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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.

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

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

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 

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.

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. 

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!

I'm trying to make a view of clients who do not have a value in a custom date field.  I can filter the view by date, but I can't exclude clients who have that date filled in.  Does anybody know a good workaround of if filtering this way is a planned improvement?

We saw that we can integrate XTRF with our Trados version. However, I noticed that there are some issues. We can only integrate local Trados (we have Groupshare on Cloud) and that the integration works only for classic projects, something that means we would still need to individually assign receivables and payables since the system (with classic projects) doesn't assign them automatically. Can you please share your experience with Trados integration into your XTRF system? What do you use it for?

How can we create a "Volume" Report?