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On the General page of the Projetex 2006 Server Administrator Corporate Settings window you can set Base Currency, determine Payment Terms for Freelancers, and customize Postal Address view.

General page opens automatically when you switch to Corporate Settings tab of the Projetex 2006 Server Administrator.

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To set/change Base Currency, click the Base Currency: button. Edit Base Currency dialog box appears (you will need to confirm the editing, if any financial records in Base Currency already exist):

 

Select desired currency using the Currency drop-down list and click OK button.

edit base currency

 

See Also: Base Currency of your company

 

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To set/change Payment Terms for Freelancers click Freelance Payment Terms: button. Edit General Payment Terms for Freelancers window opens.

edit general payment

Freelance Payment Terms option allows you to set default Payment Terms with Freelancer, which are used when you create new Freelance Expert. Payment Terms of particular expert may differ; they can be edited in Expert Profile page of Main page in Freelancer window.

 

Freelance Payment Terms are applied when determining whether some invoice of freelancer is due for payment.

 

Additional Notes field serves to clarify some custom terms or define the Unknown/Other option.

 

 

To customize view of the Postal Address (the way it will be displayed in Invoices, POs and other documents) click Postal Address Format: button. Postal Address Format window opens.

postal setting

In the Postal Address Format window you can change the order of postal address fields (like country, city, ZIP code etc.) using Move Up and Move Down buttons. You can also enter a delimiter for Postal Address fields in the Address Fields Delimiter text box.

 

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See Also: Corporate Settings



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