Search results by user ID 2202

Re: Estimates and Invoices

mrandall — Mon, 22 Jun 2009 19:47:05 GMT

Ryan,

What we are looking to do is this initially;

1. create an additional field on every estimate titled "profit".

2. take the "subtotal" item on the estimate, (which does not include tax) and subtract it by the sum of the total cost (rate x quantity) for each item on the estimate.

3. have the resulting total (subtotal - (rate x quantity)) appear in the profit field we created in step 1.

If there is a better way to accomplish this, we are open for suggestions.

Thanks.

Re: Estimates and Invoices

mrandall — Mon, 22 Jun 2009 17:19:18 GMT

Ryan,

Lets start with question two please proft margin). That is the priority for the client.

What are the step by step instructions I need to do to accomplish this for the client ? Hopefully I will have time to test it on our method account before trying it on theirs.

Re: Estimates and Invoices

mrandall — Tue, 16 Jun 2009 18:50:09 GMT

Thanks for the help. Worked great.

I just had a new client ask the following questions regarding estimates and invoices. Hopefully you can assist with these also.

1. Is there a way in Method to duplicate an existing estimate, then use that duplicate estimate for a deferrent customer ? This can currently be done in QuickBooks.

2. Is there a way to calculate and display the profit and profit margin on an estimate - but not not have those fields print or be displayed when sending the estimate to a client? This can also be done in Quickbooks.

3. Is there a way to calculate a sales rep's commission (a percentage of the profit) on an estimate - but not not have those fields print or be displayed when sending the estimate to a client? This can NOT be done in Quickbooks.

Thanks,

Estimates and Invoices

mrandall — Fri, 12 Jun 2009 03:40:23 GMT

When doing a print preview of an invoice or estimate in Method, the Method logo appears in the top left corner of the document, despite the fact we have uploaded our company logo in the (Customize>Display) tab.

Is there a way to customize these documents so that our company logo rather than the Method logo appears here?

Re: Email Integration

mrandall — Mon, 08 Jun 2009 20:42:55 GMT

Are there any plans in the works to provide email integration for MAC users via Address Book and Mail or Microsoft Entourage?