New features > QuaHill client news
QuaHill Vendor API - The most significant new feature in this version of QuaHill is the QuaHill Vendor API, which facilitates direct communication between QuaHill Enterprise, QuaHill Premium and QuaHill Basic. In practice, this means that vendors using any of the three editions of QuaHill (Enterprise/Premium/Basic) have the option to connect to the QuaHill system of the agency they work for. They can then download projects directly from the client’s system to their own QuaHill, download the source files, upload the translated files back to the client’s system, generate an invoice in their QuaHill, and upload it to the client’s QuaHill in literally a few clicks. Another advantage is that when the vendor’s QuaHill is running, it automatically logs into the client’s QuaHill Vendor API, so if the client creates a new enquiry, the vendor is instantly notified and has the option to download the details and create a quote in their own QuaHill, which can be dispatched to the client’s system straight away. It is also possible to view a full list of active enquiries to see if the client has posted a new quote when the vendor’s QuaHill was offline. The QuaHill Vendor API also includes a chat feature, making it possible to communicate with the client’s project managers directly from an imported project so they can resolve project-related issues in real time. These communications then remain stored in both the client’s and the vendor’s systems.
Drag&Drop - Files can now be drag-and-dropped into a project or quote by dragging them into the file grid. You can also use the Ctrl+C / Ctrl+V shortcuts to copy and paste files.
News subscription - Users can now check a box in their profile settings to receive news from the world of QuaHill. Those who subscribe can then be sure they won’t miss out on any new video tutorials or guides designed to make their work easier and more efficient.
Vendor invoice - A field has been added to the vendor invoice so that an agency invoice code can be saved. This gives agencies the option of assigning their own codes to vendor invoices.
Job templates - In the job templates, the “Order” item has been added. This can be used to line up generated jobs in a precise order.
Enquiries - In the global settings, there is now an option to disable CAT service editing in vendors’ replies to enquiries.
Enquiries - A quick enquiry reply option has been added. Vendors simply click on a link in the email without having to log in. The details of the enquiry then open up and they can choose whether to accept or reject it.
Print templates - Print templates from the print template list can now be imported/exported directly from/to our quahill.com server. This means that if a client needs to modify a template, they don’t have to export and email it. Instead, they just upload it to our server, we modify it, and they can download it again. This feature is not enabled automatically for all clients. It needs to be enabled separately by prior agreement. Publicly available print templates can be imported by any QuaHill user.
Quotes in Web Manager - The most significant new feature in this version is the possibility to do all quote-related work in QuaHill Web Manager.
Vendor CRM - A module for keeping records of general correspondence and communication with vendors has been added. Information about phone calls and emails can be stored here. QuaHill Outlook AddIn has been modified so that it can generate CRM records directly from emails in Outlook.
Vendor job - From the vendor job detail window, a record can be generated for the vendor price list. This option is available via the right button in the unit price box.
Vendor invoices - There is now an option to run a batch update for invoices in the vendor invoice list.
Batch update of jobs - The window for the batch updating of jobs in the project detail has been modified. Changes can now be made to different rows of client and vendor jobs depending on which jobs are selected. Besides remaining accessible from the project detail, this window can now also be reached directly from the project list. There is therefore no need to open the project detail before running a batch job update. Jobs can now be updated directly from the project list using the right-click menu.
New localization - QuaHill is available in Hungarian localization.
Invoices in Web Manager - The most significant new feature in this version is the possibility to do all invoice-related work in QuaHill Web Manager.
TO DO list - A 'TO DO list' has been added, in which tasks for agency staff can be defined. Tasks may be assigned to multiple users at a time. Users can add comments to the tasks. A task priority code list has been added. These priorities can then be assigned to tasks. A task status code list has been added, which can be used, for example, to define whether a task has been assigned, is in progress or has been completed. These statuses can then also be designated to tasks.
Banned access - QuaHill now saves a list of failed logins from the vendor’s web portal, the client’s web portal, and the Web Manager. The global settings can be used to define after how many failed logins access from an IP address is to be blocked. When a login IP address is blocked, login from that address is prevented for two hours. Unsuccessful logins are displayed in a list. Here, a user with the necessary privileges can delete them so that the translator, client or Web Manager user can log in again.
File type is not mandatory - As of this version, the file type is not a mandatory item when working with files. It can still be used, but is no longer required by the system.
