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I am working on finding Estimates and generating current status's in Method. I can only see/search the last few weeks. As a company working in new construction the date of the estimate can be months out. The Estimate is the work order for our company and I am not total certain how they differ in Method but I digress. When I search ...
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QB Online or QB Desktop account?
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When adding new customer or customerlead I'm unable to select a sale rep. It may be that dropdown is no populating.
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John - also, it's just a QuickBooks feature. You can check out QuickBooks docs for it, but basically when you create an invoice in QuickBooks you can select billable time and expenses to be put onto the invoice.
Paul
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[quote user="John M"]What happens when I make it billable?[/quote]
Billiable means that those items or expenses would be billed against a customer job. For example, if you were a contractor and required supplies for a job you would enter those supplies as billable items against the customer. This is to help keep track of ...
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:D Worked like a charm. That's what I call easy!
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I am having a heck of a time getting a Date Difference field to show as an Integer in report designer. I also want to use this calculated field within another field to show Aging (30, 60, 90, >90).
Is this possible? I can get it to show as a date, but cannot convert to an integer or number
Thanks in ...
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I think what you need to do here is to add a linked field from the Customer table to get this field into the Contacts table. Try that and see if it fixes the problem.
~C
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[quote user="John M"]When i create a work order from a case[/quote]
I just want to clear up the terminology, work orders are separate from cases in Method and from the stock screens you can't connect a case to a work order. Are you talking about the job name area that's on the grid view for works orders? If so you ...