
| 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. |
| 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. |