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Answered

Set automatic receivables (with established values) for a process template?

Molly 2 years ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 1 year ago 3

Hi,


Under classic projects workflow definitions, we are able to set specific receivables. This really comes in handy to set up, for example, minimum fees or just to ensure that the receivables cover all the steps in a workflow.


I see there are automatic receivables option with Smart Projects but it appears to be totally tied to CAT analysis/jobs involving word counts. I'm looking to have automatic receivables using the HOUR calculation unit.


Here is an example of how we want to use this:

-Open project, select "Interpreting" smart project process & select client 

-Opened project has pre-filled receivable "Interpreting @ 2 hours x $X/hr" (rate pulled from client price list)


This saves a lot of time when opening frequent, single-process type projects with established pricing. Is there some configuration I'm missing? Or, can we expect to have this sort of functionality in Smart Projects in the future? 

Answer

Answer
Answered

Hi All

I'm afraid that at the moment the only option available in the system are the receivables based on the cat analysis.

There is an idea for this kind of development :

https://xtrf.userecho.com/communities/1/topics/671-auto-creation-of-default-payables-and-receivables-in-smart-projects

And we have it in our plans as something to be added in the system, not in the nearest future thou.

Best regards,

Marek

I am also interested in this.

In my use case, I would want to automatically add a file prep fee to any new project for a certain client. So, as Molly mentioned a year ago, when I start a new project for, say ABC Company, a Receivable for File prep fee would automatically be added to any new smart project.

Very good idea. We would like to be able to set up that automatically for all clients with a certain category a PM fee is added to the project. Preferably amount (1) as well as rate. Is this already possible in Classic? We als use SMART so any option to be able to make this?

Answer
Answered

Hi All

I'm afraid that at the moment the only option available in the system are the receivables based on the cat analysis.

There is an idea for this kind of development :

https://xtrf.userecho.com/communities/1/topics/671-auto-creation-of-default-payables-and-receivables-in-smart-projects

And we have it in our plans as something to be added in the system, not in the nearest future thou.

Best regards,

Marek