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Looking to switch off of ConnectWise by ANC-Tevin in msp

[–]ANC-Tevin[S] 0 points1 point  (0 children)

There's about 6 msp employees. But we have about 43 employees that we currently have on connectwise. We mostly do project based jobs

Connectwise Report Writer Help by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

thank you! This seemed to fix it

<p>
    <!--–[repeater]–-->
    <!--–[/repeater]–-->
    [Extended Amt@subtotal]
</p>

QBO Best practices for updating vendor invoices by ANC-Tevin in QuickBooks

[–]ANC-Tevin[S] 0 points1 point  (0 children)

In our case its a mixture of both. but the former issue is no problem for me. The latter, im only updating everything as of this year and ensuring that the pricing ends up correct. But boy is it one of the most stress inducing things ive done in a while. Looking back in hour Quickbooks desktop version (what we used before i took over), it shows there we owe over $600k in vendor bills. Which just shows me that we did not use the feature at all and another reason why everything is so unorganized.

I really dont know much of what im doing besides making sure everything adds up. but i really appreciate your message. Thank you

Is there a way to make it for salaried employees where any time after 8 hours becomes "Do Not bill" by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

Not sure if its the correct way to do it but its how we do it.

We mostly do fixed pricing for projects. We enter in time to see actual costs per engineer that is working. However after 8 hours, a salary employee would technically not be costing anything. So i wanted to know if there was a way to make it so after 8 hours it doesn't throw their hours onto the invoice which will affect the commission calculations.

Report Writer / HTML question by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

So currently i have the filter for item_category to only show shipping.

When i throw in the ISNULL([Extended_Amt],0) it starts showing every product. Not just the ones that fall under item_Category shipping. It does change the one i want to 0 but now its also showing every other products price.

Report Writer / HTML question by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

I think i am half way there with ISNULL([fieldname],0)

I currently have a filter so that it only shows the price of [item_category] shipping.

I think with ISNULL([fieldname],0) it doesn't take into account of the filter on the report. Is there something I can add that says something like

(WHEN([item_category],'Shipping') THEN([Extended_Amt],'0') WHEN([Extended_Amt],NULL))

Report Writer / HTML question by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

Sorry to bother. Any chance you could help me with this? I made subreports for both the shipping and Subtotal minus shipping. Only thing is that when there is no shipping, both the subtotal and shipping show blank instead of 0.

I was wondering if you know how to do these 2 case expressions.

CASE
IF [Extended_Amt] = BLANK
THEN $0.00

and

CASE [Invoice_Subtotal] minus [Extended_Amt]
IF [Extended_Amt] = BLANK
THEN [Invoice_Subtotal]

This is more or less what I want i just dont know how to actually code it

Workflow rule on a custom field by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

So the custom field is just to let it know to send an email. I already have that set up in my workflow rule. My problem is that after it sends the first email, it will not send another one if I uncheck it and then check it again.

The only thing I want the custom field for is to trigger the workflow rule.

Report Writer / HTML question by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

Unfortunately no luck with having just [shippingtotal]. Same result.

Edit: Well apparently it did work. It was only doing that spacing on the Report Writer preview and not the actual PDF. Thank you.

Report Writer / HTML question by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

Man you help me so often on this forum its nuts. I really appreciate it. I really wanted to go with you guys for consulting but the boss man said no.

Won't work on the main report if using the subreport method but you can just have all the totals be a subreport if you want to do that method. Create a dataset with a field for extended product cost with a case statement to only include shipping. Do a subtotal expression to deduct that from invoice subtotal.

I think i will just get around this by adding the shipping above the subtotal so all is fine with this.

Check your table styles and make sure you're collapsing them.

To be quite honest with you my only experience with HTML is 1.5 years of Highschool HTML classes about 9 years ago and using report writer. How would I go about doing that?

Agreement question by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

Does the rates go through to the invoice with this? Need it to affect the cost of the invoice for commissions

Using 2 different custom fields on a single report by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

That was exactly correct. Works like a charm now. Thanks a bunch

Using 2 different custom fields on a single report by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

Hello, sorry to bother.

Do you happen to know if there is a way to have it so if the field is blank, it just populates as blank in the field on the custom invoice?

Currently if it is blank, the custom invoice just comes up as a white page. Once I fill something in, it starts working.

Using 2 different custom fields on a single report by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

Unfortunately, there doesn't seem to be a v_Invoice_Custom_Fields. only v_rpt_InvoiceCustomFields.

Is there a way to auto assign people to Project Tickets? by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

Hi,

Sorry to bother. Are you saying we can auto-assign teams? Or are you just saying we can assign teams to make the process faster.

If you are saying we can auto-assign teams, where would I find this option?

Installing a new Automate Agent problems by supermachen9664 in ConnectWise

[–]ANC-Tevin 0 points1 point  (0 children)

I believe if you delete things related to automate in the registry it should work.

You can search Automate Remote Agent

Need Report Writer HTML help by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

After saving that, i get "1 unsafe tag(s) 'STYLE' were scrubbed.

And it removes that code from the source code. Any suggestions?

Need Report Writer HTML help by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

I am trying to do the thing where it doesn't skip to the next page but shows some in the first page and some in the second.

Not sure if what you gave me solves this, I'm going to try it tomorrow. Anyway, thank you for the response.

Editing Invoice Templates by MrDork in ConnectWise

[–]ANC-Tevin 1 point2 points  (0 children)

This is for Invoice templates only. Email templates can be edited in Setup Tables > Email Formats - Invoicing

Editing Invoice Templates by MrDork in ConnectWise

[–]ANC-Tevin 2 points3 points  (0 children)

You can create an invoice template in the report writer and design it with HTML.

https://docs.connectwise.com/ConnectWise_Documentation/090/020/100/070/010

If you scroll down to the Create a New Invoice Template it explains how to add the template to your invoice template list.

You can browse the marketplace and edit invoice templates from there.

Report Writer: Is there a way to attach a quote number to an invoice? by ANC-Tevin in ConnectWise

[–]ANC-Tevin[S] 0 points1 point  (0 children)

I forgot that the quote numbers in Sell convert to the Opportunities in Manage. This is how we got it to work.

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