Pages in topic:   [1 2] >
Poll: Do you keep a register of all your projects, big and small?
Thread poster: ProZ.com Staff

ProZ.com Staff
Local time: 15:14
SITE STAFF
Jun 24

This forum topic is for the discussion of the poll question "Do you keep a register of all your projects, big and small?".

View the poll results »



Yaotl Altan
 

Ian Mansbridge  Identity Verified
United Kingdom
Local time: 23:14
Member (2012)
Italian to English
+ ...
Yes Jun 24

Just completed project number 5218!

 

Muriel Vasconcellos  Identity Verified
United States
Local time: 15:14
Member (2003)
Spanish to English
+ ...
Absolutely Jun 24

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.


Anna Herbst
Liena Vijupe
Maja_K
REUVEN COHEN
Tina Vonhof
JaneD
Rachel Shaw
 

Teresa Borges
Portugal
Local time: 23:14
Member (2007)
English to Portuguese
+ ...
Yes Jun 24

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.

 

Kay Denney  Identity Verified
France
Local time: 00:14
Member (2018)
French to English
. Jun 24

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.


neilmac
JaneD
Teresa Borges
 

Samuel Murray  Identity Verified
Netherlands
Local time: 00:14
Member (2006)
English to Afrikaans
+ ...
No, not really Jun 24

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.


ventnai
 

Kay-Viktor Stegemann
Germany
Local time: 00:14
Member (2016)
English to German
No Jun 24

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


ventnai
Michael Harris
 

neilmac  Identity Verified
Spain
Local time: 00:14
Spanish to English
+ ...
Other Jun 24

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...


 

REUVEN COHEN  Identity Verified
Israel
Local time: 01:14
Member (May 2019)
Hebrew to English
+ ...
Sure Jun 24

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.


Tina Vonhof
Muriel Vasconcellos
 

Yetta J Bogarde  Identity Verified
Denmark
Local time: 00:14
Member (2012)
English to Danish
+ ...
Yes Jun 24

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.


Paulina Torres De Witt
 

Paulina Torres De Witt
United States
Local time: 18:14
English to Spanish
+ ...


Posted via
ProZ.com Mobile


Yes Jun 24

I keep digital records only. I just print an Excel sheet once a year for taxes.

 

Claudia Aguero  Identity Verified
Costa Rica
Local time: 16:14
Spanish to English
+ ...
I have to Jun 24

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.

 

Yaotl Altan  Identity Verified
Mexico
Local time: 17:14
Member (2006)
English to Spanish
+ ...
Yes Jun 24

Since 2000, I write in a notebook information such as:
- title
- arrival date
- delivery date
- words


IT>EN Legal
 

Ekaterina Chashnikova  Identity Verified
Local time: 01:14
Member (2011)
English to Russian
+ ...
Other Jun 24

I try to keep the records in TO3000, but it's not a regular habit yet.

 

Kamila Perczak  Identity Verified
Local time: 00:14
English to Polish
+ ...
To some extent Jun 24

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:

Moderator(s) of this forum
Jared Tabor[Call to this topic]

You can also contact site staff by submitting a support request »

Poll: Do you keep a register of all your projects, big and small?

Advanced search






PerfectIt consistency checker
Faster Checking, Greater Accuracy

PerfectIt helps deliver error-free documents. It improves consistency, ensures quality and helps to enforce style guides. It’s a powerful tool for pro users, and comes with the assurance of a 30-day money back guarantee.

More info »
TM-Town
Manage your TMs and Terms ... and boost your translation business

Are you ready for something fresh in the industry? TM-Town is a unique new site for you -- the freelance translator -- to store, manage and share translation memories (TMs) and glossaries...and potentially meet new clients on the basis of your prior work.

More info »



Forums
  • All of ProZ.com
  • Term search
  • Jobs
  • Forums
  • Multiple search