Method:Classic General Q&A

Re: Bill Payment

Method_Michael — Tue, 13 Sep 2011 13:15:48 GMT

Hi Rajni,

The Amt.To Pay (OpenAmount) field is generated by QuickBooks. To change this value you would need to edit the bill itself and change the line items.

-Michael

Bill Payment

Rajni Kumar — Tue, 13 Sep 2011 06:45:15 GMT

Hi Michael,

I am trying to update the Amt.To Pay in the Bill Payment Screen of Vendor Center. But I am not able to do that. The data is not getting updated for the column Amt. To Pay.

I have modified the grid and made it as editable in the grid. After changing the data in the Amt. To Pay column in the Grid, clicking on the Update link but the data in the Column Amt. To Pay is not getting update, but the other fields like ref number and vendor name is getting updated.

May I request you to please look into this and give an update.

Thanks in Advance

R Rajni Kumar

Re: Entering bills for Vendors

Method_Michael — Thu, 10 Mar 2011 18:17:16 GMT

John,

Thanks for the feedback. I will bring this suggestion up in our weekly Method Team meeting.

-Michael

Re: Entering bills for Vendors

John M — Thu, 10 Mar 2011 18:07:28 GMT

Michael

It works. Did the sync then it showed in the payments section. Maybe put a note so outher people can know about this?

John M

Re: Entering bills for Vendors

Method_Michael — Tue, 08 Mar 2011 15:20:11 GMT

Hi John,

I tried using a Cost of Goods Account in the expenses and it worked for me. Looking at the grid on the bill payment screen it has a couple of filters.

OpenAmount is greater than 0
APAccount is equal to Screen.A/P Account
DueDate is less than or equal to Screen.Due on or before
IsPaid equals no

Only Bills that meet these criteria will display. One thing worth mentioning is that OpenAmount is actually blank until the bill is synced with QuickBooks, since blank is not greater than 0 any bill that hasn't yet been synced with QuickBooks will not display in this list.

HTH.

-Michael

Re: Entering bills for Vendors

John M — Tue, 08 Mar 2011 03:30:22 GMT

Ok,

I found out that if you are using a Cost of Goods Sold account to pay a bill it will not show in the bill payment section. I have a Job Cost Rental with a cost of good sold account. Maybe this is not the correct way of doing this. I found that quick books has a Rental expense so i used that and bingo it poped up in bill payment section.

This brings a interesting question. If i have a vendor bill and this bill is all for the customer would this be a two step process? Enter the bill in Field Services for my job costing reports then go into Quickbooks and enter the Cost of Good Sold account in there?

Thanks,

John M

Entering bills for Vendors

John M — Tue, 08 Mar 2011 02:55:55 GMT

Good Morning,

I entered a bill in the Vendor Center-Bills and saved it. Made sure the expenses was filled out, made sure quick books was open, did a syc and did every combinations of entering a bill in vendor payments i could think of from billiable to a customer to non billiable and then went to bill payment. The bill payment section would not show a bill.

Any thoughts?