Method Community

What table should I use for the screen

I first need to make the template work. Our Item list prices are in HNL (home currency) and at this moment al our forms in Method (Estimates, Sales Orders, Invoices) show item lines in grids in HNL, even though our customers are in USD. I need all money amounts within templates to convert automatically to USD using the exchange rate ...

I entered the values to the table (bill line item table) and it is working perfect, should I change it???

from the menu select banking, and then enter credit card charges

How do I add a viewable calendar to the client portal ?

Marcelo, Could you please direct me to the screen you're talking about in QuickBooks? - Justin

Not process credit cards, I want to enter the expense to QB, it is like entering a bill but not to a vendor it is enter to the credit card account, so the balance of that account will increase.

Hi Marcelo, You can process credit cards from the Receive Payment screen using a Payment Gateway, by checking the Process with payment gateway when saving? checkbox when creating the Payment. If you don't have a Payment Gateway, you can set one up by navigating to Customize > My Account in Method, clicking (view / ...

When we buy something and pay with a credit card, in QB there is a screen call enter credit card charges. Just wondering if method has it too, or it will have to be customized.

Marcelo, You'll want to call them from the onClosePopUp screen event and enter the values into the screen. - Justin