Questions?
They are answered by the XTRF community and our experts
How to define whether process step is invoiceable by default in smart?
Where do you determine/define whether a process step is invoiceable by default?
See the attached screenshot of a designed process that contains Review 2 as a standard step. This step is a validation of the proofread text, which is generally not invoiced by the vendor.Where do you define this as a default setting so that the PMs do not have to click this checkbox every time? I looked under Process Step, Job Type, and in the Process Designer, but did not find the setting.
Such setting is not available as of release 6.6
It seems, however, that such step is always performed by the same individual or a team member, whose jobs never get billed.
My suggestion is to set this vendor as generally non-invoiceable in their profile (Vendor > Main Data > Invoicing)
"View has expired. You will be redirected to the main page. Please try to perform your modification again."
When navigating around, I keep getting the following message. Why?
This error might happen if there are multiple tabs open and inactive for a longer period of time, if the user double-clicks on a button when a page is already loading, or in other circumstances where the loaded view has changed.
Password expiration / change
For reasons of Data Protection, does XTRF have a function that prompts users to change their passwords after a certain period of time has passed? (For example, every 180 days)
No, it does not force anyone to change the password. If forces a strong password, but that's it. You can change your credentials anytime. You can generate a random password and customize it. No one sees the password, we don't remind it, but reset to random instead. Passwords can be set for other users manually, but not by batch. They can be reset by batch.
Email thread for XTRF notifications
When XTRF generates new emails (either to a client, in house or with a vendor) is it able to do this and maintain an email thread if it has already been started?
The email goes out and you manage the reply in your Outlook or Thunderbird (or any other client) and maintaining the thread is out of our scope. But if you are referring to XTRF mailboxes, which allow you to see the XTRF-related emails within the interface, XTRF does not gather emails in threads. It however uses the same metadata used by thread-aware mechanisms in email clients to fetch the emails that originated inside.
It is part of the package, no additional cost.
Does XTRF Platform support 2 byte characters?
Does the system support 2 byte characters? For example can project titles be entered in Japanese / Chinese?
XTRF fully conforms to UTF-8 standard, which benefits from 2-byte encoding.
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