Automated PO creation - In the code list of statuses for jobs and projects, the option of assigning an email template for the dispatch of POs to vendors has been added. If the job status is changed to a status to which this template is assigned, the system automatically generates an email with a PO and sends it to the vendor.
PDFs with PO - If a project’s folder structure contains a folder named “po_vendor”, POs automatically generated by the system are stored in that folder.
New statistic - The new E003 statistic has been added, which enables project managers’ productivity to be assessed by reference to the client and vendor jobs created.
New project wizard - We have added the option of creating a new project using a wizard that can generate projects with a large number of language and service combinations more quickly.
Batch load of CAT analysis - CAT analyses can now be batch-loaded into already saved jobs. This allows users to add CAT services + volumes to all jobs in a project very quickly to speed up the work process.
Batch creation of enquiries - We have added the possibility of batch-generating enquiries for vendors, sending enquiry emails, and adding vendors to jobs based on their reply to an enquiry. Everything can now be done very clearly from a single window.
Jobs + CAT analysis - Translator and client jobs now “remember” the CAT analysis from which they have been generated, as well as the CAT model used to create them. If you need to change the CAT model, you can simply do this in the job detail and the job will be recalculated. There is no longer any need to reload the CAT analysis, as has been the case so far.
Global price list - We have added the option of multiple global price lists. Each department can now have multiple global price lists, but only one can be designated as the default.
Price list + CAT model - The price in the global price list, or in the client’s price list, can now be supplemented with a CAT model. If a job is created from the newly added wizard for generating new jobs, this CAT model is added as the default to all client jobs, and empty zero-volume CAT services are generated from it.
Work limits - A new Work Limits code list has been added. This code list can be used to define a combination of a job’s work volume and time requirements. The code list can then be used to automate the calculation of the vendor’s job delivery dates, which factors in the agency’s office hours, weekends, and public holidays saved in the calendar.
Enquiries - A new Work Limits code list has been added. This code list can be used to define a combination of a job’s work volume and time requirements. The code list can then be used to automate the calculation of the vendor’s job delivery dates, which factors in the agency’s office hours, weekends, and public holidays saved in the calendar.
Memsource integration - We have added communication with the Memsource CAT tool. QuaHill now lets you create new projects directly on the Memsource server, upload source files, assign file rights to vendors, analyse source files, track how many texts have already been translated, download translated files directly to QuaHill folders, create clients and vendors on the Memsource server, and create links between clients and vendors in QuaHill with existing clients and vendors on the Memsource server.
Departments - Work with departments has changed. Both the vendor and the client can now be assigned multiple departments at once, though they must have at least one department assigned to them. Departments can be assigned to (and removed from) vendors and clients either in their details or in batches in the list of clients and vendors.
Client list - A view has been added to the client list so that client details and all records from their price lists can be displayed.
Web links - Website addresses can be added to a new code list. The addresses are then displayed on the client or vendor portal (for example, to link to terms and conditions).
QA check - In the QA control settings, the categories that are to be used in QA can now be ticked so there is no need for the vendor to fill in all of them. Categories that are not to be used will not be displayed in QA at all.
Global price list - The option of a batch price update has been added to the global price list and can be used to make percentage-based price changes.
Client price list - The option of a batch price update has been added to the client list and can be used to make percentage-based price changes.
ISIC category - An ISIC (International Standard Industrial Classification) category code list has been added, making it possible to assign ISIC categories to clients. In the client list, clients can be filtered according to the ISIC categories assigned.
QuaHill Web Manager - Something new is web browser accessibility that lets an agency’s project managers run projects, clients and vendors through the web browser (more modules are being prepared). So there is no need to install QuaHill RemoteApp or use RDP. Project managers can access their projects from any computer or tablet (including Apple products). An Internet connection is enough.
Vendor’s tasks at delivery Code list - A new code list has been added to define the tasks a vendor marks as completed when a job is being delivered. The tasks can be either added to the job manually or you can add them for a specific service in the code list, which will then be automatically inserted into any job with that service.
Invoice history - In Invoices the system now tracks who made changes therein and when.
Action at status change - In a job and project status code list anew it can be set, that, for example, when the job is marked as “archived”, all rights to download files and upload them to folders will be revoked automatically.
