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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.

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 

How can we include the task name in the notification e-mail the client receives when their task is ready?

Is there any way we could upload large size (500MB or bigger) deliverables to the relevant task without them taking so much space?

Every time when I update a client complaint or a non-confirmity in a task I almost always get an error message when I save the error.

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!

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?

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

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

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?