XTRF Home Portal Modules

Operations performed automatically by the XTRF system.

An e-mail notification to vendors asking them whether they can accept the work on a job on the suggested terms.

A calculation unit that serves as a reference for other units.

A currency used by the XTRF system 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.

A department, affiliate, or branch of your company.

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.

A predefined value, such as source word or target page, which is used to calculate the price on the basis of the volume of work. The calculation units are used to create rates for specific jobs in specific language combinations.

There are two default system calculation units that are set in the Configuration menu: Base System Calculation Unit and Default CAT Calculation Unit.

A label 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.

A price breakdown containing rates applied to particular match types when using Translation Memory or Machine Translation. The CAT grid rates can be provided as a percentage of the main rate or as fixed numbers.

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

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

A company or an individual who orders projects.

A person who can be called or e-mailed in the case of any requests or issues or to confirm a task or a job. Clients and vendors can have more than one contact person. You can configure which contact person will receive e-mail notifications and grant them access to the Client and Vendor Portals.

A localized VAT / Tax Number. For example, in Poland, this tax number is called a NIP. In Italy, it is a P.IVA. In the UK, it is a VAT ID No., etc.).

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

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

A calculation unit used by the system in CAT calculations. By default, it is set to source word, but you can select another one.

A customizable template used to generate different kinds of document in the XTRF Platform.

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.

An e-mail message which is sent to a group of vendors, prompting them to indicate their availability for an upcoming project. Job offers are also displayed in the Vendor Portal.

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

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.

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. Each opportunity consists of offers presenting alternative options for your clients.

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

A repeatable administrative action that can be handled automatically.

A list of standard rates that can be shared with a group of clients or vendors.

A list of rates that only apply to a specific client or vendor.

A sequence of steps used in Smart projects and quotes. Processes can be predefined by process templates or configured directly in a Smart project or quote.

A predefined sequence of steps used in Smart projects and quotes. You can use built-in process templates or design your own in the Process Template Designer.

A document containing detailed project information, including the overall project cost, requested service, and language pairs. The project confirmation is sent to the client once a project is started.

A detailed job specification sent to the vendor. It includes the most important information about the job (type, specialization, start and deadline dates, special instructions, etc.) and payment details.

A document that outlines the price for providing a particular translation-related service before the client actually purchases it. A quote can be created by a project manager or requested by a client.

A detailed project specification that is sent to the client for approval before launching the project. It gives an estimate of the project cost and the delivery date.

Calculations (cost and details) for a specific service that a client has to pay you for.

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

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.

A qualification such as a knowledge of medicine or legal terms required to perform a specific job.

A step defines which job type will be done at a certain stage of a Smart project or quote. Steps can consist of one or several jobs of the same type.

A company or an individual who performs the translation, proofreading, DTP, or any other activity for you.

A set of specific criteria used to automatically create a list of recipients for job offers.

A method of sorting items in a table. The most commonly used views are included in the system. However, users can create, edit, and remove their own views.

A specific custom column that can be displayed in the Dashboard module.

An estimated number of words in a source file. Volume is used to calculate estimated job times in Smart projects.

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 converting a quote to a project. You can define as many workflows as you need. We advise that you create workflows for at least the most commonly used sets of project tasks. This way, files are assigned to your projects automatically, and many actions, such as sending or receiving documents, can also be automated. Defining workflows is crucial for integrations with CAT tools.

A set of specific criteria used to automatically assign a resource to the workflow.

A functionality designed to store and manage information about the time users spend on activities in the Home Portal.