Following the recent announcement in Ireland for changes to VAT rates between the period of September 2020 and February 2021, it’s worth noting that the VAT rates can also be amended in Protean to reflect this. If you fall within the parameters of these changes, you can amend your existing […]
May support update
Web Support Request With the ongoing enhancements to our support website, we’ve recently introduced the ability to log support requests directly from the website. On the homepage of the site you will now see a button introducing this function. All you will be required to do is fill in the […]
Making Changes to Completed Job Visits
There are a number of access rights that control your ability to make changes to job visits and inspections once completed. With the correct set up however, you will be able to make these changes yourself. To ensure you can make any relevant/common changes please ensure your access rights are […]
Protean Outlook Add-In
Protean Outlook Add-In The Protean outlook add-in is available on any machine with Protean Client installed and Outlook 2010 or later installed. Once installed you will notice the Protean button to the top right of any open emails in Outlook. You may need to ‘Pop out’ the email to see […]
Can I Make Amendments to an Invoice Marked Job?
Can I Make Amendments to an Invoice Marked Job? If a Job is ‘Invoice Marked’ status, it is an indication that the batch invoice process has been run (Create Sales Invoice routine), but has encountered a problem that has prevented it from running all the invoices it intended to create. […]
Unable to Complete Job because of Unprocessed Misc Items
Unable to Complete Job because of Unprocessed Misc Items If you are unable to complete a job because you get the message “Cannot Complete – Not all Misc Items have been Processed.” This is means that there are Miscellaneous Items on the job that have not yet been processed. Whether […]
Engineer is Unavailable for the Working Time Specified
Engineer is Unavailable for the Working Time Specified If you are unable to complete a job visit on a Job because you get the message “The Engineer is Unavailable for the working times specified.” This means that there is an activity overlapping the engineer’s labour visit. To resolve this, you […]
Unable to Complete a Job because of Maintenance Contract Dates
Unable to Complete a Job because of Maintenance Contract Dates If you are unable to complete a job because you get the message: “Equipment XXXX was not active on Maintenance Contract XXX on XXXXXX.” This can be overcome by one of two methods. The first thing to do is to […]
Why Can’t I Uncomplete/Amend a Completed Inspection?
Why Can’t I Uncomplete/Amend a Completed Inspection? If you are unable to make changes to a completed inspection and are prompted with a message saying ‘You do not have permission to perform this action’, this will be because your access rights do not give you this privilege. To confirm you […]
How do I control a users’ Purchasing Limits?
How do I control a users’ Purchasing Limits? It is possible to set limits against individual users for Purchase Orders. For these to take affect the user will need the relevant access rights to be able to create Purchase Orders. Thereafter go to: System > Employees Select the relevant employee […]