Questions?

This may be a very basic question, but I've never fully understood: what exactly does it mean to mark a receivable as "sent"? Is this the main use of sending receivables being able to close projects automatically, or does it affect invoicing in some way? I'm particularly unclear on first point in the yellow box in section II here :

Receivable Status Changes Automatically to Sent

• Please bear in mind that the receivable status set to Sent is a technical term. Any kind of notifications are sent to any of your partners.
• It might happen that the statuses of all receivables changes automatically to Sent: This option is configurable while creating a Workflow Definition in XTRF Platform. When the jobs in a given task are finished, the receivable associated with it is sent to the client. Please mind that all default Workflow Definitions delivered in XTRF Platform are set up with the Automatically Change Receivables Status to "Sent" when Workflow Is Finished setting selected.

When a receivable is set to this status, has some notice actually been sent to the client (and if so, where/how to edit the notice?), or is it just a visible status for internal reference (meaning what exactly)? We had a possibly related issue a while back, where a team member was marking an invoice as sent, thinking it was doing the job of actually sending it the invoice to them, but in reality the clients hadn't received the invoices. 

In the process templates, it is possible to assign the PM as the default vendor for a process step.

However, "The user needs to be linked with the vendor" 
How do I do that?

Hi,

I need to know What is the use of the resources tab in client profile?

Hello,

We have a project for which we create each month a Classic Project and we receive content daily, bi-daily, weekly, etc.

Each time we receive new content, we create a Task inside this Classic Project and add the special instructions (if any).

For the General Instructions, we add them at Project Level when we create the project and they are shared across all Tasks and Jobs.

The issue is with the General files we need to share across the entire project and never change during the month. We cannot find a way to upload these reference files at a Project Level to do it once per month or do it on a Template so the files are shared across all Tasks and Jobs, even if the task is not created yet when it does (like the Project Instructions).

Is there a way to do this on a Classic Project?

Thank you!

Can I still access classic projects and if so, how do I switch between smart projects and classic projects?

A contact person of a service provider has changed their email address. 
When I try to change their email address, XTRF tells me it can't change the email address as it's directly linked to a vendor portal. Any suggestions on what to do here would be much appreciated :-|

I was always under the impression that additional accounting contacts would be copied on invoices, but I am wondering if that's actually true or not.  In my screenshot, I would expect the invoice to be sent to Accounts Payable and to Gordon, Matt, Noah, and Palmira.  Is that correct?  Capture.PNG

Dear Team,

Is there any way to create a report for specific Job Type for specific Vendor so that we can calculate the amount of time spent on the job?

Regards,

Mihai

Is it possible to have several VAT rates for one customer, depending on job type?
E.g. Translations incur VAT and Language Training does not.

I try to build a process for a service "conference interpreting", in up to 10 languages. 

Every language combination is covered by 2 linguists, so I need two jobs. Any idea?