Questions?

Hi Forum users,

We have recently moved over to Quick Books Online and subscribed to the XTRF Intergration API.  Was wondering if any other XTRF users are currently running the integration successfully. We would be interested in sharing our experience and potential issues.

Thanks all

Nick

A lot of receivables had the wrong quantity, so now I have to go back and change all the receivables.  All the total agreed stay the same, so the invoices stay identical.  What's the fastest way of doing these changes?

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?

How do we turn off the option to automatically create temporary TMs in a  memoQ project created through integration? We found that even if when the "Add Default Translation Memory if needed" option is unchecked, the temporary TM will still be created in memoQ.

I have created Selection rules for Workflow Resources, and the TMs are selected correctly in XTRF, but in memoQ, the temporary TM is always created and added as the Working/Master TM.

Hello:

I have found the way to retrieve all vendors rates in a CSV through the "old views" system. The thing is that I don't want to retrieve all of them, just the ones that changed in the last X days.

Did you find a way to fiilter by LastModification?
And overall, is there a way to retrieve this information through the API? Or at least through a macro that then I can retrieve the results from the API.

Thanks a lot for your information.
My best regards.

Hello all!

I wonder if anybody who is using some sort of integration to POST xtrf project via API is having a similar issue.

The box in the payables is often unchecked

It used to be more rare few months ago but now it happens so often that it is really hard to keep track of finances in the project.

I cannot find anything in any API call that relates to updating that field

Is there a way to show the Client Reference Field on the invoice?

When creating a Smart Project, you can enter a number in the Client Reference Field. This number shows up in the tab "Tasks" when you create an invoice:

So, how do you add this number to the invoice? I have created a template in pdf but cannot find the correct XTRF taq. 

Anybody has tried inserting a unique image into either an XTRF generated email or a document template (invoice) while the image would be generated via an API call?

We setup SSO for our XTRF portal and wanted to use auto provisioning using the groovy script  from the SSO setup below but we are not able to make it work can someone help me?
https://xtrf.userecho.com/knowledge-bases/6/articles/2016-xtrf-single-sign-on-sso-configuration

Hello:

I was wondering if you found out a way to retrieve view results from inside a macro. I don't get to see any Service/Object in the documentation in order to specify a view ID and retireve all the results.
Something like waht's done in the API for the ednPoint:

home-api/browser?viewId=xxx

Thanks in advance.
My best regards.