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  • Export data to Excel
    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

Page text matches

  • Projects list
    Go to '''Projects''' and click the '''"New project"''' button: *For information on how to create projects based on templates, please see the '''<U>[[Project template
    6 KB (895 words) - 10:19, 10 April 2023
  • Project details, Finances tab
    — View payables to your vendor. * '''"Flat rate"''' — if you just need to enter the amount of a receivable without entering volumes and rates.
    6 KB (902 words) - 10:34, 7 September 2022
  • Jobs list
    — Export all the displayed table of jobs to Excel. ...fault, you can see all the jobs in your database, 50 per page. If you want to hide or display some jobs from the list, you may apply filters.
    6 KB (918 words) - 11:07, 7 September 2022
  • Clients receivables list
    — Open receivables or go to client profiles and related projects. — Export data to Excel.
    5 KB (845 words) - 15:44, 9 February 2023
  • Client invoices list
    — Export the list of invoices to Excel and download every invoice as a PDF file. If you want to hide or display some invoices from the list, you may apply filters.
    3 KB (523 words) - 17:09, 7 September 2022
  • Client payments list
    — Import payments received from the clients from Excel. — Export all the displayed table of client payments to Excel.
    3 KB (499 words) - 17:11, 7 September 2022
  • Vendors payables list
    - View all the payables to your vendors and search them with filters. - Open payables or go to the related vendor profiles and jobs.
    5 KB (784 words) - 17:29, 1 March 2023
  • Vendor invoices list
    — Export all the displayed table of vendor invoices to Excel and download every invoice as a PDF file. If you want to hide or display some invoices from the list, you may apply filters.
    5 KB (732 words) - 16:59, 20 October 2022
  • Vendor payments list
    — Record payments sent to the vendors. — View the list of all payments you sent to your vendors.
    4 KB (617 words) - 11:57, 12 September 2022
  • Clients list
    *Create new clients and import their data from Excel. *Export all the displayed table of clients to Excel.
    5 KB (748 words) - 12:25, 14 October 2022
  • Vendors list
    - Create new vendors and import them from Excel. - Export all the displayed table of vendors to Excel.
    5 KB (762 words) - 11:37, 4 May 2023
  • Reports – General finances
    To view the '''Monthly finances by receivables and payables''' reports, go to '''Reports → General finances → General finances by receivables and pay All amounts are converted to the default currency of your account.
    1 KB (182 words) - 15:45, 5 February 2023
  • Reports – Managers – Finances by receivables and payables
    To view the '''Finances per manager by project balances''' reports, go to '''Reports → Managers → Finances by project balances''': Each of them is described below. All amounts are converted to the default currency of your account.
    3 KB (487 words) - 12:48, 17 August 2022
  • Reports – Clients – Finances by receivables and payables
    To view the '''Finances per client by receivables and payables''' reports, go to '''Reports → Clients → Finances by receivables and payables''': Each of them is described below. All amounts are converted to the basic currency of your account.
    3 KB (465 words) - 11:38, 22 August 2022
  • Reports – Clients – Income by invoices
    To view the '''Monthly income per client by invoices''' reports, go to '''Reports → Clients → Income by invoices''': Each of them is described below. All amounts are converted to the default currency of your account.
    2 KB (278 words) - 11:09, 22 August 2022
  • Reports – Clients – Income by payments
    To view the '''Monthly income per client by payments''' reports, go to '''Reports → Clients → Income by payments''': Each of them is described below. All amounts are converted to the default currency of your account.
    2 KB (254 words) - 17:31, 19 August 2022
  • Reports – Vendors – Expenses by invoices
    To view the '''Monthly expenses per vendor by invoices''' reports, go to '''Reports → Vendors → Expenses by invoices''': Each of them is described below. All amounts are converted to the default currency of your account.
    2 KB (283 words) - 12:01, 22 August 2022
  • Reports – Vendors – Expenses by payments
    To view the '''Monthly expenses per vendor by payments''' reports, go to '''Reports → Vendors → Expenses by payments''': Each of them is described below. All amounts are converted to the default currency of your account.
    2 KB (267 words) - 11:21, 22 August 2022
  • Quotes list
    — Export the list of all quotes to Excel. Or go to '''Quotes''' page and click the '''"New quote"''' button:
    3 KB (465 words) - 10:28, 13 September 2022
  • Project report
    To view the '''Project''' reports, go to '''Reports → Project report''': =='''Export data to Excel'''==
    1 KB (186 words) - 10:20, 16 August 2022
  • Reports – Language pairs – Finances by receivables and payables
    ...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
  • Quick start guide to Protemos
    ...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
  • Export data
    [[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
  • Frequently Asked Questions
    ...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
  • Export data to Excel
    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
  • Enterprise edition user manual
    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
  • Vendor user manual
    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
  • Client prices list
    — Import the list of prices from Excel. — Export the list of prices to Excel.
    4 KB (719 words) - 11:02, 16 September 2022
  • Vendor prices list
    — 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
  • Freelance edition user manual
    '''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
  • Reports – Services – Finances by receivables and payables
    ...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
  • Quote report
    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
  • Files list
    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
  • Client contacts
    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
  • Vendor contacts
    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
  • Business expenses report
    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
  • Business expenses list
    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
  • Client user manual
    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
  • Job report
    To view the '''Job''' reports, go to '''Reports → Job report''': =='''Export data to Excel'''==
    1 KB (193 words) - 10:22, 16 August 2022
  • Reports – Vendors – Expenses by payables
    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
  • Reports – Clients – Average finances
    To view the '''Average finances''' reports, go to '''Reports → Clients → Average finances''': =='''Export data to Excel'''==
    851 bytes (121 words) - 11:20, 22 August 2022
  • Reports – Specializations – Finances by receivables and payables
    ...'''Finances per specialization by receivables and payables''' reports, go to '''Reports → Specializations → Finances by receivables and payables''': Each of them is described below. All amounts are converted to the default currency of your account.
    3 KB (479 words) - 11:23, 22 August 2022
  • Reports – Work amount by receivables
    To view the '''Monthly work amount by receivables''' reports, go to '''Reports → Work amount → Work amount by receivables''': To display the report, select a unit first.
    2 KB (254 words) - 17:04, 28 April 2023
  • Reports – Work amount by payables
    To view the '''Monthly work amount by payables''' reports, go to '''Reports → Work amount → Work amount by payables''': To display the report, select a unit first.
    2 KB (258 words) - 10:26, 16 August 2022
  • To-do report
    ''Reports – To-do report: [https://cloud.protemos.com/report/todo cloud.protemos.com/repor To view the '''To-do''' reports, go to '''Reports → To-do report''':
    1 KB (186 words) - 10:28, 16 August 2022
  • Reports – General finances by invoices
    To view the '''Monthly finances by invoices''' reports, go to '''Reports → General finances → General finances by invoices''': All amounts are converted to the default currency of your account.
    1 KB (183 words) - 16:59, 15 August 2022
  • Reports – General finances by payments
    To view the '''Monthly finances by payments''' reports, go to '''Reports → General finances → General finances by payments''': All amounts are converted to the default currency of your account.
    1 KB (174 words) - 16:59, 15 August 2022
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