Questions?

They are answered by the XTRF community and our experts

0
Answered

Default vendor contact person

Hi,


Is there any way to set the default vendor contact person when assigning to a vendor? It now seems that simply the first contact person in the list is chosen, which is not ideal. Maybe I'm overlooking something? 


Regards,

Lennart

0

Where do you upload files that don't belong in the pre-existing folders in a workflow?

Popie Matsouka 2 years ago in Home Portal updated by mark 2 years ago 3

Hi everyone,

I'm curious, do you utilize the existing folder structure in XTRF or did you create new directories too?

For example, if you want to keep one zip file with all of the client's handoff in one place (as is, for safekeeping), where do you put it in the workflow directories?

Or, another example, say you want to store a PDF that is the client's PO for you. Where do you keep that? None of the existing "Input files" folders is appropriate for this.

Did you make new folders for your company, or did you adjust your needs to this particular set of folders?

And, last but not least, how do you handle "Master memories" for specific end-clients? For example, say you have one master TM for an end-client, how does that get updated at the end of each project, so that it will be available for the next one, for all vendors?

Thanks!

0
Answered

Jobs due today widget on Dashboard

Hi,


Is there a way to create a widget with a Smart View for the scope of Jobs? Specifically we would like to create a widget with information corresponding to the view Project > Jobs > Jobs due today.


Is this possible?


Regards,

Lennart

0

Locking receivables in tasks which are invoiced in third-party system

Krisztián Király 2 years ago in Home Portal / Classic Projects updated 2 years ago 2

Hello everyone!


A happy new year to you!


I wonder if anyone has experience with integrating third-party invoicing solutions into XTRF.


Since Hungarian jurisdiction doesn’t enable us to use the in-built invoicing of XTRF, we turned to a third-party service. We managed to build a connector and information is exported on a task by task basis. The third-party service can also call back and write information into custom fields, like invoice numbers, for example.


One problem posed by this solution is that we don’t create any invoices in XTRF, thus the invoiced receivables are not locked, and the already invoiced items can be modified later, which is causing problems in our workflows.


The XTRF dev team recommended to use a periodic job to create dummy invoices, but when we delete an invoice from the third-party system, we would need to remove the affected tasks from the dummy invoices as well, which is not possible using this solution.


In short, we would need a method to lock receivables based on invoices in a third-party system.


Did any of you encounter similar issues before? Would having this option help you with your implementation?


Many thanks for your input in advance.

 

0

How to map TEP to memoQ in a smart project?

Jaime Zuniga 2 years ago in Home Portal / Smart Projects with CAT integration updated 2 years ago 1

How are others dealing with adding a TEP step in memoQ-integrated smart projects? As far as I can tell, the memoQ-mapped steps are already configured and cannot be changed like they can in classic projects.


I am looking to create a TEP step in a smart project that integrates with memoQ so that I can get automatic payables created for my TEP vendors based on the automatic CAT Receivables.


Any ideas welcome!


Thanks,

Jaime


0
Answered

Integration between XTRF and a client-based XTM installation

Tino Hother 2 years ago in Home Portal / Classic Projects with CAT integration updated by Serena 2 years ago 4

Dear xtrf team,


XTRF seems to have a good integration with XTM. According to your knowledge base this integration works with xtrf as the triggering party, meaning that a quote or project created in xtrf triggers the creation of a project in XTM. We would like to know if that integration can also be used the other way round, meaning a quote created in the XTM installation of our client automatically triggers a quote in our XTRF system.


Kind regards,

Tino

0

Add groupmail to CC for a project

Wim 2 years ago in Home Portal / Classic Projects 0

Hi,


I am wondering how we can add a groupmail address to CC for a certain project so the people in the groupmail address can follow up on the project.

I know there is the option to add a Project coordinator besides a Project manager, but what if we want to send this to a groupmail? (Just making an account for a groupmail would use up an XTRF license.)

Adding the mail address to CC in the templates could work, but then all the mails for all projects would be forwarded. I only want to forward the mails in case of emergency when the PM in charge is out of the office.


Thank you in advance.

Wim 

0
Answered

Contract Number - Invoices

Hi,

I was wondering if it would be possible to add several Contract Numebrs to one client in XTRF. You can only add one at the moment.

The reason why I am asking this is because we currently have several clients fow which we have several contracts. The client wants us to add a Contract Number on their Invoice, but we can only add the one in the Clients profile.

A possible solution would be to include this option in the "Add Project" tab so that our PMs could select, which contract number is to be used.

0
Answered

Smart Projects default Project Coordinator not respond to settings

Angelo 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 2

The settings allow default project coordinator to be logged-in user.  But this does not work for Smart Projects, please fix this bug.  I have been asked to make this a suggestion in Echo in order to get the attention of your development team. 

0
Answered

Finding uninvoiced jobs

Hi all,


What is the "correct" way of listing all jobs by a certain vendor that haven't been invoiced? It's easy in the vendor module, but I haven't found an easy way to do display that metric as a PM. I realize this may be a dumb question, but I haven't been able to find a solution.


Thanks!

Answer
Thijs Senten 2 years ago

In the jobs view, you can filter on Invoiced = no & on vendor. That should give you the information you need. If you don't see those filters, try editing your view and add them.