They are answered by the XTRF community and our experts
Is there a way to see all pending vendor registrations? We often have vendors who think they have completed their registration on the portal, but when we search for them in XTRF we cannot find them. They only have started registering, but haven't completed the process. They do not realise that until we ask them again to register and they tell us they already did. Then we have to tell them to complete their registration, and they finally appear on XTRF.
Is there a report or something that can show all pending/uncompleted vendor registrations? As of today I have no idea how many tried to register, but failed.
It would be useful to be able to contact them and tell them something went wrong.
Can you customise the vendor status? E.g. at the moment there is active, inactive, potential, etc. Can I create new statuses or rename existing ones?
Can you customise the vendor status? E.g. at the moment we there is active, inactive, potential, etc.
Can I create new statuses or rename existing ones?
I looked pretty thoroughly but can't find any option to do so :-)
One of our vendors brought up that they were wondering if they could only receive the invoice/statement once the PO amount has reached a certain amount, to limit paperwork. I didn't think this was possible but wanted to check (or suggest). We work with different vendors varying amounts, so it wouldn't be practical to do this across the board, but could be useful for some who receive multiple POs/statements per month. As it is now, we have invoices set to go out the day after a project is closed, so, depending on how many projects were opened/closed at that time, multiple projects may be on the same invoice anyway.
Would require to hide/ disable the payment status field in vendor portal. (as our outsourced accountancy do not change the payment field statuses.)
Anyone is in need of such a solution?
Is it possible to set up a custom note for all providers to see in Vendor Portal once they log in?
Like for example about the server down time.
I searched the guides and found HTML notes in Settings -> CRM - is that the right place? Where is that message going to be displayed?
Thank you in advance for any suggestions.
We are experiencing a few issues with XTRF.
1) DTP providers are classified as translators for all languages so they sometimes get translations requests. DTP should be added as a language or as a further service.
2) translators submit the invoice if the amount is 0 resulting in lost invoices. (especially with projects paid by target words).
3) it would be ideal to have a video from you guys where the functions of XTRF from a supplier's point of view are illustrated.
We are adding providers to tasks in the quote stage to check the finance but these tasks are showing in the provider's vendor portal profile.
It confuses the translators because they think they have done the job and want to invoice it.
Technically they cannot invoice it because the task status won't be ready in quote stage but is there a way to not show these quote tasks in Vendor Portal?
Thank you in advance!
Where do you determine for both HP and VP whether the week in the XTRF calendars starts on a Monday or Sunday?
I thought it was the interface language setting that would determine that, which does not hold true for the VP, at least.
Here an example for the VP with German as the interface language (Monday is the typical starting day of the week in German calendars):
Customer support service by UserEcho