Questions?

Hello,

it is possible to add a new payment term for a xpecific provider. i will add 40 days after invoice date, but in the drop down we dont have 40. how can i addd this.

Thank you and kirnd regards,

Georgi patronov

Hello, I wanted to ask if there is a way to create a discount/surcharge that would be expressed in a fixed fee, for example, $50. I need this fee to add automatically to all Receivables created for this client.

Do you have any ideas or workaround? Any help much appreciated!

Best,

Monika

I accidentally uploaded an incorrect source file for a workflow going to many vendors (Classic Projects). I had already started the workflow, but it was before sending availability requests and selecting vendors. I deleted the incorrect file as the source file and replaced it with the correct ones, but the vendors who won the jobs still received the incorrect first file (either as downloaded from the assignment email, OR on the portal). What is the recommended solution in a case like this?

I don't know if it is by design but when I use the "Multiple Change" button to set a date for all tasks in a classic project, it doesn't set for the main deadline. Is this by design or a defect? 

Hi XTRF team

We are just wondering if you could help with a query with a provider's invoice. We would like to send a new invoice which will include a 20% VAT.  20% VAT has been added to the provider’s profile.

But the invoice is still showing without VAT… We have tried to change the rule, but it doesn’t change anything. The “multiply net total” rule didn’t work

We have also tried to remove the jobs from the invoice and to add them again, but it didn’t work… We would like this to be done without having to reopen projects.

Hello,

Can we change the default vendor selection strategy? When we open a new task, the default for each time is First one Wins so we want to change this to Manually by PM so that it won't start the job once a translator confirms availability.

Thank you!

Hello,

We are trying to configure our settings for sending Availability Requests to translators.

While testing, we are able to send the request and the email that is sent looks like it has been sent by the PM who is managing the project, but when the translator confirms the job and the job is assigned (we used the cheapest at deadline strategy for testing), the email sent to translator that `they have been selected for the project` seems like it is sent by another PM. 

We would like the configure this to make it seem that the confirmation email is sent by the same PM who is actually managing project, not anyone else.

I couldn't find a place in settings where I can change this. Can you please point me in the right direction?

Looking forward to hearing from you.

Hi everyone,

I am trying to create a Dashboard (Classic) view. I would like to modify the Filter options, and add additional filters in my View.

According to XTRF Knowledge Base, there should be a Filter Tab

https://knowledgebase.xtrf.eu/display/XTRFHelp/Dashboard+-+Opened+Projects#expand-ClicktoReadaboutSearchCriteriaProperties

However, it seems that Tab is gone in my XTRF (I am administrator, so I don't think it's a question of rights).

Can anyone let me know if this function has been removed from XTRF (so the available help is not correct), or is there some mysterious setting I should be looking at?

Thanks in advance!

Sonia

hello, some of our XTRF users can't generate anymore PDFs for POs, quotes... This started 2 days ago and it not experienced by the entire team. We all use Chrome as a browser, same version. It seems that the PDFs could be generated in Firefox with no issues. However, our team likes Chrome - do you have any idea what could be the settings affecting this? Or anything else... Thank you!

Dear All,

Do you know the variable name for the Client PO Number for customer invoice BIRT Template?

Thanks.

Thierry