Knowledgebase : Translation Office 3000 > Translation Office 3000 (all versions) > Basic and advanced operations
Quicken and MS Money (or any other third-party program) can not be integrated with Translation Office 3000.
Translation Office 3000 Version 9.0 is localized into a number of languages. You can check the following page for currently released languages: http://www.to3000.com/product-info/localization [http://www.to3000.com/product-info/localization] Users can c...
If you want to see all entries started/finished in a specific time interval (for example, jobs which were finished till 31/12/2005) you can use the Global Date Filter. You can set the exact period (select "Custom Period") or select "Preset period" and th...
Question: When I run TO3000, it tries to access the Internet. As I can see no features requiring Internet access in the software, could you please kindly tell me exactly what information it tries to transfer? Answer: TO3000 automatically searches o...
Question: When you invoice somebody, the sum you enter is not necessarily the sum you receive due to transfer costs, your bank charges etc. However the program insists the invoice has not been paid and still displays the invoice in red, which makes it di...
Question: I have created a new job in Translation Office 3000, but this is a very large project, and it would be better if I made an 'advance invoice' for 25% of the amount. Later it would then be necessary to bill the other 75% of this invoice. What is ...
According to TO3000/Projetex logic, you need to create a Job for any service you want taxes/discounts to be applied to.
Untaxed adjustments can be added on the Adjustments tab of the New/Edit Invoice window. The Adjustment sum (Volume field value) is considered in the Invoice Total, but taxes and discounts are not applied to it. You may use the following variables in you...
By project we mean a set of client jobs. Client jobs cannot be created without creating a project first. Each project has only one client. Though you can create a lot of projects for one client. You can imagine a project as a folder and client jobs as f...
TO3000 and Projetex allow for the creation of separate price-lists for each client (also for experts in Projetex), as well as a list of general prices. In addition, they include a multi-currency support feature, which allows you to work with each client...
Columns that include a currency symbol like "(EUR)" in their names represent the value in your base currency while columns without the symbol show the total in the client's currency.
Please check whether the Global Date Filter and Local Custom filter are switched on or off. These filters boxes are located in the top-right corner of the screen and the bottom of the table, respectively. Disable all filters.
Please, do the following to export the client jobs report with the necessary columns: 1) Open the "Projects > Client jobs" page using the Ribbon 2) Click the asterisk symbol in the top-left corner of the table to see the columns available for this tabl...
To integrate an updated Custom Report into TO3000, please follow the instructions below. 1) In the Backstage View, go to the Advanced Settings > Reports page and delete the old report with the same name. 2) Manually delete report file from the folder: ...
Unfortunately, there is currently no way to batch-print invoices. You can filter the displayed invoices by dwith the Global Date Filter and the Local Custom Filter, and then print the invoices one by one.
You can order records in any table by any column. To order records by a certain column, click the column header. If you do not have the required column displayed, click the asterisk in the top-left corner of the table and check the name of the required ...
Unfortunately, there is no way of changing the client of a project after the project is created.
If if you need to import your clients' data into the TO3000 database, please run the TO3000 Data Import Utility. It is installed along with TO3000. You can find the Data Import Utility in Start menu > All Programs > Translation Office 3000, Version 3D >...
You can disable the option "Invoices in the middle of the range can be deleted" in "Advanced Settings > General" ("Administrator >> General" in Projetex). You will no longer be able to delete any invoices except the latest one, but you will still be abl...
On the "General Prices for clients" and "Clients > Prices" pages you can set the full price for a service per unit. In order to assign different percentages in relation to the full price per unit for different word matches, it is convenient to use the int...
Translation Office 3000 is designed for freelance translators which do not deal with outsourcing. Therefore, there is no way to add subcontractor-related data. I would suggest that you check out another piece of software by AIT - Projetex. Projetex is g...
The Adjustments tab of the New/Edit Invoice window accepts negative values as well. Just type a "-" sign before the number.
You cannot assign several project managers to one project, but you can try the following workaround: 1) In the Backstage view, go to Advanced Settings > Fields 2) Switch to the Projects tab and click the New button in the field box 3) Enter a custom f...
Translation Office 3000 does not have network capabilities, its database can only be used locally.
Unfortunately, you can not restore voided invoices. The only solution is to create new invoices instead.
Other than by description, there is currently no way to distinguish the taxes you pay and the rest of the expenses on the Business Expenses page.
You can use custom queries to extract client data from TO3000. For example: 1. In the Backstage View, go to "Advanced Settngs > Queries". 2. Select the "Clients with Custom fields (with model)" custom query from the list. 3. Use the Export data bu...
