Method:Donor

SalesReceipt.TxnDate Format

AllysonJ — Tue, 13 Dec 2022 22:20:53 GMT

In the Thank You Letter Body section of the Thank You Letter Print (PDF) Template, we pull the donation date from the Sales Receipt. We use the field "SalesReceipt.TxnDate" in the letter. When the letter prints, it pulls the date and time plus it prints the date as Day Month Year. For example, a donation received on 12/07/22 prints as 07 December 2022 12:00 PM. In the Sales Receipt Table, the Txn Date data field is locked for editing since it is a QuickBooks data field. Has anyone else had this issue and been able to remove the Time or have the date pull as Month Day Year?

Having issues adding borders to a report via Method Reporting

accounting@optimistictraveler.org — Sat, 24 Mar 2018 03:27:44 GMT

Hello,

I'm having issues adding borders to my Donor Receipts. I've tried changing borders in different reports and it seems to be a consistent problem.

I can add a border, but as soon as I try to save it the program freezes and I need to "End Task" and start over. Once I open the report again, I see that the border that I tried to add, didn't get created.

The name of the report is: NP_DonationReceipt_Optimistic Traveler(2)

Advice on exporting data for migration to new crm

TheLeaves — Sun, 28 Oct 2018 01:59:38 GMT

We are working on moving our data out of Method:Donor to a new system. We want to use the classic export tool to export our customers, contacts and donations. But, we need to understand which tables to export and what fields will help us match our donations to the donor who made it. If that is not the best way to do that, please point us in the right direction.

Thank you, Katie

DateTime Picker - Edit Activities page - "DueDateStart" backdating issue

Keke — Wed, 09 May 2018 12:54:00 GMT

Hello,

I would like to prevent call stuff to set past dates on Edit Activity page. Is it possible to cutsomize DateTime picker so past dates can't be selected?

Thank you for your help.

donors and tax in the UK

Frank Syratt — Tue, 21 Nov 2017 11:18:40 GMT

I have happily used the contacts app to hold our customers/contacts/donors. I have set up some tags that work fine and I can select the donors for various attributes.

I then tried to create a selection of ‘donor, amount donated, by date, and a tag.

Well I expect you know, I can’t bring in the amount donated and I’m not sure I can create a date range either.

I had mislead myself as the donor individual detail page has a drop down showing donations in detail with amount and dates.

In the UK we don’t use the tax letter to sent donors after donations are received. The tax relief on donations is done the other way round from the practise in N. America. Instead of a deduction on an individuals tax return, the charity can make a claim for a tax refund from the Inland Revenue if it holds a declaration that the donor pays enough tax to cover the refund. The ‘declarations held’ are the subject of a tag. A report of those who have submitted a declaration and how much they donated can be submitted to the Revenue and the total tax refund will be paid to the charity.

That is the report I need.

Can this be done?

Thanks,

Frank...

Edit default App ribbon

Gpeak — Mon, 15 May 2017 20:39:20 GMT

Hi,

We do not allow users to create invoices in Method, but they can view existing ones.

Is there a way to edit the default App ribbon to deactivate the "new" button next to Invoice when a contact is viewed? I have already worked within the Invoice app to not allow new invoices to be created, but I can't edit the default App ribbon.

I posted this in General a while ago, but it seems to apply more to Donor.

Thank you!

Planned Release for Tomorrow

Method_Kaitlin — Wed, 15 Mar 2017 20:26:24 GMT

On Thursday, March 16, we will be performing a planned release. Due to this, all users of Method will be temporarily unable to sign in to their account at 8:00 am EDT. We anticipate this to be no longer than 5 minutes.

Purchase order tracking

Twelch@comnetsupport.com — Wed, 01 Mar 2017 20:10:41 GMT

I use the newer engine of Method along with QuickBooks Online. Im needing to be able to track PO's when I order parts for my business. Is there a place or APP within Method that allows me to do this. I looked at the purchasing APP but was unable to tell if I could use it for the purpose I need. I make a ton of online purchases through Amazon, Ebay and other online vendors that supply my industry of small engine repair. I would like to be able to enter the perameters of the purchase, i.e. Vendor, Date, Item Description and Item Cost, to some sort of tracking page that I can go back to when the item arives and mark it as received and then add it to which ever invoice I need. Is this possible or would this fall under the catagory of "Customization"?

Dropdown confusion

baytonemus — Tue, 25 Aug 2015 20:51:10 GMT

Had my 1 hour free customization tutorial this morning. Most of that was conducted in Method CRM, but I'm primarily using Method:Donor. I've been trying to populate a dropdown menu with a list of values and am striking out. It appears to me that in CRM this is done in the screen designer by creating default text/values. In Donor, the video tutorial said that you actually have to create a new table. My attempt to do this in Preferences/TableFields/CustomerCategory(mine) has produced a dropdown menu with five blank rows. In other words, it doesn't actually display any of the vaules from the new table I created called CustomerCategoryValues.

[Resolved] Issue with QuickBooks Desktop Sync

Method_Kaitlin — Thu, 10 Nov 2016 16:36:21 GMT

Some of our QuickBooks Desktop users may be experiencing issues with our sync engine. We are aware and working on this. We will keep you updated.

Thank you in advance for your patience,

Kaitlin

[Resolved] Some users experiencing issues generating URLs

Method_Kaitlin — Thu, 01 Sep 2016 16:55:36 GMT

Some users may be experiencing issues generating URLs. We are aware and are working to solve this problem. Thank you for your patience.

