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Occasionally our vendors invoice us for $0.00 when a PM has forgotten to enter a payable for a project. Is there any way for XTRF to prevent this? (Seems like a great candidate for a checkbox somewhere in settings!) The problem is that before the PM can move forward with making the correction, someone (me) has to locate *which* of the vendor invoices that charge is on, rewind the vendor invoice, and then delete that $0.00 receivable, then fast forward the vendor invoice. It would be really great if there could be an option in settings to prevent vendors from invoicing a job for $0. At least that way they could check in with the PM to see what's going on before creating a whole lot of work for someone else.
@Ted there's no safety like this in the system, if the Job is marked as Invoiceable, it will be available for invoicing.
The amount available for invoicing is payable, the same amount is presented on the PO, so we'd assume that 0 as the job Total should raise a red flag for a Vendor much earlier than on the Invoicing stage, for example when the Vendor starts the work on the job or receives the PO.
The Total of the job is always visible in the Job manager, so every time they work on the Job with 0 total, they should contact their PM.
Aside from that, on the list of jobs, you can create a View that could show you a list of invoiceable jobs in Started or Ready status that have 0 as a Total cost. Every project manager can have this kind of dashboard to monitor if there's something missing in the projects.
One of the possible solutions here could be an automatic preparation of invoice specifications for your vendors. In the job selection filter where you could exclude jobs with 0 Total cost.
I think that an XTRF user conference is an idea whose time has come. We could get to meet your team, share tips and tricks, network between LSPs and translators, have master classes à la memoQfest, see use case presentations, etc.
What do you think?
Hello, Is it possible to apply a filter from the "all vendors" section and display all the vendors working in the same language combination, filtred by their price? thanks a lot Gae
You can see the rates when you are in the price profiles section, but you have to apply at least these four filters to be able to do so:
1. Job type
2. Source language
3. Target language
4. Calculation unit
Then you should be able to see them.
Virtual Column / Custom Columns... are they consistent between implementations? Can we create a repository?
I've been thinking about virtual columns and how many I need to create, and how many others seem to need it also. There seems to be a lot of redundant work going on in this situation. So a few questions about this...
1) Are virtual column consistent among implementations? I mean, if I give someone my virtual column code, will it work on their system?
2) If so, would XTRF consider creating a library of virtual columns that we could access and use?
3) And would other users be interested in sharing and creating a code repository of some sort, that we could use and share among each other?
I would like to know how to create a display (on my dashboard or anywhere else) that presents who is on holiday today/this week/any other selected date rage.
Pls advise how to to do it, as I couldn't find instruction anywhere.
How are you XTRF/memoQ users handling the wrapping up of projects in memoQ? Currently there is no API command (to my knowledge) that allows XTRF to wrap up a completed project in memoQ. This leads to lots of unwrapped memoQ projects and therefore to lots of Working TMs as TM reference material in new XTRF projects.
So far we have had to ask our PMs to wrap up projects manually. PMs currently do this once a week to reduce the amount of Working TMs in XTRF, as the wrap-up action submit Working TM to Master TM in memoQ.
I had asked XTRF to incorporate a wrap-up API call from XTRF to memoQ when the XTRF project is closed, as this seems to be the most logical and practical time to run this action. However, I was told that this is not a common request by XTRF/memoQ users. Therefore, I would like to check with all of you in case I am missing something.
Thanks in advance!
I see more acticity on user echo now than 1 year ago. We were told that version 9 would be arouns user echo suggestions.
Still, the most upvoted request have the "suggestion" status.
If none of them get's the status "planned" or something people will stop sending in suggestions.
Personnally I'm not very motivated on posting a lot of development ideas because of this reason.
what are XTRF's plans with regards to implementing a 2FA login using a hardware token or any other 2nd factor authorisation?
How do other users secure login to the system? Do you limit login access to Home Portal from a specific IP or does anybody use any other ways to secure unauthorised login?
We have been using Smart Projects for almost 9 months now and have found workarounds for most situations. But from time to time, we want to make sure we are not falling into bad habits, but instead are using the system as efficiently as possible. To this end, I wanted to get the community involved to see what you have found to be the best way to monitor the status and need for action for numerous projects at the same time, e.g. at least 50-100 open projects simultaneously.
So far we have used a hybrid approach of:
* List of open projects
* List of jobs due today or earlier
* Systematically adding an internal "project preparation" step to all projects, which we only set to Ready once all vendors have been assigned, finances are verified, and the project confirmation to customer has been sent out
While this works fairly well, it is surely not ideal. The main purpose of a project management system is to have a clear and organised overview of running projects and jobs. The Smart Projects Dashboard is, at best, a half-hearted effort to achieve that. And the Notification section in the top bar is not practical or reliable at this point (see other threads on this topic).
So as we wait for a better solution to be developed, what other ways have you found to be effective in keeping an overview?
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