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For a description of the three left-hand panels and the response buttons, click here: Main Data - Quote.

Receivables TaskThe Receivables tab is where you add the individual charges to the customer for each of the task's activities and if necessary, include or remove any discounts and/or surcharges. Also, here you can override the minimum charge defined in the customer's price profile and use the task's lower total value instead.

A receivable details how the charge of a specific activity will be calculated. Therefore, each activity generally requires its own receivable. For example, if a project manager has a task which contains translation and proofreading activities and the financial information of the activities is not the same, two receivables would need to be created.

Receivables Amount

The total amount of all receivables.

 The amount cannot be manually modified.

CAT Receivables Amount

The total amount of all CAT receivables.

 The amount cannot be manually modified.

Total Value

The total amount of all receivables and CAT receivables.

The amount cannot be manually modified.

Minimum Charge

The lowest cost allowed by your company for this activity to be undertaken. The minimum charge is defined in the customer's price profile.

    • If the total agreed for this task is lower than the minimum charge defined in this customer's price profile but you want to have the lower amount take precedence, select the Ignore tickbox.
    • If you select both the Ignore tickbox in Minimum Charge and the Auto-calculate Total Agreed tickbox, XTRF automatically enters the total amount for all the receivables, applying any customer and/or activities discounts and/or surcharges to the total value as well.
    • If you select the Ignore tickbox in Minimum Charge tickbox but deselect the Auto-calculate Total Agreed tickbox, the minimum charge is still present in the Total Agreed field, but the field is now unlocked and can be modified.

The minimum charge of this customer's price profile cannot be modified in this tab. To do so, go to the customer's Rates tab, select the price profile from the drop-down list in Name and then click . For a description of the edit window, click here: Basic - Edit Price Profile.

Discounts & Surcharges

Additional amounts to be deducted from or added to the total value.

To include any discounts or surcharges or to remove one included in the customer's price profile, click Modify. When you click on this button, a window appears. For a description of the window, click here: Discounts / Surcharges Window - Customer.

Discounts and/or surcharges defined in the customer's price profile are included automatically.

Auto-calculate Total Agreed

Select to have the total agreed amount for all the receivables in the task be automatically calculated by XTRF. The automatic calculation includes the total value of the receivables and any discounts and/or surcharges to be applied.

When you select the tickbox, the field for Total Agreed cannot be manually edited.

Total Agreed

The total amount of the total value plus any applicable discounts and/or surcharges for all the receivables in the task.

The field cannot be modified if you selected the tickbox for Auto-calculate Total Agreed. To be able to manually enter an amount, deselect the tickbox for Auto-calculate Total Agreed.

Individual Receivables

The list of receivables included in the task.

    • When you scroll over a receivable, a summary of the receivable appears in the Receivables Display Panel.
      Receivables Display Panel

      You cannot modify information in the Receivables Display Panel. To modify a receivable, go to the table and click Edit Icon.

    • Use the buttons Up Arrow or Down Arrow to arrange the order of the the individual receivables in the actual quote document sent to the customer.
    • To edit a receivable, click Edit Icon. When you click on this, a window appears. For a description of the window, click: Task Receivable / Task CAT Receivable / Add CAT Receivable Using an External System. Which window appears depends on the type of CAT Receivable you want to modify.
    • To delete a receivable, click Delete Icon. A confirmation window appears. Confirm your decision.
Add Receivable

Click to add a receivable.

When you click on his button, a window appears. For a description of the window, click here: Task Receivable.

Add CAT Receivable

Click to add a CAT receivable.

When you click on this button, a window appears. For a description of the window, click here: Task CAT Receivable.

Add CAT Receivable Using External System

Click to add a CAT receivable using the external system you have integrated with XTRF.

When you click on this button, a window appears. For a description of the window, click here: Add CAT Receivable Using an External System.

EditClick to modify.
SaveClick to apply the modifications.
CancelClick to terminate the modification process.