Method Community

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

Hi Fran, My recommendation is to check whether the appropriate RecordID is being handed off to the Send To Desktop action. - Justin

Hi Marcelo, I'll need some more information. What exactly are you trying to do? - Justin

Hi Marco, Assigning an A/R account with the appropriate home currency of the customer will set the currency for the Invoice, despite the amount still appearing as "USD" on the New / Edit Invoice screen. This currency symbol is set system-wide on the Customize > Display screen in Method. Where ...

How do I enter a credit card charged from method?