables]]</U>''' - shows the expenses for each client based on payables in the related projects.
-*'''Quote code''' — displays only the quotes with the code containing the entered value.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_profit_per_client_by_receivables_and_payables|Monthly profit per client by receivables and payables]]</U>''' - shows how the income by each client was changing each month.
-*'''Quote name''' — displays only the quotes with the name containing the specified text.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_income_share_per_client_by_receivables|Monthly income share per client by receivables]]</U>''' - shows how the income share of the client was changing each month.
-*'''Description''' — displays only the quotes with the description containing the specified text.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_expenses_share_per_client_by_payables|Monthly expenses share per client by payables]]</U>''' - shows the shares of expenses for each of the clients over the selected period.
-*'''Statuses''' — displays only the quotes with the specified status (Active, Rejected, Converted to project).
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_client_by_receivables_and_payables|Monthly profit share per client by receivables and payables]]</U>''' - shows the shares of profit each of the clients brings over the selected period.
-*'''Start date''' — displays only the quotes which were started in the specified period of time.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Income_share_per_client_by_receivables|Income share per client by receivables]]</U>''' - shows the shares of income for each client for the whole period.
-*'''Deadline date''' — displays only the quotes with deadlines in the specified period of time.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Expenses_share_per_client_by_payables|Expenses share per client by payables]]</U>'''- shows the shares of expenses for each client for the whole period.
-*'''Primary manager''' — displays only the quotes for a specific primary manager.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Profit_share_per_client_by_receivables_and_payables|Profit share per client by receivables and payables]]</U>''' - shows the shares of profit for each client for the whole period.
-*'''Secondary manager''' — displays only the quotes for a specific secondary manager.
+*'''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables#Finances_per_client_by_receivables_and_payables_summary_table|Finances per client by receivables and payables summary table]]</U>''' - shows all income, expense, profit amounts, and profit margin per client and month.
-*'''Client''' — displays only the quotes for a specific client.
+For more info on these reports, please see the '''<U>[[Reports_–_Clients_–_Finances_by_receivables_and_payables|Finances per client by receivables and payables]]</U>''' page.
-*'''Receivable PO''' — displays only the quotes containing the entered PO number determined by the client.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-*'''No receivables''' — displays only the quotes without receivables.
+===='''Income by invoices'''====
-*'''Unsent'''— displays only the unsent quotes.
+Here you may see your finances reports for each client based on the client invoices.
-For more info on quotes filter, please see the '''<U>[[Quotes list#Search quotes with filters|Search quotes with filter]]</U>''' page.
+To view the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices]]</U>''' reports, go to '''Reports → Clients → Income by invoices''':
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+On this page, you can see the following reports:
-==='''Projects filter'''===
+*'''<U>[[Reports – Clients – Income by invoices#Monthly income per client by invoices|Monthly income per client by invoices]]</U>''' - here you can see the turnover per client based on the invoices you issued for them.
-Click the '''Projects''' menu on the top panel to display the list of projects:
+*'''<U>[[Reports – Clients – Income by invoices#Monthly income share per client by invoices|Monthly income share per client by invoices]]</U>''' - shows how the share of invoices per clients was changing monthly.
-[[file:top panel menu projects.jpg|border|1000px]]
+*'''<U>[[Reports – Clients – Income by invoices#Income share per client by invoices|Income share per client by invoices]]</U>''' - shows the share of invoices per clients over the selected period of time.
-The following filter is provided for that list:
+*'''<U>[[Reports – Clients – Income by invoices#Monthly income per client by invoices summary table|Monthly income per client by invoices summary table]]</U>''' - shows all invoice amounts per client and month.
-[[file:projects filter.jpg|border|1000px]]
+For more info on these reports, please see the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices reports]]</U>''' page.
-*'''Project code''' — displays only the projects with the code containing the entered value.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-*'''Primary manager''' — displays only the projects for a specific primary manager.
+===='''Income by payments'''====
-*'''Secondary manager''' — displays only the projects for a specific secondary manager.
+These reports show how the clients were paying you.
-*'''Client''' — displays only the projects for a specific client.
+To view the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments]]</U>''' reports, go to '''Reports → Clients → Income by payments''':
