In the System Values: Advanced section, you can configure some of the values used throughout the system.

In this section, you can manage the list of the calculation units available for selection in the system.
Calculation units in XTRF are predefined values used to recalculate the volume of work into the price. The calculation units are used to create rates for specific jobs and tasks.

Open

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a calculation unit. For details, see the Add a calculation unit guide.

• Click on the selected calculation unit to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a calculation unit.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all calculation units.

  • Activate or deactivate the selected calculation units.

  • Mark or unmark the selected calculation units as preferred.

In this section, you can manage the list of the categories available for selection in the system.

Categories in XTRF are labels used 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.

Open

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a category. For details, see the Add a category guide.

• Click on the selected category to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a category.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all categories.

  • Activate or deactivate the selected categories.

  • Mark or unmark the selected categories as preferred.

In this section, you can manage the list of the currencies available for selection in the system.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a currency. For details, see the Add a currency guide.

• Click on the selected currency to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a currency.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all currencies.

  • Activate or deactivate the selected currencies.

  • Mark or unmark the selected currencies as preferred.

In this section, you can manage the list of the job types available for selection in the system.
Job types are the activities that can be performed by vendors within projects, e.g., translation, proofreading, editing, file preparation, etc.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a job type. For details, see the Add a job type guide.

• Click on the selected job type to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a job type.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all job types.

  • Activate or deactivate the selected job types.

  • Mark or unmark the selected job types as preferred.

In this section, you can manage the list of the languages available for selection in the system.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a language. For details, see the Add a language guide.

• Click on the language to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a language.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all languages.

  • Activate or deactivate the selected languages.

  • Mark or unmark the selected languages as preferred.

In this section, you can manage the list of the sources of information about your company available for selection in the client and vendor profiles.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a recruitment source. For details, see the Add a lead or recruitment source guide.

• Click on the source to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a source.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all sources.

  • Activate or deactivate the selected sources.

  • Mark or unmark the selected sources as preferred.s

In this section, you can manage the list of the opportunity statuses available for selection in the Opportunity module.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add an opportunity status. For details, see the Add an opportunity status guide.

• Click on the status to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a status.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all statuses.

  • Activate or deactivate the selected statuses.

  • Mark or unmark the selected statuses as preferred.

In this section, you can manage the list of the payment types available for selection in the system.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a payment type. For details, see the Add a payment role guide.

• Click on the payment type to open its page. Click the icon to open it in edit mode.
  In edit mode, you can add a localized name (see the Add localized values guide) and create custom fields that will appear while configuring payment methods for clients and vendors.

• Click the icon to delete a payment type.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all payment types.

  • Activate or deactivate the selected payment types.

  • Mark or unmark the selected payment types.

In this section, you can edit the ratings used for vendor evaluation.

• To edit a rating, click the icon. For details, see the Edit a rating guide.

In this section, you can manage the list of the reasons for correction available for selection while adding a credit note.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a reason for correction. For details, see the Add a reason for correction guide.

• Click on the reason for correction to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a reason for correction.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all reasons for correction.

  • Activate or deactivate the selected reasons for correction.

  • Mark or unmark the selected reasons for correction as preferred.

In this section, you can manage the list of social media available for selection in client, vendor, and user profiles.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a social medium. For details, see the Add a social medium guide.

• Click on the social medium to open its page. Click the icon to open it in edit mode.

• Click the icon to delete a social medium.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all social media.

  • Activate or deactivate the selected social media.

  • Mark or unmark the selected social media as preferred.

In this section, you can manage the list of the specializations available for selection in projects, quotes, and vendor profiles, as well as while adding client and vendor rates.
A specialization in XTRF is a qualification such as a knowledge of medicine or law terms required to perform a specific job.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a specialization. For details, see the Add a specialization guide.

• Click on the specialization to open its page. Click the icon to open it in edit mode.

  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete a specialization.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all specializations.

  • Activate or deactivate the selected specializations.

  • Mark or unmark the selected specializations as preferred.

In this section, you can manage the list of the tax offices available for selection in vendor profiles.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a tax office. For details, see the Add a tax office guide.

• Click on the tax office to open its page. Click the icon to open it in edit mode.

• Click the icon to delete a tax office.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all tax offices.

  • Activate or deactivate the selected tax offices.

  • Mark or unmark the selected tax offices as preferred.

In this section, you can manage the list of the activities users can log their work for.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click the Add button to add a work log activity. For details, see the Add a work log activity guide.

• Click on the activity to open its page. Click the icon to open it in edit mode.
  To learn how to add a localized value, see the Add localized values guide.

• Click the icon to delete an activity.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all activities.

  • Activate or deactivate the selected activities.

  • Mark or unmark the selected activities as preferred.