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Invoicing numbering scheme
Hello,
We are new to XTRF and we need to start our invoicing with n. 5 instead of n. 1. How is it possible to change the numbering scheme?
Thank you very much for your help!
In your case, because the desired number is low, you can simply create 4 empty invoices for any test client.
Here is a suggested path:
- Go to Invoicing
- Add a new invoice using the side option "Add empty client invoice".
- Pick a dummy / test client.
- Leave the amounts at zero and simply push the status to Ready or Sent.
In case of minor changes, for example if you need to swap two numbers, or modify the number by adding something to it, you can enable number modification in Configuration.
This option will make the invoice number editable. It is otherwise controlled by internal numbering scheme. Numbering schemes are generally not customizable in case of Starter plan of XTRF.
Project Error
Hello Everyone,
I am a PM that newly transits to XTRF system, I started to try to send projects to service providers, but mutually I encounter with "Details: Cannot find valid hostname for mail session" error message. What am I doing wrongly could you please give me a hand?
Cheers,
As a beginner, you should definitely take XTRF Academy series of courses
https://xtrf.userecho.com/forums/10-xtrf-academy/
SMTP is one of the initial topics, so you should have everything clear.
Don't hesitate to ask questions there, under the guides directly.
Maciej
Can you automate client satisfaction survey?
I'd like to be able to automate sending out the client satisfaction survey. We don't want a survey for every project, but we're considering sending it to all first time projects, and all projects over $xxx.
Can this be set up on a periodic job? I don't see this as an option.
Create vendor by Macro
I am trying to create a new vendor by a Macro. But I can't get it to work. Anyone got a clue what is missing?
#set($providerService = $utils.getService('com.radzisz.xtrf.service.ProviderService'))
#set($branchService = $utils.getService('com.radzisz.xtrf.service.dictionary.BranchService'))
#set($countryService = $utils.getService('com.radzisz.xtrf.service.dictionary.CountryService'))
#set($defaultBranch = $$branchService.getHeadquarters())
#set($country = $countryService.getBySymbol("NL"))
#set($addressParameters = ["com.radzisz.xtrf.model.dictionary.Country","java.lang.String"])
#set($providerParameters = ["java.lang.String", "java.lang.String", "com.radzisz.xtrf.model.partner.Address"])
#set($address = $utils.createInstanceWithSpecificParamTypeNames('com.radzisz.xtrf.model.partner.Address', $addressParameters, $country, "email@gmail.com"))
#set($provider = $utils.createInstanceWithSpecificParamTypeNames('com.radzisz.xtrf.model.partner.provider.Provider', $providerParameters, "Dennis", "Dennis Rosenbaum", $address))
$provider.class
#set($newProvider = $provider.createReallyEmptyProvider())
$newProvider.setBranch($defaultBranch)<br>$newProvider.setName("Dennis Rosenbaum")
$newProvider.setCompanyName("Dennis Rosenbaum Company")
$newProvider.setAddress($address)
Creating...
$providerService.create($newProvider)
Created...
Trying to export number of words translated...
I'm trying to generate a view or report on the number of words we translated for a client in the past year. I'm finding this harder than I had expected. Any thoughts on this?? Thanks!
Trying to generate a report on "vendors made active last week"
I'm trying to generate a view for "Vendors made active last week" but I don't know how to do it.
My thought is I want a list of new vendors added to our database. However, there doesn't seem to be a date field for "date made active". There is a first contact date, last updated on, and many more. However, these don't get at what I am looking for. I want to share a list of new vendors that we activated last week with my PMs so they can think about the new resources we are adding on an ongoing basis.
Any thoughts?
Thanks.
Option 1:
The vendor manager put the new vendor in a category such as new vendors. That means for the PM that we would like to push him/her (We use this option)
Option 2:
Use the completed jobs for filtering the really new vendors
Option 3:
Create a macro and a periodic job which updates a custom date field with the date you need
INVOICES NOTES
In Invoicing View, more specifically in the "Invoice Note" column, I can't see the notes added to the invoices. How can I see them? Thank you.
Invoicing in installments
When you have a large project, how to others use XTRF to pay invoices in installments? I looked in the knowledge-base but I couldn't find anything. I don't want to recreate smaller projects out of a large project, but I'm sure there is a way to do this that I haven't figured out yet. Any experience on this out there?
adjusting an incorrect invoice
We have a situation where we have an incorrect invoice and the client has asked us to adjust the amount. How do others handle adjusting invoices? It seems that the only answer is to delete the invoice, add/modify the receivable, re-issue the invoice. Is that the only way?
Hello Mark,
What we do is:
- delete the task from the invoice (but not the actual invoice) and save the page
- go to the project and adjust the receivables and save
- return to the invoice and add the task again
That way, we can keep the invoice number and only change the amount.
From and To Emails sent from XTRF issues?
We have an issue with our emails being sent out from XTRF and I wanted to know if others have it and if anyone knows of a fix.
When XTRF sends emails on behalf of users, the "From and Reply-to" are being populated by the user's name and email address. But the email is being sent from the main email account that is listed in the configuration. That causes a number of problems - including our emails being seen as spam in some cases, and bounce backs all going to the main email account rather than the user email account.
XTRF informed me that this is a problem with our mail server, not XTRF settings. FYI, we use google suite for our email.
Has anyone else had this problem? Has anyone else solved this problem?
Thanks!
Customer support service by UserEcho