-*'''Statuses''' — displays only the projects with the specified status (Active, Completed, Canceled).
+Here you may see the following reports:
-*'''Start date''' — displays only the projects which were started in the specified period of time.
+*'''<U>[[Reports – Clients – Income by payments#Monthly income per client by payments|Monthly income per client by payments]]</U>''' - here you can see the amounts of payments per each client monthly.
-*'''Deadline date''' — displays only the projects with deadlines in the specified period of time.
+*'''<U>[[Reports – Clients – Income by payments#Monthly income share per client by payments|Monthly income share per client by payments]]</U>''' - here you can see how the share of payments per client was changing monthly.
-*'''Completion date''' — displays only the projects which were completed in the specified period of time.
+*'''<U>[[Reports – Clients – Income by payments#Income share per client by payments|Income share per client by payments]]</U>''' - this diagram shows the share of each client in payments received over the specified period of time.
-*'''Project name''' — displays only the projects with the name containing the specified text.
+*'''<U>[[Reports – Clients – Income by payments#Monthly income per client by payments summary table|Monthly income per client by payments summary table]]</U>''' - shows all payment amounts per client monthly.
-*'''Description''' — displays only the projects with the description containing the specified text.
+For more info on these reports, please see the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments reports]]</U>''' page.
-*'''Specialization''' — displays only the projects with the specified specialization.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-*'''Receivable PO''' — displays only the projects containing the entered PO number determined by the client.
+==='''Vendors'''===
-*'''Overdue''' — displays only the overdue projects.
+This menu screen contains several submenus:
-*'''Free of charge''' — displays only the projects marked as free of charge.
+[[file:reports vendors menu.jpg|border|300px]]
-*'''Chargeable without receivables''' — displays only the projects with no receivables entered to pay by the client.
+Each of them is described below.
-*'''No jobs''' — displays only the projects without jobs.
+===='''Expenses by invoices'''====
-*'''Having chargeable jobs without payables''' — displays only the projects having chargeable jobs with no payable entered for the vendor.
+These reports show the monthly amounts of your vendor invoices.
-For more info on projects filter, please see the '''<U>[[Projects list#Search projects with filters|Search projects with filter]]</U>''' page.
+To view the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices]]</U>''' reports, go to '''Reports → Vendors → Expenses by invoices''':
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+Here you may see the following reports:
-==='''Jobs filter'''===
+*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices|Monthly expenses per vendor by invoices]]</U>''' - this diagram shows the number of monthly invoices per each vendor.
-Click the '''Jobs''' menu on the top panel to display the list of jobs for the vendors in all the projects:
+*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses share per vendor by invoices|Monthly expenses share per vendor by invoices]]</U>''' - this graph shows how the share of the invoiced amounts per vendor was changing monthly.
-[[file:top panel menu jobs.jpg|border|1000px]]
+*'''<U>[[Reports – Vendors – Expenses by invoices#Expenses share per vendor by invoices|Expenses share per vendor by invoices]]</U>''' - shows the share of the invoiced amount per each vendor.
-The following filter is provided for that list:
+*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices summary table|Monthly expenses per vendor by invoices summary table]]</U>''' - this table shows the invoiced amount per each vendor monthly.
-[[file:jobs filter.jpg|border|1000px]]
+For more info on these reports, please see the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices reports]]</U>''' page.
-*'''Job code''' — displays only the jobs with the codes containing the entered symbols sequence.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-*'''Job name''' — displays only the jobs with the name containing the specified text.
+===='''Expenses by payments'''====
-*'''Statuses''' — displays only the jobs with the specified status (Draft, Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed/Rejected by manager, Accepted by manager, Canceled).
+These reports show the monthly amounts of your vendor payments.
-*'''Start date''' — displays only the jobs which were started in the specified period of time.
+To view the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' reports, go to '''Reports → Vendors → Expenses by payments''':
+Here you may see the following reports:
+*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments|Monthly expenses per vendor by payments]]</U>''' - this diagram shows the number of monthly payments per each vendor.
-*'''Deadline date''' — displays only the jobs with deadlines in the specified period of time.
+*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses share per vendor by payments|Monthly expenses share per vendor by payments]]</U>''' - this graph shows how the share of the paid amounts per vendor was changing monthly.
