XTRF v. 10.4
Date: July 29, 2025
TL;DR
Job merging is now available in Smart projects.
XTRF now offers automatic e-invoice generation for countries that support the Factur-X or ZUGFeRD standards.
Client Portal 2.0 and xaia XTRF AI Copilot have gone live as CLOSED BETA features.
XTRF Portals and document templates have been given a new default look.
Several job management improvements have been made in the XTM Cloud integration.
For better system performance, a new limit of 200 tasks per project, 100 jobs per task, and 50 MB per e-mail attachment has been introduced.
This release contains an important security fix. We highly recommend that you upgrade to this version.
New features
Job merging in Smart projects
Have you ever wanted to undo job splitting or combine several jobs for the same vendor? With the new Merge option in the Job actions menu, you can create a new collective job from several individual jobs with just a few clicks.
You can only merge jobs that belong to the same step, have Open, Accepted or Started status, and have the same vendor, or no vendor, assigned.
For details, see the https://xtm-cloud.atlassian.net/wiki/spaces/~629dc186be336c006fe6f21e/pages/4402937873/Merge+Smart+jobs?atlOrigin=eyJpIjoiZTRlOGQxOTA2MTZjNGQ3ZmEwYjZiMTFlMzVkMjY3Y2MiLCJwIjoiYyJ9 guide.
Automatic e-invoice generation
This service can only be used in countries that support the Factur-X or ZUGFeRD standards.
To help you deal with compulsory e-invoicing, we have introduced a macro that automates e-invoice generation and processing in your (Smart and Classic) XTRF projects. It eliminates manual data entry, ensures compliance, and accelerates payment cycles by replacing a PDF invoice document with a Factur-X PDF invoice document. For details, see the https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/4173594692 guide.
CLOSED BETA features
Currently, only a few selected clients have been granted access to the features described in this section. Other clients cannot request these features yet, but will be able to do so in the future.
Client Portal 2.0
Client Portal 2.0 is a new XTRF Platform product designed to simplify and improve your client communication and interactions. It enables a high level of customization for project and quote requests, giving greater control over the options available to your clients. Additionally, the Client Portal 2.0 offers the following benefits:
An intuitive user interface, similar to our Home and Vendor Portals.
Better project status and request history tracking.
Configurable quote and project request forms.
Detailed quote and project displays.
Improved feedback functionality.
For more information, see the Client Portal 2.0 configuration guides and Client Portal user documentation.
XTRF AI Copilot
Meet xaia - your first project management AI assistant in XTRF! It will save you a lot of clicking and help you with a wide range of tedious tasks, such as:
creating new projects and quotes, and editing existing ones.
analyzing and sorting projects, for example:
active or overdue projects.
projects with upcoming deadlines.
projects for a specific client.
projects with a specific ROI.
defining your highest priority tasks on the Home Portal.
invoicing your projects.
For more details about xaia, see the https://help.xtm.cloud/xtrf/home-portal/xaia/?lang=en, https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/4412342286/Use+the+XTRF+AI+Copilot+xaia?atlOrigin=eyJpIjoiMTc4MjhiYTM4ZjA3NDRkNjk1Y2FlNzc3MDU4MTYwMmMiLCJwIjoiYyJ9, and https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/4356374564/Use+xaia+for+project+management+tasks?atlOrigin=eyJpIjoiNzE5Y2M2M2I0YTAxNDg3MmJkZjA3MGQ4ZWFjMDUyZmEiLCJwIjoiYyJ9 guides.
Improvements
XTRF’s new look
Welcome the new XTRF logo and colors! We are changing to reflect our connection to the XTM Platform family.
The changes affect the login page and the default color scheme for the Home, Vendor, and Client Portals, and document templates.
Smart XTM Cloud integration improvements
Better management of bundle-linked jobs
You can now assign LSP-type vendors to bundle-linked jobs in XTRF. Such vendors will automatically be assigned to all jobs and bundles from the same document and step.
To prevent potential financial errors, payables for bundle-linked jobs are no longer propagated from the original job. The correct payables must be entered manually for each bundle-linked job.
Jobs linked to bundles with adjacent segment ranges can be merged using the new job-merging feature.
Improved job status synchronization
Non-started XTM Cloud steps are now consistently displayed as Accepted in XTRF:
When a new document is added to an integrated project, all jobs in XTRF will be assigned Open or Accepted status.
When the workflow in an XTM Cloud project is rolled back to the previous step, XTRF jobs linked to this previous step will be reverted to Started status, and the jobs linked to the next step will be set to Accepted.
Informative vendor assignment-related flash messages
No more guessing what went right or wrong with synchronizing vendor assignments! Improved system messages now list the correct and failed vendor assignments and the cause of failure.
For details, see the https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/3252388686/XTM+integration+for+Smart+projects?atlOrigin=eyJpIjoiNTA2NmE5ZTEyYjJkNDk5MWEzZTM2ZGY3MDlhN2VlN2QiLCJwIjoiYyJ9 guides.
Smart memoQ integration improvements
The way that bilingual files are handled in the Vendor Portal is now compatible with memoQ's updated requirements. XLIFF files downloaded from the Vendor Portal, for memoQ-integrated jobs, will have the .mqxliff extension, ensuring seamless reimport into memoQ projects. After bilingual documents are uploaded to the Vendor Portal, vendors will no longer receive an "undelivered document" error.
QuickBooks Online integration improvements
In response to the upcoming discontinuation of QuickBooks Online Accounting API older minor versions (1-74), XTRF now supports the Accounting API minor version 75.
Other improvements
Increased password length for automatically-generated passwords for archived projects and quotes.
The setting of a CAT tool template via the API now works correctly for memoQ- and XTM-integrated projects.
When multiple jobs are deleted in a Smart project, error messages now provide the exact reason for failure and list the specific jobs in which an error occurred.
To reduce memory usage, file processing in the Trados integration is now performed on disk.
Warnings & Announcements
Tasks and jobs per project limitation
From now on, a limit of 200 tasks per project and 100 jobs per task applies to improve system performance and memory usage. For more details about XTRF's known limitations, see https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/3252430509.
E-mail attachment size limitation
E-mail attachments are now limited to a maximum size of 50 MB to improve performance and reduce memory usage.
Please check the XTRF Change Log for relevant bug fixes and minor improvements included in XTRF version 10.4.