Search results by user ID 6562

Re: Method Integration Engine on your computer is currently disconnected

Ivana — Thu, 11 Dec 2014 22:47:10 GMT

Hi Justin,

Thank you so much for your instructions.

We'll follow your advise and contact Support team if the problem persists.

Best regards, Ivana

Method Integration Engine on your computer is currently disconnected

Ivana — Thu, 11 Dec 2014 00:11:32 GMT

Hello,

When I click on the Synch now button under Changes-Only Synchronization , I get the below msg:

The Method Integration Engine on your computer is currently disconnected. No synchronization can be performed until the Method Integration Engine connects to the server.

What do I need to do?

BTW: I recently changed the user name & the password for Method. Will this need to be updated at QB end? And did the password change trigger the above problem?

Thanks, Ivana

Invoice Numbers not being generated & Payment Applied

Ivana — Mon, 24 Nov 2014 17:16:12 GMT

Good morning,

I am having trouble with the following:

(1) Method not generating Invoice #s:
Since September 30th I have been updating Work Orders > Invoice Type from "To be invoiced" to "Invoiced." I invoiced the selected Work order, invoice was created, and with that Invoice # was generated. However, any invoices created since October 1st do not have Inovice # assisgned. I remember in September there was a few minute delay to get an Inovice #. However, any invoices genearted since Oct 1st still don't have Invoice # generated. Full Synch with QB was performed on Nov 15th and Changes-Only Synch took place this mnorning, just a few minutes ago. Yet I still don't have Invoice #s. Am I doing something wrong at my end?

(2) Invoicing - Payments Applied:
I am in Field Service Operations, looking at several Invoices (both with Invoice # and without it). The $ total is available/visible, and the "Payments Applied" is $0.00; I want to ensure it's updated as Payment applied in full (whatever the $ amt). I was suggested to go to CRM > Customer tab > Receive Payment tab > New/Edit Customer Payment > type a customer name under "Received From" > select the appropriate invoice/ Depost to funds = Undeposited Funds, Payment Menthod = whatever applicalbe (even tho I don't see PayPal, which we currently use on our busienss web site ordering > Select the invoices you wish to pay... (check off one) > Click Pay Selected Invoices ==> nothing happens. In order to proceed with the payment, do I need Invoice#? If so, as indicated above, I am not getting Invoice #s... Is there a specific tutorial that may help answer my questions?

Thank you so much, Ivana

Re: URGENT: ListBuilder page is BLANK

Ivana — Mon, 10 Nov 2014 20:08:15 GMT

Hi Noel,

The problem has been resolved... not sure what was happening and not sure what made the problem to disappear. Perhaps it was my computer...??

Thank you for getting back to me.

Best regards, Ivana

URGENT: ListBuilder page is BLANK

Ivana — Sun, 09 Nov 2014 20:07:39 GMT

Hello, I need to send out a mass email distribution to our customers via the ListBuilder (CRM > Campaigns > List Builder), but I am I am unable to fill list with Customers... the page is completely blank. Please look into this ASAP as I urgently need to send out this email.

Thank you, Ivana
GratefulGreens

Re: SimpleInvoice in Method ReportDesigner

Ivana — Fri, 31 Oct 2014 00:41:18 GMT

Hi Noel,

Thank you for getting back to me. I didn't realize the company info was being pulled directly from QB. I don't have access/visibility over QB; at this point I work only directly in Method. I have already requested the appropriate person to update the info in QB.

As for the logo, I will check out the "sizing" feature in Report Designer. Will keep you posted if I have any further questions.

Best regards, Ivana

SimpleInvoice in Method ReportDesigner

Ivana — Fri, 24 Oct 2014 01:47:29 GMT

Hello,

I have a question regarding the SimpleInvoice that's available to us in Fields Service Operations / Existing Invoices. The invoice in PDF format is coming up with some items that we'd like correct.

SimpleInvoice report in Method Report Designer:

PageHeader:
(1) Where is the company & address info being pull from? We are getting incomplete company name and address
(2) Our company logo is very small and has a poor resolution. How do we correct this? We originally uploaded high resolution logo...

PageFooter
(1) Phone number: where is this being pulled from? It isn't correct...and the address isn't complete.

Thank you, Ivana

Re: Field Service Operation: Invoice missing "Service Date"

Ivana — Sun, 19 Oct 2014 23:39:28 GMT

Please disregard my question...

I found out that there is a Print button (instead of Print Privew) that allows viewing and saving the Invoice WITH the Service Date!

Thanks, I.

Field Service Operation: Invoice missing "Service Date"

Ivana — Sun, 19 Oct 2014 06:34:53 GMT

Hello,

I turned several Work Orders in to Invoices.

When I click on the Print Preview button of the Invoice, I get a preview of the invoice in pdf format; however, the Service Date is not included on the Invoice... I need to get it included.

Could you please share with me what needs to be done to get the Service Date added?

Thank you!

Ivana

PS: Invoice Preview in pdf: https://report.methodintegration.com/Reports/GratefulGreens/Invoice%20%28Product%29_4120108_20141019012341.PDF

Re: !! Error Msg & Screens Not Loading: List builder, Existing Work Orders, Existing Customers...

Ivana — Sun, 28 Sep 2014 20:54:39 GMT

Hi Paul and Team,

We really appreciate your quick attention to this problem! All 3 screens I reported malfunctioning are once again working as expected.

Many thanks! I was able to proceed with my work this morning as needed.

I am curious, however, as to what might have caused such a problem?

Thank you, and have a great day!

Ivana