Tutorial: Basic Preferences |
The Preferences Window in Studiometry is used to setup and personalize your Studiometry. Feel free to go through and have a look at each of the preferences panes to see some of the things you can do with Studiometry.
Start off by setting your company information in the My Info section. This logo will be used in your invoices and reports wherever a template has the MyLogo template tag. You can drag a logo from a file into the My Logo ImageWell, or click the ImageWell and select the image file. All of the built in Studiometry HTML templates utilize the user logo. The Billing Settings preference pane would be another useful section to check now. Enter your payment terms or Tax ID number, and modify all of the other appropriate settings in this section. The ID Numbering section is where you can setup how you would like Studiometry to ID your Clients, Projects, Invoices, and Reports. When you create a Client, for example, Studiometry will create an ID number for the Client based on your Client ID format. Many users just leave the ID numbering as the default, starting at number 1111 and going up one number for each client. You can add information such as the Date, Year, or Month to the ID formats. You can even setup Projects to have the first part of their ID be their Client's ID, and the same with Invoices. More information can be found in the ID formatting help section. The Invoices/Reports section is where you can view and edit all of your Invoices and Report templates, which are used to generate Invoices and Reports. You can use whatever data you'd like in the templates, be it HTML, Plain Text, XML, or any other format. The default template format is HTML, which can be previewed in Studiometry using the Safari WebKit (Mac OS X only). In the Categories section, you can create and modify your Debt/Credit types. These types can be used for tracking different categories of work with modifiable unique default rates. Timers, for example, have Debt/Credit Categories with the Hourly setting to On, which allows these Debt/Credits to be timed and listed in the Running Timers window. |
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