Groups of Services — enter broad
categories of the services you provide. This info is used
in price, quote and job records.
Services — each group contains
a separate list of services (most commonly these are language
pairs). Also used in price, quote and job records.
Volume Units — in addition to
standard volume units you can add custom units to account
prices, quotes and jobs in.
Unit Ratios —
set up "exchange rates" between your base unit and
other units. These rates will be used to calculate the total
volume of work over a specific periods.
Currencies — currencies can be
added from here.
Exchange Rates — set up exchange
rates between your base currency and other currencies. These
rates will be used to keep records in two currencies for your
clients.
Taxes — taxes are used in invoices.
You can add or edit taxes here.
Discounts/Markups — add or edit
discounts and markups here. Once added, these can later be
inserted into invoices.
Categories — add
or edit categories which are used in Info
tab.
Countries — by default, the database
contains a list of all countries (used in client profiles).
This list can be edited here.
Payments Methods — payment methods and
their descriptions can be added to invoices.
Templates —
manage the RTF templates for all work documentation.
Email templates — manage the text templates
for the Mail Sender.
