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  • Re: Payroll User Error / Method Config

     We have had an issue where QB's shuts down when a Method user is entering time entries and the QB user is in the payroll application (some but maybe not all of the options on the Employees tab).  It is a bit of a scare but I don't believe we have lost data.  Our process now is that when a Method user is entering ...
    Posted to Method:Classic General Q&A (Forum) by GaryK on 12-17-2011
  • Re: Entering Vendor Credits

     Michael, I tried this but it did not work.  When I go to edit the table, "Finish Editing" is not an option.  The options are "save and close" (which I tried), Delete or Cancel.  You can access our account to see this.  Thanks.  
    Posted to Method:Classic General Q&A (Forum) by GaryK on 11-06-2011
  • Re: "Group" Inventory Types: No Price showing on Estimates

     Has there been a fix for this yet?  We need to create estimates using groups and do not want to print the group items in most cases-maybe all.  But....we do want the total cost of the group to show on the estimate to the right of the Group item description.  At this point it shows a zero cost but the cost does show up in the ...
    Posted to Method:Classic General Q&A (Forum) by GaryK on 10-05-2011
  • Re: Estimates, Sales Orders, Invoices

     Ok, thanks.  I found some rules that Method has apparently created for Estimates.  These rules appear to allow items in groups to "not print" (as well as the amounts).  They look similar but not exact in terms of the conditional statemements but there are probably many ways to write those to accomplish the same ...
    Posted to Method:Classic General Q&A (Forum) by GaryK on 08-22-2011
  • Re: Estimates, Sales Orders, Invoices

     Thanks.  I think I figured out how to do the invoice but I don't see the [IsPrintItemsInGroup] field in the sales order field list.  Do I have to select another table of fields before I start working on the template? Which one(s). Thanks, Gary
    Posted to Method:Classic General Q&A (Forum) by GaryK on 08-22-2011
  • Estimates, Sales Orders, Invoices

    Please advise if this issue is already addressed somewhere. When we create estimates in QB, we often create custom group items which contain a bunch of underlying items.  The description of what we are selling is put in the description for the group and the underlying items are only for internal costing use.  We do not ...
    Posted to Method:Classic General Q&A (Forum) by GaryK on 08-19-2011
  • Re: A different web form error

     The email address did not match so I made that change.  Tested once and it was fine though prior tests and actual form submissions did not produce that error.  I'll keep an eye on it.    On another topic, is there a way to delete several activities and opportunities at once?  We get solicitations via our web ...
    Posted to Method:Classic General Q&A (Forum) by GaryK on 08-11-2011
  • Re: A different web form error

     Yes, Use SSL is checked Yes
    Posted to Method:Classic General Q&A (Forum) by GaryK on 08-10-2011
  • A different web form error

    I received this error message at the top of a new web form submission e-mail.  I am using a gmail e-mail address in my Method setup.   Dear Method customer, while sending you an email we have received a following error from your SMTP server: 'The SMTP server requires a secure connection or the client was not authenticated. The ...
    Posted to Method:Classic General Q&A (Forum) by GaryK on 08-10-2011
  • Bill items with blank billable field being marked as billable

     When we enter line items on a bill, we typically assign the costs to a customer/job but rarely do we mark them as "billable" since the costs are part of our contracted price.  We would leave that field blank instead of choosing bilable, has been billed or not billable.  By leaving it blank we assume as in QB's that it ...
    Posted to Method:Classic General Q&A (Forum) by GaryK on 07-28-2011
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