Questions?
They are answered by the XTRF community and our experts
XTRF Academy - Join the Revolution - Free implementation!
@XTRF - Are there any plans to grant access to the automnomous and free "self-training package composed of video guides and easy-to-follow instructions" for existing users as opposed to just those signing up for the new XTRF Small Teams Edition?
We would be interested in access to these on an ongoing basis.
Although Maciej's comments remain true, we have decided to open XTRF Academy to all our existing clients. (If you struggle getting this access, please contact Service Desk.)
I hope you, the XTRF veterans, will see it as a chance to get to know Smart Projects and when you already use them, it will help you onboard new hires.
Our promise is to keep adding new content for your proficiency in XTRF use. Thank you for your support in these efforts you showed us so far.
How to create a report with the total amount Invoiced, month by month?
Hi, I would like to have, in the dashboard section, the sum of all the Invoices I sent, by month. Is that doable?
Thanks a lot!
You can create a widget with the invoiced sum of current/previous month, but I do not think there is a way to group invoice sums by month. You can of course create a separate view and a widget for each month but that's a bt cumbersome.
Difference between Admin User and Super User in XTRF
In recent days I was made aware that XTRF differentiates between the admin user, which is used by the XTRF customer to configure the system based on LSP needs, and a so-called SuperUser. This was the first time I had heard this term. Apparently there are certain actions that can only be performed by this SuperUser. This is rather confusing and not quite logical to me. Why have a system admin that has restricted rights, rights that cannot be granted in the user section of the XTRF confiuration? One example where this showed up is that only the SuperUser has the right to delete several database entries (such as invoices at once). The admin user can only delete one at a time?!?
@XTRF: Would you mind explaining the reasoning behind this approach? If there isn't a good reason, could you please give the admin user the same right as the SuperUser, effectively doing away with the SuperUser?
Looking forward to your feedback.
Sancho
There is the original 'admin' user in every XTRF, yours included. You can't delete it or edit its name.
Then, any additional users can be included in the Administrators group. Their user rights will be just a little bit limited. The ability to delete multiple entities at the same time from a browse is one important difference.
In short, you do have the 'super-user' rights with the original admin user. We don't really use the term 'super-user' in XTRF terminology by the way.
project minimums at project level?
I have a question about project minimums and want to make sure we're doing this correctly.
It seems that project minimums are set in the price profiles and can be set at the Task level or the Task Receivable level. Is this correct?
So, is there an option to have a project minimum for the full project also?
We frequently have projects with multiple languages pairs that we need to apply a project minimum to. So, we end up applying a project minimum to one task, then apply a discount of 100% to the second task. It works, but makes the invoice a bit confusing. Is there another way of doing this? Am I missing a function in XTRF?
Is XTRF fully compatible with memoQ 8?
We are currently adjusting XTRF integration to work properly with memoQ 8. It is planned to be fully functional in XTRF 7.
Until XTRF 7 is released it is recommended to stay with the latest version of memoQ 7.
Invoicing
Hello
I´ve created an invoice but the price appears in Zero
Only appears the price in Tasks Value.
Is it OK? in the invoice the price is Zero
Could you help me with thiss?
Thanks
Hi Nancy!
What you're missing here is adding Tasks you'd like to have on that Invoice as Items. You can do that by clicking one of the buttons below the list of Tasks - "Add one item for all tasks", "Add an item for each task" or "Add an item for each task receivable".
Please keep in mind that such change can be done only if your Invoice is in "Not Ready" status, so you might need to roll it back to such.
Kind regards,
Bartosz
Exchange rate
Hello
I´ve created a Project and the currency used for vendor was Argentina Peso. When I see the Project Summary Margin is -985%. I think system didn´t take the exchange rate (0,891)
I appreciate if you could help me with this.
Regards
Assign Vendor in Workflow definition depending on Branch
Hi,
I wanted to ask if it is possible to assign a vendor (Project Manager) in a job (project management) in the workflow definition, based on the Branch of the customer for the selected project/quote?
I am guessing it would either have to be done through some automatic action or an automated way of selecting a vendor I am not aware of?
The PM for the project/task is selected at the project creation stage. There is no setting in the definition of the workflow that would allow you set the default PM for the Project/Task. I'm afraid there is no automatic action that would suit your purpose. It's might be possible to use a macro to reassign PM responsible for a project. In this case please contact you Account Manager who can pass your request to our Customization Departament
Where do I change the currencies?
In the 'currency' tab I can only use dropdown means with 2 default currencies and lots info re exchange rate etc.
Bozena, I think you are on a Starter plan that does not currently enable access to Advanced System Values. We will make it a built-in feature in the future.
Since you are meeting our specialist this week, it would be a good idea to mention this issue during the call. He already knows about it :)
Select PO template for Smart Project
Is there a way to select/change the default vendor PO in a Smart Project?
We would like different process templates to have different POs. Right now, we can't figure out how to change it from the XTRF default.
Customer support service by UserEcho
