Pages in topic: [1 2] > | Poll: Do you keep a register of all your projects, big and small? Thread poster: ProZ.com Staff
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This forum topic is for the discussion of the poll question "Do you keep a register of all your projects, big and small?".
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| | | Ian Mansbridge United Kingdom Local time: 12:50 Member (2012) Italian to English + ...
Just completed project number 5218! | | |
I keep an Excel spreadsheet and have done so for decades. It's how I keep track of invoicing and who owes me money. I can't imagine not keeping a record. I also keep the work I've done, which is keyed to my spreadsheet. | | |
I keep a paper form that I fill with all the information needed: date, my reference number, client’s name, client’s job reference, language combination, number of words, type of assignment (translation, transcreation, proofreading, editing), deadline, invoice number and special notes. Some years ago, because I realized that I hadn’t invoiced a client I got into the habit of preparing each invoice immediately after completing a job so that nothing is forgotten. | |
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Kay Denney France Local time: 13:50 French to English
Isn't it kinda compulsory to keep track of your work? I mean apart from tax havens that no mere translator could ever afford to live in, is there a country out there where you don't have to declare your business earnings? I just reproduced the log that we used to use at the agency in pre-Plunet days, minus language pairs since I only have one. I keep track of jobs that need doing, and bills that need paying, all in the one same document. | | | Samuel Murray Netherlands Local time: 13:50 Member (2006) English to Afrikaans + ... No, not really | Jun 24, 2019 |
ProZ.com Staff wrote: "Do you keep a register of all your projects, big and small?" No, I don't keep a record like that. I do, however, keep a record of all my invoices and payments (obviously... it's a spreadsheet). And the invoices are related to the jobs that I do. But not every job gets a separate invoice. And I don't create invoices for "freebies". And for some clients, it's not always clear where the job begins or ends. For most clients, when it comes to invoicing, I tend to rely on the official purchase order issued by the client, and I only complain if there appears to be a discrepancy between it and the amount of work I remember doing. If you count "folders in a shoe box" as a record, then yes: I do keep a record of all projects. I put all files relating to a job in a subfolder on my desktop, and when I'm done with it, I move it to an archive folder. Every time I get a new request and I don't recognise it as part of an existing job that I'm currently working on, I put it into a new job subfolder. So, for example, in 2018 I issued 437 invoices, but I have 1155 separate job subfolders. For my biggest client, I issued 227 invoices, but there are 433 individual job subfolders. | | |
Not a consistent register. My work is mostly agency-driven, and the agencies have different ways of registering the jobs. Some issue individual POs for every job and when I want to create an invoice, I collect all open POs for that. With other agencies, I receive a report (at the end of the month, in most cases) about the work I did and use this for my invoice. Only with direct clients, I keep such a register (but a separate register for every client), in order to create an invoice in certain in... See more Not a consistent register. My work is mostly agency-driven, and the agencies have different ways of registering the jobs. Some issue individual POs for every job and when I want to create an invoice, I collect all open POs for that. With other agencies, I receive a report (at the end of the month, in most cases) about the work I did and use this for my invoice. Only with direct clients, I keep such a register (but a separate register for every client), in order to create an invoice in certain intervals. For the bigger view, I use my time tracker. In my time tracker, I can see how much time I spent in any time span for any client or project. ▲ Collapse | | | neilmac Spain Local time: 13:50 Spanish to English + ...
I keep a record of all the translation and revision jobs I do. I wouldn't call it a register though, which sounds a bit too official and highfalutin' for the slapdash chaotic mess that is my admin. I'm currently having a nightmare with my tax returns, as one client has only declared five out of the dozen invoices I issued to them in 2018... | |
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REUVEN COHEN Israel Local time: 14:50 Member (2019) Hebrew to English + ...
I also keep a record of all work on a spreadsheet Couldn't think of working without it. Helps keep tabs on what you have done and what jobs are still owed payment. | | |
I keep my records by client name > year > month > PM/project type. I also have paper binders with my clients in alphabetical order, but only the most important documents i.e. initial contact, agreements and - in rare cases of disagreements - copy of such email exchange. And I am really amazed at all the different systems we use. | | |
I keep digital records only. I just print an Excel sheet once a year for taxes. | | |
According to the Costa Rican Law on Official Translations and Interpretations and its regulations, I need to keep such a record. Every January, I need to submit a report detailing each project and the price I charged for each official translation and interpretation. | |
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Yaotl Altan Mexico Local time: 05:50 Member (2006) English to Spanish + ...
Since 2000, I write in a notebook information such as: - title - arrival date - delivery date - words | | |
I try to keep the records in TO3000, but it's not a regular habit yet. | | | Kamila Perczak Local time: 13:50 Member (2013) English to Polish + ... To some extent | Jun 24, 2019 |
I only record the details of jobs completed needed in order to draw up correct invoices. | | | Pages in topic: [1 2] > | To report site rules violations or get help, contact a site moderator: You can also contact site staff by submitting a support request » Poll: Do you keep a register of all your projects, big and small? Trados Business Manager Lite | Create customer quotes and invoices from within Trados Studio
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