With the recent update (3.1.62) a few important changes in the default program usage workflow were introduced. These changes simplify program usage and make it more intuitive.
New Receivables tab in the Job editing form
First change is introduction of the Receivables tab in the job editing form. This tab allows to separate job price calculation from the job tasks list. This table is optional and is not required to use. So, you can continue to use the program as before, without even touching this new table. It may be used in the following cases:
1. When you want to 'shrink' job tasks table to include limited number of records into an invoice which will be created on the base of this job. For example, if a job contains a lot of fuzzy matches, proofreading and editing, instead of full fuzzy breakdown you can create one single row for Translation services, one row for proofreading and one row for editing. In a result your invoice will contain only 3 rows.
2. When total job price differs from amount you get in job tasks table. For example, you have agreement with your customer to translate 5000 source words per some price. But in fact, with a help of own TMs or based on other factors, actual wordcount appears to be lower. In this case you enter actual wordcount in the Job tasks table and then agreed quantities and prices in the Receivables table. Later, when invoice will be created, correct amount and list of tasks will appear there.
Take a note that when you add something into the Receivables table, the following columns in the Job tasks table automatically become disabled: Price, Discount, Price with discount and Amount.
Changes in the Invoice editing form and invoice templates
Previously, invoice editing form contained one Invoice details table, where you were able to select jobs. It contained Work type, Unit, Quantity and Price columns, which were uneditable. There were a lot of questions why these values can’t be edited. Now those columns are removed, and a new tab was added – Rows to print.
First table gives main view of the invoice contents, and a new Job contents column displays how many tasks or receivables it contains.
Second table allows to view all tasks/receivables from all jobs included in an invoice.
This new approach allowed to incredibly simplify invoice printing template structure. Experienced users know that invoice template was build using nested tables (Invoice – Invoice details – Translation job – Translation job details), which was very difficult for initial understanding. Now the structure contains only one nesting level (Invoice – Rows to print)! Now, when you open invoice template in the designer for the first time, the picture will be much more clear:
First band is invoice header band, followed by nested 'Rows to print' report for displaying all invoice rows which you may preview in the invoice editing form.
Existing templates will stay workable and do not need correction. However, I recommend to check new built-in invoice templates and apply the same structure in your own templates, to make them simpler.
Updated articles in the manual
While preparing to this update, it was required to update/rewrite few manual sections. Recommend to check them:
Job tasks and receivables
Invoices and payments
Invoice template designer – General description
Invoice template designer – Field list and adding fields to the surface