Questions?

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

How do you add CAPTCHA to the Quote Request Form?

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. 

I am having trouble accepting jobs since everytime they are advertised they are immediately taken by someone else. I suspect they use some sort of automated system to accept these jobs. How would I use one of those? Is there an existing solution to this?

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?

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

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

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 

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!