Method CRM Updates - February 8 - February 15, 2012

Method_Danny — Wed, 15 Feb 2012 14:59:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Estimate

New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)

New - in the “Existing Estimates” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)

Invoice

New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)

New - in the “Existing Invoices” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)

Receive Payment

New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)

New - in the “Existing Received Payment” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)

Fixed - the Payment Method dropdown list now only shows active payment methods. (QBD & QBO)

Fixed (#3240) - the Select the invoices you wish to pay grid now refreshes properly when clicking selecting an invoice. (QBD & QBO)

Sales Orders

New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD)

New - in the “Existing Sales Orders” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD)

New Document

New - added the ability to attach new documents to estimates, invoices, received payments and sales orders(QBD) when the screen is called in pop-up windows. (QBD & QBO)

Edit Document

New - the Existing Document Links grid now displays CRM and customer links all in one grid. Depending on what the document link is linked to, the grid will display the name of the CRM link or the reference number of the transaction. (QBD & QBO)

Edit Document Link

New - added the ability to link documents to estimates, invoices, received payments and sales orders(QBD).

Cheers,

Danny

Search results matching tags 'QuickBooks Estimate' and 'QuickBooks Received Payments'

Method CRM Updates - February 8 - February 15, 2012

Estimate

Invoice

Receive Payment

Sales Orders

New Document

Edit Document

Edit Document Link