Questions?

Would it be possible to extend the "Tasks" and "Jobs" filtring to the top level of the "Quotes" module, similar to the functionality of the "Projects" module.

Projects module filtering

These options in the Projects module are exceptionally helpful for filtering specific job types and using the multiple jobs feature to apply certian batch actions. 

We have a particular client whose projects range from 10 languages to 28 languages, with the same vendors used in every scenario; therefore, the use of project templates should be exceptionally helpful. 

These projects starts in the “Quotes” module and then converted into a project when the client approves the quote. When approved, the template option is not available. The “Project Template” filed is not visible on the project form.

Can templates be applied to a project when the project is converted to a project or in the “Quotes” module? If not, is there another way of applying this replicated information (vendors, contacts, payables etc)?

This seems like a crazy restriction to me, especially for such a useful feature. Is there a way to enable this feature, otherwise templates are essentially useless for the vast majority of our projects!

Hi,

When we try to import SDL Studio analysis files that have more than 1MB, xtrf is returning an Unknown format message.

Is there a file size restriction for Studio logs?

Best regards,

Tino

Hello everyone,

I wanted to ask who is making the use of the "Client Feedback" module and is tracking opened and resolved issues? In my company we do it a lot, and we are suffering from not being able to measure the issues in a very efficient way. We are missing the "Resolution Date" of the issue - so whenever someone marks the issue as "Resolved" - there is no track of the date and time of closing the issue. Unless I was not able to find it anywhere.

If any of you found it, could you please share? Or if you have any accurate workaround for that? I would appreciate any hints on that.

Thanks,

Monika

Do you know how I can create a credit notein XTRF? I mean, when my invoice is sent and saved to my client accounting department and mine too. Then, client is complaining 2 months later. We see that he is right and we offer 20% with acredit note to deduct to the initial invoice. How can I create this credit note Inside XTRF and it makes automatically the final revenue of the project, in order to have the real margin after this credit note deducted.

Is is possible to add the option to create quote templates in Classic Projects? I know you can in Project Templates, but not in Quote templates? Is this functionality on the horizon?

Hello, we noticed that projects that have status "complaint" do not appear in the Dashboard any more, as they used to. And we are not sure why, since all this time we thought that if the project has a status "complaint" it's opened, not closed. So it should appear in the Dashboard where all opened (current) projects are.

Hi,

Is anyone else experiencing the issue that importing the volume from excel files from input file for receivable is not working - the volume imported is always 1 word regardless of the actual volume of the xlsx file?

Kaspar

Is anyone else experiencing this with Client and Provider invoices in 8.0.9? 

It is getting extremely frustrating having to deal with all the new bugs in each version. Is there zero quality control anymore? Why does XTRF keep breaking things that worked with each patch build?

I thought there used to be a button to change the status but cannot find it anymore. Was it removed?

I also tried adding a workflow step in one of the tasks but the Project and Tasks remain "cancelled".