Released

XTRF 9.6 Release Note

Oksana Vishchuk (XTRF Technical Writer) 1 year ago in Minor Release, e.g. 8.2.0 updated 1 year ago 4

Release Note: XTRF v. 9.6

TL;DR

Profit from the new features and improved performance of the XTRF products:

  • Group your projects and quotes to monitor the finances on the next level
  • Check the deeper integration with XTM for Smart projects
  • Stay up to date with memoQ 9.12 support
  • Enjoy the overall better performance.

This release also contains important security fixes. We highly recommend that you upgrade to this version.

New features

Project groups

From now on, you can group your projects to manage them as one entity and keep abreast of all critical changes in one place. We recommend using project groups to process complex multi-project orders and supervise long-term projects with a predefined budget.

On the group page, you can:

  • set and monitor the overall budget
  • keep an eye on profit, margin, and ROI
  • link and unlink projects and quotes.

Image

To find out how to get the most from this feature, see the Project Groups article.

XTM integration for smart projects - stage 2

Image

We keep developing our integration with XTM, so you can get more from synchronizing your XTM projects with Smart Projects:

  • XTM metrics are now fetched for both single and multilingual projects.
  • You can manually select the file language if the synchronization fails to match it automatically.
  • The integration sends e-mails informing about successful or failed synchronization to the client’s project manager and portal administrator.
  • Global settings regarding the visibility of the Finish and Reject buttons in XTM Workbench are now respected when vendors open XTM links in the Vendor Portal

To learn more about the integration, see the XTM integration for smart projects article.

Improvements

Support of the latest memoQ version 9.12

We keep pace with the progress in the CAT Tools industry so that you can get the most out of the memoQ integration.

Better performance of Client Data Access Limiting

Now, the system manages multiple updates to the project, task, or client entities quicker, thanks to improved system refresh processes.

Hidden Database Cleanup feature

For security reasons, the Database Cleanup option is not available by default anymore and has to be enabled separately. To get access to the Database Cleanup, please contact our Help Desk or your Customer Success Manager.

Warning&Announcements

Disabling Apache Velocity macros

Existing Apache Velocity macros will stop working from XTRF v. 10.0 onwards, which is planned for Q1 2023. You are strongly advised to rewrite them in Groovy.

To learn how to switch from Velocity to Groovy, see THIS ARTICLE.

Introducing length limit to text boxes

The text box content will be limited to 20 000 characters from XTRF v. 10.0 onwards. This limit will help increase system performance and prevent extensive memory consumption and potential stability issues.

About 0.3 percent of all content in XTRF exceeds the limit and will be truncated. To avoid losing valuable information, make sure to keep your notes, comments, descriptions, and instructions within a reasonable length and avoid embedding images, as they’re the most common cause of oversize.

The text box length limit will affect every text field in the system.

Removing currency rates synchronization with European Central Bank and Polish National Bank

From XTRF v. 10.0 onwards, the exchange rates will only be synchronized with Open Exchange Rates.

ECB and PNB exchange rate sources will be automatically changed to the Open Exchange Rates in the corresponding periodic job.

If you wish to continue using those sources, please contact our Helpdesk.

Relevant bug fixes

This release contains security fixes. Please update as soon as possible.

COMPONENT

BUG

FIX

Smart Projects and Quotes

Localized category names are not shown in Smart projects.

Category names localization is working properly.

Invoicing - Vendors

The invoiced amount changes after sending the invoice.

Vendor invoices for jobs for clients from different branches are calculated correctly.

Customizations - Periodic Jobs

Buttons in Periodic Jobs needed to be clicked several times to make them work.

The bug that forced users to press buttons several times was eliminated.

Smart Project - Languages

Deactivating a language resulted in the disappearance of all languages from Smart projects.

Only the deactivated language disappears from the project.

Customizations - Document Templates

The document.branch placeholder returns null.


The document.branch placeholder returns the correct value.

Invoicing - Vendors

Payment notes are not saved when adding a payment.

Payment notes are saved at the first attempt.

API

Accept header causes error within finance update in Classic quote via API.

Using Accept application/JSON header in finance on Classic quote update requests causes no issues.

API;

Smart Project - Finance

Payables outcome depends on the request chronology.

CAT grid payables are created according to the settings in the Vendor profile, regardless of the request chronology.

Client Portal - API

Customer Portal API endpoint PUT ​/invoices​/{invoiceId}​/office does not work.

Updating the office via Customer API is working correctly.

Filters and Views

Sorting by number is not working for Credit Notes.

Credit Notes can be sorted by number.

API - Documentation

POST request for Vendor invoice status lacks the body in the documentation.


The example body in the request for creating the vendor invoice is provided in the documentation.

Customizations - Custom Columns, Customizations - Document Templates

The Custom column for Document Templates is not displayed in the column list.

The Custom column is displayed in the Document Template browse.

Release Notes