Questions?

They are answered by the XTRF community and our experts

+2
Answered

See all pending vendor registrations

Laura S. 7 years ago in Vendor Portal updated by Meghan Cooper 7 years ago 5

Hi,


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.


Thank you,

Regards,

Laura

Answer

This, unfortunately, requires a development - there is no such feature in the system.

You can suggest it as a new idea or comment and upvote an existing request.

+1

How do you add CAPTCHA to the Quote Request Form?

Kalimera Translations 10 months ago in Vendor Portal 0

How do you add CAPTCHA to the Quote Request Form?

+1

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?

Christiane Lueke 2 years ago in Vendor Portal 0

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 :-)

+1

Able to change invoice setting per vendor (grouping POs)?

Meghan Cooper 2 years ago in Vendor Portal updated by Thijs Senten 2 years ago 1

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. 

+1

Disable "Payment Status" field

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?

+1

How to capture Vendor feedback?

Sarah T 4 years ago in Vendor Portal updated by Bartosz Gumuła (XTRF Solution Architect) 3 years ago 1

How can we capture reviewer feedback on translations in the Vendor Portal so that they show up at the job level in XTRF?

+1

Note to all providers in Vendor Portal

Hello,

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.

Best regards,

Monika Bujanowicz

+1

Training video on how to use XTRF to share with suppliers

Val 5 years ago in Vendor Portal updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 5 years ago 1

Hello everyone,

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. 

Thanks 

+1

Providers are trying to invoice quote tasks

Levent Yildizgoren 5 years ago in Vendor Portal updated by Bartosz Gumuła (XTRF Solution Architect) 5 years ago 1

Hello,

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!

+1

How to set starting day of the week in HP/VP calendars?

Sancho Leath 5 years ago in Vendor Portal updated 5 years ago 4

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):

Image 1148