Search results by user ID 4874

Re: Payroll User Error / Method Config

GaryK — Sat, 17 Dec 2011 20:44:19 GMT

We have had an issue where QB's shuts down when a Method user is entering time entries and the QB user is in the payroll application (some but maybe not all of the options on the Employees tab). It is a bit of a scare but I don't believe we have lost data. Our process now is that when a Method user is entering payroll data (timesheet entries), QB users stay out of the Employee tab in QB. This seems to work.

Gary

Re: Entering Vendor Credits

GaryK — Sun, 06 Nov 2011 12:35:26 GMT

Michael, I tried this but it did not work. When I go to edit the table, "Finish Editing" is not an option. The options are "save and close" (which I tried), Delete or Cancel. You can access our account to see this. Thanks.

Re: "Group" Inventory Types: No Price showing on Estimates

GaryK — Wed, 05 Oct 2011 15:14:15 GMT

Has there been a fix for this yet? We need to create estimates using groups and do not want to print the group items in most cases-maybe all. But....we do want the total cost of the group to show on the estimate to the right of the Group item description. At this point it shows a zero cost but the cost does show up in the Total at the bottom of the estimate. Assuming QB is running almost all of the time, what would be the specific steps to accomplish this?

I think I already modified the Estimate report to not print group items as those items do not show up. The Group is set in QB to no print items. Does that mean that Method does not follow what that setting is in QB?

Thanks, Gary

Re: Estimates, Sales Orders, Invoices

GaryK — Mon, 22 Aug 2011 15:15:15 GMT

Ok, thanks. I found some rules that Method has apparently created for Estimates. These rules appear to allow items in groups to "not print" (as well as the amounts). They look similar but not exact in terms of the conditional statemements but there are probably many ways to write those to accomplish the same things. If you could add similar rules into Sales Order and Invoice templates I'm sure they would be welcomed by others.

Gary

Re: Estimates, Sales Orders, Invoices

GaryK — Mon, 22 Aug 2011 13:45:46 GMT

Thanks. I think I figured out how to do the invoice but I don't see the [IsPrintItemsInGroup] field in the sales order field list. Do I have to select another table of fields before I start working on the template? Which one(s).

Thanks, Gary

Estimates, Sales Orders, Invoices

GaryK — Fri, 19 Aug 2011 19:55:01 GMT

Please advise if this issue is already addressed somewhere.

When we create estimates in QB, we often create custom group items which contain a bunch of underlying items. The description of what we are selling is put in the description for the group and the underlying items are only for internal costing use. We do not want to have that detail print on our customer documents. In QB, the underlying items in the group can be set to not print which works great. In Method, the reports print the underlying group items in addition to the group item. I'd like to learn how to get rid or suppress those line items from printing.

Same issue with Sales Orders. My sales order only needs to have item descriptions as we attach to a contract as the "work order" I've eliminated almost everything on the Sales Order so only the item descriptions print out along with the header stuff. However, the underlying group item descriptions are printing out and I only want the group description to print (plus descriptions of any other items not part of a group.

I suspect I will have the same issue when I get to customizing the invoice.

If this makes sense and someone knows how to achieve the suppression of group items (like QB's does), please let me know. I'm finding the report writer to be only a bit easier than brain surgery.

Thanks, Gary

Re: A different web form error

GaryK — Thu, 11 Aug 2011 16:10:22 GMT

The email address did not match so I made that change. Tested once and it was fine though prior tests and actual form submissions did not produce that error. I'll keep an eye on it.

On another topic, is there a way to delete several activities and opportunities at once? We get solicitations via our web form and they create unwanted activities and opportunities that need to be deleted. Thanks, Gary

Re: A different web form error

GaryK — Wed, 10 Aug 2011 14:09:43 GMT

Yes, Use SSL is checked Yes

A different web form error

GaryK — Wed, 10 Aug 2011 12:13:41 GMT

I received this error message at the top of a new web form submission e-mail. I am using a gmail e-mail address in my Method setup.

Dear Method customer, while sending you an email we have received a following error from your SMTP server: 'The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required. Learn more at '. The original message to be sent to you was as follows:

Please advise. Thanks, Gary

Bill items with blank billable field being marked as billable

GaryK — Thu, 28 Jul 2011 18:36:09 GMT

When we enter line items on a bill, we typically assign the costs to a customer/job but rarely do we mark them as "billable" since the costs are part of our contracted price. We would leave that field blank instead of choosing bilable, has been billed or not billable. By leaving it blank we assume as in QB's that it will not be tagged as a billable expense. However, when the bill synchs with QB's, it comes back with that field as Billable (even though the field was blank when created and saved in Method). Can we set up Method or QB so that Method will not change this field to billable unless we intended it to be so?

To test this I created a dummy bill, assigned the cost to a customer/job and left the billable field blank. Once saved, I forced a synch with QB's and then looked to see that the bill in Method now showed the expense line item as billable.

As a side note, how does Method/QB's treat "has been billed"? I do not see that as an option in QB (you check if billable and leave unchecked if not billable).

Thanks, Gary.