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Hello! When creating the invoices and estimated in Method Design Reports, I have successfully added the currect "label tasks" from the field list in the appropriote areas. Unfortunitly, the type area that I want to pool from the customer invoice/ estimate screens that is being used is "Customer...
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Hi Folks Our intention is to use Method mainly as a pure CRM and estimate/quotation chasing and managment tool. Just a couple of questions, What is the easiest way of setting a reminder to call back a customer and allocating to a user - i was expecting to be able to right click or ser within estimate...
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Does anyone know if I can "choose" where to create a new line item on the estimate screen. After creating an estimate with many items, we sometimes need to add something that is best placed in line with like items instead of just at the bottom of the estimate. Also - Shipping and handling is...
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I just noticed when I update the line item grid on the Estimate screen, that the overall Estimate Subtotal, Tax Item, and Total are not updating. I have also reloaded the screen and the totals remain the same (and are still incorrect). I suppose I can fix this by writing my own actions, but isn't...
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Can someone please explain the following columns when creating an estimate? Cost = I'm not sure if this refers to our cost or our retail price % = there is a percentage column with no explanation Markup = ordinarily this would make sense, but see the next option Markup % = how is this differrent...
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Is there a way to customize the print out for the estimate?
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Hi, When I create an estimate and enter an item in the 'EstimateLine Grid', sometimes I need to change the amount of an item. I just noticed today that it will not let me do that. All I am trying to do is goto the amount field and change the price. However, when I click update, it just reverts...
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How do I fix this? Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine...
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Hi method, I was creating an estimate today and noticed that the default tax choice is sales tax item. The problem with that is we have multiple tax items in Texas for each customer, so we have to create what are called Sales Tax Groups in Quickbooks. So, I was wanting to customize the estimate screen...
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Hello, I am new to this and maybe a bit ahead of myself in asking this question as I have not reviewed all of the videos but cannot find a thread regarding this. I am trying to attach estimated hours to each item and have a formula that automatically totals estimated hours for all items to give me a...
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