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Hello,

Is there a way that we can export the notes from all of our providers? We have tried exporting the providers, but it just gives us a list with very limited information. We would be interested in getting at least the name of the provider, notes, and any feedback that they've received.

Thanks!

I'm not receiving notifications about new releases and published release notes. I have tried different configurations in the Notification Center, but have not been successful. Am I missing something? What needs to be clicked to receive this info?

Hello, 

I am wondering if I can create a report including Fixed costs.

More specifically if I can add in the Monthly cost report the Fixed costs so I can result with my Net Profit 

We would like to add the our sort code, which is part of our bank details, to our invoices. Is there a way to change the invoice templates so that the sort code gets displayed?

Thanks!

Dear team,

invoices should not be subject to changes, once they have an invoice number and have been sent out to the client. However, XTRF allows making changes to the invoice (change date, change currency, change amount etc), by clicking "Bearbeiten" (Edit). 

Is there a way to make such actions impossible? The German law requires us that invoice can't be changed or deleted, once sent out and assigned with an invoice number. 

Thanks for your feedback here. 

Hi,

Anyone having a problem with custom invoices needing the extended fonts to be installed for viewing with Adobe reader? The font in the invoices is Arial so this shouldn't be needed

Is there a way to have XTRF quotes/quote emails link to PayPal with the price already filled in? We include a link to our website where there is a PayPal link in the email, but the customer has to enter the price on their own which seems weird. Curious how other agencies handle PayPal for client payment. 

Hi All,

could you please share your thoughts on how do you handle internal projects of your company? For example translations of contracts, etc.?

At the moment, we have a client in our database ("us" - our company name) and when there is a need for such project, we use this client and set the receivables as "Uninvoiceable", thus keeping them at "0".

Is there maybe other way how to handle internal projects without keeping ourselves as a client in our database?

Thanks a lot for any ideas.

We recently had a client ask us where our customer portal and TMS servers were located as part of an onboarding process. I did not see this anywhere so thought I'd ask here. When I look up our address, I get Quebec, Canada. Is this correct? We have a *.s.xtrf.us domain. For some reason I thought it was in New Jersey or something, but if someone could let me know if you know where the server is physically located, that'd be great.

Hi All,

I had the problem of not being able to send any emails through XTRF when I first started using it. And then, I found the solution by changing SMTP settings and unclicking the "Redirect All Mail to Admin", everything was resolved.

But afterwards, after some updates (I learned about them by following up the news here and the e-mails I received), I stopped being able to receive the e-mails to which I cc'ed myself. But providers receive them, there is no problem with that. Now, I cannot receive any cc e-mails or even any e-mail when I choose to "Redirect All Mail to Admin". I do the test if I am going to receive any e-mails to a definite e-mail address, I pass the test but then, no e-mails are received.

I didn't change any setting in the meanwhile. What could have happened to my account? I need some help here.

Best regards,

Burcu