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  • ...e '''Finances per language pair by receivables and payables''' reports, go to '''Reports → Language pairs → Finances by receivables and payables''': Each of them is described below. All amounts are converted to the default currency of your account.
    3 KB (497 words) - 17:30, 2 September 2022
  • ...data|'''11.Export data''']] </U> <br> <br> [[File:1ag.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://you ...t vendors''']] </U> <br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://yo
    8 KB (1,321 words) - 12:27, 17 May 2023
  • [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. '''On every page (quotes, projects, jobs, invoices, payments, etc.) you can export the tables into xls.'''
    707 bytes (124 words) - 16:36, 14 September 2022
  • ...d for your Enterprise account defines how many of your managers can log in to the system simultaneously. For instance, if there are two licenses, only two managers will be able to log in at the same time.
    36 KB (5,950 words) - 18:44, 27 December 2023
  • On every page (quotes, projects, jobs, invoices, payments etc.) you can export the tables into xls. * <U> [[Quotes list#Export to Excel|'''Export quotes data to Excel''']]</U>
    3 KB (502 words) - 17:32, 5 September 2022
  • To start working with Protemos, please create your account in the system by co 2. It will bring you to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.c
    64 KB (10,245 words) - 11:21, 28 February 2023
  • If you have your own account, please read Protemos '''<U>[[Quick start guide to Protemos|Quick start guide]]</U>'''. =='''How to register the vendor account'''==
    17 KB (2,733 words) - 15:15, 27 October 2023
  • — Import the list of prices from Excel. — Export the list of prices to Excel.
    4 KB (719 words) - 11:02, 16 September 2022
  • — Import the list of all prices from Excel. — Export the list of all prices to Excel.
    5 KB (794 words) - 11:04, 16 September 2022
  • '''To start working with Protemos, create your account in the system by completin 2. Go to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.c
    40 KB (6,336 words) - 12:37, 19 June 2023
  • ...hly finances per service groups by receivables and payables''' reports, go to '''Reports → Services → Finances by receivables and payables''': =='''Report data'''==
    1 KB (212 words) - 10:59, 12 September 2022
  • To view the '''Quote''' report, go to '''Reports''' → '''Quote report''': ...ay see quote conversion rate, quote counts, quote totals, and quote report data. Each of them is described below.
    2 KB (335 words) - 11:19, 22 August 2022
  • To view the list of all files, go to the '''Files''' menu: — View, download and delete files and links to the files.
    4 KB (638 words) - 11:33, 23 September 2022
  • To view the list of client contacts, go to '''Clients=>Contacts''': — Export all the displayed table of client contacts to Excel.
    3 KB (491 words) - 11:42, 23 September 2022
  • To view the list of vendor contacts, go to '''Vendors=>Contacts''': - Export all the displayed table of vendor contacts to Excel.
    3 KB (483 words) - 11:44, 23 September 2022
  • To view the '''Business expenses''' report, go to '''Reports → General finances → Business expenses by category''' All amounts are converted to the default currency of your account.
    1 KB (178 words) - 18:02, 16 February 2023
  • The business expenses functionality allows you to add expenses such as rent, salaries, etc., create and update <U>[[Business ...e, you may view the expense list, add new expenses, and export the list to Excel.
    3 KB (476 words) - 12:59, 3 March 2023
  • Clients may use Protemos to create quote requests, projects, share files, check invoices and payments. =='''How to register the client account'''==
    18 KB (2,821 words) - 11:19, 19 October 2022
  • To view the '''Job''' reports, go to '''Reports → Job report''': =='''Export data to Excel'''==
    1 KB (193 words) - 10:22, 16 August 2022
  • To view the '''Monthly expenses per vendor by payables''' reports, go to '''Reports → Vendors → Expenses by payables''': Each of them is described below. All amounts are converted to the default currency of your account.
    2 KB (267 words) - 11:44, 22 August 2022

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