Search results by user ID 5974

Re: Invoices

Method_Kalvin — Tue, 02 Jul 2013 15:46:14 GMT

Hey Marcelo,

Unfortunately, the invoice needs to by synced to QB for your tax item field to auto-populate. If you have the "Wait for Sync Approval" checked, manually select the tax item, click "Save" and then click on "Print Preview.

-Kalvin"

Re: Invoices

Method_Kalvin — Wed, 26 Jun 2013 19:56:33 GMT

Hello Marcelo,

I have tested creating invoices in your account on your stock Work Order List screen, and it works fine. Please try again. When you click "Invoice Selected", uncheck the "Set to wait for sync approval". The reason why you didn't see the tax getting calculated automatically is because the invoice is required to be sent to quickbooks in order have the tax calculated. If you had the "Set to wait for sync approval" checked, then the invoice would not have gotten sent to quickbooks instantly, hence you couldn't see the tax being calculated instantly.

-Kalvin

Re: Invoices

Method_Kalvin — Wed, 26 Jun 2013 16:59:41 GMT

Hello Marcelo,

I tested it and it works fine on my account. In order to help you investigate this issue, please enable MethodSupport and send me your company log in name to my email.

-Kalvin

Re: Invoices

Method_Kalvin — Tue, 11 Jun 2013 13:38:42 GMT

Hey Marcelo,

I have tested my stock Invoice Screen and creating multiple invoices from the Work Order List (Field Services) screen, and both works fine. In order to help you, I need you to give me detailed steps on how to recreate the problem you are experiencing. From there, I can troubleshoot this problem for you.

-Kalvin

Re: Invoices

Method_Kalvin — Mon, 10 Jun 2013 21:57:48 GMT

Hi Marcelo,

Please do as per my instructions from before, and then I will go through how to test the screen. From before: Can you test out the stock QuickBooks_Invoice screen as well? You can test out the stock screen by going to Customize > Screens > search for QuickBooks_Invoice > highlight the mouse over the name then click View on the left side of it.

Once you have done that, try to create a new dummy invoice:

1) Fill in all the essential data marked with a red asterisk.

2) Enter any item into the Line Item grid.

3) Select "Taxable" in the Tax Item dropdown box.

4) Click Save

Is the tax shown this time?

-Kalvin

Re: Invoices

Method_Kalvin — Mon, 03 Jun 2013 16:47:54 GMT

Hi Marcelo,

Can you test out the stock QuickBooks_Invoice screen as well? You can test out the stock screen by going to Customize > Screens > search for QuickBooks_Invoice > highlight the mouse over the name then click View on the left side of it.

If it works on this screen, then the problem is definetly caused by customization within Method.

-Kalvin

Re: multi-tenancy

Method_Kalvin — Fri, 31 May 2013 19:13:45 GMT

Hey Garrett,

Can you please provide us a screenshot of the error message?

-Kalvin

Re: Commission Report for possible new user - Suggestions needed.

Method_Kalvin — Thu, 30 May 2013 16:22:38 GMT

Hi Borlandje,

Here are some recommendations. First create a table for the spiff, and then import your spiff data into Method. Once that is done, you can easily preform all the calculations you wish.

As for the report part, here are 2 ideas on top of my head.

1) You can create a grid. Grid data are also exportable to various file formats (RTF/Excel/PDF).

2) You can create a report using the Report Designer. This way, you can have a beautiful PDF report with just a click. To learn about how to use the Report Designer, check this blog article for videos.

-Kalvin

Re: multi-tenancy

Method_Kalvin — Thu, 30 May 2013 14:15:58 GMT

Hi Garrett,

Yes it is possible. You can add a drop down to your screen and have the logic change the Tenant ID to whoever you want when you click Save. However, this is only the tip of the iceberg. Multi-tenancy customization can get extremely complicated. There are many things to consider when implementing multi-tenancy systems, such as data conflicts, data permissions and much more.

We strongly recommend to let our paid in-house consultant to help you do any customization that involves multi-tenancy.

-Kalvin

Re: Invoices

Method_Kalvin — Wed, 29 May 2013 15:48:56 GMT

Hi Marcelo,

[quote user="Marcelo11756"] 1- I created some invoices and none of the invoices calculated the sales tax, is this because there are set to wait to sync? I have to sync first and then print them.? [/quote]

To make the calculation appear, you have to click the Save button. As for the wait for sync approval checkbox, having it checked should only affect what you see in QB. You should be able to see the calculation in Method right after you click Save.

[quote user="Marcelo11756"] 2-When you delete an invoice the services in that invoice do they goe back to "to be invoiced" ?[/quote]

When you delete an invoice, everything (including any service, line items, etc) that is related to that invoice will be delete. There will be no status change whatsoever. Does this answer your question?

[quote user="Marcelo11756"]3- How do you delete several invoices at once?[/quote]

To do this, you can simple add a "delete" button that deletes all invoices that are selected.Here is a post that is very similar to your question.

[quote user="Marcelo11756"]4- I had some customization done by you guys, a check box in the job item line called "on contract" so when is check the invoices would show $0 for that item. When I do invoices this is not working, the price shows in the invoice even know that the "on contract" box is checked.[/quote]

Since this a customization that is already done and not working properly, I would advise you to get in touch with your consultant. If you need help with a customization job, I can put you in touch with a paid in-house consultant

-Kalvin