This section is a part of the Configuration menu. Access to this section may be restricted by Home Portal administrators.
The changes in the configuration menu settings will affect all XTRF users and, therefore, should be well considered.
Some settings depend on the selected XTRF plan and thus might be unavailable for some clients.
In the Clients and Vendors section, you can set and manage some vendor and client-specific settings. To make any changes click the Edit button at the bottom of the page.
Vendor settings
Default Values tab
In this tab, you can set several default values for all vendors. To learn how to set different values for specific vendors, see the Vendors module article.
Select the Default Communication Language for vendors from the drop-down list.
Select the Default Invoice Data Type. The available options are:
Local Company
Local Individual
Foreign Company
Foreign Individual
In the Price Profile section below, you can
Set the Default Currency, Default CAT Tool, and Default TM Rates.
Note: Fixed TM rates can be set only in the vendor’s profile, as they depend on the language combination. To learn more about TM rates, see the Vendor profile - Competencies and Rates tab - Price Profile section article.Decide which TM Rates - client's or yours - to use in jobs with no vendors assigned. Select the desired option from the For CAT Payables in Jobs with No Assigned Vendors drop-down menu. If you select the Use TM Rates Specified Below option, provide the correct numbers in the CAT grids below.
Payment Terms tab
In this tab, you can set the default payment terms for the vendors. To learn how to set different payment terms for specific vendors, see the Vendor profile - Invoicing subtab article.
In the Tax section, you can:
Select the Default Tax Rate. To learn how to add a new tax rate, see the System Values: Basic - Tax Rates article.
Select the Tax Calculation Rule.
In the Invoices Dates section below, you can set the default invoicing dates for the vendors:
(Optional) To allow using pro forma invoices, check the Use Pro Forma Invoice box. Two pro-forma-related fields will appear below.
For each invoicing type, select the reference date that will determine invoice dates.
(Optional) To create invoices at the end of the same month as the reference date, check the end of month box.
(Optional) Select the number of the month and/or days you want to add to the reference date. For example, if you want to send the invoices two and a half months after the task deadline, select 2 in +”m” month and 15 in +”n” days columns.
You can test the calculation dates you’ve set. In the Job Deadline Example field, provide any date and click the Show Expected Invoicing Dates button. A pop-up window with dates calculated for a given deadline appears so you can check if those calculations are as expected.
In the Global Vendor Payment Terms table below, you can check, edit, or add the payment terms.
To add payment terms, click the Add button. For more details, see the https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/3252421073/Configure+payment+settings+for+vendors+and+clients#Global-payment-terms guide.
To edit payment terms, click the
icon.To delete payment terms, click the
icon.
In the Default Payment Terms for Empty Invoice section below, you can set specific payment terms for non-project-related invoices:
Invoicing tab
In this tab, you can:
Select a Home Portal user responsible for vendor invoices.
Limit the scope of jobs that could be added to the vendor invoices:
Availability tab
In this tab, you can:
Set default working hours for vendors.
Decide whether weekends should be treated as work days for vendors.
Evaluation tab
In this tab, you can:
Check the rating scale for vendors.
Switch between a 5-point and a 10-point rating scale.
Click the Edit description link to change rate descriptions. You will be directed to the Browse Ratings page. For more details, see the System Values: Advanced - Ratings article.
Client settings
Default values tab
In this tab, you can set several default values for all clients. To learn how to set different values for specific clients, see the Clients module article.
Select the Default Communication Language for clients from the drop-down list.
In the Price Profile section below, you can set the Default Currency, Default CAT Tool, and Default TM Rates.
Note: Fixed TM rates can be set only in the client’s profile, as they depend on the language combination. To learn more about TM rates, see the Clients module - Client profile - Rates tab - Price Profile section article.
For the Percentage TM rates type, provide the correct numbers in the CAT grid below.
Payment Terms tab
In this tab, you can set the default payment terms for the clients. To learn how to set different payment terms for specific clients, see the Clients module - Invoicing subtab article.
In the Tax section, you can:
Select the Default Tax Rate. To learn how to add a new tax rate, see the System Values: Basic - Tax Rates article.
Select the Tax Calculation Rule.
In the Invoices Dates section below, you can set the default invoicing dates for the clients:
Set the acceptable time for delays of payments sent through the wire transfer system.
(Optional) To allow using pro forma invoices, check the Use Pro Forma Invoice box. Two pro-forma-related fields will appear below.
For each invoicing type, select the reference date that will determine invoice dates.
(Optional) To create invoices at the end of the same month as the reference date, check the end of month box.
(Optional) Select the number of the month and/or days you want to add to the reference date. For example, if you want to send the invoices two and a half months after the task deadline, select 2 in +”m” month and 15 in +”n” days columns.
You can test the calculation dates you’ve set. In the Job Deadline Example field, provide any date and click the Show Expected Invoicing Dates button. A pop-up window with dates calculated for a given deadline appears so you can check if those calculations are as expected.
In the Global Client Payment Terms table below, you can check, edit, or add the payment terms for clients.
To add payment terms, click the Add button. For more details, see the https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/3252421073/Configure+payment+settings+for+vendors+and+clients#Global-payment-terms guide.
To edit payment terms, click the
icon.To delete payment terms, click the
icon.
In the Default Payment Terms for Empty Invoice section below, you can set specific payment terms for non-project-related invoices:
Invoicing tab
In this tab, you can:
Enable or disable the invoice number modification.
Allow or forbid using multiple templates per invoice.
Select the Default Invoice Signatory among the Home Portal users.
Allow or forbid the modification of the invoice value.
Decide whether you want to send one e-mail for multiple delayed payments.
Decide whether you want to allow the status reverting for Sent invoices and credit notes.
Satisfaction Survey tab
In this tab, you can:
Enable or disable the satisfaction survey for clients.
Allow or forbid the clients to leave a comment in the survey.
Edit the survey questions. For more details, see the Edit the client satisfaction survey guide.