Search results by user ID 5870

Re: Problem - duplicate invoice numbers and miscalculated tax

ubiquitas — Fri, 29 Mar 2013 07:36:08 GMT

invoice 22339 is the same in quickbooks.

Sales order 23201 is my example. When entered in method it had the incorrect tax as per above screenshot. When method synced with quickbooks it changed to the correct amount.

If we are using method then the whole sales order to payment process could take just 5 mins, meaning a client is incorrectly invoiced from method, pays the wrong amount and we have an accounting nightmare down the line.

It's Bank holiday in UK so I won't be back online until Tues...

Re: Problem - duplicate invoice numbers and miscalculated tax

ubiquitas — Thu, 28 Mar 2013 15:38:20 GMT

ok, done - you have mail...

Re: Problem - duplicate invoice numbers and miscalculated tax

ubiquitas — Thu, 28 Mar 2013 07:13:19 GMT

Adam

I've already checked our tax rates and they are active at 20%.

I've updated my image above to highlight the problem - the tax total - it shows £10.26 , not £10.25

Clearly Method is rounding up when it shouldn't be - what's the solution here....

thanks

Re: Problem - duplicate invoice numbers and miscalculated tax

ubiquitas — Wed, 27 Mar 2013 17:49:54 GMT

thanks for reply

1. I've disabled ref numbers in Method until all users switch to Method full-time

2. I've checked the tax setting, it's 20%. Just did a sales order in Method with Quickbooks disconnected. See screenshow below...

how is this possible ? As you know it should be £10.25 tax

Problem - duplicate invoice numbers and miscalculated tax

ubiquitas — Wed, 27 Mar 2013 10:55:45 GMT

Hello

have a couple of issues I'd like experts thoughts on.

1. If I create an invoice in method and someone in the office creates one direct in Quickbooks, at around the same time, we get duplicate invoice numbers - surely this should be impossible ? How long should it take for method to talk to quickbooks after creating invoice in method. How can we avoid this ?

2. If I create an invoice in method it does NOT calculate the tax correctly. When it talks to Quickbooks it then adjusts to the correct tax. This is a problem as method emails our customers an incorrect invoice !

example. Net value of £51.27. Method calculates 20% tax at £10.26 (that is wrong), when invoice gets to quickbooks it's corrected to £10.25 (that is right).

help please...

Re: Default Currency Symbol

ubiquitas — Thu, 21 Mar 2013 17:14:30 GMT

that's done it - thanks !

Default Currency Symbol

ubiquitas — Thu, 21 Mar 2013 12:54:02 GMT

ok, i realise this is a stupid question. But I'm UK based, and my PDF invoices etc are showing $ and not £.

I've been to Customise > Display > Default Currency Symbol

I've tried putting GBP and £ in there - still my invoices show $'s

what am I missing ???

thanks

p.s. in report designer preview it shows £ symbols just fine

Re: Method demo to Live

ubiquitas — Tue, 26 Feb 2013 15:42:54 GMT

thanks, I think we will start from scratch in this case - we seem to have a 2nd account already

Method demo to Live

ubiquitas — Tue, 26 Feb 2013 12:02:42 GMT

Hello, quick question.

We've been running demo of method against an old version of our QB database. We've added some custom fields etc to get hang of Method.

Now we are ready to become a paying customer, is there a way to nuke our link to quickbooks, remove all the data in method. Then link to our live QB database. All the while keeping our method customisation ?

thanks

IMport CRM info from Maximzer

ubiquitas — Tue, 26 Feb 2013 11:58:47 GMT

Hllo, trying to help client with this.

They currently use Maximzer for all leads and ALSO storing note on customers which are in Quickbooks.

Once we connect to Quickbooks method imports (links to) our customers - great

I then need to import our leads from Maximizer - seems easy enough

I then need to import our notes for customers AND leads - not a clue how to do this. Maximzer will give me a nice XML export which I can then manipulate as necessary. Is there an easy way to

1. Import notes for leads - would be fine if all historic notes went into one new note entry in Method

2. Import notes for customers - same issue as above + not sure how to link them to the customers from Quickbooks

Hope above makes sense, any help appreciated. Thanks