Search results by user ID 6810

Customization Woes

MarioHerbst — Thu, 07 May 2015 22:48:49 GMT

I don't know if this is a bug or the way it should be, but if you make a copy of screen, customize that screen, but then do something in your customization that doesn't quite work right, you get an error message:

That's ok, because it at least gives me a clue that I did something wrong. Unfortunately, if you get this message, it tends to lock you out of that screen both visually and functionally. All I see is a blank screen. If I try to go to customization so I can undo what I did, I get the same message and the same blank screen, effectively locking me out of that screen entirely.

By the way, I tried going to the manage apps screen and attempted to enter and customize from that route. I can get into the customization screen, but the fields I entered are not there, so I can't even delete them from there.

Mario

Re: Software Suggestion

MarioHerbst — Thu, 07 May 2015 22:43:31 GMT

This feature is not working in the Method:New beta version. Numbers look terrible.

Mario

Method:New Feedback and questions

MarioHerbst — Wed, 06 May 2015 18:18:03 GMT

Feedback:

Overall, I like the new look and functionality. It does take some getting used to if you are comfortable with Method:Old. I'm not sure it has all of the functionality that is available in M:O, but that may be by design.

Questions/Suggestions:

1) It would be nice to have the cursor/pointer start spinning, or something, so that you know that your "click" is processing. I find my work flow slowed because I click, thinking that I'm on my way to a new screen, when in fact nothing has happened.

2) Please make ENTER perform the same function as clicking on the search magnifying glass.

3) Will solutions be available via M:N? I see no place for them.

4) In M:O, it was possible to link a solution to a document stored elsewhere. Is a similar functionality available in M:N, whether or not it is associated with Solutions. I'd like to create a button that opens up a document on my server.

5) I have read about App Ribbons and watched the tutorials; however, I cannot find any place that shows whether or not a specific app will appear on another app's ribbon, nor can I see how to edit the funtionality of the apps on the ribbons. Example: In the View Contact screen, when you click on Sales Receipt, it brings up a list of 5 SR's. What if I wanted that to display 10 or 15? Is this editable?

6) I want to change what is displayed when I click on the Sales Receipt button in the App Ribbon. I found where that can be done, but when I attempt to do so, it says that only the publisher can make these changes.

7) Although I have changed the preference to have commas used in my numbers, this is not working. The "Use thousands separator" is turned on, but no commas.

8) Some of the tutorials appear to be dated already. He shows a button or certain choices that do not exist. They are still useful, though.

9) When I am in the View Contact screen and looking at a specific customer, something very odd is happening. In the header there are three lines: contact, company, and entity. In this one particular contact where the contact and company are one in the same, there are three words: Artemis Rising Foundation. In the Contact line, the "g" does not appear. I have checked every place imaginable for a misspelling, but they are all correct.

10) Tags - These would be very useful if there was a single tag list rather than one for contacts and other(s) for other purposes. There is a Tag option in the Sales Receipt screen, but it is not the same Tags as in the contact screen. Why? I would like to be able to link a specific transaction from a customer to a specific vendor and it seems like a common tag would be ideal.

Mario

Software Suggestion

MarioHerbst — Tue, 28 Apr 2015 18:26:01 GMT

It would be nice if, in a field showing money, we could select an option to show commas, the same as we can select the $ and/or the number of decimal points. We often deal in thousands of dollars and it gets old counting zeroes. Of course, if there is a way to do this already, I'm in.

Mario

Vendor Tax ID issue

MarioHerbst — Fri, 17 Apr 2015 00:05:53 GMT

I exported my vendors out of Method, did a little bulk work on them, and then attempted to import them back. All but 6 succeeded. Those that failed had the following error:

Error:xxx-xx-xxxx is too long for insertion (11 characters). The value must be 10 characters or less.

The x's were originally the vendor's SSN. The VendorTaxIdent field needs to be adjusted to accept 11 characters, because a tax ID can be either an EIN (10 characters) or an SSN (11 characters).

QuickBooks accepts both an EIN as xx-xxxxxxx and an SSN as xxx-xx-xxxx. Apparently so does Method, at least on a sync, because I did not enter these into Excel. They were already in Method using the SSN format.

Mario

Re: Import without EVER syncing with QB

MarioHerbst — Thu, 16 Apr 2015 20:09:12 GMT

Audisho,

Thanks for the quick response. I have looked this over a bit and I've run into a potential roadblock. I wanted to export transactions so I could see what kind of information is captured as well as the field names, but I can't find a table that I can either export transactions from or to. Am I missing something?

Mario

Import without EVER syncing with QB

MarioHerbst — Thu, 16 Apr 2015 18:57:49 GMT

History:

Our organization has been using SalesForce as their CRM for some time. They have also been using QB Desktop for a long time; however, a few years ago, the previous accountant found it necessary to start a new QB file, thus losing the connection between the data in the previous QB file and the current QB file. The old data exists and is accessible, but you have to open a second QB session to view it. So, I have QB data for years 1-7 in one QB file, QB data for years 8-10 in a separate QB file, and all data for years 1-10 in SalesForce.

