Knowledgebase
Question: How can an address format be changed in saved invoices?
i.e.
Mr. ABC
12345 Diplomat Drive
Stow, New York, 55432
To:
Mr. ABC
12345 Diplomat Drive
55432, Stow
New York
Answer:
It is possible to customize address in your invoices...
Question: In the quote you have a line: Issued by: /COMPANY_NAME/. I believe this is the user's company name, namely ours. Where can you set this?
This variable contains the name of your company as it was specified when you purchase the Projetex Licen...
To change a user name, please open the appropriate RTF template,
which is located in Settings > Corporate > Temaplates section and
replace all USER_NAME variables in templates by your name, this way
your name will be hardcoded into templates.
You can add name of Client's PM for any Client Job in your Invoice template with the help of \dtLinkJobs:CCON_NAME\ variable.
It is possible to set a custom date format in saved documents by
using fdtm() function and a pattern variable in the following way:
fdtm(DateTime Variable, Pattern Variable)
For example, if you have a DateTime variable DEADLINE which is
January 20, ...
Question: I have been trying to number all invoices consecutively but the Invoice Code still remains client-delimited (ie, invoices are numbered 1-n per client, and not 1-n for all invoices). The global code is correlative though. Should it be impossible ...
To change the number of digits after the comma, please edit the fnum
command parameter in the template. This command simply tells the
parser to round up the value to specified number of digits after
decimal point. (2 digits in the example:
fnum(DTLINKJ...
For this please add to the appropriate invoice RTF template the
variables DTLINKJOBS:CJOB_PONUMB and DTLINKJOBS:CJOB_CLCODE. These
variables should be placed between scanentry and scanfooter commands.
At the moment there is no direct way of adding adjustments to quotes. However, as a workaround, VAT can still be indicated with the help of template variables.
To edit a quote template, please click menu Settings>Corporate Settings. In Corporate Settin...
Question: I need some text not to be printed but I want to see it in my template. How can I do this?
Answer: open a template you need to change in MS Word. For this go to Settings > Corporate and choose the template.
Mark the text you do not want t...
Question: In what file format can I save documents using templates?
Answer: Documents can be saved in RTF, PDF and DOC file formats. Just choose a format you need before saving a document.
Question: Is this possible to compare some value of a variable with another one before viewing it?
Answer: Yes. For example, you need to add to variable \INVOICE_PAID\ 1.81 if INVOICE_DUE>77.47 and INVOICE_IS_PAID. There will be the following listing o...
Group of services (for instance "translation") and service name (usually a language pair) can be added to template separately with the help of the following variables:
Invoice or PO template:
\dtLinkJobs:GROUP_NAME\ - name of the group
\dtLinkJobs:SE...
The style of the variable value is defined by the first character of the variable (the "\" symbol).
For example, if this character is bold, and the rest of the variable is not bold - its value will appear bold when you issue a document.
Client Data Template Variables
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
CLIENT_NAME
Name of client.
CLIENT_CODE
Client Code of client.
CLIENT_CURRENCY
Client's currency.
CLIENT_P...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
JOB_NAME
Job name.
JOB_CODE
CODE
Job code.
PO_CODE
PO
Purchase order client issued for this job.
CLIENT_REF
Client reference numb...
Common Template Variables
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
COMPANY_NAME
Name of registered company (i.e. your company name) taken from your
License Key. This name cannot be modified, however y...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
SALUTATION
Salutation of contact.
Example:
Mr., Ms., Mrs.
TITLE
Contact title.
CONTACT_NAME
PM_NAME
ATTENTION
Contact name.
CONT...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
CEXPERT_NAME
Name of employee.
CEXPERT_CODE
Code of employee.
CEXPERT_EMAIL1
Employee email 1.
CEXPERT_EMAIL2
Employee email 2.
CEX...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
FEXPERT_NAME
Name of freelance expert.
FEXPERT_CODE
Freelance expert code.
FEXPERT_CURRENCY
Freelance expert currency.
FEXPERT_MINFEE
F...
Date and code
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
STATUS
Invoice status
Example:
Expected within 30 days, Settled 5 days earlier
DATE_DUE
SETTLEMENT_DATE
Date when invoice is du...
Basic payments template variables
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
PAYMENT_CODE
CODE
Payment code.
PAYMENT_DATE
PDATE
Date payment received in following format:
10/4/2006
...
Date and code
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
STATUS
PO status (overdue, settled (with date), outstanding and so on.).
DATE_DUE
DATE_DUE_LONG
Due date (according to the payment te...
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
PROJECT_NAME
Name of project.
PROJECT_CODE
Project code.
PROJECT_CLIENT_NAME
Client project created for.
PROJECT_CLIENT_CODE
Client ref...
Common Quote Variables
CODE TO PASTE TO TEMPLATE
INFORMATION TO BE DISPLAYED IN THE SAVED DOCUMENT
QUOTE_NAME
Possible quote name.
QUOTE_CODE
CODE
Quote code.
SERVICE
Service name.
REQUEST
Request for quot...
Question:I want to use global codes for invoices. I have tried inserting it into templates, but it only generates the number part of the code, and not the year, ie \"13\" instead of \"13-2005\" How do I resolve this?
Answer:
Please check whether you h...
Question: What arithmetical and logical operations can I use while editing my templates?
Answer: You can use the following operations:
Arithmetical operations:
>, ,
All files created with Projetex go to C:\Business folder or folder you choose. Then Projetex automatically creates folders for different Clients, Jobs, Experts. More information you can find in our Folder Automation Guide. It is available in Documentation...
Question: Where can I find all available variables to edit my templates?
Answer: Go to Projetex > Help (or press F1) > Printed Document Templates > Available Templates Variables.
Question: Where can I find all Projetex templates?
Answer: All Projetex templates are stored in D:\Business\Templates in *.RTF file format. There all templates are saved in their appropriate folders for Clients, Experts and Projects.
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