Knowledgebase : Translation Office 3000 > Configuring
First, please install and register the program on the new machine. You do not need to uninstall it on the old one immediately. They will both work fine, as long a you do not try to launch both at once. Then, you will need to transfer all the relevant fil...
You can use the Global Date Filter on the Client jobs page and select the year you need.
You can add new salutations in the "Advanced Settings > Salutations" ("Administrator > Salutations" in Projetex 3D) menu in the Backstage View.
You can define the minimum fee for each client on the MAIN page of the Client window by clicking the "Payment Terms" button.
Since Translation Office 3000 is designed for freelance translators, you cannot create a list of translators, assign jobs to other translators or enter project managers here. Maybe you need a more sophisticated tool - Projetex. It is a project management ...
You may edit the VAT Number in the corresponding field of the Client Profile page.
Question: I recently bought a licence of Translation 3000 and registered under my name. I wanted to use it for my work and I just noticed that I can't change my name into the name of my company. Is there a way to change that? Answer: First of all, ple...
Question: I would like to know if (and how) the software can handle invoices when taxes are calculated like in my area (Province of Quebec, Canada): Quote price + (7% of total price) + ((total price + 7%)*7,5%) = grand total on invoice and to be tracke...
You can create a global custom variable containing your address. You will be able to include it to any .rtf template. Custom variables can be created on the Template Variables page of the Advanced Settings ("Administrator" settings in Projetex) window. ...
In order to do this, please follow the steps below: 1) Go to "Advanced Settings > Fields" (for Projetex: "Corporate settings >> Fields" in the Server Administrator utility), add any group of custom fields and then the field itself (for instance, "Clien...
To update a database, please download the installer from your account at https://clients.translation3000.com [https://clients.translation3000.com] and install the program over itself. Alternatively, you can update the database manually. Do to so, please...
Please make sure that you run the TO3000.exe application. The error messages suggest that you may have mistakenly run the TO3000Admin.exe application instead. Both applications have the same shortcut image. Note: the latest version of TO3000 does not in...
You can create your own custom field, e.g. "Status". Please do the following: 1. In the Backstasge View, go to the "Advanced Settings => Fields" option. Create a new custom field. 2. Click the Confirm changes button to apply the changes. 3. Then go to...
To add or edit a custom field, please do the following: 1. Go to "Advanced Settings > Fields". 2. Select an area where you wish to add custom fields. For example, click the Client tab, then click the Main tab, and then click the Add button. 3. Enter...
Some anti-viruses may false-detect Themida as a virus. We are aware of this situation. Most detections happen with Avira Free Antivirus (it states there is a TR/Crypt.XPACK.Gen signature within the executable), but other anti-virus or anti-malware appli...
You can either modify the current color scheme or reset it to the default one. Please, open Settings > Personal > Colors:General page and click either "Reset all to Ocean" or "Reset all to Silver" button to set one of the default schemes. In order to conf...
In Translation Office 3000 Version 9.0 and newer, expenses are represented on the Business Expenses page (Clients > Business Expenses)
First of all, please ensure that you have the latest TO3000 build installed. Please click the Change button in "Advanced Settings >> General >> Folders", then open the location for this folder, and click OK. A new Business folder will be created at the...
Some data can be lost from view in TO3000/Projetex when data filters are turned on. Please, check whether the Local Custom Filter and/or Global Date Filter are turned on or not and also the status filters at the top of the pages. Turn them off and try cre...
TO3000 is fully compatible with 64-bit versions of all supported operating systems.
If you mean a field for a service, then it can be created by using the "Business/Corporate Settings => Groups of Services" menu. Each service belongs to a Group of services. For example, Translation is a group of services; English => German is the service...
You can view the job volume for the source language only: 1) In the "Projects => Client Jobs" window, click the asterisk in the top-left corner if the table. 2) Select the "Volume" check box and the corresponding column will appear in the table. Of co...
Translation Office 3000 has a multilevel data hierarchy. The highest level is the Client. The Client can have any number of Projects performed at the same time. The Project is a sublevel of the Client. The lowest level in the hierarchy is the Client...
In order to start over with an empty database, please, follow these steps: 1) Manually delete or rename the folder C:UsersPublicDocumentsAITTO3000, Version 3Ddb (it contains the database). 2) Launch the setup file and follow the Setup wizard. Choose the...
In TO3000, language pairs can be represented as services. You can create any number of services as well as groups of services. Please, follow the menu path: "Business Settings > Groups of services (Services)". Then click the New button to create a new Gro...
Check this client's Locale Format settings on thier profile page. Click the Locale Format button, select "Custom Values" and set 2 as the number of digits after decimal.
Before a service is deleted from the list, all mentions of it in 'General prices of clients', 'Prices of clients'(for each client), 'Client jobs'(for each client job) and 'Quotes to clients'(for each quote) have to be deleted first. Only when the service ...
We guess that you received this error message: This error occurred in builds of TO3000, earlier than TO3000 v10, build 1046. Thus, if you noticed that you have an earlier build (click the Help menu > About option), we suggest you update the program. You...
Translation Office 3000 has its own folder structure which is located in the Business folder. Under this folder, two main sub-folders are created: Clients and Projects. When some client is created in TO3000, the appropriate folder is created for this clie...
