User Settings: General 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' even if 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.

 

Data Backup

An automatic backup can be run every time TOM is closed. The backup routine saves copies of DATA.t11 and DicDat.t11 - the TOM program files containing user data. (The latter only if the TM analysis tool or TOM Mail is used.)

You can define two 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.

 

Password on program start

Use this option to protect your copy of Solito against unauthorized access. Define the password here.

 

Password to delete records

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

 

Configure the main navigation bar

By default the main menus open on mouseover. Use this option to deactivate this automatism and have the menus open by mouse click.

 

Configure the Deadlines menu

The Deadlines menu contains the Deadlines for the day as they are visible in the Start screen. It appears in the main navigation bar in the Job area, changing its color depending the the number of pending deadlines at different times of day.

 

"Latest jobs"

The number entered here is used for a quick display of a list of the last created jobs. Define your preferred number of jobs here.