Questions?

Is there a maximum number of characters for a file name for it to be opened by Client?

If you have experienced such a problem, please share what solutions/workarounds are you using?

Thank You! 

What does this part mean of the Release notes?

More robust subscription API

Enjoy better API performance due to the changes we've made to the subscription management.

https://xtrf.userecho.com/communities/4/topics/2331-xtrf-97-release-note

I want to add an item to my rates that is a percentage of the cost. For example, lets say I am charging $0.50 per word for Spanish translations and for proofreading, I only want to charge 50% of the cost per word ($0.25). Is there way to use the percentage calculation unit to do this? or what is the best way to do this? 

In the past, I have just added a proofreading charge for the languages needed and done the math myself and charged half the cost but this can be time consuming and I am looking for a more efficient method.

Hi,

I have been trying to create a macro to run after a periodic job that creates invoice specifications which will add a specific category to the invoices specifications created. The reason is, we want to be able to distinguish which branch each provider invoice should be made out and confirm the providers invoice the correct branch.

The problem is, I cannot seem to find how to add a category to a provider invoice using a macro. If it were a custom field (which are not available for provider invoices for some reason), it would be straightforward.

Has anyone done anything similar before? 

We have a client that needs to keep each of their projects, and the researchers for each project, segmented. However, if we set up a single client with multiple contacts, they could go into the portal and see all of each other's projects. Is there a way to keep each project isolated? Any suggestions would be helpful! Maybe the answer is to eliminate access to the client portal? Are there any other thoughts?

Hello,

We offer a system of awarding finder's fees to our vendors and other people who bring in new business. Can XTRF help us track these commissions automatically as a percentage of each invoice? The only solutions we can think of is to create an additional Commission job for such projects and calculate the percentage manually. I'm sure there's a better way than this clunky workaround!

Thanks,

Grigori

is there any possible way to search the parent task of my selected activty for a certain activity type using macro ?

not sure if activity.task.activities is the right approach for this, any ideas ?