Questions?

I need to remove the Rights of a specific User Group so that they can still see projects, but not the Client Receivables. I removed everything related to Clients and Receivables from the User Groups and Rights tab for that specific User Group, but when I log in from their account, I can still see the Receivables in old projects.

How do I continue?

Hello,

has anyone been requested with a LEDES format file?

https://en.wikipedia.org/wiki/Legal_Electronic_Data_Exchange_Standard

is it posible to create this in XTRF?

Thanks

Laura

We have agreed on a volume discount between client and some vendors for various accounts/content type based on monthly invoice amount

For the client we invoice all related tasks across multiple projects so it is easy to manage/control - when invoicing at the end of the month the PM manually applies a discount to the total monthly amount to comply with the volume discount. 

However, from the vendor side, it is more tricky as they can select what to invoice from the vendor portal on a monthly basis. 
Let's say the volume discount kicks in at $100. They have 3 jobs to invoice this month $40/$40/$40. They could just invoice 2 jobs this month to be below the volume discount and keep pushing jobs out until a month is below the threshold. So this isn't ideal.

We then thought about creating a Rebate project and instead of having a volume discount for the amount invoiced, we would use jobs/$$ ordered for the month instead. So if in August we ordered $110, in September we would add a negative $2 PO.
The problem here though is the vendors can just choose not to invoice these negative POs.

How do you manage volume discounts in XTRF?

I am trying to create a report of vendors who have not submitted their contacts. I can select Translator Contract as ANY but that includes all vendors, even those who have Electronic. How can I produce a report that only includes vendor without a contract box ticked under the ID Provider Tab? Any ideas...?

Hi all,

I would like to automatically send out a Job Offer (Smart Project). The API doesn't seem to have this functionality. I am currently searching the JavaDoc for anything that let's me execute this job offer through a macro, but I haven't found it yet. 

Maybe one of you have automated this proces?

The exact functionality that I need is that I can create a Job offer automatically where I assign an activity/job and a rule (provider selection rule?). This is the current manual step that I take:

Hi Crew,

we'd like to start using CRM module in order to collect there all email (internal & external ones) connected to a specific project 2020/XXXX.

Suggestions? Any experience in this?

Thanks u all

Gae

We are trying to add a specific user as a Backup PM in a client's profile, under Identification Data. However, this user is not included as an option in the list. He is included in every other list under Sales Data, i.e. we can choose him as a Project Manager responsible. Any ideas?

I would like to use the API (or macro) to convert a quote to a project.

Is there anyone that already done something like this?

We noticed and are able to easily recreate a bug in XTRF. If a project

manager changes the workflow of a task from "normal" (non CAT) workflow

to a workflow with integration (memoQ), XTRF for some reason pulls wrong

analysis from memoQ. The analysis is always several times larger than it

should be, both for receivable and payable.  Same goes for converting quotes to projects and changing the workflow. Has anyone else noticed this problem?

We have been dealing with this issue for several months now with no solutions from XTRF support, so I wanted to check if anyone else noticed anything similar.

Kind regard,s

Peter