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Is it possible to reject a vendor invoice and send them an automatic notification to that effect, if the uploaded invoice doesn't follow the company specifications? 

So far, the only way I can see to do this is delete their invoice and then notify them via email. 

Hi All,

I need your help in the matter of better understanding a certain situation and what is the expected outcome once the situation occurs. Therefore, I'd like to ask you to fill out a short survey. It consists of four questions and doesn't take longer than 3 monutes to complete.

I've targeted the survey at all people who are actively planning jobs, assigning them to Vendors, etc. and I will be eternally grateful if you forward the survey to your colleagues.

Survey

Thanks,

Magda

I have a scenario where I receive source files for quoting purposes, and once that quote is approved, I then receive slightly different files for translation. Is there a way to remove all existing input source files in one go? I know that I can remove them manually at the task level, but in a project with many languages this process becomes very tedious.

Since we updated to version 8.2.4 the First Delivery Date (old Delivery Date field) no longer auto populates when the task status is changed to close through the workflow. This is a huge administrative issue for us to have to go back to the Main Data tab and manually enter this date and negatively impacts all of our On-Time-Delivery reports and metrics that are run for Clients and Management. Is there a correction for this that anyone knows of?

Hello,

would anybody find necessary the possibility of dearchiving rejected quotes?

Recently, we have learned that an archived rejected quote can't be dearchived.

Laura.

When a project comes into the Client Portal, all of the job 'deadlines' are populated. Since it comes in as a quote, these deadlines are not even valid. But these are also showing up in the vendor portal as pending jobs, which is misleading to vendors. Currently, the only way to clear these dates is by manually updating each and every job, within the workflow. When you have 19 languages and many jobs (since it has to go to DTP as well), this can take hours. 

Is there a way to do a multiple change to 'clear' the deadline? If so, please advise how you can do this, as we can only 'add' a deadline in multiple change, not clear it. 

Another option would be to have 

1) the deadlines NOT auto-populate, especially since you can not directly add a project (you must add a quote), 

or 

2) have an option to populate the deadlines - yes or no. I hope someone has a suggestion!

Best, Mindy

One of our clients has requested more or less the same thing twice through the Client Portal. Since it's a bit of a complex, long-term project, I'd like to keep everything together.

Is it possible to get both quotes into the same opportunity?

Sometimes, clients know what they want, make a decision, then think over and cancel their decision...

So when a quote gets the status "Accepted by Client", how can we go back to "sent" then go to "rejected" status?

We couldn't find an easy way, except deleting the quote, changing quote numbering scheme, creating the quote again, reject it and above all, don't forget to chang the quote numbering scheme to initial number...

Hello everyone,

Has any of you investigated if there is a possibility to run a macro on a specific view, that would add 1 invoice per 1 task? I am looking for this solution because very often we have 1 project, 1 language combination, but many tasks (for example 1 task per 1 document - this is a clients requirement) and we need to invoice per document (per task). And I am looking for an automation. Unfortunately the periodic job that is currently available offers something opposite (it can be also useful) because it lets you add 1 big invoice per all tasks, and you can specify by Client or by Contact Person. But it's still just 1 big invoice, instead of many small invoices.

I assume that if we can add manually 1 invoice per 1 task, the macro should be able to do (replicate) the same, I am just not sure how to do that.

If anyone came already to a solution, I would be very grateful for sharing it.

Thanks!

Monika

Hi,

We will be upgrading our XTRF from 8.0 to 8.1 and are wondering, if someone could share their experience with 8.1 so far. Were there any new bugs introduced, is there something we should be careful about? Something we should look forward to? :) Any feedback would be greatly appreciated

Kind regards,

Peter