Questions?

They are answered by the XTRF community and our experts

0

Discount / Surcharge - expressed in $ and not in %

Monika 4 years ago in Home Portal / Classic Projects updated 4 years ago 3

Hello, I wanted to ask if there is a way to create a discount/surcharge that would be expressed in a fixed fee, for example, $50. I need this fee to add automatically to all Receivables created for this client.

Do you have any ideas or workaround? Any help much appreciated!

Best,

Monika

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MemoQ and Smart Projects

mark 4 years ago updated by Sancho Leath 4 years ago 5

We currently use Smart Projects and Memsource. Because of the lack of integration between the two systems, we're considering switching to MemoQ. 

Could anyone share their experiences using the MemoQ - Smart Projects integration? What works, what doesn't, what are the limitations? Any suggestions on this?

Thanks all!

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Customer API forbidden characters

Dennis Rosenbaum 4 years ago in API updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 4 years ago 1

I received an error message from XTRF while trying to add a customer through the XTRF API (POST /customers).

The error messages states: Field contains one or more of forbidden characters.

I found out that the company name may not contain a '>' character. Though I couldn't find any documentation of other forbidden characters. Can someone provide me a list of these forbidden characters?

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How can I make vendor invoice numbering *not* start again at 1 next year?

Ted 4 years ago in Home Portal / Smart Projects updated by Reinis Straume (LMI:T) 4 years ago 5

I've managed to remove the year from invoice numbers, but I'd really like to keep numbering continuous once 2021 starts. I can't find where the setting is in the documentation provided. 

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New to XTRF-memoQ integration — A few questions

Adrián Flores 4 years ago in Home Portal / Smart Projects with CAT integration updated 4 years ago 2

We just started running some tests (in a seprate XTRF instance) of the XTRF-memoQ integration feature. So far it's working great, but I have a few questions for those already familiar with it.


  • To what extent can we control what XTRF pulls from memoQ when creating a project and completing a step? XTRF is currently pulling some things we don't need (untranslated bilingual document at project creation) and not pulling things we need (translated bilingual document, QA report at every step)

  • Do you handle clients (other agencies mainly) who work with Trados Studio packages and expect return packages? How do approach these projects?


  • Is there a way to efficiently link usernames in external system in XTRF (as opposed to manually changing it for each vendor)? We can have a list of usernames in memoQ and a list of vendors in XTRF aligned, can we insert that back into XTRF in bulk?


  • (Off-topic) A similar question, but for vendor categories. If we create a dataset of categories —and vendors in them— in an appropriate format, is there a way to update XTRF's database in one go?

  • Can we modify the naming convetion for the project in memoQ?

Thanks in advance!


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OnCloud Hosting vs. Self Hosting | Updated thoughts?

mark 4 years ago updated by Alexandros 4 years ago 6

I would love everyone's thoughts on self vs. cloud hosting. Essentially an update to this thread: https://xtrf.userecho.com/communities/8/topics/1337-which-server-solution-do-you-recommend

I'm considering moving from the XTRF OnCloud service to a self-hosting model. My two biggest reasons for that is 1) some of my clients require all files reside in the US, so a Germany-based host doesn't work and their Canadian option is kinda-sort-of passable, but not ideal. and 2) The OnCloud is explicitly not HIPAA compliant, and while I'm not HIPAA certified (and am not going to be) it raises enough red flags for a few of my clients that it makes me want to control my hosting environment more closely. Having said that, I would rather not add another complex process or cost to the mix. 

So... How are everyone's experiences with self-hosting? How challenging is doing updates? What are your reasons for self-hosting vs oncloud? What limitations have you experienced with self-hosting? Has anyone transitioned from onCloud to Self, or Self to OnCloud and have experiences to share?

I would love to hear thoughts and feedback.

Thanks!

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Able to adjust incorrect source file?

Meghan Cooper 4 years ago in Home Portal / Classic Projects updated 4 years ago 2

I accidentally uploaded an incorrect source file for a workflow going to many vendors (Classic Projects). I had already started the workflow, but it was before sending availability requests and selecting vendors. I deleted the incorrect file as the source file and replaced it with the correct ones, but the vendors who won the jobs still received the incorrect first file (either as downloaded from the assignment email, OR on the portal). What is the recommended solution in a case like this?

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Use of different branches vs. all headquarters

Meghan Cooper 4 years ago updated by Wim 4 years ago 3

Wondering how other users employ the branch functionality. Do you use headquarters for vendors and clients, or is there different information that you display to different groups? I'm wondering if our setup is unnecessarily complicated by having multiple branches to choose from when onboarding clients and vendors. 

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XTRF issue (new profiles notifications)

Tony Casteleyn 4 years ago in Something Else updated 4 years ago 2

Hi XTRF team,

I am just wondering if you can help with a XTRF issue.

For some reasons, I didn’t receive the notifications for 2 specific individuals who created their profiles.

I usually receive them, but I can’t figure them why I didn’t receive them for these 2 people..


Would you be able to help?

Tony

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"Multiple change" button for deadline not working for the main page

shoichi takasaki 4 years ago in Home Portal / Classic Projects updated 4 years ago 2

I don't know if it is by design but when I use the "Multiple Change" button to set a date for all tasks in a classic project, it doesn't set for the main deadline. Is this by design or a defect?