Questions?

They are answered by the XTRF community and our experts

0
Answered

Incomplete payment through a bank fee

Alexander Burkhan 6 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 1

How to take into account the amount of payment from which the bank has charged the commission?


Customer paid the project. But the bank charges a commission of 2%.
How to count it on the system?


0
Answered

Exporting Memos/Log in Call/Emails in Providers' cards (CRM)

Hello,

I am using the different functionalities of CRM in the provider's card like Log a call/Memo/New email etc. Is it possible to export all the CRMs' in one go (maybe in the reports section?) or do I need to go to every provider's profile to export these info?


Thank you in advance !


0
Under review

Branding logo converts to low res?

Matt 6 years ago in Something Else updated 6 years ago 2

Hello,

Are branding logos now converted to low resolution by default? After uploading our new logo, it now appears as low res on our invoices and anywhere else.  I've created different resolutions and file types to no avail. 

0
Answered

Font color applied in task instruction window (classic project) not correctly displayed in XTRF vendor portal.

If I apply color to a piece text using the editor in the task instruction window of a classic project, the editor applies a "span style" tag that doesn't seem to be recognized by browsers (or something else prevents the colored font from being properly displayed). I can see the color applied in the window, but the vendor does not see the colored font in the XTRF vendor portal.

If I go into source mode and change these tags to normal HTML font color tags, the text color is correctly displayed.

Why does this happen and how can I void it?

Thanks in advance.

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0

Work Log and Quotes

mark 6 years ago updated 6 years ago 2

I'm looking more detailed into the Work Log module. Am I right that it doesn't seem to track time spend when a PM is in the quoting module? I know you can change the activity in the dropdown, but it seems that nothing gets tracked when a PM is spending time developing a quote regardless of what's selected in the dropdown. Am I doing something wrong? Doesn't anyone else have experience with this?

0
Answered

Automatically export CAT or manual receivable to vendor payable.

Adrián Flores 6 years ago in Home Portal / Classic Projects updated 6 years ago 8

When setting the receivable of a task, calculated by word count, is it possible to automatically export this word count into the receivable of the vendors assigned to each step of the task?

Answer

Hello Nina,

Thank you very much for this reminder! It is available in version 7.0 and with all those features that were added I forgot about it totally.

Adrian, as Nina mentioned, in the workflow you can edit job settings and select that option.


0
Answered

API Timeout Issues After Upgrade to XTRF 7?

Cori Alcorn 6 years ago in API updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 7

Is anyone else having issues with API Timeouts after upgrade to XTRF 7? Several of our main integrations are now failing since our upgrade, and they are all /browser/csv calls that are trying to generate CSVs. When I look in the logs, it looks like an error is being thrown saying the max temporary file size has been exceeded. These are the same exact scripts that were running on XTRF 6 before the upgrade.


I have a ticket into XTRF, but just curious if anyone else has a) run into this since upgrading, b) got it resolved through XTRF support and c) if anyone has found a way to skip the CSV download and instead loop through the pages of the browser call and compile all of the rows into a json/CSV format directly?

Answer

Hi Cory, we use the API extensively. Since upgrading to XTRF 7, I didn't experience any of the said timeouts. We have been generating reports/csv reports with all our data, approx. 1500 entries. Though, it did seem to be not fully idem potent and the results varied on every refresh.

We came up with an other solution:

1. Send a CSV file every hour to my e-mail address with the Periodic Jobs (XTRF --> Settings --> Integrations --> Periodic Jobs). You can select any View you'd like.

2. Have an e-mail reader automatically read the e-mail and save the CSV into your database

3. Run a report on the CSV within your database

0
Answered

SMTP Settings, Fail to Send Invitation to Vendors

HeliCo Translation 6 years ago in Vendor Portal updated by Bartosz Gumuła (XTRF Solution Architect) 6 years ago 7

Hi All,


I am a new XTRF user and I still couldn't manage to invite any vendors to the vendor portal. I have tried any configuration I can possibly do but I still receive some pop-up error messages.


Here they are:


Image 808


Image 809


Image 810


I need some serious help or I am afraid I will end up not even starting to use the system.


Thanks in advance for your help.


Kind regards,


Burcu


Answer

Dear Burcu,

I have checked and it seems like all your issues with SMTP are gone

I am very glad!

I will mark this question as answered

0
Answered

Linking payables to a closed project

Sol Lagomarsino 6 years ago updated by Bartosz Gumuła (XTRF Solution Architect) 6 years ago 5

Is it possible to link a payable to an old project that has already been closed?


I found a thread on pre-payments, which was really useful. However, for closed projects the "add payable" button is grayed out. Is it not possible, then? Thanks!

Answer

Hi,

If you are talking about classic projects (not sure about Smart as we don't use them), then payables are added to Jobs, not projects. As long as the job has not been invoiced, you should be able to add or change payables. If it has been invoiced (you can check that in the finance tab for that job), then you need to delete the job from the vendor invoice before you can change/add payables.

0
Answered

POs defaulting to 12:00AM Time

projects 6 years ago updated by Bartosz Gumuła (XTRF Solution Architect) 6 years ago 2

Hello,


I have a vendor that states that each of the POs sent to him are defaulting to a deadline of 12:00AM. This is despite the deadline being different when I create the project in XTRF. Could you please advise?

Answer

Hello,

Our Customization Team has already fixed the issue and it should be added to XTRF in the upcoming minor relase.

Best regards,
Bartosz