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Creating a report for specific job payables per each vendor.
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

Several VAT rates for one customer, depending on job type.
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.

Smart process template for interpreting jobs?
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?

Notifications - deactivate templates
In Notifications - Templates - there is an option to select and deactivate templates.
But it does not seem to do anything, e.g. templates remain active
I'm also not able do deactivate a template when I open the template itself for editing.

Sorting in project view
When I create a View in Projects, it is sorted correctly initially.
Afterwards, when I sort it by Project ID in ascending order and then back to descending order, the order of the projects is incorrect, e.g. it's sorted by the first digit .
This seems to be irreversible.

MemoQ 9.10 - XTRF does not insert Proofreader in MemoQ projects and does not update provider changes in MemoQ.
XTRF only includes the translator in the MemoQ project when setting up the project in MemoQ. The proof reader is not included and MemoQ also does not update if the provider is changed.
Is this a problem because we are using MemoQ 9.10?

Volume of words/hours worked by each of the PMs
Hello!
We are trying to get a view or report on the volume of words/hours worked by each of the PMs on their assigned projects.
Specifically we need the following fields from the Receivables panel:
We can't find in any of the forms where these fields are located in order to select them. Could you please tell us where can we look for them?

Properly classifying Revenue vs Expenses in Quickbooks Online
Our accountant requested an update within the integration of XTRF and Quickbooks Online to properly send revenues to an income account and expenses to an expense account. Currently XTRF automatically selects the same account for both income and expense: “XTRF account”.
Fixing this will help us automate a lot of steps in Quickbooks that we are having to perform manually.

Has anyone created a macro to update the Project/Account/Sales Managers?
I'm hoping to be able to change the Project Manger (and/or account manager, sales manager, project coordinator) through a macro and trigger it via api. Has anyone done this? Does this seem doable? Thanks!

Can you create an external list of vendors to invite to a job via API?
We've been trying to figure out how we want to invite vendors to a job via the API and have been following this thread... https://xtrf.userecho.com/en/communities/8/topics/2164-can-you-select-vendors-through-api
Here's a similar question, but from a different angle.
Can I (or has anyone already done this??) create a dynamic external list of vendors with their XTRF IDs, and then use this list to invite them to new XTRF projects? So rather than create a vendor selection rule that is based off of XTRF filters, create a list that the rule pulls and executes upon? If this is possible, I assume it would have to be a macro, so, where/how would you execute this macro?
Any thoughts? Thanks!
Customer support service by UserEcho