Questions?

I am starting to look at smart projects and have been able to get my first step to send out job offers automatically, but how can I set it up to also send out any other job offers I may have included in my process template?

Consider the following scenario, I have a process template that contains Translation, Editing and DTP as job steps, and once I start the project I would want all 3 steps' job offers to go out. Currently only the job offers for Translation are going out. This means that in order for me to send out the job offers for Editing and DTP I would need to select those jobs and choose Send job offers under Job actions.

Is there a way to send out all job offers at the same time, like you can using the Request Sending automated action in Classic projects?

All the info I see in the knowledge base is related to when a job starts after a vendor is selected.

I noticed that I can complete all of the steps in a smart quote, including deliver of final files to client without ever having converted the quote to a smart project.

While this may not be ideal, I was wondering if this was a bug or intended. I do notice that POs are not automatically sent out in a smart quote, which makes sense, but I just wonder why this would be allowed.

Jaime

How do you deal with delivered files, such as unclean bilingual files, qa reports that many translators deliver, but that do not need to be shared with the client? We are looking for a sustainable way to keep these files in the system, but to also have them internal.

One of our payment terms is 45 days end of month. This means that the calculation is first of all based on 45 days after invoice date, then we go to the end the related month. For instance, for an invoice issued on January 20th, the due date is 31st of March.

When we choose end of month and 45 days in the XTRF parameters for payment terms, for an invoice issued on January 20th, the calculated due date us 15th of March, since XTRF goes to the end of month first, then add 45 days...

How to do?

Hallo, 

I want to send a quote in Italian, but the quote always is in English. How can I change that?

Thanks

Elisabetta

I want to add an offline deliverable to a closed project, but I can't see an option to do that anywhere. 

I am trying to edit the payables of a provider, in a project which has already been closed (payables were not entered at the moment of creating it). It doesn't allow any change.

Hi,

I want to add some missing projects from 2018 for more accurate statistical reports but when I add a new project, it is listed with the code starting with 2019. I want it to be listed as 2018. Although I select the starting and ending dates of the project as 2018, this affects the project row of 2019. Is it possible to change the automatically created project codes?

Also, when we delete a project, its code disappears. I mean, if I delete the project coded 2019/52 and I want to create another project with the same code, I cannot do that. The new project I create is coded as 2019/53. Can someone also help me about these issues?

Thanks in advance.

Burcu Demirörs

I haven't been able to figure it out, and the XTRF Knowledge base hasn't been very helpful. Thank you!

As we near the end of the year, some of our clients ask us to invoice an amount before the work is actually done (or even started).

What is the best way to do this without messing up reporting and other checks?

I imagine we could create an invoiced based on a 'dummy' task, or even with just items, and mark future 'real' tasks as uninvoiceable, but it seems a bit messy and prone to confusion and mistakes. Also, it would highly likely mess up reporting.

Are there better ways to do this?