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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

 


 

 


 

 

 

 

Smart Views - Invoices

 

The Browse Invoices page allows you to search, create, modify and delete invoices for your clients in the Home Portal. You can easily and conveniently do it using the views. Your view as well as the available options and buttons may differ from the described one because the browse views are highly interactive where access to the options depends on your custom view configuration.

All views operate in the same manner as the presented example.

 
 

View drop-down menu

 

Use the View drop-down menu to select and manage views in the Invoices module. With this menu you can select the view you want to work with and also create new custom views.

 

Currently selected view title stands bold in the drop-down menu.

 

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Click the icon to edit the view. Selected view is displayed in the view editor.

The Edit option is available only to the user who created the view.

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Click the icon to create a new copy of the selected view.

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Click the icon to delete the view.

The Delete option is available only to the user who created the view.

Add New View Click  to create a new view. The view editor is displayed.
 
 

Action area

 

Use the buttons displayed to perform actions on the selected entities and adjust the manner the entities are displayed.

Action panel is an interactive field; it displays only buttons for actions which can be selected by a given user.

Displayed buttons allow you to perform actions on the entities selected in the data table.

You can only perform the operations which you gain access to.

Entities not selected
Add Task-based Client Invoice buttonClick the button to add invoices to tasks. When you click this button Select Tasks to Add Client Invoice pop-up window appears. You can select tasks to which you need to add invoices.
Add Empty Client Invoice buttonYou can click the button to create new invoice for the client. When you click this button you are directed to the Add Client Invoice page.
Add Prepayment-based Client Invoice buttonYou can click the button to add invoices to prepayments. As you click the button, Select Prepayments to Add Client Invoice pop-up window appears. You can select prepayments and add invoices to them.
Add Task-based Client Pro Forma Invoice buttonYou can click the button to add pro forma invoices to tasks. As you click the button, Select Tasks to Add Client Pro Forma Invoice pop-up window appears. You can select tasks to which you need to add invoices.
Add Empty Client Pro Forma Invoice buttonYou can click the button to create new pro forma invoice for your client. When you click the button you are directed to the Add Client Invoice page.
Add Prepayment-based Client Pro Forma Invoice buttonYou can click the button to add invoices to prepayments from opened projects. When you click the button,
Export button

Click to format the data from the entity table.  You can export the data to the file, therefore you can use it in another application. When you click the button, the Export Data pop-up window appears.

 

Export Data Pop-Up Window

Export type drop-down menu

From the drop-down menu select the option of the exported format within the separator for the exported data.

To use the exported files with other applications you can decide which separator might be used in .CSV files:

  • A file where columns are separated by semicolons;
  • A file where columns are separated by commas;
  • A file where columns are separated by tabs.
Export
button
Click to download the .CSV file. Depending on your Web browser settings a file manager window might appear asking you to choose the location where you want to download the generated file.
Close buttonClick to to resign from exporting the data and close the window.

 icon  Use the radio button in the Number of items per page section to select how many entities should be displayed on one page in the table below.

Use the radio button in the Number of lines in a single row to select how many lines should be displayed in one table row, select:

  • 1 line -  the table row contains 1 line regardless of the amount of content in the entity.
  • Max lines: - use the drop-down menu to determine the number of lines displayed in a single table row.
  • Fit to content - the number of lines displayed in a single row is adjusted automatically depending on the amount of the displayed content.
Entity selected
Macros buttonYou can click the Macros button to get the list of all available macros. Click the macro which you need executed.
Duplicate buttonYou can click the button to make a copy of an entity from the list. You can duplicate only one entity at a time
Duplicate as Pro Forma buttonYou can make a pro forma copy of an existing invoice. You can duplicate only one entity at a time.
Send Reminders button

Click the button, if you need to sent e-mail notifications to your clients. The reminders are sent automatically to proper clients depending on the selected invoices.

  • If many invoices are selected for different clients, each client receives a proper e-mail notification,
  • If some of the selected invoices are devoted for one client, that client receives one e-mail with notifications about all relevant invoices.
Mark as Fully Paid buttonYou can mark the selected invoices as fully paid.
Delete buttonClick the button to remove entities from the database.
 
 

Search Filter panel

 

You can limit your search results for a desired entity with the search filter.

The Search Filter panel contains individual fields. The search results are updated in real-time when you perform an operation on one of the fields.

You can configure the Search Filter fields for a given object.  For example, you can provide only a part of a name phrase in the Client Name field at the same time selecting only these names of types which are active.

Please refer also to the related articles

You can easily configure the Search Filter fields to display these ones which are the most suitable for you. To find out more how to adjust the search filter to your needs, go to the Creating a New Smart View article.

 
Reset Filter button

Click to restore the default settings of the Search Filter.

Please keep in mind that the search field might be pre-configured to have some default value or setting. When you click the Reset Filter button, you just restore the default settings of all fields.

The button becomes available when the default setting of any field is altered.

Search fields

You can define your search settings defining your search parameters, therefore perform the actions:

  • Type in the text into the field.
  • Click the drop-down menu and select an option from the drop-down menu.
  • Click the field and select the time range from the calendar.
Search Field operator

Some of the fields have operators which determine the operation of the search filter. The operator is marked as a link in the search field operator header.

Click the selected operator to change its settings. The operator will toggle between the available settings.

  • is: Only entities that exactly match the selected criterion are displayed
  • is not: Entities that are different than the selected criterion are displayed.
  • is any of: All entities that match selected criteria are displayed.
  • is none of: Only entities that are different than the selected criterion are displayed.
  • is all of: Only entities that match every selected criterion are displayed.
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Click the icon to restore the default setting of this single search field.

 
  

Entity table

 
All entities that match the the search filter parameters are displayed in the table form. You can select an entity to perform an action: preview or edit it.
 iconClick the icon and select one of the available options:
Move column left to move selected column one position to the left.
Move column right to move selected column one position to the right.

Remove column from the view to delete the column from the view.

The remove column option is available only to the user who created the view or the users with global rights rights to customize the views.

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You can click one of the icons to sort records in columns. Click the appropriate icon to set an ascending or descending sort order in a column.

 

To change the sorting direction you can also click the column header.

Context menu

 

Right-click on the table row to display the context menu for this entity. The options in the menu are displayed accordingly to the selected entity.

 

The menu is interactive. The options displayed depend on your selection.

Open - You can display the entity in the preview mode.
Open in new tab - You can display the entity in the preview mode in a new tab of your web browser.
Edit - You can display the entity in the edit mode.
Delete - You can remove the entity from your Home Portal.
 iconClick the icon to edit the entity.
 iconClick the icon to generate the document.
  

 

 

Please refer also to the related articles:

 If you are still using the old version of the smart view, please refer to the: Browse Client Invoices article.

 

 

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