Questions?

They are answered by the XTRF community and our experts

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How can we create a credit note? (= avoir in french)

PSant 2 years ago in Home Portal / Classic Projects updated by Jussi Rautio 2 years ago 4

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.

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Quote templates - Classic Projects

MindyK 2 years ago in Home Portal / Classic Projects updated 2 years ago 2

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?

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Project with status "Complaint" do not appear in Dashboard

Monika 2 years ago in Home Portal / Classic Projects updated 2 years ago 2

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.

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Task Receiveable - Import from from input file incorrect

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

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Cannot create client invoices from the Add Client Invoice menu at the top of page

Alexandros 2 years ago in Home Portal / Classic Projects updated by Kaspar Kaup 2 years ago 3

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?

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How can I reopen a project that was cancelled?

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". 

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Limit projects by branch

Jorge Villafuerte 2 years ago in Home Portal / Classic Projects updated 2 years ago 6

Is it possible to limit branch users (PMs, PCs,) to only see branch's projects, quotes.

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Workflow change -> Bundle problem?

Do you experience problems with the bundles when you change the workflow in an existing project?

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Font color applied in task instruction window (classic project) not correctly displayed in XTRF vendor portal.

If I apply color to a piece text using the editor in the task instruction window of a classic project, the editor applies a "span style" tag that doesn't seem to be recognized by browsers (or something else prevents the colored font from being properly displayed). I can see the color applied in the window, but the vendor does not see the colored font in the XTRF vendor portal.

If I go into source mode and change these tags to normal HTML font color tags, the text color is correctly displayed.

Why does this happen and how can I void it?

Thanks in advance.




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Answered

Automatically export CAT or manual receivable to vendor payable.

Adrián Flores 2 years ago in Home Portal / Classic Projects updated 2 years ago 8

When setting the receivable of a task, calculated by word count, is it possible to automatically export this word count into the receivable of the vendors assigned to each step of the task?

Answer

Hello Nina,

Thank you very much for this reminder! It is available in version 7.0 and with all those features that were added I forgot about it totally.

Adrian, as Nina mentioned, in the workflow you can edit job settings and select that option.