Search results by user ID 4686

Method to QuickBooks

SuzanneB — Wed, 15 Jan 2014 18:10:41 GMT

Hi,

Can you help me understand the relationship between Method and Quickbooks, when you are using SmartVault?

I was under the assumption that if I upload a document to Method docs, in a Customer record, that I would see it in the Customer record while in Quick Books.

Is this not the case?

Thanks for your help.

Gmail as Default within Method

SuzanneB — Wed, 09 Oct 2013 22:03:28 GMT

Hi,

If you click on an email link from within Method, Outlook automatically opens up for everyone in our office. No surprise since we have always used Outlook. We have recently migrated to Gmail and want to keep Outlook on our PCs for a little while but want Gmail to open up as the default from a link. Any way to make Gmail the default when emailing from a link within Method?

Thanks in advance.

Deleting a User Account

SuzanneB — Tue, 17 Sep 2013 16:41:52 GMT

Hi,

We had an employee leave the company, and no longer wish to pay for his account. If I remove it from 'Active/Paid toward licenses' status - what happens to all the work orders and estimates that are assigned to him?

Thanks for your help.

Work Orders won't invoice

SuzanneB — Mon, 09 Sep 2013 15:34:56 GMT

Hi,

We have a few work orders that won't invoice when you go to "more actions" to create an invoice. Do you know if there is a setting either in QuickBooks or in Method that would prevent an invoice from being created from a work order? Thanks for your help.

Suzanne B

Quickbooks history and synching

SuzanneB — Thu, 15 Aug 2013 15:56:25 GMT

Hi there,

Come January, we are thinking of starting a new Quick Books file. This will, of course, prevent us from accessing old customer invoices, etc. Since we are a landscape contracting firm we frequently have to look back through old invoices to see what we charged for a specific service.

Is there a way to maintain customer history in Method, without synching it to the current Quick Books file? Maybe a read-only philosophy? We are willing to customize if there are options.

Thanks for your help.

Online Payments / Deposits

SuzanneB — Wed, 14 Aug 2013 17:21:50 GMT

Hi,

We have added the functionality of making eCheck payments thru the customer portal. Method sends the information over to Quick Books and the payments are recorded individually as they come in. However, when the payments hit our bank account, they are grouped together as one deposit. Clearly Electra Cash has control over that grouping.

Is there a way to have the deposits grouped in the same manner when sending over to Quick Books?

The problem is that our bookkeeper cannot reconcile the deposits on our bank statement - because there is nothing to match it up to.

Thanks in advance for your help.

Suzanne Butler

Calendar Labels for Activities

SuzanneB — Fri, 12 Jul 2013 15:07:25 GMT

Hi,

When you view Activities on the Google Calendar, the label is first showing the Activity Type, i.e., ("To Do" or "Work Order") and it's not descriptive enough when viewing many entries at once.

Is there a way to control this and maybe show a Job Name (for Work Orders) and maybe a Description (for To Do's)?

Thanks for any suggestions you can provide.

Suzanne B.

MAC users having Portal Trouble

SuzanneB — Tue, 25 Jun 2013 13:19:30 GMT

Hi,

I'm finding that a handful of our customers that are having trouble logging into the Portal, are using a MAC (and I'm assuming Safari - but can't say for sure). The error message they get is something like this:

"Portal name was not specified in the URL - Please check the URL prvided and try again"

Any ideas?

Thanks.

Opt Out of Billing

SuzanneB — Tue, 14 May 2013 16:36:25 GMT

Hi,

This probably sounds like a stupid question -- Does the Opt out of Billing feature prevent an invoice from being created from a work order? I would assume so.

Also, i'm assuming that it's intentional that when you create an Alt Contact, the Opt out of Billing feature is automatically checked.

Thanks -

Re: Report Designer Help - Invoices

SuzanneB — Wed, 01 May 2013 14:05:25 GMT

Hi Ashur,

I know I've been bombarding you with questions. My last post was lengthy -- but I wanted you to know that i figured it out and have it working well.

thanks so much for all your help -- it made a huge difference.

Suzanne