Training Movies

We’ve made another helpful training movie previewing a Studiometry 7 feature. This movie is an overview of Groups.

Groups are basically like playlists in iTunes. You can have regular groups where you manually put in clients and projects, or your can have “smart” groups that have rules to decide which items are automatically added. Groups can be synced and shared over a network and between employees and are a great way to manage and organize your clients and projects. Here is the new training movie:

http://movies.oranged.net/7movies/groups.mov

Studiometry 7 will have a handy new feature called watch lists. Watch lists are employee-based lists where you can put a link to any item (client, project, invoice, etc) for easy access. There are 3 advantages to having an item on your watch list:

1. You can easily view specific data about items (such as client balance, invoice paid status, project hours, etc) directly in your main window immediately when you open Studiometry.
2. You can double click on any item in your watch list to view and edit the item. Quick access to your most pertinent items.
3. When an item is on your watch list, you can receive notifications via the new Notification features in Studiometry 7. Any time another user edits or deletes items on your watch list, you are sent a notification saying what happened, who did it, and when they did it. More info on notifications will be coming in an upcoming blog post.

We’ve made a quick overview movie of the watch list feature, available here:
http://movies.oranged.net/7movies/watchlist.mov

Studiometry 7 is slated for a late Summer 2009 release. Be sure to keep an eye on the Studiometry Blog for more sneak peaks at upcoming features.

This instructional movie clip covers how to make a general visual invoice template. The Visual Template Editor provides users without HTML or XML coding experience, an opportunity to create their own custom invoices and reports. This video examines how to use the tools the Visual Template Editor offers to enable any user to create appealing and function invoices and reports for clients.

The movie examines these elements of an invoice:

-Company Name
-Company Logo
-Client Contact Information
-Project Specific Information
-Listing Billable Items
-Taxes
-Totals
-Payment Terms
-Dividing Lines

The movie also includes several tips and tricks:

-Variables Tags and Data Column Types Descriptive List is available in your help documents and online Here.

-Entering variables into a text box provides default spacing and alignment for easy positioning.
– Drag and drop images files directly onto any visual template.
-Use of the DebtCategoryNotes data column type in an invoice: Here
-Double-clicking on an item box will allow you to move it using your keyboard arrow keys
-Right-click on an item to delete it

Here is the link to the Build a Simple Invoice Template Movie:
http://movies.oranged.net/view.php?id=11

This instructional movie clip provides an overview of Edit Invoice Window for invoice creation, saving, printing, and exporting. After you have created your visual template and have debt/credits ready for invoice, what do you do next? This video will show you a couple of tips and the choices you have when invoices to send to your client.

Here are some of the video’s highlights:
-Save an invoice template
-Edit an invoice
-Print an invoice
-Save an invoice as PDF
-Email an invoice

Here is the link to the Invoice Creation, Saving, and Exporting movie:
http://movies.oranged.net/view.php?id=10

This instructional movie clip provides an overview of each component in the Visual Template Editor. The Visual Template Editor provides users without html or xml coding experience, an opportunity to create their own custom invoices and reports.

Here are some of the video’s highlights:
-Variables Tags and Data Column Types Descriptive List is available in your help documents and online Here.
– Entering variables into a text box provides default spacing and alignment for easy positioning.
– Drag and drop images files directly onto any visual template.

Here is the link to the Introduction to Visual Template Editor Movie:
http://movies.oranged.net/view.php?id=9