Search results by user ID 6009

Can you restrict a users login to Method to a single IP address?

DavidD — Wed, 23 Dec 2015 18:06:42 GMT

We are looking to hire a new employee and we want to know if we can limit the user's login credentials to a single IP address. This would ensure confidential company information isnt access anywhere except from the computer assigned to the employee inside our office. Let me know if this is available or if you have other methods to restrict access to Method CRM and its information. Thanks

Re: invoice customization

DavidD — Mon, 04 May 2015 19:52:38 GMT

Has the ability to add a backorder column and have it tracked automatically ever been addressed/added to Method?

Re: Discount Item not calculating correctly

DavidD — Wed, 26 Nov 2014 14:35:08 GMT

It is not working on either the estimate or the invoice screens. It had worked properly for the last 10 months or so. The screens are both customized at this point. I cannot attach a screenshot to this post, where can i email one to?

Due Date calculation - Invoice Screen

DavidD — Wed, 15 Oct 2014 18:23:03 GMT

Hello. I am looking for assistance/guidance for how to update the due date for invoices whenever the "date" of the invoice is changed. Here is an example of what happens. I create an invoice on 7/1 with net 30 terms. The due date auto calculates 7/31 when the invoice is created by using the current date. however, with our company we often dont finalize invoices till weeks or months later, so we change the date of the invoice from 7/1 to 8/15. However, the due date remains at 7/31, which doesnt make sense if the invoice date is now 8/15. The new due date should be 9/14. Can someone please tell me how i can create an action to auto refresh this due date whenever the invoice date changes? Thank you!

Re: Method to Quickbooks Sync Issues - Bills Entered and Invoice Dates

DavidD — Tue, 14 Oct 2014 23:06:26 GMT

Greg - i responded via email and sent an image to illustrate the issue. Looking forward to your assistance. Thanks

Save and email button

DavidD — Sat, 11 Oct 2014 16:37:36 GMT

I have a custom button on my Invoice, PO, and Estimate screens that allows me to send an email to the contact selected, sending them a PDF copy of the invoice, PO, or estimate along with an email template that directs the recepient to visit the portal to view. In regards to sending "Estimates", they can be sent from either the Leads or Customer tab, as both tabs has the "estimates" tab link. The issue I'm having is when i use the save and email button to send out an estimate from the "Leads" tab, it sends out a different PDF attachment template for the Estimate than it does when I send it out from the Customers tab. We had made changes to the Estimate template months ago and I know how to change the default template in Method. If i go to the leads tab and hit print preview for the estimate, it will show me the updated template. howeve,r when I use the email button it sends the standard Quickbooks estimate template instead of our newer template. Can someonne please advise? I looked at the coding for the buttons actions for both the Customers tab and the Leads tab, and they both appear to be the same. Obvioulsy im missing something. Thanks

Discount Item not calculating correctly

DavidD — Sat, 11 Oct 2014 16:32:24 GMT

I have a few different discount items, however, they are not calculating correctly. My 3% discount item is simply taking $3 off of the subtotal line (and yes i Know that the discount item will discount the line item directly above it, so I have the discount item directly below the subtotal line). My 5% discount item is doing the same. I've checked the discount item set up and it has the % box checked. Not sure what the issue is here. Please advise

Re: Method to Quickbooks Sync Issues - Bills Entered and Invoice Dates

DavidD — Sat, 13 Sep 2014 14:26:04 GMT

Greg - regarding the conflicts, those were related to bills from a long time ago and I had been working with Method support to get those fixed. Finally got them cleared out today.....but very few were related to the issue I'm having currently with bill entry and sync over to Method. Could there be other reasons why this sync isnt happening?

Regarding the A/R report.....yes its using invoice creation date instead of due date. however, these are not showing up in the conflicts screen. I am using quickbooks destop. Pro 2013. I made a screen shot of the issue, but am unable to attach to this post.

Method to Quickbooks Sync Issues - Bills Entered and Invoice Dates

DavidD — Fri, 12 Sep 2014 13:21:02 GMT

I am having two regular, fairly high impact issues with Method to QuickBooks sync.

The first issue is when bills are entered in Method, they dont always carry over to QB. Often I will enter a bill in Method, then go to QB and see that the Purchase Order is still Open without a bill assigned. I have recently begun performing a changes only and full sync from Method prior to checking QB and the same issue is still present. This is frustrating as I have to duplicate work by entering the bill again in QB.

The second issue refers to Invoice Dates when an invoice goes from Pending status to final status. An example: We create an invoice on July 1st. The order does not complete till August 15th, in which case we change the ship date AND "Date" on the invoice to August 15th and then change the invoice to final from pending. This then syncs to method as a 'final' status invoice. However, when i look at the A/R report, it shows this invoice is severely past due as of August 16th, when in fact its only 1 day old. My theory is that somehow the invoice is still referencing the July 1st invoice date that was originally created when the invoice was created and saved on July 1st, even though we have since updated and saved the invoice date to August 15th. This creates all kinds of havoc with my A/R report as i am constantly having to manually change dates in QB on the invoices, so that it truly reflects what is and is not past due.

Can you please look into these two issues and advise how they can be corrected going forward? Thanks

Auto email a schedule QB Report

DavidD — Wed, 16 Jul 2014 12:35:07 GMT

Hello. I have a scheduled QB Report called Open POs. I'd like to have this report automatically refresh daily and email to 2 separate email addresses. is this possible? Or is it possible to email to at least 1 address automatically? Can someone walk me through the steps. Thanks!