Home Portal

Skip to end of metadata
Go to start of metadata

The Advanced Configuration (available in General Configuration) allows you to configure multiple settings, related to all aspects of work in XTRF™, which are applied to all system users.

System customization done by single user for themselves, are available in Preferences.

 

In the System tab you can manage:

  • General settings of XTRF™;
  • Defaults system settings, applied to all users;
  • Specific Formats (date, time, separators, etc.);
  • E-mail account and mail server configuration;
  • Access and configuration of the FTP;
  • Base System Currency and its exchange rates; 
  • Audit tab monitoring of actions performed in XTRF™ by its users.
 

In the Provider tab you can manage:

  • Default Values, where you can set the Provider's default language, invoice type and price profile;
  • Payment Terms, where you decide how and when the Providers will receive payment for their work;
  • Invoice settings, where you decide who will be informed when the invoice for the Provider is ready;
  • Vendor Availability, where you set up the standard working hours of your Providers.
 

In the Customer tab you can manage:

  • Default Values, where you set the Customer's default language and price profile;
  • Payment terms, where you decide how and when the Customers should pay you for the Projects;
  • Invoice settings, where you decide if you want to be able to modify the invoices generated by the system.
 You can also configure the default settings for all Quote/Project created in XTRF Platform, Project Manager's Dashboard, automatic CRM notifications and Satisfaction Survey.