Business Settings

Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.

To open the Business Settings window, enter the Backstage view and click the Business Settings option.

backstage business

Groups of Services — enter broad categories of the services you provide. This info is used in price, quote and job records.
Services — each group contains a separate list of services (most commonly these are language pairs). Also used in price, quote and job records.
Volume Units — in addition to standard volume units you can add custom units to account prices, quotes and jobs in.
Unit Ratios — set up “exchange rates” between your base unit and other units. These rates will be used to calculate the total volume of work over a specific periods.
Currencies — currencies can be added from here.
Exchange Rates — set up exchange rates between your base currency and other currencies. These rates will be used to keep records in two currencies for your clients.
Taxes — taxes are used in invoices. You can add or edit taxes here.
Discounts/Markups — add or edit discounts and markups here. Once added, these can later be inserted into invoices.
Categories — add or edit categories which are used in Info tab.
Countries — by default, the database contains a list of all countries (used in client profiles). This list can be edited here.
Payments Methods — payment methods and their descriptions can be added to invoices.
Templates — manage the RTF templates for all work documentation.
Email templates — manage the text templates for the Mail Sender.

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