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  • Let me tell you my experiences in hopes that I can save MindIQ and everyone here a few bucks by sharing information. We use PayFlow for the Gateway (which I believe is Verisign, but could be wrong) and eMerchant Solutions (eMeS) for processing. Monthly Fees: $49 - Gateway fee 2.27% MasterCard/Visa Discount Fee - what eMes…
  • Any idea exactly where has Other Lists has been moved to in the new release? I would like to add Discover Card as well.
  • The easiest thing seemed to be to create a transaction search. - Bringing up the vendor and clicking print gave everything. - The standard A/P reports are based around Bill or Payment, not customer. All we wanted to see was the payment history and print it. Hard to believe it was such a difficult request. Thanks for the…
  • Yes - but it would be nice to have a Print button or Export in lieu of the reports for just the transactions. Sometimes we want to show a vendor how much business we have done with them or if there is a payment distpute.
  • Thanks for the Reply. Not sure how to do the latter suggestion so I just removed the statement disclaimer under Set up Printing, Fax, and E-mail. I'll see if that works next time someone pays us. I can live with it not being on a statement. If you have time, I also posted something else today. Isn't there a way to just get…
  • Thank you. That was great. I hope I can return the favor.
  • Thank you very much. Works great. Can you tell me how to set it up so the word, - None - does not appear in the cell. Would drive the post office crazy. :-)
  • Thank you for clearing this up Sean. So, how then do I print a list of all my 1099 people with their total 2006 payments received, who have 1099 eligible checked in their vendor records. I really do not want to reclassify and rearrage my chart of accounts. I need to mail out their 1099 forms. Thanks.
  • Thanks for the reply. I don't think I explained myself correctly. Under my contractor/vendor I have checked 1099 eligible. I also have a default G/L expense account associated with the record. In the list of G/L accounts I do not see any association for 1099. Last year I would run the 1099 reports and it would give me the…
  • Sorry if I am dense about this but when I go to the "list-accounts-accounts- individual account page" I do not see where I can mark an individual G/L account as reportable. The G/L account I use to charge against our instructors is a Cost-of-Goods Sold account #51570. When I edit that account there is no drop down box for…
  • Sorry if I am dense about this but when I go to the "list-accounts-accounts- individual account page" I do not see where I can mark an individual G/L account as reportable. The G/L account I use to charge against our instructors is a Cost-of-Goods Sold account #51570. When I edit that account there is no drop down box for…
  • Thanks Malin, What I ended up doing was run the Purchase by Vendors report, save as CSV and delete everyone but my instructors. So I have the totals now. Guess we will do it differntly next year.
  • I just went to print my 1099's for 2006 and just a couple incorrect names came up. I go to: Reports -> Vendors Payables -> 1099 preparation. I check the vendors and they have the 1099 box checked in their record. Is anyone else having this problem for 2006?
  • I asked our sales rep why our auto responder is no longer there. She has not gotten back to me yet. Has anyone else found this field all of a sudden gone AWOL?
  • Well Wiz, You must be using a different system. Here are the fields I can choose under worklfow of online forms (and Send email notification is what comes to us) : Create Customers as Companies Set Lead Status allow update Set Lead Source allow update Send Email Notification Cc Redirect to Form Redirect to URL Handle…
  • I believe we are on NetSuite. NetSuite License includes ** ERP with G/L, Accounts Payable, Purchasing, Inventory, Order Entry, A/R, Expense Reporting, Advanced Shipping with integrated UPS or FedEx shipping ** NetSuite CRM Sales Force Automation with quote and order management, Marketing Automation with campaigns; Customer…
  • At least I am not crazy. :-) I do not have support so I sent an email to our sales person.
  • Here is the answer I found that works. Hope it helps anyone else who may have this issue. Thanks for your input. Go to setup > company section > enable features and go to the CRM tab. If Marketing Automation is not checked check this. You will get the TOS for using Marketing Automation. Agree if you want to. Then save the…
  • Thanks Wiz - but not so self explanatory - This is what is on my, Set up Workflow - nothing about Autoresponder. Create Customers as Companies Set Lead Status allow update Set Lead Source allow update Send Email Notification Cc Redirect to Form Redirect to URL Handle duplicate records Use Duplicate Detection Criteria
  • I believe I had a quote in the wrong place in the HTML string. I changed it, but it still does not fix the problem. No sales, sales orders, etc, are showing up in the NEWAGE Partner account. The HTML string is listed here. <form name=form158…
  • Hazel, Also, I tried it on another Partner that was working and it does not work there now either. So, it is not it the set up of the Partner record. Louis
  • Thanks Hazel. - I did send it to support. Case # is 594933. - I created a Partner called, Newage. Partner ID NEWAGE. It has a Referring URL http://shopping.netledger.com/s.nl?c=ACCT135459&partner=NEWAGE I then created a non-inventory item and "Add to Cart" link that you see in this thread. The link works in that the item…
  • Worked great. Thank you Teresa. Hope I can return the favor. Louis
  • It has been about a year since we set up our last Partner. We are gearing up with a new product and signed up four Partners last week. The sales are going through but no history is showing up in the Partner account and nothing shows up in the Partner Sales Reports. Does anyone know if something has changed in the last year…
  • We have a area on our web site http://www.mindiq.com/elearning/dac/training/index.php that lets people register for a LM webinar. It then creates a Lead record and sends an autoresponder with the attending instructions. Works nicely. louis@design-a-course.com
  • It does not create a meeting. We have a recurring meeting set up. NS just sends and auto reply.
  • Our salesperson answered my question. She says it is around 5 million transactions per year.
  • I am not sure of anything. That is just what the email she sent said.
  • It works and, actually, it is a good way of tracking thngs for a service business aside from the application I needed here of just keeping track of an independent job or marketing expense. We deliver on-site IT Training. So, below each customer we create a project. When a bill comes in we enter it and assign it to that…
  • Thank you for replying. Perhaps the report is the problem. I believe I have the full NS system and I do not see any reports titled Job profitability or Job anything.