Availability request is an e-mail notifications notification to vendors that asks asking them whether they can accept the work on a job on the suggested terms.

Base system currency is used by XTRF as the default currency for cost and price calculations. If any invoice or payment has to be created using another currency, its value is converted from the Base system currency using the latest Exchange rate.

Branch is a department, affiliate, or branch of your company.

Bundle is a set of files prepared for a specific task in a Classic project. You can create a bundle to spread the work between multiple vendors.

Calculation unit is a predefined value used to recalculate the volume of work into the price, for example, source word or target page. The calculation units are used to create rates for specific jobs in certain language combinations.

CAT payable is a payable based on CAT analysis of the files given to the vendor.

CAT receivable is a receivable based on CAT analysis of the files provided by the client.

Categories are lables labels you can define in XTRF and use to organize your data.

You can create a category and apply it to items such as Projects, Clients, Vendor Invoices, etc.,to structure and filter your data.

Client or Customer is a company or an individual who orders the projects.

Country-specific Tax No. is a localized VAT / Tax Number ( e.g., in Poland, the number is called NIP, ; in Italy - P.IVA, ; in the UK - VAT Reg No., etc.).

Custom column is an additional column you can add to different views of the XTRF Platform to display non-standard data.

Custom field is an additional field you can add to different areas of the XTRF Platform to store non-standard information.

Document template is a customizable template used to generate different kinds of documents on the XTRF Platform.

Job is a part of the project related to a specific vendor. It contains the full set of instructions and agreements with the vendor, including the job type the vendor needs to perform and the payables they will receive.

Job type is a service (single action or multiple actions treated as one) that is performed by a vendor or an XTRF user to complete a project. The typical job types are translation, proofreading, editing, etc.

Offer is a proposal created within an opportunity. Offers can be transformed into quotes and sent to clients so they can choose the best option for the potential order.

Opportunity is a potential deal with a particular client. Within an opportunity, you can track the progress of different proposals and evaluate your chances of successful cooperation.

Payable represents the calculations (cost and details) for a specific job you have to pay the vendor for.

Periodic job is a repeatable administrative action that can be handled automatically.

Receivable represents the calculations (cost and details) for a specific service a client has to pay you for.

Service is a marketing name for a workflow or process you offer to clients.

Smart Connector is a tool that automatically creates predefined projects and quotes after a file is uploaded to the folder or sent in a message to the e-mail address specified in the Smart Connector configuration.

Specialization is a qualification such as a knowledge of medicine or law terms required to perform a specific job.

Quote is a document that outlines the price of the particular translating service before the actual purchase. A quote may be created by a project manager or requested by a client.

Vendor or Provider is a company or an individual who performs the translation, proofreading, DTP, or any other activity for you.

View is a method of sorting the list of items in a table. The most commonly used views are included in the system, however, each user . However, users can create, edit, and remove their own views.

Workflow is an interactive graphic representation of the sequence of actions (tasks or jobs) , that will be performed for your client. It can be specified when creating a new task or project or when converting a quote to a project. You can define as many workflows as you need. It is advised to create We advise creating workflows for at least the most commonly used sets of project tasks. In this This way, files are automatically assigned to your projects, and lots of many actions (like sending or receiving documents) can also be automated. Defining workflows is crucial for integrations with CAT tools.

Work Log is a functionality designed to store and manage information about the time spent by users spend on activities in the Home Portal.