Search results by user ID 6133

Re: Time Tracking Slips missing from Method, but appear in QB

shayaknyc — Mon, 03 Feb 2014 15:15:28 GMT

You would think that's the case, however, it is showing slips from Dec 10th and 11th, but not earlier or later than that. Also, we have the transaction history set for 730 days, so that can't be it.....

How do you track reimbursable purchases on behalf of a client in method?

shayaknyc — Mon, 03 Feb 2014 14:37:10 GMT

Hi, we're a team of designers and we use Method to track our time slips per customer. Occasionally, we purchase stock images for a project we're working on for a customer and we need a way to record the purchase as billable to the client. How would one go about doing that in Method?

Time Tracking Slips missing from Method, but appear in QB

shayaknyc — Mon, 03 Feb 2014 14:25:37 GMT

Hi, we've been using Method for a few months now and we love it. We were looking through the shared time tracking slips and see that for a specific customer there are some slips that are missing, however, in quickbooks, they are there. Why aren't all the time tracking slips appearing in method? I already ran a full sync, but the missing slips are not appearing in method (but they do in qb). Any help of guidance would be much appreciated!

Re: Method Report Designer: Insert "Page X of Y" in Footer

shayaknyc — Mon, 25 Nov 2013 14:47:19 GMT

Woops! I fixed my own problem and thought I'd share. There's a little icon on the left-hand sidebar called "Page info" and that had what I was looking for. Sorry! Hopefully this helps someone else.

Method Report Designer: Insert "Page X of Y" in Footer

shayaknyc — Mon, 25 Nov 2013 14:41:39 GMT

Hi,

I have a report designed in the method report designer and I'd like to add to the page footer some text that will show "Page X of Y" or something to that effect. Not sure how to do this. Any help would be MUCH appreciated.

Thank you!

Re: Generate Time Sheet reports with running sales total

shayaknyc — Thu, 03 Oct 2013 21:27:16 GMT

Hey! No worries at all! Glad someone is even looking at this ;).

I originally had it based on the TimeTracking table, but was then unable to associate additional reference tables in the second section, so the primary table is now Customers. Back in the day when I used to build databases in Access and run reports with Crystal Reports, I was able to define the exact tables and the fields (and how they relate to each other via inner/outer joins in a query) and then process the information in a report. I'm finding that the Method Report Designer does not seem to have the ability to define queries. Additionally, not being as familiar with the quickbooks data structure makes it a sort of trial and error in getting the various components to be visible in the report.....

Re: Generate Time Sheet reports with running sales total

shayaknyc — Thu, 03 Oct 2013 19:16:02 GMT

*bump* anyone? ANYONE?! :D

Generate Time Sheet reports with running sales total

shayaknyc — Wed, 02 Oct 2013 17:28:10 GMT

Hi Community!

We recently signed up with MethodCRM and it's been working wonders as far as integrating with our Desktop Quickbooks (Premier 2012). I'm trying to set up a report with report designer that will allow me to list all time sheets that have been submitted from all our employees, grouped by customer:job within a given date range. At the bottom of each customer:job group should be a running total of each service item, the running sales total for each service item (service item sales * hours) and then a grand total of all hours and all sales totals. We need to be able to generate a running snapshot of how much billable sales we've accumulated for any given customer:job.

We currently have about 8 different service items, all of which have different sales prices per hour ($125/hour, $150/hour, $85/hour, etc).

Here's a "visual" breakdown/wireframe of what we're hoping to see:

Group: Customer: Job (we have a customer for whom we track 8 different jobs)

Detail: Employee Name, Service Item, Notes, Duration (in hours), Service Item Sales price

Footer: Service Item Hours Total, Service Item Sales Price total (sales price * hours)

Footer (cont): Total Service Item Hours, Total Sales Price

I've figured I would need to add, at minimum, the Customer table, ItemService table and TimeTracking table. Getting a running report of total hours, etc is the easy part, it's in somehow linking the sales price for that given item and totalling that. Any idea on where to begin?