Questions?

Hi All,

is any of you know how to get availability requests in smart projects in Macro, as AvailabilityRequests() only works with classic projects.

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?

We think that a very useful feature would be that all Notes fields would populate the name of the Project Manager with the current date and time, as soon as they click the Edit pencil to add a comment. Having several comments in the Notes fields from different members of the team creates confusion. We have added users to do this manually, but they obviously bypass it.

Hello everyone,

We have just started implementing this tool in our company and we don't know how to merge our Power Bi with the projects, finances and all the data in XTRF. 

We were working in Excel before :(

Any ideas?

Thank you!

Hi everyone,

I'm preparing a custom column that works on any opportunities view. I want to find the quote associated with every opportunity on a set view. I have implemented a solution far from ideal, which includes getting the opportunity's name and using QuoteFilter to find a quote by the same name. As expected, it doesn't work if the quote's name is different than the opportunity's (if someone's changed the quote's name), or if there are multiple quotes by the same name. I would like to do the same thing with IDs, but I don't know of any methods I am aware of that can take an opportunity ID and give the quote associated with the opportunity. Has anybody accomplished something like this? Is this possible at all?

Thanks in advance for reading.

Efe

We've been using the QBO sync for the past month or so.  It generally does what the documentation says.  However, I'm having a problem where a sprinkling of client invoices aren't being synced to QBO.  A subset of these invoices--I found out through doing a few QBO searches--had an invoice number that matched a vendor bill that was previously in QBO from a couple of years ago (and thus never existed in XTRF).  By preemptively re-numbering my vendor's old invoices in QBO I could avoid the problem ahead of time.  But now I'm still having invoices that don't sync and as far as I can tell the invoice number either doesn't exist at all in QBO or is so old that it's not showing up in a standard search.  

If anybody has an idea of where I can go from here, I'd love to hear it. Or if you're having the same issue, let me know!

Hi,

I'm wondering if there is a way to download the XTRF quote (the PDF file) either in the smart or the classic quotes. In Smart there is a quote confirmation that can be edited and sent, whereas in classic projects the quote for the entire project that appears under Documents in the project level would be interesting, but I didn't find a way to get either PDFs via the APIs.

Thanks,

István

Hi,

I want to create projects with the XTRF API. I have taken an existing project and read out the project details with https://Xxx.xxxx.xxxx/home-api/projects/3738. I get as start date the value 1673433060000 and as delivery date 1673539200000. how to convert the values to a normal date format. The real start date is 11.01.2023 11:31 CET.

Hi all - we have been a client of xtrf since 2012 - one of the first clients for them.Since that time, we have built out the financial side of our company around the QBO/XTRF sync. I understand that bugs happen over time, no issues there but in June of last year the sync stopped working. Our entire financial system basically blew up. The vendor portal is wrong causing HUGE confusion amongst our linguists and added time/work for our internal staff. We are effectively at this point having to maintain two sets of books. I have put in numerous tickets, reached out to everyone I know (I know a bunch over there given how long we have been using the system) and no one, I mean NO ONE is able to give me any answer other than we are looking into it and will get back to you. I am absolutely floored by this situation. I am not one to take to the internet to talk trash about anyone or any company but I truly am at my wits end here. I have no other recourse except to turn to the outside world to see if my story resonates with anyone else. Has this been an issue for anyone else? I know things take time but this feels ridiculous and, honestly, like we are being taken advantage of because we have little to no recourse to fix the problem at hand. Any similar stories or suggestions as to how we can move forward here (other than switching to another provider) would be greatly greatly appreciated and welcomed. Thanks much.