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I was wondering if there was any information on the difference between creating a new activity for an oppertunity versus using the Schedule a Follow Up tab on an existing activity. The follow up seems to just be another activitiy. Is this just included for ease of use, or is there something that distinguishes them?
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Charge Qty contains the cumulative total of billable hours applied to this budget line.
Budget amt. was zero, but populating that did not change the behavior of the billing function.
Thanks Val!
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Michael,
I’ve run into a similar issues, but only under certain conditions. Before you click ‘Create Invoice...’ can you verify that the ‘Charge Qty’ column on the grid has a value greater than zero for the specific line. If it does not, try refreshing the the grid before creating the invoice. Under ...
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When I first tried, it was not, but I just tried again with the QB file open, and made sure to do a sync before trying again. Still no lines showing up for billing.
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Hi Michael,
Let me look into this. Can you tell me if your QB file is open with sync engine connected when you are trying to do this? I’m curious.
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This should no longer be an issue. You may have to sign out and sign back into Method first.
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This should no longer be an issue. You may have to sign out and sign back into Method first.
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Hi Val,
I have a budget/contract with one detail line, and have successfully generated two invoices based on billable time tracking entries. Now when I click on the Create Invoice button, I get NO LINES to bill.
This is urgent as it is affecting my ability to generate invoices and get paid :-).
Thanks
Michael
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Karen- You can set the Vendor a user is associated with by going to Customize > Users editing the user and selecting a vendor for Link to Employee / Vendor / OtherName (SalesRep).
-MIchael
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If a user is set up for transaction type "Bill" where do you enter the vendor information so the transaction will go to QuickBooks? On the process screen it has you select the accounts payable account, but not the vendor. I get an error that it needs the vendor information.
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