You can select the WITHOUT PROJECTS workflow mode. Then, you will be able to create jobs without creating projects. To create a job without a project, please perform the following steps: 1) Go to ADVANCED SETTINGS > WORKFLOW MODE and select WITHOUT PROJ...
To reset your global invoice code at the beginning of every year, please run a Projetex Workstation under an Administrator account and go to "Administrator >> Codes" in the Backstage View. Then, please check the "Enable annual numbering resets" option. Yo...
The invoice global code is the number of an invoice considering all issued invoices for all clients. The invoice number is the number in the numeration of invoices of a particular client. They cannot always coincide. For example, the first invoice of a ne...
To transfer your database to another location, please perform the following steps: 1. Enter the Backstage View and click "Database Settings" 2. Click the 'Transfer Database files' button 3. Select a new location for your database and click the 'Tran...
TO3000 uses a database placed on disk C. Some systems require the user to request administrator rights to make changes on that disk. TO3000 also uses other files (templates, schemes, filters) that are placed on disk C. Please right-click on the progra...
You can turn off all Date Checks by selecting "User Settings > Confirmations > No Check". To turn the Job Total checks off, please uncheck the required checkboxes in the same window.
The TO3000 workflow is quite easy: 1. Go to the "Client" window and click the "New Client" button. 2. Input the client name and choose the currency. 3. Add any required information about the client like the address, contact info, invoicing policy, paymen...
Please do the following: 1. Go to Advanced Settings > Fields in the Backstage View. 2. Select an area where you wish to add a custom field (in this examle, we are adding a new invoice field). Сlick the "Add new group of fields" button. Specify the nam...
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".
Unfortunately, at this moment it is impossible to change the location of the Templates folder. We are considering a possibility to implement this feature in further TO3000 builds.
To add a currency, please do the following: 1. Run TO3000. 2. Go to Business Settings > Currencies. 3. Click the New button. 4. Specify all details about the currency. 5. Click OK.
You can create two databases for your two accounts, and manage them separately by doing the following: 1. Install TO3000 using the "INSTALL AN EMPTY DATABASE" option when prompted. This will be your DATABASE 1. 2. Rename the folder _"C:USERSPUBLICDOCU...
"WITH PROJECTS" WORKFLOW MODE Client jobs can be created from the PROJECT > CLIENT JOBS section. Client jobs cannot be created from the CLIENT > CLIENT JOBS section and from the RIBBON > CLIENT JOBS section. These sections are not linked to any partic...
You can set your default invoice filenames to include either CLIENT SPECIFIC CODES or GLOBAL INVOICE CODES. You can switch between these options at BACKSTAGE VIEW > ADVANCED SETTINGS > CODES.
The "WITH PROJECTS" workflow mode is only available in TO3000 PROFESSIONAL and TO3000 ADVANCED. You can find all differences between TO3000 editions at the following webpage: https://www.translator3000.com [https://www.translator3000.com] You can upgrad...
TO3000 Please rename your current BUSINESS folder using any other name (for example Business-2013). Then, create a new BUSINESS folder at the same location. Now all your documents will be placed into the new clean BUSINESS folder. PROJETEX Please re...
You can use the following variables in the prefixes or suffixes of your Global Invoice Codes: YYYY, YY - year; MM - month; DD - day. You can specify your Global Invoice Code mask at: TO3000: BACKSTAGE VIEW > ADVANCED SETTINGS > Codes PROJETEX:...
No, the codes of existing invoices can't be edited.
The default locale format is always the same as the Windows locale format. To change the Windows locale format, see https://www.windowscentral.com/how-change-date-and-time-formats-windows-10 [https://www.windowscentral.com/how-change-date-and-time-forma...
You can simply click the header (name) of the column you want to sort by. Click again to sort in the other direction.
Q: I have been using TO for many years and consequently, there are quite a number of clients I no longer work for. I do not want to delete their data but for my client maintenance (going through my list of clients, checking whom I need to invoice etc.), i...
By default, exchange rates are updated every day. You can change this to weekly or monthly updates in "Business/Corporate settings >> Exchange rates".
Please be sure to enter the login and password for your e-mail account in the IMAP dialogue window, and try using the different connection types in the "Connection" drop-down list.
Please go to "User Settings >> Appearance" and enable the "Calculate totals" option.
Currently, the program does not support such functionality.
1. Keep in mind that the "server" field requires the address of the e-mail provider's SMTP server. Not your own email address. 2. If you don't know which connection type to use, either inquire with the provider, or try connecting with every type.
Please go back to "Advanced Settings >> Fields" settings and take a close look at the tab where you created the field. Is it the tab where you intended to create it, or a different tab? If it is different, please re-create the field in the intended tab.
Right-click the table, go to "Grid settings" and enable "Group Box". Drag the Header of the "Client" column in to the Group box. The table will be separated into "sub-lists" for each client, that you can expand and collapse at will. You can group the ...
No, there is no way to do that. Restoring a backup always reverts all changes made since its creation.
No. Currently, e-mail templates are plauntext-only.
For each client that uses Locale settings different from yours, tn the client's Profile, click "Locale settings", then select "Custom values" from the top dropdown list and edit the settings as required.
Currently, the program does not support such functionality.
Yes, that is possible. Please go to "User Settings >> Email" and click the "Configure" button After entering the access data for the mail server, click "Request IMAP folder list" and select the "sent" folder in the drop-down list.
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