Method Community

Hi EvaC, If I understood correctly, are you are trying to link the Expenses found under Vendor -> Bills to a work order from Field Services Center -> Work Order List? Cheers, Denis

Really encouraged by what looks to be a very active Forum / Community for the Method solution.  It looks like the Method Team is serious about helping their customers be successful and demonstrate such by providing, what looks like, timely responses to forum posts. I have just rejoined an HVAC company that decided to invest in Aptora's ...

Hi handcrafted, I will look into this and get back to you with a response shortly. Regards, Denis

I notice that when entering a vendor bill, the option to code this bill to a job is available (just like in Quickbooks).  Is there a way to drill down a little further and code the expense to a work order (in Field Service App)? Thanks in advance for the help.

Hi Richard, Welcome back to customizing with Method! When we push updates to the Method application, the only screens that are updated are the default Method screens. Custom screens remain the same from the time they are created, and skip any updates. To keep abreast of the updates for Method, kindly go to our twitter page. Regards, Denis

 OK, lets start over. I just tested again and the dropdown list of numbers I have in Method is not from my sales tax groups in QB. So, I am back to square one. I noticed something interesting though. All of my sales tax groups were brought over in the sync. If I look under items, all of my Sales Tax groups are there. However, when I ...

 Ok, I think I may have partially figured this out. I went into the Estimate Table and created a new Field called SalesTaxGroup and chose drop down as the field type. I then chose "Choose from existing table from the drop down wizard". I then chose Itemsalestaxgroup as the existing table to choose from. Step 3, then only choice I ...

[quote user="handcrafted"]  Thank you Danny, that makes sense now.   I appreciate the help! [/quote] No problem.  Glad that cleared things up.   Danny

 Thank you Danny, that makes sense now.   I appreciate the help!

Hi method, I was creating an estimate today and noticed that the default tax choice is sales tax item. The problem with that is we have multiple tax items in Texas for each customer, so we have to create what are called Sales Tax Groups in Quickbooks. So, I was wanting to customize the estimate screen so that the Sales Tax ...