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License Agreement

The article presents the features available in the Premium plan of XTRF Language Business Platform. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Language Business Platform and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Home Portal's users

 


 

 


 

Job - Payables tab

In the Payables tab of the job you can view and add payables for the vendor who performs the job. There are three types of payables, two of them you can add manually:

  • Job Payable: You need to provide the information manually,
  • CAT Payable: The payable can be added manually and it is based on the CAT analyses,
  • Work Log Payable: This type of payable cannot be added manually, it is created automatically by the system if the in-house vendor assigned to the job logs time in the Home Portal's Work Log.
 
 

Project / Tasks / Jobs section

The section allows you to control all the components of the project. You can switch tabs to access particular details and properties of the entire project, its tasks and jobs. In the Jobs tab you can view and edit particular jobs that are the part of the project

Jobs columnThe column lists every job that is a part of the project. Click the name of the job to view its details.
Edit columnClick the icon next to the job which you would like to edit. As you click the icon the details of the job in editing mode are displayed.
Delete columnClick the icon next to the job which you want to remove from the project.
icon

The icon provides you with several options:

  • Select All option: Every job gets selected.
  • Deselect All option: All selected jobs get deselected. At least one job needs to be selected in order for this option to be available.
  • Select Vendor option: The option is available when at least one job is selected. As you click the option the list of vendors appears. You can select a vendor who will be assigned to the selected jobs.
  • Multiple Change option: The option allows to change the properties of multiple jobs simultaneously.
 
 

Payables tab

The Payables tab provides all information related to the vendor's payment for a particular job.

Payables Amount fieldTotal amount of payables, excluding CAT payables
CAT Payabels Amount fieldTotal amount of payables calculated on the basis of CAT analyses.
Total Value fieldTotal value of all payables, including CAT payables.
Minimum Charge fieldVendors minimum charge for the calculation unit. If the basic rate of payable is lower then the minimum charge defined in the vendor's price profile, the total value is calculated based on the vendor's minimum charge.
Discount / Surcharges field

Click the Edit button to add a discount or surcharge. As you click the button the Discounts / Surcharges pop-up window appears.

 

Discounts / Surcharges Pop-up Window

Discounts / Surcharges Pop-up Window

Application Mode radio buttons

You can apply multiple Discounts / Surcharges to one payable. There are three modes of adding Discounts / Surcharges. You can select the way they are applied:

  • First Sum-up then Apply option: You can select discounts and surcharges from the drop down-menu in the Edit section. If you add multiple discounts / surcharges, the percent value of discounts / surcharges is first added up and then applied to the payable.
    Example:
    2 discounts and one surcharge are added to the payable. First discount's value is 10%, second's 2,5% and the surcharge's value is -5%. The total value of the payable is $500. The First Sum-up then Apply option was selected, therefore the discounts and surcharge values are first added up, giving the amount of 7,5%. Therefore, to the total payable value 7,5% will be added resulting in the final total cost of $537,5.

  • Apply One by One option: You can select discounts and surcharges from the drop down-menu in the Edit section.  If you add multiple discounts / surcharges, the percent value of discounts / surcharges is applied to the payable individually.
    Example 
    2 discounts and one surcharge are added to the payable. First discount's value is 10%, second's 2,5% and the surcharge's value is -5%. The total value of the payable is $500. The Apply One by One option was selected, therefore the discounts and surcharge values are added one by one to the payable. First, the 10% discount is added to the payable value of $500, which gives $550. Then another discount is added, this time to the value already modified by the previous discount, therefore giving $563,75. Finally, the 5% surcharge is applied to the new value resulting in a total cost of $535,56.

  • Manual option: You can provide the value and name of a discount or surcharge for the payable.

    Please keep in mind that if you want to add a surcharge, you need to include - before the percent value.

Edit section

In this section, depending on the Application Mode, you can:

  • Select discounts and surcharges from the drop-down menu
  • Provide the value of a discount or surcharge manually,

 

If you have already added some discounts or surcharges but you need them removed, click the icon in the proper row.

  

Auto-calculate Total Cost checkoxSelect the checkbox if you want the system to automatically calculate the total cost. The system will calculate values provided in Total Value field and apply discounts and surcharges according to the Application Method defined in the Discounts / Surcharges pop-up window.
Total Cost fieldThe field displays the total cost of all payables including discounts and surcharges. However, if the Auto-calculate Total Cost checkbox is not selected, you can override the automatically calculated cost and provide it manually.
 
 

Payables Table

In the payables table you can view some of the details and edit or remove payables added to a given job.

Type columnType of the payable.
Quantity columnQuantity of the calculation units.
Calculation Unit columnType of the calculation unit.
Basic Rate columnThe rate for one calculation unit.
Rate Origin columnThe column provides the way in which the Basic Rate was provided. For example it can be manually filled-in or taken from the vendor'sprice list.
Minimum Charge columnMinimum charge defined in the vendor's price list. If the rate of the payable is lower than the vendor's minimum charge, the basic rate will be overridden by the minimum charge.
Total Value columnTotal value of the payable.
Up columnThe icons in the column allow you to move the payable up in the table.
Down columnThe icons in the column allow you to move the payable down in the table.
Edit columnClick the icon in the proper row to edit the payable.
Delete columnClick the icon in proper row to remove the payable.
  
 

Payables Display Panel

The Payables Display Panel provides more detailed information about selected payable. To get information displayed in the panel, all you need to do is to hover your mouse cursor over desired payable. Except the brief overview of a payable, it provides the details such as description or the entire CAT analyses.

Job Type fieldThe type of job to which the payable is related.
Calculation Unit fieldCalculation unit used in the payable.
Basic Rate fieldBasic rate for single calculation unit.
Quantity fieldQuantity of calculation units.
Minimum Charge fieldVendor's minimum charge defined in their price profile.
Currency fieldCurrency in which the vendor is to be paid.
Rate Origin fieldThe way in which the basic rate was provided. For example manually filled-in or taken from the vendor's price profile.
Rate Origin Details fieldAdditional details related to the rate origin, for example if the rate origin is the vendor's price profile, the details would state which price profile exactly.
Description fieldAdditional details of the payable.
 
 
 
Edit buttonClick the button to enable the editing mode.
Add Payable buttonClick to add Job Payable.
Add CAT Payable buttonClick to add CAT Payable.
Save buttonClick to apply all modifications.
Cancel buttonClick to discard any modifications and leave the editing mode.
Back to Task buttonClick to return to the task related to the job without saving any modifications.
  

 

 

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