Method Community

Great. Thanks!!

Under the Home tab, I've built a price level screen that pulls in the different price levels for the client. If I choose "per item" under price level type, is there any way to get Method to Display a full item list in which the user can modify prices for that specific price level on a per item basis?   Thanks!!

Thanks very much for your help Paul! I found that their item list contains more than 50 of similar items zzz-zzz-0010 / zzz-zzz-0020 etc etc a few groups go past 50. I think we're going to re-work their item list to keep it in groups of 50 so their field techs and speedily create the invoices.

I've found a couple of screens where the balance column goes out 4 or 5 decimal places. Is there anyway I can change that or is that something you guys will change? Example: Customer Center / Customer List / Transactions / Balance column   Thanks much!! Phillip  

Hello all! I have a client who has discounts that he needs to apply to individual line items. In testing his account, I'm finding that when I enter the charge and then move to the next line to bring up the discount item (20%), that it is not applying this to the line above as it does currently in QB. I tried to enter a quantity on the ...

Good deal. So the employees are going to have to be very familiar with the item list. Great! Thanks for your help!!

Ryan, Thanks for letting me know how it functions. The scenario I need to solve for is my client has customers who pay specific invoices and on occassion, they over pay. So they might pay 10,000.00 to cover 5-10 invoices. On one of those invoices they may have transposed the numbers and may end up with a 9.00 overpayment. My client needs to be ...

Customer Center / Invoices / Add_Edit Invoices / Details / Item Drop Down List The item drop down list does not show all items for the client's QB item list. For them to create invoices, they need to have access to all of their items.   Thanks!! Phillip  

Thanks!!

  Forgive me if I'm missing something or operating the web app incorrectly! :)   Scenario: Customer makes 100.00 pymt but only has an invoice for 75.00 and other invoices for over 100.00. Activity #1: If I select auto-apply payments and the 75.00 invoice, I can save the payment. Question #1: With activity #1, where does the ...