Search results by user ID 6105

Method CRM is not SYNC with Quickbooks Company

ljrodriguez@grupo-una.com — Tue, 17 Sep 2013 02:52:57 GMT

Hi,

I have realized that my METHOD is not properly syncing with my Quickbooks company. The PUSH METHOD is OK, but the transactions are not posting since almost 1 moth back, and in the Account details I can see that the last FULL SYNC was August 27, as well as the last CHANGES SYNC was August 28th, therefore the files syncing properly, main reason why we have a huge "Non Posted" list of transactions.

Please help us solve this so we can fix our syncing issues.

Your soon response is highly appreciated,

LJR

Credit Memos (Refund vs. Credit Note)

ljrodriguez@grupo-una.com — Mon, 16 Sep 2013 23:00:23 GMT

Hi,

I need to know if the CREDIT MEMO provides:

A) Refund: Money Return

B) Product Return: Affects the Inventory levels (Adds)

We have two (2) different functions of CREDIT NOTES or CREDIT MEMOS, one is to provide the customer a refund in money (Write Off) which is basically a credit to its account, and the other is to process a product return which provided a credit for the returned items, but also affects the inventory levels as well.

Please confirm if MEHTOD provides both options, and how we can manage to choose them appropiately in order to work with the concept correctly.

Your soon response is highly appreciated,

LJR

Inventory Features

ljrodriguez@grupo-una.com — Mon, 16 Sep 2013 22:57:44 GMT

Hi,

I need to know if METHOD CRM and METHOD CRM PRO support "Advanced Inventory" features. We are looking to create multiple inventory locations, but do not know if any of these versions support it.

Your soon response is highly appreciated,

LJR

Method CRM vs. Method CRM PRO

ljrodriguez@grupo-una.com — Mon, 16 Sep 2013 22:56:26 GMT

Hi,

I am currently a PRO user, however believe that METHOD CRM package is enough for us, so please help us solving this doubt by confirming that METHOD CRM is capable of the following:

- Report Designer

- Quickbooks Sync (All Transactions, Inventory, Items, Customers, Accounts, etc. ...... Bi-Directional Sync)

- Customize Screens, Tables, Tabs, Etc.

Your soon response is highly appreciated,

LJR

Customizing Templates

ljrodriguez@grupo-una.com — Tue, 10 Sep 2013 02:01:43 GMT

Hi,

I am new with REPORT DESIGNER, and am currently struggling with the template customizations. Please help me with the following issue:

- My transaction line (Estimate, Sales Order, Invoice, Credit Memo, etc.) is only showing the first line of information (Item, Description, Qty, Rate, Amount, etc.), and is not showing the full list of included items in the document. However, the footer has all information included (Sub-Total, Sales Tax Total, Total) correctly as if all items and descriptions are fully inserted.

I understand this kight be a simple configuration issue, so please help me with the needed formatting steps to be able to view all lists of items and information in the customized template.

Your soon response is highly appreciated,

LJR