Method Community

John I use to have the same issue. What I did was create a field in the activitiesjobitmes table called Phases.  I do landscape work so i want to group or as you would say choose where to create a new line item.  I would then put that new field in the itmes grid. When entering line itmes, i put a number or letter or what ever group i ...

John I believe that by default grids will sort by asending recordID.  As a result the estimate line rows are sorted in the order that they are input.  This behavoir can be modified by customizing the screen and changing the grid sort property. 

Hi Jemel, Any Time Tracking entries associated with a budget/contract are held within Method until that portion of the contract is invoiced. This is the way the app currently works and we do this to help enforce budget/contract rules or preferences that have been set in Method regarding the line charge types. Example, if you agree to bill by ...

 Does anyone know if I can "choose" where to create a new line item on the estimate screen.  After creating an estimate with many items, we sometimes need to add something that is best placed in line with like items instead of just at the bottom of the estimate.  Also - Shipping and handling is usually the last item for us ...

Hi khorner,  The Activity.ContactsName, Activity.ContactsPhone, Activity.Contacts, and Activity.ContactPhoneNumber, are related to fields that are added directly on the work order screen itself.  The Activity.Contacts field is used when you add a Contacts dropdown field onto the new work order which is related to a linked field in ...

I have posted time worked on a budget/contract in PS.  However, the time sheets are not flowing into QB?  Most of the contracts are based on a fixed rate.  However, for job costing purposes, we'd like to assign the time spent on each budget or contract. What changes do I need to make to ensure the billable and non billable time ...

My method calendar is not syncing with my outlook calendar.  Any suggestions?   Thanks,   Jemel Smith info@bottomlinetaxservices.com   (770) 459-1051 fax. (888) 851-1052 http://www.bottomlinetaxservices.com   blog. http://www.bottomlinetaxservices.com/Blog/ twitter. ...

Hi HYEDID,  The reason that in the activity tab you see the names of different customers for each specific activity is because an activity is specific to one customer or a lead.  A campaign thought is not specific to one customer or lead, but to a big group of potential customers or leads. That is the reason that in the existing ...

Hi John M,  Is this issue still happening on your account?  Ronen

Ronen, Setting QTY to 1 is not enough to get description-only line items to display in the Report... what you say in your second paragraph is more accurate: an actual item needs to be entered. This is a problem for us as we use third party software that writes in the description line only (that is, no item is entered) in our invoices. Neither ...