Knowledge Base & Forums/Studiometry Knowledge Base/Studiometry Training Movies
Video: Categories & Rates
Oranged Support
posted this on May 25, 2011 10:57 pm
Higher-Res Video: http://movies.oranged.net/movies/0002/0002.mov
Studiometry 6.x or older shown in video.
Please Note: There are aspects of this video that involve interface elements or features that have changed since the video was first created. Please check the comments section of this post for information and clarifications on the changes made related to this video.
Comments
Important changes made to the interface and/or features since this video was created:
1. The "Categories" section has been renamed "Categories & Rates"
2. Groups and Smart Groups are now used to filter the main window's Client and Project list based on categories. Please see the Groups movie for more information on this subject: http://support.oranged.net/entries/20155016-video-groups
What does the Auto-Update Project Statuses checkbox at the bottom do?
I can't find this info anywhere!
If that checkbox is checked, then Studiometry will automatically change each Project's status based on if the project has (a)
debts added, (b) invoices created, or (c) all invoices paid. You can modify the settings for the auto-update statuses by clicking the button next to the checkbox (named "Edit Settings" in the video, but in more recent versions the name has been changed to "Auto-Update Settings...").
Please note, enabling this option will give Studiometry the power to automatically change all of your project statuses whenever the rules are matched. This means that if you change your project status manually, it may still change back to the setting you have chosen here.