Questions?
They are answered by the XTRF community and our experts
How can automatically send POs to in house vendors only and put in cc his manager?
How can automatically send POs to in house vendors only and put in cc his manager?
Negative TM Savings
Hello! Does anybody know what does it mean if I see in XTRF negative TM Savings?
I am not sure how to explain that :)
Classic to Smart Quotes/Projects
Quick question... I vaguely recall reading/seeing somewhere that XTRF will removed classic quotes/projects altogether and basically force us to use smart quotes/projects. Can anyone confirm/deny that?
XTRF continually archives old canceled projects...
Something that I just realized. We frequently clean up the archived quotes and project files on our server. I've noticed that we have a lot of old projects that keep getting re-archived. For awhile I've assumed that it was because PMs were opening and adjusting these files. But I decided to look into it and it turns out that XTRF seems to continually re-archive old canceled projects if there is still an open ("Started") job in the workflow. (This is for Smart Projects, I haven't checked for Classic).
I'm going to start informing our PMs that to cancel your project you also need to make sure all jobs are canceled as well. Has anyone seen this? Is there a reason for this that I don't see or is this a bug/fluke?
Upload updated files on a Sent quote (Smart view)
Good morning,
I've deleted the files uploaded to a quote because the client sent updated ones. But once deleted the old files I cannot upload the new ones. The Add files button is deactivated. How can I upload the new files?
How do I set TM rates for different matches for our client invoice?
We are pretty new to XTRF. How do we set up different rates for different matches for our client invoice?
Workflow Directories: select all files function (folder/file structure)
Hello, I would like to know if there is a way of multiple files selection, in the Workflow Directories?
If we have multiple files in the Task, and we need to remove them, is there a way to select them all, instead of selecting every file separately?
Regards,
Monika
Customer support service by UserEcho