User Settings: General / Master data

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hmtoggle_folder1        Finance and currency, own Data

Standard currency

The currency you use when booking your financial transactions.
 

Invoicing basis ( word/line ) -- line specification

'Standard line' is a text measure still sometimes used. In TOM, the figure set here is used in the text counting function and in the TM analysis to calculate the given number of text lines. Also, in translator profiles it is used to calculate the effective prices in case a translator is using a pricing mode different from yours.

 

Date separator and format for screen display

This information is important for displaying some dates on various program screens.

 

Taxation base

'Taxation by invoice date' / 'Taxation by payment date'. This option has some effect on the reports generated in the Finance module.

 

I.R.P.F.

This freelancer income tax typically appears on invoices in Italy and Spain and some other countries.

 

hmtoggle_folder1        Finance and currency, clients

These details are used as default entries when creating new client records. They can be edited in each client profile.

Client currency

The standard or 1st currency on invoices to a client.

If different from your own currency enter the exchange rate "Rate > own curr."

> Enter '1' if it is identical

TOM offers the option of displaying your own currency on invoices in addition to the client's (different) currency.

 

VAT (Sales tax) rate

Standard VAT/GST rate that you normally charge on your invoice amounts.
 

Credit and reminder periods

This information is used in calculating the reminder status in the Finance Module.

 

hmtoggle_folder1        Translators Data

Currency / VAT (Sales tax) rate

see CLIENT DETAILS above.

 

Invoicing mode / Specifications

These values will be used as default entries when creating new translator records, especially line or word count. In the case of line count, define the line specification as well (e.g. 1 line = 52 characters). TOM calculates the effective price in the case of differences in translator specs from the own specs.

 

PROGRAM SETTINGS

The values defined here determine the settings that get activated on program start. If this option is NOT SELECTED, the following will happen:

in SINGLE USER MODE: the settings active when quitting the program the last time will be active on program restart as well
in a NETWORK the server settings are used each time a user logs in

Therefore, this option may be especially useful in a network environment.

 

OPTIONS

Backup

hmtoggle_folder1Options in Single-User Mode

The backup routine will save, out of all TOM program files, only DATA.t11 and DicDat.t11 - the files containing user data. (The latter only if the TM analysis tool or TOM Mail is used.)

You can define two different folder paths, in which TOM will create backup copies alternatingly.

How to use the backup when needed
Should the situation arise that you are forced to use the backup files (harddisk crash, damaged program file):

check whether the backup file is up-to-date to avoid data loss!
rename the backup file (e.g. Data_Back.t11 into DATA.t11)
replace the damaged file(s) in the TOM program folder with the backup file.

 

The automatic backup routine can be triggered each time the program is closed. This happens only

on the host computer (in a small network run with an FM Pro client as a host) or
in single-user mode

 

This means for small networks:

If FileMaker Pro 13 is closed over night on the host the routine will be performed alright. If not TOM provides an auto backup feature that performs the routine some time in the middle of the night when all clients are logged off.
We therefore generally recommend using FileMaker Server 13 software in networks, allowing  for powerful and versatile backup features.

 

Password to delete records

Define a password here to protect your business data. This password will be asked for each time a project, a client, a translator or a finance record is to be deleted.