OVERVIEW
Non-posted invoices
Non-posted TimeTracking

Overview

You know how Method allows you to keep invoices and time tracking entries from syncing with QuickBooks until you want them to? If you remember, there is a check box called "Wait for sync approval" that will keep that particular record from syncing until it's unchecked. But it would be a colossal undertaking of time to go through and manually uncheck all of those pending approval invoices and time tracking entries, wouldn't it? Of course it would, which is why Method Field Services includes the Post to QB tab link, where you can view and approve large swaths of invoices and time tracking entries at once. Let's take a look at the grids that let you do it!?

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Non-posted invoices

This grid works the same way as most grids in Method, and will display all invoices that have "Wait for sync approval" checked. You can sort and search the grid with a variety of headers, including:

• Date: The date of the invoice.
• Customer:Job: The customer and/or job associated with this invoice.
• Invoice #: The invoice number, if applicable.
• Amount: The total amount due on the invoice.
• Waiting for approval: This denotes whether or not the invoice has been approved for sync. Obviously, if the invoice is appearing in this grid, the default is "Yes".

Click on Go to next to an invoice of your choice to open the Add/edit invoice screen (technically you can uncheck "Wait for sync approval" from there, which you might wish to do if you want to see details of the invoice before approving it). To select an invoice for approval, click on the empty check box on the far left of the grid. To select all invoices for approval, click on the check box on the far left of the header.

Clicking Approve selected invoices will immediately uncheck "Wait for sync approval" in all selected invoices. These invoices will be synced with your QuickBooks account in the next cycle.

Clicking Refresh will refresh this grid.

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Non-posted TimeTracking

Much as above, this grid works the same way as most grids in Method, and displays all time tracking entries that have been marked "Wait for sync approval". The headers for sorting and searching this grid are:

• Date: The day specified in the time tracking entry.
• Customer:Job: The customer or job associated with the job being time tracked.
• Employee/vendor: The employee or vendor associated with the time tracking entry.
• Item: The job item being completed during the noted time.
• Duration: The duration of the job event, in minutes.
• Waiting for approval: This denotes whether or not the time tracking entry has been approved for sync. Obviously, if the entry is appearing in this grid, the default is "Yes".

Click on Go to next to a time tracking entry to open the New/edit time tracking entry screen (technically you can uncheck "Wait for sync approval" from there, which you might wish to do if you want to see details of the invoice before approving it!) To select an entry for approval, click on the empty check box on the far left of the grid. To select all entries for approval, click on the check box on the far left of the header.

Clicking Approve selected timetracking entries will immediately uncheck "Wait for sync approval" in all selected entries. These invoices will be synced with your QuickBooks account in the next cycle.

Clicking Refresh will refresh this grid.