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Hello:

I would really appreciate to know the way you add the payables as we don't seem to find a way to properly set them.

Our workflow is as follow:

Lets imagine we have a 1 step workflow, only translation.

- We need to select a vendor for the job.
- Add a payable in order to calculate the money we have to way to the vendor (now the job has been directly accepted).
- We go to the finance tab in order to see if the project suits the company's margin.
- Then change the job to open.
- Send a request to the vendor to see if the vendor would accept de job.

Issues we might find:

- We always have to rollback the job status to open.
- We need to select the vendor twice (when calculating the vendor's payable) and when sending the job request.
- When we add the vendor for the request, we need to make sure we selected the proper price profile. The PM has more probabilities to make a mistake in this step.
- If we have set a specific percentages in the CAT Payable, once the vendor accepts the job, those percentages are lost.
- If we set the payable to a total of zero (because for us is mandatory for the linguist to be able to see the CAT Analysis), that means that we have to calculate the payable once again after the vendor has accepted the offer.

So how do you do it in regards to this process? 
We have heard that XTRF users normally just pick up the linguist based on their price profile (in the vendor's search box when selecting the vendor); but we need to take in consideration that percentages are important, and we base most of our payables in CAT payables and not in weighted wordcounts.

Really appreciate your help.

My best regards.

I was wondering if any companies out there do invoicing by task.  We thought this could be a good idea for larger projects where we'd like to send an invoice for what has been completed so far, but we noticed that tasks only change their status to "closed" once the entire project is closed.  Are there any workarounds for this?  Would it be possible for tasks to be closed once they're "ready"?

Hello,

is anyone working with Wordbee?

Are their TM log analysis compatible with XTRF?

Laura

Hi everyone,

Does anyone know if it's possible for XTRF to block a quote not to be sent to the client unless it's approved by someone else? I am looking to find a way of forcing quotes above an X amount to be approved by someone else before they can be sent to the customer.  So XTRF should look at the amount and put a block until the quote is reviewed by someone else. I can't find anything in the configuration. The section "Send Quote for Review" inside the Documents Tab leaves the choice to the PM. I need to force it above a certain amount. Anyone ideas?

@XTRF: The following improvement has been postponed several times according to your minor version release notes. When can we expect its implementation?

The following previously planned features will be delivered at a later date

• Syncing of the Job status in non-linear workflows in memoQ integration (in Smart Projects) - postponed to a later version.

I would like to view the invoicing status (i.e. whether a client invoice has been created) in a project view. I know that client invoices are created per task, not per project, and therefore this is task-level information that cannot usually be viewed at the project level. I don't have much experience in creating virtual columns and wondered if anyone knows if I might be able to create a project view column where it would display "Fully invoiced" if all tasks within the project have the status "invoiced" (i.e a client invoice has been created), "Partly invoiced" if some of the tasks within the project have the status "invoiced" and "Not invoiced" if none of the tasks within the project have the status "Invoiced"?

All views from all sections of the system have the possibility to export apart from Client Payments and Provider Payments in Smart views. It is possible to export those in "Old" views but not in Smart. After cheking with the helpdesk, it's not a bug, it's a missing feature which needs to be upvoted first in order to get made.

So, I would like to suggest a feature where everything is exportable even from the Smart views and including data from the tabs Client Payments and Provider Payments.

Dear All,

I would like to have a smart view in my dashboard that displays tasks that are closed but not yet invoiced - a useful daily reminder to send those damned invoices. ;-)

However, this involves a Tasks views, and for some reason, the 'scopes' I get to choose views from, don't include Tasks.

Is there any other way to display a view listing invoiceable closed tasks on the Smart Dashboard?

Best,

Wouter

Dear all,

When a project has been Archived, files are no longer available in the Customer Portal.

This may sound banal, but if a client is under an Audit session and they need to display the files, they are not there, they can't be downloaded.

The only solution is to Dearchive the projects, but, Projects can’t be Dearchive in a bulk, it has to be done one by one either we have 10 or 1.000 projects….

We thought about excluding some clients projects from the Archiving process but that it not possible either.

Anyone with this same problem? Any solution?  Any thoughts?

Thanks

Laura

Hello,

I would like to add the taks volume in the e-mail notification sent to the provider when starting a job?

I can be hours or wordcount depending on the type of job.

Many thanks in advance!