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Dumb question here...can I get an explanation on how/when Sales Tax is added to Estimates and Sales Orders?
Does it make any difference whether a Customer is Taxable or not? It seems like the only thing that determines whether tax is added is whether a line item is taxable or not.
Thanks
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kjculbertson-
I will test this out and create a ticket for this situation.
-Michael
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kjculbertson-
On the default screen it does not send out any emails that notify the supervisor that a report has been submitted.
You can take a look at the CRM_NewActivity screen and reverse enginner its email process and add that to the submit process for an expense report.
-Michael
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jnoneiliv1-
We have updated the original sales order screen. You can read about it HERE.
-Michael
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Jeet-
Changes in the November version will also be avalible in the December version (They share the same database).
Thank you for the additonal info.
-Michael
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Sales Orders - Create Invoice
Fixed - screen validation highlighted an issue with using an “End Loop Through Table” instead of “End Loop Through Grid”. ...
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Files with an apostrophe in the name will not attach. Programming needs to allow for the possibility of an apostrophe in a file name.
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Is there a way to notify the supervisor that an expense report has been submitted and is ready for approval? I was going to try to see if email templates could be triggered automatically, but I am having trouble finding documentation on creating email templates.
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John-
Thanks for the forwarding me the email.
It may be the port set for sending email.
Go To Customize > My Account and click on Default Email Preferences change the port to be 587
-Michael
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Michael
I was referring to the same link you were. https://www.methodintergration.com/NovemberTemporaryLogin
So when using that link, the screen works fine, it asks me to log in again and once I do log in, I am able to use the screen.
The error message appears when I am going from one tab to another.
Also I want to ...