Issue:

I cannot bring the old QB data into the new QB file, because it would totally upset all balances on the Balance Sheet and make our CPA's very unhappy. The books in the current QB file are organized much differently, so the correlation between the two would be a total disaster. So, we're stuck with three separate data points and no way to merge them into a single usable point. I might add that some in the office are unhappy with SalesForce's ability to accurately report, but there is no way (currently) to get them out of it. I, however, am using Method to manage one specific aspect of our operations that is beyond the scope of SalesForce.

Need:

Is it possible to import all historical data from SalesForce into Method without having it sync to QB? I understand the import/export function, and I also understand the "Wait for Sync Approval?" box in transactions. What I want to do is make sure that Contacts merge properly with existing ones, transactions are associated with the right customers, but these transactions can never sync with QB. The end result is that in QB I will only see customers and transactions that have occurred since those books were started, but in Method I will have a complete record of all transactions over the life of the customer relationship.

Example: In SalesForce, I have customers A, B, and C. Each of them has transactions 1, 2, and 3. In the current QB file, I only have customers A and B, and they only have transaction number 3. I want to import SalesForce data into Method with the end result being a Method file with A, B, and C each having 1, 2, and 3; but in QuickBooks I will only see A and B with number 3.

My thoughts:

1 - Export all customers from SalesForce to Excel.

2 - Clean up the data in Excel.

3 - Import them into Method as Leads (keeping them separate for the time being).

4 - Do another cleanup, if necessary, in Method.

5 - Export to Excel and re-import after turning off the IsLeadOnly field.

6 - Export all transactions associated with these customers from SalesForce

7 - Clean up the data in Excel.

8 - Create an hidden check box in the transaction table that prevents syncing with QB.

9 - Set this field to TRUE in all the transactions.

10 - Import the transactions to the customers.

Does this seem doable? Have I missed any steps? Are there any I missed? I might add that I would do all of this using a Sandbox QB file to ensure I don't destroy what I have. Is there a way to do the same with Method?

Mario

Re: Adding, Deleting or Modifying dropdown items in the list

MarioHerbst — Tue, 14 Apr 2015 20:18:20 GMT

I was actually just doing this when I saw this email. Go to Cases, click on New Cases. For the Status, click on the elipsis (...) on the right and a screen will pop up allowing you to edit, delete, add, etc.

For the Type, put a check mark in the Additional Information box and a window will open with the Type on the right side. Click on the elipsis and the same options are there for Types.

Mario

Re: Hybrid Portal?

MarioHerbst — Mon, 23 Mar 2015 17:23:59 GMT

Justin,

I'm waiting on the free hour. They are apparently scheduling into April now.

What I’m trying to do:

I want our grantees to be able to login to a portal and see:

1) All money that has been donated to us for use by the grantee (date, amount, name, address of donor/customer)

2) All money that has been granted to them so far (vendor payments)

3) A list of money currently available to them.

4) A collection of documents that will assist them in performing various tasks such as requesting funds, providing information, our banking information for mailing checks or sending wires, etc.

I would like them to be able to print a copy of the donations and the grants, but they don’t have to be on the same printout.

For transactions we use Sales Receipts and Invoices for the Donors, and Bills/Bill Payment Checks for the grantees. There are is also a General Journal entry associated with each donation. This shows money that has been deducted from the donation such as our fee (5%), banking fees, etc.

The common link in QuickBooks between the vendor and the customer is classes. Each project has its own class.

Now, having said all that, they don’t have to see any grids at all, if it’s even possible. If they can just click on a button that will produce the information, that would be plenty.

Hope that helps.

Mario

Hybrid Portal?

MarioHerbst — Thu, 12 Mar 2015 22:27:50 GMT

We are a charitable nonprofit organization. One of our programs involves receiving money from donors and then turning around and giving money to grantees. Our donors are "Customers" in QuickBooks and Method, and our grantees are "Vendors". We are looking to expand this program, but we need a way for our grantees to be a little more self-sufficient in solving their own problems and answering their own questions. The logical approach is to have them access information via a portal. However, I'm not sure what to use as the common key in order to produce a portal that will give them just information related to their project. Customers have TAGS, but vendors do not. Vendors have a VENDOR TYPE, but customers do not. In QuickBooks, we link them together using a different CLASS for each project, then all transactions are coded with the appropriate class so when we produce a detailed P&L in QuickBooks, I see all donations and grants for a single project/class.

We want our grantees to be able to go to their portal and see something that reflects all donations given for their project including amount, name, address, etc, as well as something that shows all grants received from us.

PROBLEM: I'm not sure what to key off of so they get all information in one shot. A left side equals donations and right side equals grants format would be fine, but is this possible without creating an entirely new table? I have previous experience with Method, so I'm familiar with the basics in field/table/tab/tablink creation, but I also know that I would rather not have to go that route if at all possible.

Mario