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Version 2015 Winter (3.5) has been released on February 24, 2015. New functionalities include: new views; exporting and importing data in a more powerful way; new integration with QuickBooks Online; enhancements of integrations with all CAT tools, QuickBooks and Salesforce; updated Customer and Vendor Portals; and much more.

New Views, Filters, Import and Export

All main Browse Views have been redesigned and managing them became easier. Exporting data is now more intuitive. Also the Import function has been redesigned to better handle importing customers, providers, their contact persons and rates, and CRM activities.

 

Customer Portal

Showing resources and reference files in projects to customers is now optional. When ordering quotes or projects, customers will now see Services instead of Workflows.

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Integrations

  • XTRF is now equipped with a new integration with QuickBooks Online.
  • The integration with QuickBooks has been improved (sending receivables data for invoices, linking customer invoices and vendor bills).
  • Salesforce integration can now synchronize sales opportunities.
  • XTRF can now handle more memoQ resources: non-translatable lists and QA settings.
  • The integration with XTM now better handles user management.
  • In memoQ and XTM integrations, job status synchronization with XTRF has been introduced.

Vendor Portal

Tools for managing registered people from one company has been added. Vendors can be allowed to edit payables in Job Manager.

...and More

  • The Job Multiple Change will allow for changing the status to Opened for many jobs from one task at once.
  • Selecting an item in Quick Search / History opens this item in Edit mode (instead of Display mode).

Discontinued Functionality

  • The Partner Zone for Providers and Provider Registration Form have been removed. They were replaced by the Vendor Portal.
  • memoQ versions older than 2013 (6.5) are no longer supported in integration.

 


 

Support of XTRF Platform version 2015 Winter (3.5) expired on February 24, 2017.

 


 

Enhancements and Updates

 

 Click here to see the detailed list of enhancements and updates...

Below you can find a list of all enhancements and updates available in version 2015 Winter (3.5).

New Views, Filters, Import and Export

  • All main Browse Views have been redesigned.
  • Now there's a better way for managing displayed columns and filter parameters.
  • The Import function has been prepared anew. Uploading large and complex databases to the Home Portal is now easier. You can import customers, providers, their contact persons and rates, and CRM activities in a new and enhanced way.
  • The Export feature allows generating files on "what you see is what you get" principle.

Customer Portal

  • Showing resources and reference files in projects to customers is now optional.
  • In project-level workflows, showing files from language tasks is optional.
  • When ordering quotes or projects, customers will now see Services instead of Workflows.
  • Quotes, projects and invoices have become searchable.

Vendor Portal

  • Managing registered people has become easier: invitations to new users can be sent, admins and regular users can now be specified.
  • Vendors can be allowed to enter the time they spent on a job in Job Manager.
  • Vendor's experience & education accept Now as an option.

To learn more on how to start using the Vendor Portal go to: How Can I Use the Vendor Portal?

Integrations

QuickBooks and QuickBooks Online

  • XTRF is now equipped with a new integration with QuickBooks Online. It has the same functionalities as the integration with QuickBooks desktop version (see: QuickBooks Online).
  • For customer invoice synchronization, instead of invoice items data, the receivables data can be sent to QuickBooks or QuickBooks Online. Similarly, for vendor invoices, payables data can be sent instead of job details.
  • Vendor bills and customer invoices are now linked with each other in QuickBooks desktop version by means of QB Jobs.
  • See: QuickBooks and QuickBooks Online Integration Changelog and Compatibility.

Salesforce

CAT Tool Integrations

  • All CAT Tools
    • All CAT tools integrations have been refactored.
    • It is possible to change the way the project names in all CAT tools integrations are created by means of an expression entered in the Expressions subsection of the Templates section of the Configuration module.
    • Resource management has been improved (better notifications, changes in Languages parameters, "Description" field is mapped to "Note" in Memsource).
    • XTRF can handle more types of CAT analysis files, including more formats of files created by Dèjá Vu, SDL Trados Studio and XTM (see: CAT Analysis Import).
  • memoQ
  • Memsource
  • SDL Trados Studio
  • XTM

Other Improvements

  • A new type of System Values, Services, has been added. Each service is mapped to a workflow. It is possible to change the mapping for individual clients,for example the same service can be mapped to different workflows for different clients.
  • There are two possible rounding policies for values in the CAT receivables/payables and discounts/surcharges configurable in the Advanced Configuration.
  • Contacts in a vendor profile is displayed in the same manner as in a client profile.
  • Previewing e-mail and document templates is now simpler, faster and more powerful.
  • Document templates can now be prepared in a way that allows generating them in the editable .docx format.
  • The Multiple Change functionality allows to restore a job's status to Opened for many jobs from one task at once.
  • Availability requests' deadline can be specified to minutes.
  • Selecting an item in the Quick Search / History opens the item in the Edit mode (instead of Display mode).
  • An optional setting to fill in Address fields can be made when creating or editing clients, vendors or contact persons .
  • The Receivables tab in a task has been complemented with the ROI and Margin information.
  • Sending CRM emails is now possible from vendor and client contact browsers.
  • Email presenting all offers from an opportunity can be sent to a client for selection.
  • Status tags and their colors have been redesigned.

Discontinued Functionality

  • The Partner Zone for Providers and Provider Registration Form have been removed. They were replaced by the Vendor Portal.
  • memoQ versions older than 2013 (6.5) are no longer supported in integration.
  • The "Fixed" option has been removed from settings of browse filter parameters.

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