Project details, Finances tab

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Project Details page, Finances tab: http://cloud.protemos.com/project/finances?id=ХХХХХ (replace XXXXХ with the valid project number)



On the Finances tab of the Project page, you can:

- Add receivables from your client or mark the project as free of charge

- Open existing receivables for editing

- View payables to your vendor

- Open existing payables for editing

- Create invoices

- View project finances summary

Receivables from client

This is the summary of how much your client will pay you.

You can add the receivable by pressing the "New receivable" button and choose the base:

New receivable base.jpg

The "Flat rate" – if you just need to enter the amount of payable receivables without entering volumes and rates.

The "Unit based" – if you have to enter the volume and rate for calculating the price.

The "CAT log based" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

It will open the Receivable creation/editing page:

UBased receivable.jpg

If you are not going to charge the client for this project, you may mark it as free of charge by ticking the "Free of charge" checkbox while creating or updating a project:

W Proj free of charge checkbox.jpg

It will hide "New receivable" button, and you won’t be able to enter the receivables. You can revert it by ticking off the "Free of charge" checkbox.

Note: The "Free of charge" status is made to differentiate free projects from projects without receivables (for example, you forgot to enter receivable).

Thus, you will easily find the projects with missing receivables. If the project is the "Free of charge", then it has no missing receivables.

Entered receivables can be edited, cloned, and deleted by pressing the corresponding buttons:

ClRes ClUpDel.jpg

Note: If the receivable has been already invoiced, you cannot delete it without deleting the invoice first.

Invoice receivables

If you are issuing a separate invoice for each project, you can create invoices directly from this section.

To do so, select the receivables you need to invoice and press "Invoice selected":

ClReceivable invoice selected.jpg

Find more about clients invoicing here.

Payables to vendors

This is the summary of how much you have to pay your suppliers.

VenPayavles section.jpg

Note: The payables (as well as receivables) may be in different currencies, and the system automatically converts Grand Total to your default currency.

Each payable can be managed by pressing the "Clone", "Update", and "Delete" buttons.

Note: If the payable has been already invoiced, you cannot delete it without deleting the invoice first.

To add new payables, go to the Jobs tab of the Project page.

You may do so by clicking the link above the payables table:

W select the job first.jpg

Invoice payables

You can create invoices directly from this section.

To do so, select the payables you need to invoice and press "Invoice selected":

VenPayavles section invoice.jpg

Find more about vendors invoicing here.

Project finances summary

Project finances summary is based on the receivables entered on the Finances tab of the project and payables entered in the assigned jobs within the project:

Proj fin summary.jpg

Project tabs

Apart from the Finances, the project has the following tabs:

Project tabs finances.jpg

  • The Details tab contains the project details you entered during the project creation and update, click to see the details.
  • The Files tab contains all the files related to the project, click to see the details.
  • The Jobs tab is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details
  • The CAT logs tab calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools.