Trados Business Manager – End of Life Announcement

Trados Business Manager (TBM) has reached end of life. Following the discontinuation of TBM sales on 31 October 2023, all maintenance and support services will conclude on 31 October 2024.
What Does This Mean for TBM Users?

  • End of Services: RWS will no longer provide any services related to the installation or updating of TBM.
  • Existing Installations: TBM will remain functional where already installed, but the RWS support team will not offer assistance in troubleshooting issues, addressing reported problems, or providing further development for TBM.
  • Documentation: The TBM documentation has been removed from docs.rws.com.
  • Community Support: The community forum for TBM will remain accessible in a read-only format for users to reference if needed.

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Introduction and configuration

Installation

To use the integration features with SDL Trados Studio, you have to install the SDL Trados Business Manager plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-lite/985/

Features

This plugin is free to use, and its functionality is divided into 2 parts:

  • It provides a built-in accounting functionality in SDL Trados Studio;

List of features:

  • Create and print invoices and quotes right inside Studio, without the need to install the SDL Trados Business Manager main application.
  • Time tracker inside Studio with the possibility to add time to invoices.
  • Dashboard with charts.
  • Invoice and quote template designer.
  • Localized into the same languages as Studio
  • Create custom Projects that don't need to be associated to a Studio Project
  • Import an analysis from another CAT tool
  • Electronic invoicing supported for Italy and Poland

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.


In addition, a new item will be added to the Studio navigation menu:


This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

In the navigation tree select the SDL Trados Business Manager Lite view to switch to the main plug-in window.
By default, you will see a list of invoices. In this view, select the following buttons on the toolbar to configure the plug-in:
  • Options (here you specify your main data and contact information, select invoice template, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-SDL Trados plugin main menustart and auto-pause, etc.);
  • Reference data > Taxes - create taxes which you usually include in your invoices.
  • Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours).
  • Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
  • Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings, there is no need to make changes in this list as well.
  • Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply to different customers by default.
  • Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
  • Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have individual price-list).
  • Reference data > Customers - create your customers. You can specify main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. Also, you can create individual price-list for each customer. If you create at least one price for a customer, the system would not use prices from Default prices table during invoice/quote creation for that customer.

To create an entry in any of listed tables, select New button on the bottom toolbar, fill-in required fields and select Save and close.