Tasks at delivery - You can define, that vendors have to confirm the completion of tasks the agency required to be performed before delivering the job. The job cannot be delivered until the vendors confirm that they have completed the tasks.
memoQ integration - There is now the option of communicating directly with the memoQ server. QuaHill lets you create new projects and user-defined accounts for vendors and project managers on the memoQ server, upload files, assign roles and jobs to vendors, track each job’s progress (such as how many words have already been translated) and download already translated files.
Dashboard - A Dashboard module has been added. One window shows a list of the latest edited projects, of the most recent files uploaded to a vendor and the most recent jobs delivered by vendors, the most recent e-mails sent from the system, unpaid invoices (for both clients and vendors), jobs that can be invoiced, newly registered vendors, quotes not yet sent and a total overview of it all.
Web files - Now there is also a website files module to upload any file to the system. Once the file has been uploaded, it is then shown on the Vendor’s Portal for vendors to download.
QA evaluation - A summary of QA errors can now be exported in MS Excel, edited by omitting unnecessary items and sent to a proof-reader for correction. Once this is done, the proofread file can be reimported to the system.
Vendor management - A single list now provides an overview of every vendor’s quality evaluation.
Client statistics - New statistics have been added, showing in measurement units the order of clients by job volume.
Statistics of reasons for quote rejection - There is now an overview of successful and rejected quotes and the reason for the rejection.
Vendor statistics - There is now an overview of the jobs vendors have delivered and not invoiced.
Invoices - Now an automatically filled-in invoice due date can be defined to always round it to the end of the month.
Copying vendor jobs - Vendor jobs can now be copied between client jobs (Ctrl+C / Ctrl+V).
Adding a price list from project details - After selecting a vendor job from the project details, details about the job can be used to add a combination of values to the vendor pricelist (service, source and target languages, unit, currency and price per unit).
Project detail window - It is possible to show only vendor jobs without client jobs.
Chat in projects - The opportunity for vendors and agency’s PM to chat between themselves has been added in the project detail. Vendors can write messages among themselves as well as to agency’s PM, and agency’s PM can write to vendors, too. Every time a new message is saved, an e-mail alerts PM and vendors of it. Several chats can happen in a single project and various vendors have access to various chats based on their assigned rights.
QA check - A QA check option for projects has been added. A proof-reader can evaluate a vendor’s work quality and also add recommendations for changes. An agency can set the quantity of critical, major and minor errors allowed for a QA check to pass/fail. A report, such as in PDF format, can be printed from the QA check. A service can be defined in the Code list of Services, where a QA check should be created automatically so a PM need not manually create it directly in the project detail.
Quote - reason for rejection - A new Code list has been added explaining why a client rejected a quote. A column with the reason for the rejection is available in the quote list.
Claims - Claims has just made it possible to record corrected text errors and recommended changes in texts automatically transferred from the QA check, and also to add them directly to claim details.
Automatic refresh - Any user can set in their own details the time when the list of data should be automatically updated. This applies to the project list, quotes, client and vendor invoices, vendor POs and the list of business activities.
Vendor`s service check - Checking whether a vendor has the required combination of service, units, source/target languages and currency can now be disabled in the global settings while the project is being assigned.
Calendar - In addition, events can now be displayed from the vendor calendar in the calendar.
Sending login information - E-mails with login information can be sent to the web portal from the client and vendor lists.
Colouring of rows - Any user that has enabled View projects - client / vendor jobs in the project list can select whether the lines should be coloured by either client job or vendor job status. They are selected in the right part of the list on the drop-down panel below the combo box, where the view of the project list is switched.
Communication interface - The QuaHill Enterprise now has a communication interface that enables agency vendors using QuaHill Basic (including the free version) or QuaHill Enterprise to connect directly to the agency's system and download data directly to their QuaHill. Vendors can thus import jobs directly from the agency's system with no need for manual assignment. Furthermore, they can download and upload files and create invoices - all from the QuaHill installed in their computer without needing to access the vendor website and enter the data twice (in their own system and in the agency's system). The agency can either disable or enable this communication in the global interface.
Project quality rating export - The option has been added of exporting the list of job quality ratings to an MS Excel file. The user must be assigned the right to do this.
File uploaded by vendor - A column recording the uploading of files by vendors has been added to the project files list.
File downloaded by vendor - A column with the date and time a file was downloaded by a vendor has been added to the vendor project files list.
