Method Community

Is Method able to show inventory quantities by Site that is provided by the new Advanced Inventory functionality in Enterprise 11? I do not see any table related to 'Site' in Method so I can't figure out how I could get this info into an Item List.

Hi Tiffany, To answer your first question, the Outlok plugin does pull the activity type "work order" (if you go to Outlook Add-in Settings, and go to the Appointments tab, you will see all the activity types in the "Synchronizethe following activity types:" drop down). To answer your second question, it is possible to sync ...

I'll chime in too! Yes, this is just accounting fundamentals, in my mind. If it is an asset account, a positive balance means its a debit, if it is a liability account, a positive balance means it is a credit, etc.  Nothing to do with Method. Paul

[quote user="DaveS"]  Danny, This is a VERY important question which will affect every Method user, consultant and API user.   How does Method determine if the $ balance is a debit or a credit?    Dave [/quote] Hi Dave, Denis actually just answered the question so I won't steal the spotlight.  However, ...

Hi DaveS, Someone might chime in and correct me if I'm wrong on this, but QuickBooks handles double-entry accounting for you, meaning every transaction you enter automatically becomes a debit to one or more accounts and a credit to one or more other accounts; in other words the focus here is the business transaction v.s. the debits and ...

 Danny, This is a VERY important question which will affect every Method user, consultant and API user.   How does Method determine if the $ balance is a debit or a credit?    Dave

Hi Val, One more thing I just noticed is that it is not calculating correctly when you first select the budget/contract. I had the budget/contract that I used in my example selected and the amount showing correctly.  I then selected a different budget/contract. I then went back and selected the example budget/contract and the amount was ...

Val, Clicking the select is what I was missing. Can I also suggest that the line items get recalculated when the Add / Edit Budget Details pop-up is closed. It seems as though it does some of the time, but not always. I used the same budget I outline in my first post: 1. Clicked the details button on the line item 2. Changed the charge type ...

Hi Matt, I followed your steps exactly but the only difference is I will add a couple steps after yours picking up from where you left off. 6. Go back to the Budget/Contract >>>Details and click ‘select’ to refresh (recalculate) the lines. 7. The Summary section should be refreshed (also happens on select) but you can ...

Hi Matt, I’m not getting this message on my development account.  I did have someone in our office try on one of their sample accounts and it seems to be happening there. I’ll look into this and get back to ASAP.