ProfitTrain 2.3 Released

-   Jan 28, 2015 -   Apps -  

ProfitTrain 2.3 is available now from our ProfitTrain page and via in app updates. This released addresses a variety of issues that have been effecting users with reporting, notes entry, email clients, and more.   The update also adds a number of improvements to the reporting system including enabled new queries and object properties that you can now access in your custom invoices and reports.  The online documentation is being updated this week to include all the new options available. Let us know is you have any issues with the update.

 Downloading and Installing New Reports

-   Dec 09, 2014 -   Apps -  

There are great reports included in ProfitTrain but there are additional reports available as well. If you are in ProfitTrain go to the Help menu > Reports Gallery; or you can go directly to the page online, http://razorant.com/profittrain/reports Once you find a report that you like click the 'Download' button to download the report. That will download the new report to your Downloads folder. Locate the file that you have downloaded and double click it. A window will popup asking you to confirm you want to install the report, once you click install you will see the new report as a choice on the Reports tab in ProfitTrain.   

 Downloading and Installing Invoice Templates

-   Nov 25, 2014 -   Apps -  

In addition to the invoice templates that are included in ProfitTrain there are many free templates that you can download. If you are in ProfitTrain go to the Help menu > Invoice Templates Gallery; or you can go directly to the page online, http://razorant.com/profittrain/invoices Once you find an invoice template that you like click the 'Download' button to download the invoice template. That will download the invoice template to your Downloads folder. Locate the file that you have downloaded and double click it. A window will popup asking you to confirm you want to install the new theme, once you click install you will see the new invoice template as a choice in ProfitTrain.   

 Yosemite Compatibility

-   Nov 14, 2014 -   Apps -   ,

Yosemite was recently released and we wanted to write about compatibility with ProfitTrain, as well as Billable. In our testing over the last several months we have not found any issues with ProfitTrain. It will continue to work as it has with Yosemite. Billable is no longer supported and does not function with Yosemite. ProfitTrain can import your Billable information so you can pick up where you left off. If you are running Billable you can use your current license code to get the upgrade discount on ProfitTrain. To import your Billable information, open ProfitTrain and go to the File menu and choose Import.   

 Using Multiple Currencies in ProfitTrain

-   Feb 19, 2014 -   Apps -  

One of the most common questions we get these days is regarding using multiple currencies in ProfitTrain.  You might be based in the United States, but have clients spread across the world.  Some you expect to be billed in US dollars while others require the bill to be in euros or pounds.By default, ProfitTrain will use the default system currency found in System Preferences under Language and Region.  Most invoice templates will use the currency format as you see it there. If you do need to have invoices in a different currency though, it can be done with a custom invoice.  You can create custom invoice template for each currency that you need to use.  At a basic level, it is simply converting the amounts to the different currency inside the template.  You can use the sample BillableEuro and BillablePound templates or create your own. Once you have the new template(s) created and installed on your system, you can set particular clients to use different invoice templates.  You simply need to open the client inspector (double click on the client) and select the default template under the Defaults view. As ProfitTrain does not natively support multiple currencies, it doesn't handle conversions from one currency to another.  ProfitTrain will treat the totals on your invoices as if everything is using the system default currency.  So while this is a great method for getting invoices in different currencies, your totals/reports will not show your actual income (with conversions) taken into account. The BillableEuro and BillablePound invoice templates have been added into the Invoice Template gallery and can be downloaded for your use.