Clients
Clients & contacts
Who we bill and who we talk to. Client details fill the quote automatically.
| Client | Legal name | Default contact | Format · PM | Own rates | Open quotes | Open total |
|---|
Projects · beta
Projects
One row per project code, built from the quotes. Costs and margin will hang from here.
| Code | Project | Client | Languages | Quotes | Status | Total |
|---|
The code is the number at the start of the project line (e.g. 2639). Quotes without a code are listed under "—".
Saved in LocalVersion's shared database. Export still downloads the .json if you want a copy next to the PDF.
| Number | Date | Client | Project | Status | PO / Blanket | Total | Last change |
|---|
Invoices · soon
Invoices
Quotes with a PO and tracker lines will both end up here as invoice lines.
Not active yet.
What this screen will do: a queue of what is ready to invoice this month, one click to build the invoice from the quote or the tracker, and a list of what is issued, sent and paid.
| Ready to invoice | Client | Source | Amount |
|---|
Catalog
Services & rates
What the "Add service from catalog" dropdown offers, with its default lines.
| Service | Code | Section title on the quote | Lines (default rate) | Per language | PM | Active |
|---|
Internal rates note
Settings
Settings
Your account and how the intranet looks on this device.
Your account
Signed in as with two-factor authentication.
Appearance
Light, dark or follow the system. Remembered in this browser only. The quote sheet stays white.