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Creating payables via API
Has anyone used an API connector, or another solution, to enter payables more quickly? Our PMs spend a lot of time entering payables for projects with multiple languages and jobs, even for jobs where the rate is saved and autopopulates. Same thing goes for receivables. Would be curious about solutions others have found.
Customer support service by UserEcho
I've done it for classic project. I have to create a macro for it, which can be called from API. If you need help get in touch.
We create/update payables/receivables through the API /v2/projects/{projectId}/finance/payables
In order to do this efficiently, we have created a custom dashboard that enables us to easily add and change them. For instance, when there are 20 target languages, the project managers only have to click on 'create' and the rest is done by the API. In the code we define whether to take the pricelist or a custom value.
Dennis, you've mentioned this before and it sounds so useful. Would you be willing to sell a copy of your code? And I don't think I'm kidding. I want to ask my developer to create something like this, but I'm sure it will take months and many many hours. :)
I've send you a private message about this.
Hi Katie,
Your question makes me wonder if there's something wrong with the Automatic Payables feature. Is it not working for you? Do you have a CAT tool integration?
Best,
Lea
Hi, Viktor and Dennis. We are in the early stages of our XTRF implementation, and I can definitely see that we will need to be able to add automation for payables and for receivables--both for projects that won't be going through our CAT tool and for services that are not directly CAT tool related, like formatting and project management.
Viktor has implemented a solution for Classic projects, and Dennis has implemented one for Smart projects. We will need to implement both. We have a small dev team that has extensive experience with APIs, although the XTRF API is still quite new to us. I would love your advice and suggestions about how to get started. Thanks so much!
~Eric
A "multiple change" option to edit payables across different language combination would be great.