Questions?

I want to be able to share vendor resumes with our team, without needing to have individuals search for the vendor, and then click through to the resume. Is there a way to share a link to a file so if a team member is already logged in, I can link to the specific file? Or the specific folder?

Hi all,
Did any of you implemented the SMS option in XTRF for sending out availability requests? What are your experiences? Does it provide any added value in terms of shorter TAT, or other advantages?
I don't know if it's appropriate to discuss third party SMS service providers, but I'd be interested to hear which ones you've chosen and the costs associated? If this is inappropriate for the forum, feel free to PM instead.

How can I automate sending a monthly invoice? same customer, same amount always

Is it possible to modify the client invoice template and language? 

Hi,

I wanted to ask if anyone has found a method to automatically assign different quote and invoice templates as well as a numbering scheme to a customer, depending on the branch they have been assigned to? Perhaps using a macro after the customer has been created?

Has anyone tried to export the data (or use the data) from client satisfaction surveys? I can view them in the project. I can export the optional qualitative question in the project view report. However, the only place I can find the quantitative evaluation is in the project itself - which makes it hard to use. Amy I missing something? Has anyone else experienced this?

How should we delete inactive users in XTRF? When someone leaves the company we set their user as inactive but at some point it'd be useful to be able to remove them from the system... when using reports and in KPIs we always get results for inactive users that are not needed. Currently we cannot delete those users from the system as they are assigned to workflows or previous projects.

Every month we have to download from XTRF all the invoices so that they can be processed by our accountants. Is there a way of doing in one go or should we download them one at a time?

I have different TM rates pourcentages depending on the specialisation of the project. It seems that I can enter only one set of TM rates pourcentages for all specialisation, but I need different ones for different specialisation

Hi all,

we have a small macro that runs monthly to force status of some vendor invoices to BILL RECEIVED.

We implemented this so we could keep the payment due dates of the vendor invoices consistent. However, when we change the status to BILL RECEIVED by using a macro, the final PDF files are not created on the SFTP server.

Since there is no option in XTRF to download all invoices at once (as there is for client invoices), we grab them from the SFTP, but due to this, we need to manually change the status for each invoice from the UI.

Does anyone know how to trigger the PDF creation on the SFTP server through a macro?

I asked the support desk, but unfortunately it would require extra time on their side and paid developer support :(

Thanks in advance.

Wim