Default folder for download by client - An option enabling the marking of a folder as a default for file download by the client has been added to the code list of folder structures and files uploaded to this folder will be automatically available to the client for download at the client's web portal. This does away with the need to assign rights to files manually.
Default folder for file upload by vendor - An option enabling the marking of a folder as a default for upload by a vendor has been added to the code list of folder structures. All vendors may thus upload files to this folder without needing to have the right to write into the folder manually assigned to them.
Global texts - A code list of global texts has been added; it is used to define global texts or specific-use texts. They can be used, e.g., for printing invoices where a specific text can be defined for each vendor and client to be printed on the invoice depending on whether it is a domestic or foreign entity.
Advance payments - A module of pro forma invoices has been added. Advance payments used to create pro forma invoices can be defined in the Project detail. To access pro forma invoices, a user must be granted the right to do so. An independent series of pro forma invoices is defined in the Global settings. Pro forma invoices can be deducted from regular invoices.
Folder structure code list - Level of folder sharing can now be defined in the folder structure code list. This allows the system to be set so that, e.g., a proofreader is notified that a file is ready for download at the moment a vendor delivers a translation so that he/she can start working on it without the need for any action by a project manager. Assignment of access rights to the folder is done automatically. Level of folder sharing can be set up so that the file is accessible only for a vendor of the subsequent job, or for all subsequent vendors, or not shared at all. Sequence of jobs is determined using the vendor's job code. Level of folder sharing can be changed manually in the project.
Client requirements - A code list of client requirements has been added. This code list allows specific requirements for the work concerned to be defined, such as requirements for document layout, provision of interpreting equipment, etc. Values defined in the code list are displayed in the quote and project detail and can by selected by checking the respective boxes. Requirements can be defined so as to be available in a new enquiry detail on the Client's Portal.
Vendor - order - A print template can be defined in the Vendor details. It is used when a vendor downloads an order as a PDF via the web interface. This template is superior to the default template defined in the print template code list. The Vendor purchase order details contain information on whether the vendor has accepted or rejected the order via the web interface.
Client - Quotes print - A print template can be defined in the Client details; it is used when a client downloads a quote as a PDF via the web interface. This template is superior to the default template defined in the print template code list. A counter can be set up to limit the number of downloads by the client before the downloading option is deactivated.
Job history - Now you can monitor changes in status and the user who made the changes in the Vendor and Client details.
Purchase orders for a vendor - The project detail now allows for batch generation of orders for vendors, eliminating the need to generate an order for each vendor individually.
Automatic change of job status - Now it is possible to set up QuaHill so it changes the status of jobs automatically based on updated values so, for example, if you assign the date and time the job was delivered to the client (and the job meets other criteria of required fields), the job automatically gets the status DELIVERED and it is not necessary to assign this status manually.
Timeline - A new tab with a timeline showing jobs and their dates and times was added to the project/quote detail window to give users an overview of jobs.
Custom defined taxes - A new code list for taxes was added and now it is possible to use multiple taxes at the same time. In client detail it is possible to define what tax should apply to each client while invoicing. And the same is possible for vendors and their invoices.
Job templates - On the Settings tab in the main menu it is possible to define job templates for repeat tasks. Templates can be defined for a combination of client jobs, client jobs and vendor jobs, or for vendor jobs only. Once created, they can be added to the project/quote by right mouse button click on the list of jobs in the project/quote detail window.
- Single communication language - By default, QuaHill uses 4 languages for communication with clients and vendors. Now it is possible to use only one if needed. In global settings it is possible to choose all the languages for communication or only one language. If one language is selected, neither clients nor vendors can choose their communication language and in operational code lists all other languages are also blocked. The system looks like it is using only one language.
SDL Trados Studio 2014 integration - It is possible to maintain Translation memories, Trados project templates and create an SDL Trados Studio 2014 project directly from QuaHill. Or you can simply run an analysis of the file in the background directly from QuaHill and the system will generate an analysis log; all you have to do is assign language combinations and prices.
Print out of claims - It is possible to print out claims now. Naturally, the print template is editable.
Project/quote emails - It is possible to store important emails received from a client related to the project/quote details as part of the project/quote.
E-mails with translated files - It is possible to create an e-mail with translated files directly from project folders and send it to the client. The e-mail template can be predefined for this, too.
Outlook integration - QuaHill now has available AddIn for MS Outlook, which allows you to create projects, quotes and business activities directly from e-mail messages in Outlook. It is also possible to save e-mail attachments from MS Outlook directly in project/quote folders.
