Knowledge Base

01 Manual - Getting started

• 01 Installation
• 02 Key steps for setting up the software
• 03 Add company
• 04 Add customers
• 05 FOR AGENCIES ONLY: Setting up your MySQL database

02 Quotes, jobs and invoices

• 01 TYPICAL PROCESS: Adding a service
• 02 Defining different types of services
• 03 Repetitions/matches (Adding a service)
• 04 TYPICAL PROCESS: Creating a quote
• 05 TYPICAL PROCESS: Converting a quote into a job/Creating a job
• 06 TYPICAL PROCESS: Converting a job into an invoice
• 07 Formatting quote and invoice templates in Word

03 Data storage and backup

• 01 Creating data backups

04 Default values

• 01 Individual quote, job and invoice IDs

05 Updating

• 01 Update to a new version
• 02 Updating template files

06 myTRADUMANAGER App / Browser

• 01 myTRADUMANAGER instructions

FAQ

• Can I work with several currencies at the same time?
• How can I manually export/backup the MySQL database?
• How can I search for a specific record (e.g. customer, translator, invoice)?
• How can I use another currency?
• How can I use the MySQL database offline in my LAN/on my PC?
• How can we use the same data with multiple users?
• I get an error regarding OLE Server or ActiveX Control. What can I do?
• What are the minimum system / software requirements?
• Where can I host my MySQL database?
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