New

Get answers from reports without exporting to Excel

• Every report, including cashflow, clients, costs, deals, quotes, invoices, profit and loss, projects, purchase orders, tasks and vendors, has many more filters. Get the exact view you need right in TransPM.

Ready-made automation templates

• Start from templates for common project and document workflows instead of building from scratch. Set up repeatable processes, like attaching files to new tasks, in minutes.

Enhancements

Clear currencies in your transaction history

• Every transaction shows its currency name, code and symbol together, matching the rest of your finance screens.

Clearer quotes and project analyses

• Quote and analysis descriptions are easier to read, and totals add up correctly, including when you apply a rate card.

Projects don’t get stuck on missing settings

• If a setting is missing, TransPM now uses a sensible default so you can keep creating and editing projects instead of hitting a blank screen.

Fixes

Projects and tasks

• Mistakes caught up front. If project details are filled in incorrectly, you’re told right away with a clear message, before it causes problems later.
• Automated tasks get the right files. When an automation creates a task, the correct files are attached, so translators start with exactly what they need.

Finance

• Discounts work as expected. Client discounts load, save and apply correctly on quotes.
• Discounted quote totals are right. Quotes using discounted rates now show the correct totals and descriptions, so you never under- or over-charge.
• Simpler translation template. We removed the Translator field from the translation template because you now assign translators elsewhere. That means one less thing to fill in.

Reports

• Cashflow report filters corrected. Filter options in cashflow and related reports now work as you’d expect.

Vendors

• Vendor search returns the right people. Vendor filters return the expected results, and we removed outdated options to keep things simple.

Account

• Team settings load reliably. The screens for managing your users now open without problems.

Overall

• Language display options cleaned up. The choices for how language names are shown now match what you see on screen.
• Faster, smoother updates. We streamlined how we ship updates, so new improvements reach you faster and with less disruption.
• A more dependable platform. Behind-the-scenes improvements across projects, finance, analysis, vendors and reports.