Questions?

Hi 

There shouldn't be a problem. For every language combination, you can add as many Receivables as you need, one per each file if that's the case.

As you already mentioned the rate is different because it's a sworn translation. 

In general, the rates in the XTRF are described by the language combination, job type, calculation unit, and specialization.

In this case, you can use 2 job types, translation, and sworn translation.

So in your price list (or client price profile) add the rate using the translation job type, and then add the second rate, but this time use the sworn translation as the job type.

In the project add one receivable using the translation job type and then add another receivable using the sworn translation job type.

In addition here's a link to some tutorials:

Adding rates to the client profile:

https://xtrf.userecho.com/knowledge-bases/10/articles/230-guide-to-client-management

Adding receivables to a quote:

https://xtrf.userecho.com/knowledge-bases/10/articles/225-guide-to-quoting

This is technically a guide about the quotes but adding the receivable is exactly the same in both quotes and projects.

Best regards,

Marek

In cases like these, please contact your Key Account Manager directly. 

Any downtime is spotted immediately and your XTRF is made available right after.

Hi 

It's possible to modify the Invoice number ID after it was created. But first, make sure that this option is enabled in your system.

Go to the configuration > Clients and Venrods > Client settings > Invoicing and make sure that Enable Invoice Number Modification checkbox is selected.

Then when the invoice is in the Not ready status, you will be able to modify the number.

It's also possible to define numbering of the Invoices. The ID numbers in XTRF are created uppon something that we call numbering scheme.

All numbering schemes used by the system are available in the system configuration > Templates > Numbering schemes. 

I'm guessing you're thinking about client invoices so you need to find on the list one of the type Client invoice numbering schemes.

When you edit the numbering scheme you can modify the rule how it's created, and also current counter value - the invoice numbers don't have to start from 1.

If you'd share, here or through your XTRF contact, the general idea how your client invoice numbering should look like I can help you find correct setting of the numbering scheme.

Best regards,

Marek

There a couple of ways to do that. One is to add translation jobs to the same task, which you can assign to different vendors. The advantage here is these will all feed into the next job (so if the next one is revision, the single reviser will get all the files from all 5 translation jobs).

The second way is to simply add new tasks for each part (that is what we usually do). 

Yes and no. 

Vendor Portal has two options for making changes on one's profile: 

- changes allowed

- changes requested

You may keep the first option - Services - checked, so that a Vendor can request changes to their profile. Such request is then sent for review to the vendor manager (Head Recruiter) and locked until reviewed, making any further changes / requests impossible. 

If this is not enough, propose an idea on the Product Development Ideas forum for an improvement. 

Hi Jacom

Yes, when you add multiple tasks to the invoice the whole group will get one Invoice number.

And yes, You can add there only tasks that were not invoiced yet.

Best regards,

Marek