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To open Business Settings window:
1. Click menu Settings > Business command.
2. This will open Business Settings window with the following sections:
| • | 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. |
| • | 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. |
| • | Countries — by default database contains the 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. |
| • | Info — options to add custom categories of info notes for clients and projects. |
See also:
Personal settings
Advanced settings
Database settings
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Business Settings