 | Where all documents created with Projetex go? |  |
 | 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 |
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| Separate variables for Group of Services and Service |  |
| 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 |
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| Variable only generates the number part of the code, and not the year. | |
| 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 |
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| Global Code | |
| 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 |
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| Changing /COMPANY_NAME/ value | |
| 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 |
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| Style of the variable's value is defined by its first character | |
| 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. |
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| How do I add VAT to a Quote? | |
| 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>Current user. In User Settings Window s |
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| Client's Project Manager variable in Invoices | |
| You can add name of Client's PM for any Client Job in your Invoice template with the help of \dtLinkJobs:CCON_NAME\ variable. |
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