Method Community

I want to be very clear! I create estimates and im using the simple estimate template. and have not even started trying to set up the print templates for invoices etc. My estimate printed template is showing the line item price as dollars and my total line item price as rands. Nothing i do can change this. I have tried changing the format ...

A user emailed Method asking if he could sort the Activity grid to view the most recent activities rather than the oldest activities. In the stock Activities List screen, you can simply click on the Due On field or the Activity # field to sort the grid by those fields. If you click on it again, it will sort the opposite ...

Mike, Try this: RecordID IN (561,2274,3584) - Jason

Yeah, there is no time tracking involved. It is a standard amount that is invoiced to the customer and a standard amount paid the the subcontractor.

Mark - Thanks assist on this. :) mfaulkner - Like Mark said, this can be customized.  The difficulty really depends on whether you need to include the time tracking entries.  If not, you could simply add a button to create the bill when you complete the work order, using the insert into table action and pulling the information ...

You'll probably want to contact either your business solution consultant at Method directly or one of Method's solution providers.  Here's the link to the solution providers page: http://www.methodintegration.com/Consultants.aspx

How  do we do that and how long would it take? I have close to 100 reoccuring jobs each week that are mowing of houses that we sub 100% out, our current software is outdated, however we wont change because of the fact that it creates the bills for the subcontractor and keeps my staff on task.

Hi mfaulkner Yes, there's a way to this but would involve a bit of customization.   You should already be able to add the vendor/subcontractor time.   The next step would be to add customizations that created the bill.

Hi Mike,  The Customer, Vendor, Employee, and Other Name tables are all different views of the Entity table. If you change a record in the Entity table, it will automatically make the change in the Customer table (or one of the other three tables depending on the EntityType) and vice versa. The Contact field in the ...

Thanks...yes I confirmed Estimate calculations are working as expected this AM from what I can tell