Questions?
They are answered by the XTRF community and our experts
I can complete all job steps in a smart quote!
I noticed that I can complete all of the steps in a smart quote, including deliver of final files to client without ever having converted the quote to a smart project.
While this may not be ideal, I was wondering if this was a bug or intended. I do notice that POs are not automatically sent out in a smart quote, which makes sense, but I just wonder why this would be allowed.
Jaime
How do you deal with internal project files?
How do you deal with delivered files, such as unclean bilingual files, qa reports that many translators deliver, but that do not need to be shared with the client? We are looking for a sustainable way to keep these files in the system, but to also have them internal.
Payment terms with end of month...
One of our payment terms is 45 days end of month. This means that the calculation is first of all based on 45 days after invoice date, then we go to the end the related month. For instance, for an invoice issued on January 20th, the due date is 31st of March.
When we choose end of month and 45 days in the XTRF parameters for payment terms, for an invoice issued on January 20th, the calculated due date us 15th of March, since XTRF goes to the end of month first, then add 45 days...
How to do?
You are right.
XTRF first goes to the end of the month, then adds x days.
I'm afraid there isn't any other way per available settings.
How can I change the quote language?
Hallo,
I want to send a quote in Italian, but the quote always is in English. How can I change that?
Thanks
Elisabetta
Hi,
You need to activate the Italian quote template in settings -> Document Templates. You can also set it to default.
How can I add files to closed project?
I want to add an offline deliverable to a closed project, but I can't see an option to do that anywhere.
Hi NadiA
To add files to a closed project you need to change the project status. In XTRF project becomes closed automatically when all process steps are in the Ready od Canceled status.
the simplest way to reopen the project is to change the status of one of the steps (for example the last step in the process) back to start, add the files add then change the step status to Ready.
You can do similar if the step is canceled, you can change it to Opened and then back to Canceled again.
best regards,
Marek
How can I edit payables in a closed project?
I am trying to edit the payables of a provider, in a project which has already been closed (payables were not entered at the moment of creating it). It doesn't allow any change.
How to add a past project from 2018 by not affecting the project code row of 2019?
Hi,
I want to add some missing projects from 2018 for more accurate statistical reports but when I add a new project, it is listed with the code starting with 2019. I want it to be listed as 2018. Although I select the starting and ending dates of the project as 2018, this affects the project row of 2019. Is it possible to change the automatically created project codes?
Also, when we delete a project, its code disappears. I mean, if I delete the project coded 2019/52 and I want to create another project with the same code, I cannot do that. The new project I create is coded as 2019/53. Can someone also help me about these issues?
Thanks in advance.
Burcu Demirörs
The "Project Code" can be modified in Configuration/Templates/Numbering Schemes. If you create a project in 2019, the project ID will also have 2019 no matter how you change the dates in the project itself. In essence the ID never can be changed after the project has been created. This is a Good Thing.
The latter part in the ID comes from a running counter, so you just cannot create two projects with the same number.
Just asking: Why do you want to create reports depending on the project ID? Why not just use the dates in the project in the first place?
Re-invite vendors to vendor portal
Is there a nice way to re-invite vendors to the Vendor portal? We are going live any day now and have several thousands of vendors. SOME of them have been invited to the vendor portal during our testing and learning period. Sounds dreadful to sort manually through all of them to find who has been invited and who hasn't. Maybe there is a way to find them quickly? Thank you very much in advance!
Hi Kristine
From the technical perspective, you can select all vendors on your list and send them the invitation to the Vendor portal.
System will send invitations only to the contacts that don't have an active account yet, at the same time ignoring Vendors who already activated their account in the Vendor Portal.
So, in this case, I wouldn't focus too much on who is already using the portal, let the system deal with that.
Best regards,
Marek
Can Classic and Smart modules be used simultaneously?
We have a dilemma because for some of the clients the simpler layout of Smart projects would work better, but for some clients it makes more sense to stay in the Classic projects module due to their complexity.
Is it possible to use both modules simultaneously and would it in any way limit or affect VM and reporting functionality?
Hi Olga
You can use both project management modules in your system at the same time, there's no problem with that.
Most of the Task-based reports should also work fine with Smart projects, it depends on the particular report, what filters are applied. Smart and classic projects have a different structure so it may happen that in some cases reports will require some tune-up.
Best regards,
Marek
Hi Marcela
You can reopen a project that has been invoiced. The status of the project and invoicing run in parallel and one does not bloc the other in XTRF.
There's just one thing if the project was already invoiced the modification of the Receivables will be not possible.
But aside from that, everything else should work just fine.
Best regards,
Marek
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