Workspace Icons

The icons on the Workspace Ribbon link to all the main tables used to view and manage clients, projects, experts and all related documentation.

For ease of navigation, the Ribbon is divided into three tabs: Prospects, Clients, Projects (only in With Projects mode).

The Prospects tab

Prospect	The Prospect window displays a list of prospective clients and all the information about the selected prospective client. Prospect data is broken into the following tabs: Main, Contacts, Marketing, Prices, Quotes, Prospect Jobs, Invoices, Credit Notes, Payments, Payments, Files, Info. Note that you can not manage Projects, convert quotes into projects, create jobs, invoices, payments, etc., for Prospects. The purpose of these tables in the Prospects tab is to keep track of past transactions with a temporarily or permanently inactive client.
Prices	The Prospects: Prices window provides access to a general price list: each price representing a rate in a chosen currency for a certain service (language pairs, translation, proofreading, etc.). This list also appears in the Clients: Prices tab.
Quotes	The Prospects: Quotes window provides access to all quotes created for prospective clients. This window can be used to add/edit/delete draft jobs for existing prospect quotes.
Prospect Jobs	The Prospects: Prospect Jobs window displays the list of all client jobs undertaken for former or inactive clients.
Invoices	The Prospects: Invoices window provides access to all invoices issued to all temporarily or permanently inactive Clients.
Credit Notes	The Prospects: Credit Notes window lists all credit notes given to all temporarily or permanently inactive Clients.
Payments	The Prospects: Payments window lists all payments received from all temporarily or permanently inactive Clients.
Refunds	The Prospects: Refunds window lists all refunds given to all temporarily or permanently inactive Clients.

The Clients tab

Client	The Client window displays a list of clients and all the information about the selected client. Client data is broken into the following tabs: Main, Contacts, Marketing, Prices, Quotes, Projects, Client Jobs, Invoices, Credit Notes, Payments, Payments, Account, Files, Info, Calendar.
Prices	The Clients: Prices window provides access to a general price list: each price representing a rate in the chosen currency for a certain service (language pairs, translation, proofreading, etc.). This list also appears in the Prospects: Prices tab.
Quotes	The Clients: Quotes window provides access to all client quotes ever issued. This window can be used to create a new project based on a quote and add/edit/delete draft jobs for existing quotes.
Client Jobs	The Clients: Client Jobs window displays the list of all client jobs stored in database. With the help of this window you can have a quick overview of all client job statuses, calculate client job totals, as well as edit existing client jobs.
Invoices	The Clients: Invoices window provides access to all currently issued invoices. Use this window to calculate invoice totals, view and edit invoices, print any of these invoices, and perform Mass Invoicing.
Credit Notes	The Clients: Credit Notes window lists the credit notes given to all Clients. Use this window to calculate due totals, link credit notes with invoices and refunds and edit credit notes.
Payments	The Clients: Payments window lists the payments received from all Clients. Use this window to calculate payment totals, link payments with invoices, edit payments and perform Mass Payments.
Refunds	The Clients: Refunds window lists the refunds given to all Clients. Use this window to calculate refund totals, link refunds with credit notes and edit refunds.
Client Accounts	The Client Accounts window displays a simplified balance sheet broken into entries for each client and based on payments from clients and invoices to clients. Accounting staff can use this window to identify which of the clients' accounts require attention. Can be viewed in the Base Currency or Client Currencies.
Business Expenses	The Business Expenses window can be used to make and view entries about any additional expenses.

The Projects tab

Project

The Project window displays a list of projects and all information about the selected project. Project data is broken into the following tabs: Main, Tree, Corporate Jobs, Corporate Jobs, Freelance Jobs, Freelance Teem, JAs, POs, Account, Files, Info, Calendar.

Client Jobs

The Projects: Client Jobs window displays a list of all client jobs stored in the database. With the help of this window you can have a quick overview of all client job statuses, calculate client job totals and edit existing client jobs.