Questions?

Has anyone upgraded to version 7 on a hosted account of XTRF? We want to know if there are any challenges with things breaking or needing attention once the upgrade occurs. We're compiling a list of our limited customizations, to make sure we can pay attention to them after an upgrade, but wanted to know if others had experience they could share so far.

Thanks all!

I have a client that wants to have invoicing numbering that match their project numbering. They only have a single project per invoice. 

1) Any downside to doing this? It shouldn't be an issue for our accounting system.

2) How do I customize this in XTRF? Is this an easy change that I can do? Do I need a custom modification?

Thanks.

Hi all,

We try to insert the language pair in an opened project but the source language is locked, therefore we are not allowed to choose it. However, we can choose the target language.

 Is it possible to change the settings and be able to choose the source language as well?

I'm trying to send an email to a number of my vendors. I created a view that I wanted to export to use as a mailing list, but now I realize that I can't add "Email" as a column in my vendor view. Is this not possible?

Related question... If I can't export email addresses, could I use the 'mailing list' feature to email within XTRF? I've never used it but I can't find any information on this feature in the knowledge base.

Thanks for the assistance!

We're trying to do a gap analysis of our current vendors in XTRF and combine it with or projected needs. I am trying to export our vendors in a way that lists each vendor with their language pairs and services offered. I think what I would want is to have each vendor listed multiple times - once for each language pair/service offered. That way I could put the data into a BI tool or an excel pivot table, and generate a report of number of vendors offering which service, which language pair, current rating etc... Can I do this?

Currently I'm trying this in the smart views on the vendor tab. But all I can do is export a single field that has all the language combinations and no services. 

Am I missing something? Is there a work around?

Is it possible to export the Business reports table and charts to PDF?

When I add a penalty to the PO I edit manually the Discounts / Surcharges field in the payables but thistext  doesnt show up later on the PO, can this be changed? It only says still bonus/penalty on the PO although I did change it to Penalty.

Hi there,

As an XTRF newbie I'm taking the courses but on lesson zero but every time I try and send the test email I get this notification at the top of my screen: E-mail could not be sent, reason: 535 Authentication Credentials Invalid

Therefore I couldn't complete this step but want to move onto the next steps. 

Could you please let me know how to fix it ASAP that would be great - thanks! 

Best wishes, 

Florence 

Is it possible to add more than one recipient to the job assignment notification mail? 

For example : I want to send a job to a vendor while adding alias mail in the CC in addition to the project manager mail.