Questions?
They are answered by the XTRF community and our experts
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!
Dear Mark
You can create a report with data type: Number of Vendors
In columns set the Job (collection), Start Date and Time and frequency type set to Month with Year.
In Rows, please set Vendor Contact person (collection).
The generated CSV will show you the list of all the Vendors with the numbers of Jobs performed in particular months. Then you can easily filter it using Excel or any other software.
Regards
Konrad
XTRF Team
Receiving a notification via mail for every single action?
Hi Guys,
How can I config XTRF to send me a notification for every single action?
Thank you.
You can see all possible emails on the Templates > Notifications list in Configuration. It is not possible to create any new ones by yourself.
how to update translator's email address
The question is same as top. One translator wants to update his e-mail address and the previous e-mail address is not belong to him. How could I modify it.
Hi!
1. Go to Vendor profile you'd like to update.
2. Go to Main Data.
3. Under Main Data, select Address.
"E-mail" field is right there. Just click on "Edit" button at the bottom of the page.
Don't forget to save your changes.
I hope that is what you were looking for - please don't hesitate to ask more questions if you need additional assistance with that.
br,
Bartosz
Payables on Vendor PO or in invoicing module?
Has anyone had issues with vendors not knowing what their payables were because all they see are IDs on the vendor portal and on the PO? I was thinking it would be helpful if the payable description was included in the list of payables.
Customer support service by UserEcho