Quotes - The client can accept/reject a quote via the web portal for clients and project managers get an e-mail notification about it. Details about accepting/rejecting a quote are available in quote detail.
Invoices for clients - The client can now download invoices via the web portal for clients. The system can be set up so the default or client print template is used for generating a PDF.
Commissions - In client detail, an unlimited number of commission rules can be defined. If you add a new project for such client, commissions are automatically added and are also automatically recalculated based on changes in exchange rates, margin, etc. The financial data tab now contains the module “Commissions”. A list of all commissions as well as a list of all commission rules are available. Access to different features of commissions can be limited by user rights.
Second optional language - QuaHill code lists now work with only two default languages (ENG and GER) and 2 optional languages that can be defined in global settings.
Extended address - Client`s address and vendor`s address have been expanded by two new fields (Street 2, P.O. Box), which are now also available in print templates.
Wage - It is possible to print out the calculated wage for project managers or salesmen. The template can be freely designed so that it exactly meets the user’s needs.
Client detail - folder prefix - Short text can be defined in client`s detail. This text will be used as a prefix for automatically generated project/quote root folders. If the char “\” is used in this prefix, it will generate one main folder for the client and all project files and subfolders will be stored in this folder. Example: The prefix is defined as “GoodClient\” so the generated folder path will be “\\server\quahill_files\projects\GoodClient\2014_00458\”.
Client`s source code list - We have added a new code list that will help you to determine where the client comes from (websites, conference, advertisement). It can be used later when creating statistics. Values from the code list are available in the client`s detail window.
Express surcharge - In the client`s price list and the global price lists you can now create definitions for the surcharge calculation that will be automatically recommended if the client`s job meets certain criteria that you have defined. For example, 10 pages in 3 hours – 25% higher price.
Tooltips - Some forms (projects, project detail, job detail window) now have integrated tooltips that will help first-time users to become familiar with the system faster. Experienced users can turn this feature off in user settings.
E-racuni accounting system integration - The E-racuni accounting system communication has been integrated. Now clients that use this system can export invoices to this accounting system.
Unit conversion - In the unit code list it is possible to define the coefficient for conversion between units so you can, for example, define that 1 page is 250 words and in the job detail window (both client`s and vendor`s) you can use right mouse button click in the text box with volume or unit and use this conversion.
Vendor`s PO - The print template of the PO for the vendor now also contains data sources for files that are assigned to the vendor and specialization (area of expertise) so the list of files and specialization can also be available in the printed PDF file.
POs - export - a list of POs from the client and POs for vendors can now be exported to MS Excel.
Project file folder sharing - Project file folders can be marked as shared between vendors so when one vendor uploads the file to this folder, the other vendor is notified by email that the file has been uploaded and he has it accessible via the web portal immediately without further assistance from the project manager.
QuickBooks integration - QuaHill can now communicate with the desktop version of QuickBooks. Items, clients, vendors and invoices can be synchronized between QuaHill and QuickBooks.
Calendar - The calendar has been improved. Now you can see events from multiple users at the same time, you can get a perfect overview of your job deadlines, invoice due dates, vendors’ birthdays and notes, and all this can be presented in month view, week view or day view.
Project/job status change notification - Now you can assign every project/job status with an email that will be generated when the status is changed so you are able to notify the client that the project has been finished, jobs have been assigned to vendors or you can automatically notify the vendor that a new job has been assigned to him.
Client enquiries - Clients now have the option to create enquiries either through the web portal for clients after logging in or from the agency website as an anonymous client.
Project/jobs status changed e-mails - The status of projects and jobs in code lists can now be assigned by e-mail templates that are used for generating e-mails for vendors or clients when the status of a project or job is changed.
PO for vendors - A new module for evidence of purchase orders for vendors. Until now, the system was able to create POs for vendors but they were not saved in the database when generated. We have added a new module that works with vendor purchase orders as with other regular records. You can open the list of generated POs. You can sort, filter and update them. You have a perfect overview of created POs. A list of POs is also available in the vendor's detail form. Please see tutorials about how to work with POs on this page.
E-mail templates with attachment - Now it is possible to add a general attachment to all saved e-mail templates so if you have some general notes that should be attached, for example, to all POs you create, you don`t have to do this every time you create an e-mail from a template.