XTRF Knowledge Base / XTRF

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Process Designer

How can I control Job auto-starting?

Process Templates

How to create credit notes?

Working with Gantt chart

Copying Smart Projects and Quotes

Managing Smart Views

Smart Project display

File sharing between Jobs

Setting up dates

How can a quote be accepted/rejected?

How to edit properties of uploaded files?

How to define payables or receivables for my project?

Configuration menu

Currency Rates Synchronization

Importing Data

How to add salutations to Email Template

Budget Codes

Vendors Module

Clients Module

Opportunities Module

Invoicing Module

CRM Module

How can I limit access to client data?

Quote Request Form

How can a Quote be created?

Quotes module overview

How to add a currency to a Vendor's profile

Practical use of Categories on Clients, Vendors and more

Planned Start Date and Planned Deadline for a job

'Credit Card' Payment Type removal

Denomination of Venezuelan Bolivars

How to deduct/offset credit note on future invoices?

How to send multiple quotes in one email?

How to avoid duplicate profiles, identify and deal with them in XTRF

Document Templates and Themes in XTRF

Language settings for clients

How can I set minimum duration for a job?

How to recognize quotes that have been accepted by the clients?

Managing Services

Managing Job Types

File categories

Files auto-categorization & language detection

What can I expect from enabling the Branch functionality?

How can the Client be involved in the proofreading process?

Managing Step Types

How to send Project Confirmation to a client?

Order / Quote card

Process card

How can I split Jobs in a project?

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