Custom Job Types

Why should I customise a job type? You may want to have a custom job type if for example you have a maintenance contract that includes Breakdown cover in the cost of the contract therefore when you raise a Breakdown job your standard breakdown job type will most likely be […]

Managing Accounting Periods

Managing Accounting Periods Go to System ➔ Periods Within Periods you will see a list of all the available accounting Periods in Protean. If you are coming towards the end of the list it is recommended you add at least another years’ worth of Ledger Months by clicking the ‘Add […]

How do I set up Equipment for Hire?

How do I set up Equipment for Hire? Firstly, you will need to open the equipment record you wish to make available for Hire.  The equipment needs to be a ‘Stock’ status piece of equipment.You then need to click on the Financial tab and click the Capitalise button. Once you […]

Invoicing Multiple Hire Contracts

Invoicing Multiple Hire Contracts Instead of invoicing Hire Contracts individually you can select different Hire Contract Types and create a batch of invoices Click on the Hire tab If you operate multiple depots firstly select the relevant Depot or leave the selection as ‘(All)’ Select Active and/or Terminations to identify […]

Anonymising Prospect Records

Anonymising Prospect Records Please ensure you read the implications at the end of the article If an individual requests that you remove their personal data from your database or if you wish to anonymise the prospect data for any other reason, it is easy to do so without affecting the […]

Anonymising Ex-Employee Records

Anonymising Ex-Employee Records Please ensure you read the implications at the end of the article If an individual requests that you remove their personal data from your database or if you wish to anonymise employee data where you have determined that you have no need or legal requirement to retain […]

Anonymising Contact Records

Anonymising Contact Records Please ensure you read the implications at the end of the article If an individual requests that you remove their personal data from your database or if you wish to anonymise the contact data for any other reason, it is easy to do so without affecting the […]

Anonymising Closed Supplier Records

Anonymising Closed Supplier Records Please ensure you read the implications at the end at the article If an individual requests that you remove their personal data from your database or if you wish to anonymise closed supplier data where you have not carried out any transactions with the supplier for […]

GDPR ToolKit

Protean GDPR Toolkit Launched    April 2018  What is GDPR? The General Data Protection Regulation was designed to enable individuals to better control their personal data. It was adopted by the European Parliament & became law in May 2016 and becomes fully enforceable in the UK & Ireland on 25th May […]

Anonymising Closed Customer Records

Anonymising Closed Customer Records Please ensure you read the implications at the end of the article If an individual requests that you remove their personal data from your database or if you wish to anonymise closed customer data where you have not carried out any transactions with the customer for […]