Method Community

I want to be able to customize my new activity tab to have a billable drop down and time tracking slot.  Can this be done?   Lindsay

Hi bd092404rgr, I have some questions for you: Do you want to manually track the quantity ordered, qunatity shipped and backorders or do you want to have it done automatically? If you want to automatically track the above information, at what point do you want this information updated? Ronen  

 Ronen, I am aware of that but can a invoice be customized to do so?

Hi pfr, The instructions on how to do that can be found at this webinar: Introduction to Actions - Level 2 http://www.methodintegration.com/resources/webinars/2009-08-12CommunityWebinar5_IntroductiontoActions_Level2.wmv I hope that helps. Ronen

Hi bd092404rgr, In Method, you can indicate on an invoice the quantity of the item that you want to order, but you wouldn't be able to track if that item has been ordered, shipped, or if it is on backorder.  I hope that helps. Ronen

How do I Export Grids to Excel or PDF?  Looking for easy to follow instructions.  If available on video, please indicate which specific video. Thanks, Steve

 I am new to Methods and I am on free trial to determine if Methods is the way I should go. In a nutshell, Quickbooks online customizable invoice does not allow enough additional fields to meet my needs. I need to include quantity ordered, quantity shipped and a backorder column. We also need the capability to track backorders and tie them ...

Inclusivitie- Each report is its own seperate entity so there is no way to save custom palettes between reports for charts. -Michael

Hi Lori- [quote user="Inclusivitie"]I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem to get back into ...

Hi dannas, The best way to ensure that the product gets deleted from the dropdown list when you are selecting items under the "Items" heading when you are creating a new invoice is to do a Method Synch everytime you delete a product from QuickBooks Online.  Synching Method when you update QuickBooks will ensure that the latest ...