Questions?

Has anyone been successful with integrating a Quickbooks Online / Smart Projects sync? If so, could you share your experience?

We are currently using Version 5 and in the process of upgrading to the current version.

At the moment we are runningXTRF on a dedicated server with 4GB of Ram. However, the current version requires 16 GB of ram. 

Our options seems to be:

- Install our own server

- Continue with dedicated server

- Use private virtual server 

Which of the above options do you recommend and why? Any feedback would be appreciated.

Kind regards

Levent Yildizgoren

Hi,

I'm trying to create a macro that creates a payable for every receivable in the project. The problem is that $tmSavingsFactory.createTMSavings() is always returning null. Is this the right approach? Thanks in advance.

#set($service = $utils.getService("com.radzisz.xtrf.service.ActivityService"))
#set($service2 = $utils.getService("com.radzisz.xtrf.service.TMSavingsService"))
#set($catTool = $service2.getAvailableCatTools()[0].catTool)
#set($tmSavingsFactory = $utils.createInstance("com.radzisz.xtrf.service.chargeTmSavings.TmSavingsForChargeFactory"))

#foreach( $project in $utils.unwrap(${list}) )
    #foreach($task in $project.tasks)
        #set($tf = $task.projectFinance)
        #foreach($r in $tf.catReceivables)
            #foreach($activity in $task.activities)
                #set($rates = $activity.providerPriceProfile.getTmRates($catTool))
                #set($tmSavings = $r.TmSavings)
                #set($tmSavingPayable = $tmSavingsFactory.createTMSavings($tmSavings, $rates))
                #set($payable = $service.createActivityCatPayable($activity))
                $payable.updateTmSavings($tmSavingPayable)
                $activity.addCATPayable($payable)
            #end
        #end
    #end
#end

Our system has a periodic job that auto archives our projects and quotes automatically. I like this and find it helpful in terms of helping us keep our data clean, and reducing disk usage. However, the default 30 day time period is too frequent for me. I've gone in and updated the periodic job to every 90 days rather than every 30 days. 

However, after a few days, it has reverted back to 30 days. This has happened multiple times.

One issue is that sometimes you need to make updates to files, but once the project is archived, there is no way to un-archive the project.

Any suggestions on what I can do for archived projects that I need to open? 

And any thoughts on why my periodic job keeps defaulting back to every 30 days? Are these settings getting overwritten when updates are made?

Has this happened to anyone else?

For the record, I'm using Smart Projects and I have a hosted account.

Hi,

We were just in the process of updating XTRF to 8.09 when I noticed that XTRF 8.0.10 is available on https://repo.xtrf.eu/soft/releases/8/

Are there any release notes for that? Can we go ahead with the update?

Kind regards,

Peter

I have been reviewing the file archiving process that seems to have been recently implemented. Our system has been running a periodic job archiving all project files older than 30 days on our server, for the past few days (I think) and it's about 80% complete.  

The file archiving process seems reasonable and I think it will work well for us. Since I'm on the hosted account, XTRF automatically zips and archives every project file that has been closed for 30 days. Now, I'm implementing a system to back up, and then delete these files from my XTRF server and host them locally. Seems reasonable. I don't see any problems.

Has anyone else looked into the new archiving process? Has it worked for you? Do you see any potential pitfalls? I don't see any big ones, but I'd love other perspectives.

Another note, each zip file is supposed to be password protected. However, that doesn't seem to be the case - rather they open like regular zip files. Or do I need to update a setting to make sure the files are password protected?

Currently, in XTRF there are a lot of Smart Views that exist by default.

Together with our Product Owner, we decided that it's time to verify their usefulness and see which ones you are using the most and which you rarely find beneficial.

Please let us know what are your needs and expectations from Smart Views around the entire XTRF platform and where you would like to see improvements.

In that particular topic we would like to focus on a default set of views and its filters so please share any ideas that you have.

Side Note: If you find any of the ideas below useful, you can easily implement them in your system. Here is a lesson in XTRF Academy done by my colleague Maciej

https://xtrf.userecho.com/forums/1-product-development-ideas/topics/883-quick-and-simple-quote-management/

We are considering the SalesForce integration and other possibilities of synchronisation of some records in XTRF and SalesForce and I'm curious if anyone has hands on experience with this that can be shared. All information will be much appreciated.