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Hello!

I was wondering if there is any way to use XTRF with a software like Total Commander (for example), for the file management? What I would want is to have, for example on the left pane my files/documents/folders/directories of XTRF in a tree format, and on the right pane my local computer directory for easy transfers to and from. Or can this be done with FTP?

Thanks!

I am posting this question here instead of via the Service Desk because it might be of interest to other Smart Projects users too. The People card is still a bit unclear to me. My questions are:

• Where do you predefine the (a) Account Manager and (b) Project Coordinator so you don't have to do that for each project? I can find the setting for the Sales Person and Project Manager per customer.
  
  Example for Project Coordinator:
  We have PM team leaders for client groups. I would thus like to use the Project Coordinator for the team leader and the logged in user is automatically set to be the Project Manager for the newly created project. This way, the Project Coordinator can better monitor his team and, if requested, can be copied on certain project-specific correspondence in the notifications.
  
• How do you differentiate between the client project contact who receives all project-specific correspondence and files and the client invoice recipient, if the invoicing contact is not centralised per client but is project-specific?
  
  Example:
  The contact at the client's advertising agency is the project contact for correspondence and files, but the project confirmation should also be sent to the end client contact who will receive the invoice after project completion. Currently we have to add the end client contact who will receive the invoice (and is thus the principal contact for accounting purposes) as the Client Main Contact and the agency contact as Additional Contact. To avoid having to shift around who receives which communication and delete certain contacts from the notifications in edit mode, it would be much more elegant to divide up the Client Contact Persons in (a) Project Contacts and (b) Invoice Contact (which can be prepopulated with (a) but can be changed to differentiate between the two).

Do you use different workflows for freelancers (translator job, editor job) versus agency (translator & editor job)?  We use agencies sometimes to help handle large volume.  I was wondering what other LSPs did in these circumstances in XTRF.

We are currently deciding on a system for automatically sending payment reminders to clients with unpaid invoices and it would be interesting to hear experience from others how you deal with this aspect. One of the challenges is that we have multiple different versions of such reminders depending on how much time passed since the due date while XTRF allows (AFAIK) for only one email template of the type "When client is reminded about a delayed payment". This could be probably worked around by putting some if/else code into the template that will allow for using more versions. Then we are thinking of a macro that will periodically run and sent the above reminder for all invoices with given delay since the due date.

Any tips or ideas you can share how this can be handled efficiently?

This is a question to XTRF, which will likely interest all other Smart Projects users. Quite some times we are being told that the function we are looking for is available in Classic Projects but not in Smart Projects. My understanding has been that Smart Projects is the next-generation version of Classic Projects. It thus is confusing when Classic Projects provides better or more comprehensive project management features than the "state-of-the-art version".

Out of curiosity, is Classic Projects still being developed or will it remain at its current level until it is completely substituted/overtaken by Smart Projects?

Is it possible to sort the dashboard by project delivery date? It would be very useful for project management purposes.

Is it possible to add a workflow selection rule, that would select a specific TM from several TMs we have for the same client in memoQ-XTRF integration? The TM selection would depend on the project area.

For example:
We have 3 TMs for a client, but only need 1 of these for a specific project area. 

Hello.

I am trying to build a Macro for tasks scope and the amount of rows I have to extract the data from is really high. I am trying to extract all the receivables from them.
I have the feeling that the macro gets stuck (returns a general error) due to the amount of data it is dealing with (I am returning the rows as text in the browser).

Is there a way to debug or to deal with this amount of data when it comes to macros?

Thanks a lot for your time.
My best regards.
Juan.

We are now working with Tipalti as our payment processing platform, which involves exporting and manipulating a CSV from XTRF and uploading it to Tipalti. It would be helpful to us if we could mark invoices as "exported" as a invoice status so that we can filter and not capture them in the next import. Would adding a status like this be possible at some point? The date function alone doesn't always meet our needs.

Of course a sync with the platform would be amazing too :)

Does anyone already have a plan on how to deal with the issue of e-invoicing? From 2025 onwards, you will need the recipient's consent if you send a normal PDF invoice, just like the ones XTRF generates today.

Best regards

Norbert