Search results by user ID 6934

Re: Territories/Departments

DanS — Tue, 23 Jun 2015 20:26:42 GMT

I had track locations turned on in QBs, but there is no such function in Method, so I'm assuming you were referring to QB. I understand the process you're describing in Method...but, I cannot find the "locations" field. We looked for "locations" and "territories" and "departments" in the Customer table, but didn't see any of those fields. In what table is the "location" field? The way we'll be running our business is certain salespeople/client managers are 'territories'. We want to be able to assign clients to these territories/locations/departments (again, the actual name isn't important). Any help is greatly appreciated!

CC Payments from Authorize.net Posting to Invoices

DanS — Thu, 18 Jun 2015 22:56:57 GMT

This may be a quickbooks question, but I'll give it a shot since we're trying to do as much inside Method as we can. I have been able to configure the gateway and corresponding sync between Authorize.net, the transaction data loads just fine. However, I can't figure out how to get those credit card payments to auto-post to individual invoices. I know I can "Receive Payments" and therefore manually post those CC transactions to invoices and therefore customer accounts, but I'm hoping there is an automated way to do that. Is there some value I need to enter into Authorize.net that would link back to the invoice? Any ideas are greatly appreciated.

Territories/Departments

DanS — Thu, 18 Jun 2015 22:51:01 GMT

I can't seem to find where Territories (Departments) are used in Method. My objective is to assign Customers to Territories (or Departments, which is the term Method appears to use).

To test this morning I added four new "Territories" in Quickbooks. I then manually sync'd Method with Quickbooks. The report returned a message that the only changes found were 4 new 'Departments'. That tells me that Method sees and pulls values from my Quickbooks Territories fields, but for the life of me, I can't see where the field "Territory" or "Department" gets used. Any help is greatly appreciated.