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