For Admins and Buyers

Cancelling an Existing Cost Whilst Adding a New Cost
It is important that you do the following in the order shown (if you cancel the original cost before adding a new one, the job will automatically be complet...
Tue, 6 Feb, 2024 at 10:47 AM
Interpreting appointments - single booking
This article describes the entire workflow from accepting a booking to the supplier confirming attendance.  To process a booking, click on the request ...
Wed, 17 Nov, 2021 at 1:41 PM
How to verify an invoice (no confirmation code provided)
If a client doesn't provide an interpreter with the Confirmation Code for the appointment, the interpreters attendance will need to be verified. Eit...
Tue, 3 Oct, 2023 at 11:37 AM
Adding a Client Markup
Client Markup Client Markup allows you to add a mark-up onto of the suppliers price to allow users to be able to charge for admin/management of the work.  ...
Fri, 16 Jun, 2023 at 1:58 PM
What if I need to change or add costs to a booking?
The steps below are to allow you to add costs to your jobs which do not follow the automated Translation and Interpreting Workflow. Some of our users requir...
Thu, 5 Jan, 2023 at 11:15 AM
Managing Travel Costs
It is possible to configure and manage the travel expense that are incurred by T&I suppliers on their appointments. This can be done globally, or indivi...
Tue, 28 Nov, 2023 at 12:53 PM
Allow Project Managers to mark a translation job as ‘complete’ before sharing it with clients
You can now prevent selected client organisations from immediately accessing the translation documents after they are uploaded by the T&I supplier. If y...
Mon, 22 Jul, 2019 at 2:46 PM
Streamlined workflow for non-standard Translation & Interpreting fees
It is possible to add the option to immediately approve a cost for payment:  From within the job bag, Click on ‘Costs’ >   Description  A button l...
Tue, 6 Apr, 2021 at 4:52 PM
T&I Client Manager Guide
As a Client Manager user, you are able to place orders on behalf of your team members, but more importantly you can process orders for your team’s selected ...
Thu, 19 Mar, 2020 at 2:45 PM
T&I Client Admin User Role
As a Client Admin user, you are able to add contacts to Panacea Software for your organisation, plus you can place orders on their behalf. You also have ac...
Thu, 19 Mar, 2020 at 2:37 PM