Questions?

Hello, I have a question: when the client rejects a Quote, there is a drop-down menu for "Reason for Rejection with Description". There are multiple options that you could choose to explain why the Quote was rejected. I am wondering what does it mean "Walked away" - does it refer to the client, who walked away? OR to the LSP that did not follow up? It's not clear enough how to understand it.

Thank you for your help!

Monika

Hi, there is an event in Xtrf to send an email:

E-mail/Text Message to Client: When project confirmation is sent to client

When is this fired? Or is it only manually when you click on the edit and send button?

Hi,

Is there a way to add the same actual invoice (assign the number and upload the file) for several provider invoice specifications? 

Sometimes a vendor sends an invoice for 6-7 specifications, and we have to go into each one, add the number and upload the same file many times. It would be more reasonable to select the specifications and have a button on top which would let us add a single invoice (number and file) for all of the selected specifications.

When you have a large project, how to others use XTRF to pay invoices in installments? I looked in the knowledge-base but I couldn't find anything. I don't want to recreate smaller projects out of a large project, but I'm sure there is a way to do this that I haven't figured out yet. Any experience on this out there?

Client has paid a pro-forma invoice. I am going to settle a real invoice for this payment and would like to mark that the amount has been already paid, so that it is also visible on the invoice, for the client. Where can I do that?

thanks!

Hello!

When I try to import multiple rates for a Vendor or a Client, I get a message which says that Auditing is turned on and must be disabled before I can proceed. The problem is, it does not say which one of the multiple options I should disable, I have them all enabled. Is it one in particular, or all of them?

I'm taking about: "Advanced Configuration > System > Audit > Client, Client Invoice, Periodic Job, Project, Quote, System, Unknown, Vendor, Vendor Invoice."

Any ideas?

Thanks!

We have a situation where we have an incorrect invoice and the client has asked us to adjust the amount. How do others handle adjusting invoices? It seems that the only answer is to delete the invoice, add/modify the receivable, re-issue the invoice. Is that the only way? 

We have an issue with our emails being sent out from XTRF and I wanted to know if others have it and if anyone knows of a fix.

When XTRF sends emails on behalf of users, the "From and Reply-to" are being populated by the user's name and email address. But the email is being sent from the main email account that is listed in the configuration.  That causes a number of problems - including our emails being seen as spam in some cases, and bounce backs all going to the main email account rather than the user email account. 

XTRF informed me that this is a problem with our mail server, not XTRF settings. FYI, we use google suite for our email. 

Has anyone else had this problem? Has anyone else solved this problem? 

Thanks!

Can the Volume (source word) in "Project" be modified in e.g. page or any other value? 

Does anyone know how to pull out a list of vendors used in September?