Method Community

Mark - Thanks assist on this. :) mfaulkner - Like Mark said, this can be customized.  The difficulty really depends on whether you need to include the time tracking entries.  If not, you could simply add a button to create the bill when you complete the work order, using the insert into table action and pulling the information ...

Blake, Definitely not something you overlooked.  Its also been fixed now. - Adam

Sorry, I should have included links to the Webinars on the Report Designer.  The Report Designer webinars are located toward the bottom of the page.  I'd also recommend checking out our blog post: 3 Steps to becoming a Report Guru.  When I hear back from development on the time tracking issue I'll let you know. - Adam

Blake, You beat me to it.  We've been able to recreate this.  It seems that once the estimate syncs with Quickbooks, it puts the markup back in.  We've had another user say this happened in the last 24 hours.  When did you notice this?  A ticket is being put in right now, but it will help to know when this started ...

I don't believe there is a stock report that will display weekly time tracking entries.  You can create your own report using the Report Designer and the TimeTracking table. As for the time entries in QBO, I haven't found any setting anywhere that can alter this so I'll put in a ticket for our team to ...

Hi Blake, A change with the item cost or amount would change this, either from Method or Quickbooks.  The markup is calculated as the difference between the cost of an item and the price of an item. Can you check the item and see whether the cost or price changed? - Adam

Hi Cara, I took a look, and it looks as though you added the Customer Type field from the left into the same cell as the grid and did not add it as a column in the grid.  It may look like the screen below.  What you need to do is not add the field from there, but add the column into the Customer Type grid.  You'll ...

Hi KUpham, Sorry for the late reply.  I've been able to recreate this.  I'll see if there's a browser setting or Quickbooks setting that handles this.  If not, I'll put in a ticket with the team. - Adam

Cara, Can you email me the screen that you are looking at?  I took a look and it doesn't appear that you have added the Customer Type field to the grid for you CustomerList screen. Are you looking at a different screen? - Adam

Hi Marcelo, The SortOrder field is actually a field in the Activity table.  No link is needed. - Adam