-*'''Vendor''' — displays only the jobs fulfilled by the selected vendor.
+*'''<U>[[Reports – Vendors – Expenses by payments#Expenses share per vendor by payments|Expenses share per vendor by payments]]</U>''' - shows the share of the paid amount per each vendor.
-*'''Primary manager''' — displays only the jobs issued by a specific primary manager.
+*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments summary table|Monthly expenses per vendor by payments summary table]]</U>''' - this table shows paid amount per each vendor monthly.
-*'''Service''' — displays only the jobs with the selected service.
+For more info on these reports, please see the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' page.
-*'''Language pair''' — displays only the jobs with the selected language pair.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-*'''Overdue''' — displays only the overdue jobs.
+==='''Language pairs'''===
-*'''Unassigned''' — displays only the jobs without assigned vendors.
+Here you may see your finances reports for each language pair you work with.
-*'''Free of charge''' — displays only the jobs marked as free of charge.
+To view the '''<U>[[Reports – Language pairs – Finances by receivables and payables|Finances per language pair by receivables and payables]]</U>''' reports, go to '''Reports → Language pairs → Finances by receivables and payables''':
-*'''Chargeable without payables''' — displays only the jobs with no payable entered for the vendor.
+On this page, you can see the following reports:
-For more info on jobs filter, please see the '''<U>[[Jobs list#Search jobs with filters|Search jobs with filter]]</U>''' page.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_income_per_language_pair_by_receivables|Monthly income per language pair by receivables]]</U>''' - this report shows the turnover per language pair based on receivables in the related projects.
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_profit_per_language_pair_by_receivables_and_payables|Monthly profit per language pair by receivables and payables]]</U>''' - shows the profit for each language pair based on receivables and payables in the related projects.
-==='''Clients filter'''===
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_income_share_per_language_pair_by_receivables|Monthly income share per language pair by receivables]]</U>''' - shows how the income share of each language pair was changing each month.
-Click the '''Clients''' menu on the top panel to display the list of your clients:
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Monthly_profit_share_per_language_pair_by_receivables_and_payables|Monthly profit share per language pair by receivables and payables]]</U>''' - shows how the profit share of each language pair was changing each month.
-[[file:top panel menu clients.jpg|border|1000px]]
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Income_share_per_language_pair_by_receivables|Income share per language pair by receivables]]</U>''' - on this report you may see the shares of income each of the language pairs brings over the selected period.
-The following filter is provided for that list:
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Profit_share_per_language_pair_by_receivables_and_payables|Profit share per language pair by receivables and payables]]</U>''' - here you may see the shares of profit each of the language pairs brings over the selected period.
-[[file:clients filter.jpg|border|1000px]]
+*'''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables#Finances_per_language_pair_by_receivables_and_payables_summary_table|Finances per language pair by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per language pair and month.
-*'''Code''' — displays only the clients with the code containing the specified symbols combination.
+For more info on language pairs reports, please see the '''<U>[[Reports_–_Language_pairs_–_Finances_by_receivables_and_payables|Finances per language pair by receivables and payables]]</U> page.
-*'''Company name''' — displays only the clients with the company name containing the specified symbols combination.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-*'''Primary user''' — displays only the clients with the primary user name containing the entered symbols combination.
+==='''Services'''===
-*'''Email''' — displays only the clients with the email containing the specified symbols combination.
+Here you may see your finances reports for each service based on the receivables and payables.
-*'''Statuses''' — displays only the clients with the specified status (Potential, Active, Inactive, Blacklisted).
+To view the '''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' reports, go to '''Reports → Services → Finances by receivables and payables''':
-*'''Country''' — displays only the clients from the specific country.
+On this page, you can see the following reports:
-*'''Types''' — displays only the clients of the specified type (Company, Individual).
+*'''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables#Monthly_finances_per_service_groups_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' — shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects.
-For more info on clients filter, please see the '''<U>[[Clients list#Search clients with filters|Search clients with filter]]</U>''' page.
+*'''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables#Report_data|Finances per service groups by receivables and payables summary table]]</U>''' - this table shows all income, expense, profit amounts, and profit margin per service and month.
