Questions?

When I add a penalty to the PO I edit manually the Discounts / Surcharges field in the payables but thistext  doesnt show up later on the PO, can this be changed? It only says still bonus/penalty on the PO although I did change it to Penalty.

Hi there,

As an XTRF newbie I'm taking the courses but on lesson zero but every time I try and send the test email I get this notification at the top of my screen: E-mail could not be sent, reason: 535 Authentication Credentials Invalid

Therefore I couldn't complete this step but want to move onto the next steps. 

Could you please let me know how to fix it ASAP that would be great - thanks! 

Best wishes, 

Florence 

Hi,

is there anybody who customized templates (invoice or any other) on their own? If so, how did you look up names of data fields you are displaying in the report?

In the past, we used to be able to switch UI language to "XX_ localization" which was displaing codenames.

Thanks

Michal

hi!

1. can you please check why can i make only smart projects?

2. why can't i delete them? (i am testing the system and need to delete some of projects)

3. i am testing how the project creation works, and i haven't this window when making the project:

1. In the Select Client Price Profile pop-up window find client with a price profile you are interested in:
   • You can select a price profile from a list on the right-hand side.
   • If you have a lot of entries on your Client Price Profile list, you can use the search on the left-hand side to narrow the displayed entries.
2. When you select the required price profile the Select Client Price Profile pop-up window closes and the data are provided in the Client field and the Client Price Profile section.

4. why when adding the project from EN to 4 languages (RU, LT, LV, ET), i can add only one translator? I need to add 4 different translators for each subproject.

5. i can't find where to add prices of each language pair (client is with added price profile and i think it should be automatically set after adding word count, no? 

thanks, waiting for your answers.

Is it possible to add more than one recipient to the job assignment notification mail? 

For example : I want to send a job to a vendor while adding alias mail in the CC in addition to the project manager mail.

 There are some tasks that can be done after the project is closed and that do not match with the option available now.

Hello,

we're new to XTRF and it looks like vendor invoices submitted through the portal and client invoices created in XTRF do not show vendor/client VAT number and complete address. Where can we configure this setting so that the complete details are visible?

how to add GBP currency to vendors and clients

Hello,

regarding the Customer Feedback section, we miss two important fields, let's name them as Importance and Type:

Importance: to categoryze the importance of the Client Complaint as low, medium or high.

Type: to clasify the client complaint as a Grammar, Terminology or Style issue.

BUT, we've just realized we can not create Custom Fields at Feedback Report scope.

Would there be other solution?

Would someone find these fields usefull?

Thanks

Laura

I'll be there. Love to chat!