It is possible to create any kind of report, and include any data from the TO3000 database in it, using the custom report and custom query features (in Advanced Settings). Basic queries and reports are added to the standard setup. However, to compose a re...
Please switch to the "Calendar of client jobs" screen by switching to the Calendar section in the Navitation bar, then select the required calendar type in the ribbon, to view all projects or client jobs for all clients.
Please try the following: 1) Go to Invoices from the client page (for a specific client) or to the general Invoice list. 2) Click the Edit button in the Global Date Filter box (located in the top-right corner of the screen). 3) Choose Preset period > ...
You can use both the Global Date Filter and Local Custom Filter to sum up a part of your data under certain conditions. Please click the Edit button in the Global Date Filter box in the top-right corner of the screen. Choose "Preset Period > Month > Yea...
The TO3000 Import utility supports importing data from .xls, .dbf, .txt, .csv, and .mdb files. Run the utility and import your data to TO3000. Please keep in mind that the utility can only import data about clients, not Jobs, Invoices, etc.
You can find a simplified tutorial using the following link: http://www.projetex.com/images/stories/files/documents_pdf/CustomReportsGuide.pdf [http://www.projetex.com/images/stories/files/documents_pdf/CustomReportsGuide.pdf] . In order to download the ...
a) When you need to create a new project, please click the Projects button in the Ribbon and then the Main tab. You will see the project profile window. Click the "New Project" button and you will be asked to choose a client. After that you should enter t...
Unfortunately, requested operations can be performed only manually. You can add the necessary expenses to the system and then you can edit these records to your needs. Automatic expense records are currently unavailable.
Changing systems in this way would require you to register TO3000 on each new system. Also, there may be issues with running TO3000 this way, depending on the different systems (different firewall, anti-virus and so on). One very common issue would be th...
Yes, you can type in Hebrew. In order to do it you should set Hebrew as the language for non-Unicode programs in your OS. Open Control Panel>Regional and Language options, select the Advanced tab, and set Hebrew as the "language for non-Unicode programs...
You can remove the need for projects from the system by switching to "Without Projects mode" in "Advanced Settings >> Workflow Mode".
If you used a two-screen setup before, please reconnect the second screen. Otherwise, please activate your TO3000 3D, clicking on it on the taskbar. Then push the Alt+Space key combination and select Move from the menu. Use the arrow buttons on your key...
You need to press the Create button in the left middle side of New quote window before generating a quote RTF file. Note: In TO3000 3D and Projetex 3D, the folder is created automatically when it is called by the program for the first time after the quo...
The easiest way is to create a new client record, and enter the data required for new invoices for this client. An alternative method is to create custom fields with new required data for invoices in the "Client>Main>Custom" tab and create/adjust an invo...
To create credit notes in Projetex 3D / TO3000 3D, please do the following: 1. In Projetex Workstation, go to Workspace>>Clients>>Client. 2. Select a client and move to the Credit Notes tab. 3. Click New and select the invoice to which the credit no...
Projetex and TO3000 support all currencies. You can add any currency you need. For this, please go to the "Corporate/Business Settings > Currencies" page. Then click the New button and enter a currency's 3-letter abbreviation and a descriptive name to the...
You can watch our recorded webinars on ProZ: Introductory TO3000 webinar: http://www.proz.com/videos/Free%20webinar%20week%20videos/1285 [http://www.proz.com/videos/Free%20webinar%20week%20videos/1285] Advanced TO3000 webinar: http://www.proz.com/vide...
This issue can be resolved with the Phantom Payment function. If you link an Invoice and corresponding Payment and the Total Paid sum is less than the Invoice Total, this difference is displayed in the bottom-right part of the window as Balance Due. By ...
You may edit the VAT Number by clicking the corresponding button in the Client Profile page. To display the client VAT number in saved documents, please use the CLIENT_VATNUM variable.
To send an e-mail to a client, please do the following: 1. Go to the Client section > Client window > Main tab. 2. Select a required client and click Contact Info > Send (see Picture 1). This will open the program's built-in Mail Sender. 3. If you hav...
It is possible to assign jobs to translators in TO3000 in the following way: 1. In the Backstage View, please go to "Advanced Settings > Fields > Clients > Jobs" and create a new custom field with the name "Vendor". Choose the "String" type and select t...
To sort jobs in your invoices by Job Code, please go to TO3000 > Client > Invoices. Double-click on your invoice, then click on the header of the field you want to sort by. Then click the 'Save and Open' button. The generated document will have the same...
In TO3000 3D and Projetex 3D, all column totals are calculated automatically. Maybe you do not have the appropriate column added to the grid. Please do the following: 1. Click the asterisk in the upper-left corner of the table. 2. Check "Total (Your Bas...