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+For more info on services reports, please see the '''<U>[[Reports_–_Services_–_Finances_by_receivables_and_payables|Monthly finances per service groups by receivables and payables]]</U>''' page.
-==='''Vendors filter'''===
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.
-Click the '''Vendors ''' menu on the top panel to display the list of your vendors:
+=='''Export data'''==
-[[file:top panel menu vendors.jpg|border|1000px]]
+On every main page, you can export the tables into Excel.
-The following filter is provided for that list:
+To do so, go to the required menu and click the '''"Export to Excel"''' button:
-[[file:vendors filter.jpg|border|1000px]]
+[[File:Exe.png|border|150px]]
-*'''Code''' — displays the vendors with the code containing the specified symbols combination.
+For instructions on how to export the required data to Excel, please click the corresponding links:
-*'''Company name''' — displays the vendors with the company name containing the specified symbols combination.
+*'''<U>[[Quotes list#Export to Excel|Export quotes data to Excel]]</U>'''
-*'''Primary user''' — displays the vendors with the primary user name containing the specified symbols combination.
+*'''<U>[[Projects list#Export to Excel|Export projects data to Excel]]</U>'''
-*'''Email''' — displays the vendors with the email containing the specified symbols combination.
+*'''<U>[[Jobs list#Export|Export jobs data to Excel]]</U>'''
-*'''Username''' — displays the vendors with the username containing the specified symbols combination.
+* <U> [[Files list#Export to Excel|'''Export the list of files to Excel''']]</U>
+----
-*'''Statuses''' — displays the vendors with the specified status (Potential, Active, Inactive, Blacklisted).
+*'''<U>[[Clients list#Export to Excel|Export clients data to Excel]]</U>'''
-*'''Country''' — displays the vendors from the specific country.
+*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to Excel]]</U>'''
-*'''Types''' — displays the vendors of the specified type (Company, Freelancer, In-house).
+*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to Excel]]</U>'''
-*'''Specialization''' — displays only the vendors with the specified specialization.
+*'''<U>[[Client payments list#Export to Excel|Export clients payments to Excel]]</U>'''
-*'''Language pair''' — displays only the vendors with the selected language pair.
+* <U> [[Client contacts#Export to Excel|'''Export client contacts to Excel''']]</U>
-*'''Not occupied''' — displays the vendors with no active jobs.
+*'''<U>[[Client_prices_list#Import_and_export_prices|Export clients prices to Excel]]</U>'''
+----
-For more info on vendors filter, please see the '''<U>[[Vendors list#Search vendors with filters|Search vendors with filter]]</U>''' page.
+*'''<U>[[Vendors list#Export to Excel|Export vendors data to Excel]]</U>'''
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to Excel]]</U>'''
-==='''Clients receivables filter'''===
+*'''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to Excel]]</U>'''
-. To display the list of your clients receivables, go to '''Finances=>Clients=>Project receivables''':
+*'''<U>[[Vendor payments list#Export to Excel|Export vendors payments to Excel]]</U>'''
-[[file:project receivabels menu.jpg|border|400px]]
+* <U> [[Vendor contacts#Export to Excel|'''Export vendor contacts to Excel''']]</U>
-The following filter is provided for that list:
+*'''<U>[[Vendors  prices list#Export to Excel|Export vendors prices to Excel]]</U>'''
+----
-[[file:vendors filter.jpg|border|1000px]]
+*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to Excel]]</U>'''
+=='''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.
-For more info on clients receivables filter, please see the '''<U>[[Clients receivables list#Search receivables with filters|Search receivables with filter]]</U>''' page.
+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).
-[[File:Redirect.jpg|40px|link=Enterprise edition quick start guide]] Back to the '''table of contents'''.
+[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.

Difference between revisions of "Enterprise edition user manual"

Latest revision as of 11:21, 28 February 2023

Contents

Get started with Protemos

My profile settings

Settings

Account

License

Legal entities

Access control

System Values

Object codes

Payment methods

Taxes

Reminders

SMTP Server

Client portal

Vendor portal

Email templates

PDF templates

Integrations

Add new manager

How to accept invitation as manager

Add clients

Add clients manually

Import and export clients

Add vendors

Add vendors manually

Import and export vendors

Vendor application URL

Add new quote

Quote sections

Create Smartcat-related quotes

Create multi-quote

Add new project

Project sections

Create Smartcat-related projects

Project templates

CAT log conversion schemes

Create invoices for clients

Client invoice sections

Record clients' payments

Clients' prices

Create vendors' invoices

Vendor invoice sections

Record vendor payments

Vendors' applications

Vendor prices

Messages

Filters

Reports

General finances

Quote report

Managers

Clients

Finances by receivables and payables

Income by invoices

Income by payments

Vendors

Expenses by invoices

Expenses by payments

Language pairs

Services

Export data

Additional information

Navigation menu

Search