There are three main search mechanisms in TO3000 and Projetex: 1. The Find panel (Local search): Enter any string into the panel and the table will display only those entries that contain the string in any visible field. 2. Local Custom Filter: Set up...
If your invoice is locked, you can do the following to unlock it: 1. Go to the Payments tab. 2. Open a payment which is linked with that invoice. 3. Switch to the "Linked with Invoices" tab and delete the invoice link. 4. Click the OK button. 5....
Please do the following: 1. Go to the Client Jobs section. 2. Select the filter option Invoiced = No. 3. Click the Export button in the upper-left corner of the window (or press Ctrl+E). 4. Select the required export format and the location for th...
Custom Reports and Custom Queries are only available in TO3000 Advanced. You can upgrade your license to TO3000 Advanced. This will allow you to implement any custom queries and reports in the future, and also will provide you with all the other feature...
You can use the "Adjustments" tab in the invoice window. You can write something like "Extra Words Fee" or anything else in the "Description". This adjustment will increase the invoice total and will be displayed with descriptions in the invoice. Addi...
You can select the required Discount or Markup from the drop-down lists is the Edit Invoice windows. By the way, you can always add/edit/delete any discounts or markups at "Business Settings>Discounts/Markups".
BASIC WORKFLOW STEPS FROM CREATING A CLIENT TO TRACKING A PAYMENT 1. Go to the CLIENT window and click the NEW CLIENT button. 2. Input a client name and choose a currency. 3. Add any required information about the client like client address, contact inf...
BACKUP To make a backup of your database: 1. Select BACKSTAGE VIEW > DATABASE SETTINGS. 2. Click the BACKUP and SELECT buttons and specify a path for the backup file. RESTORE To restore your database from a backup file: 1. Select BACKSTAGE VIE...
Q: I have a client for whom I do short jobs; to avoid frequent invoicing and small bank transfers, he simply pays me a sum in advance. As I do jobs, I credit the advance fee till it is gone and then he sends me more money. Can I account for such an arra...
1. You can create a payment equal to the received amount by going to CLIENT > PAYMENTS and clicking the NEW button. 2. Then your payment will be created, but all the money will be unlinked (unspent) as you can see in Picture 1. 3. When you have perfor...
No, currently the labels on the flags can not be altered.
No, quotes and invoices are completely independent entities.
Currenntly, the programs have no such functionality.
The program will not send any reminders about future marketing events in "Client >> Marketing". You will have to check yourself.
Please open that invoice and switch to the "linked with payments" tab. You will see the invoice's associated payment there. You can switch to the client's "Payments" tab, find the payment and either unlink it from from the invoice (double-click >> Linked...
No, there is no way to eliminate the zeroes. They are there on purpose, to ensure correct sorting of the invoices.
The most likely reason is that the server machine does not have MS Office installed. Please install MS Office and try exporting the query again.
Payment methods are indicated in invoices to show how the client is expected to pay. When the payments arrive, they are linked to a corresponding invoice.
Such fixed fees are best added as an Adjustment. Click the Adjustment tab in the "edit invoice" window and enter the sum. To display adjustments in your custom invoice templates, please use a construction similar to this one: If(INVOICE_HAS_ADJUSTMENTS...
Some reports and filters may use different date columns when dividing jobs by year. For example: The Client Jobs dynamic report looks at the Completed date of a job, while the global filter looks at the Creation date.
You can highlight a single line in a table and CTRL-C CTRL-V it intoany text editor as a tab-delimited string.
Currently, changing the name ofthe pre-attached file in the mail sender requires a few extra steps: 1. In the "edit invoice" window, click "Save" and enter the new name of the file in the "Save as" window. Click OK. 2. Click "Send Mail", right-click the e...
The "Delete" button for jobs in this mode is found in the "Client jobs" tab of the "Client" table.
Yes, the date of a Marketing Tracker record can be set to any point in the past or future.
If you are looking for a specific two-word phrase, please enter the words in quotation marks. This will instruct the program to specifically search for that exact sequence of characters, uncluding the whitepsace in the middle.
The global data filter only searches Jobs by creation date, not completion date. To search specifically by completion date, try using the Advanced filter instead. Try the condition "Completed between and "
The new invoice is likely outside the scope of your active filters. Please disable all filters.
Everything is saved when you click OK in the New/Edit windows.
No? "partial inclusion" of corporate expenses into balance is not currently supported. You might emulate the "partial inclusion" with regular invoices via "discounts" or "taxes", but you will need to always keep in mind that the totals in the invoices ta...