Kaitlin

Questions about my problems as per online quickbooks in my office.

adedeji — Tue, 31 May 2016 17:05:43 GMT

These are my questions :

1.i have some balances in favour of my supplier as i am owing them but am not owing them.This is how it happened i paid for some items of about $2000 but when i received stock it seems the value of the stock is more than $2000 It is value is $2,200 and $200 is now hanging as if am owing my supplier .This has happened twice.Please what can do to remove this .

2. How can i post the transactions if i buy items of $100 and pay $500 cash and the remaining $500 is given to me me on credit and i had initially paid $500 to my customer at the beginning of the transaction.

3.how can i post on quickbooks if my supplier gave me items on credit.

Thanks

Adedeji

Problem with sorting donations

TheLeaves — Fri, 15 Apr 2016 22:45:12 GMT

Hi,

I mentioned this in another post but I just want to make sure it can get fixed as I don't think it's working very well - the column sorting of a list.

I'm sure this pertains to the Contacts list as well but I've been working in the Donations list.

If I am on page one and I sort by date, then I navigate to page 5 and choose a donation to edit, I would expect when I hit the "back" link that I will go back to page 5 with the same sort order. But that's not so. WHen I get back to page 5, my sorting order has been reset and I don't even see the donation I had edited. Then, when I try to sort by date again from page 5, I get different results than when I had sorted by date on page 1. This is not usable. So then I have to navigate one page at a time back to page 1, sort by date again, and navigate again one page at a time back to page 5.

Is there a way you can keep the sort order until I reset/resort myself? Otherwise this causes me quite a bit of confusion and inconvenience.

Thanks, Katie

Functionality request

TheLeaves — Fri, 15 Apr 2016 22:23:05 GMT

Hi, I am really enjoying using the software. Here are some items I've noticed would be useful to have in Method:Donor:

- When viewing the main list of Donations, the navigation at the bottom is only one page at a time. Could you please add a button to skip to the first and last page?

- In this same donations list, when you sort (by date, for example) and then you click on a donation and go back, your sorting is not saved. You have to sort again. Also, once you've sorted, there is no indicator which column is being used to sort/up/down, etc.

- When you check the "Sent Letter/Receipt/Email box could there be a date field? to note when it was sent?

- For donations made in honor/in memory, could there be a field to put the name and then have that available to use as a merge field?

- when I used the advanced search on the donations page, if I choose tags, none of the tags I've set up show in the drop-down list. ALthough I've realized I can just type my tag into the regular search, it seems like this should work too.

p.s. I've tried to add screenshots here to help explain what I'm referring to. Doesn't look like they are working. Are attachments allowed here?

Thank you, Katie

How to un-tag?

TheLeaves — Fri, 08 Apr 2016 20:13:59 GMT

Once I've tagged a donation, I am unable to remove the tag. Should there be an "x" or something to remove the tag when needed?

When I hover over the tag icon, and click the "gear Manage" link, nothing happens. Should I get a menu? I'm using Chrome on a Mac.

Thanks, Katie

[Resolved] Some Method:Donor Users Experiencing Issues Accepting Payments

Method_Kaitlin — Tue, 05 Apr 2016 16:20:59 GMT

Some Method:Donor users are experiencing issues accepting payments via the payment widget on public pages. We're actively working on a fix.

Thank you for your patience.

CheckNumber field

baytonemus — Mon, 30 Nov 2015 23:16:16 GMT

I've been trying unsuccessfully to determine the table in which the CheckNumber field can be found.

Thanks.

Year End Tax Receipts?

charles — Thu, 27 Aug 2015 23:04:33 GMT

Is it possible to create and print year end tax receipts with Method:Donor? I only see the ability to do individual donations.

Method Offline Tonight at 10pm EDT

Lynda Byrne — Fri, 21 Aug 2015 17:35:46 GMT

Tonight at 10pm EDT/ 7pm PT all Method accounts and Method services will go offline.

Method may be unavailable for up to 48 hours while we move our hosting infrastructure to Amazon, but it is our goal to get everyone back on the system much sooner.

As part of our infrastructure migration, a period of testing will take place. During this time it may appear that Method is back online; however, we strongly discourage you from signing into Method until you have received the “We’re Back Online” email.

You can also follow Method’s Twitter account for real-time updates on our migration.

To learn more about our move to a faster and more reliable environment check out our CEO’s blog post here.

Thank you for your patience during this transition.

Method down this weekend for performance improvements

Lynda Byrne — Mon, 17 Aug 2015 16:35:38 GMT

Method will be unavailable for a large portion of the weekend of August 22nd and 23rd as we change hosting providers to make Method faster for your.

This means your Method account(s) will be unavailable as of 10pm EST/ 7pm PST on Friday August 21. Method could be unavailable for up to 48 hours, but it is our goal to have you back on Method much sooner.

Please note: even if it appears that Method is back online, we discourage you from signing into Method until you have received the "We've Back Up" confirmation email.

Sort order for customer list?

baytonemus — Tue, 14 Jul 2015 21:25:59 GMT

Brand new user here trying to get up to speed. I'm not sure what to make of the fact that there is only one post (from over a month ago) in this forum. Apparently the "New" version really is new!

Is it possible to have LastName be the sort field rather than Name? I'd like to view customers in alphabetical order of last name.

Also, I agree with the poster in the previous thread about the use of the term "customer" rather than "donor," (see the name of your product for reference).

Campaigns in New version?

baytonemus — Tue, 14 Jul 2015 21:29:22 GMT

I've worked just a little in the Classic version. Are "Campaigns" not a feature of the New version? Am I missing that somewhere?

General issues and comments from a 1st demonstration

steveb — Wed, 03 Jun 2015 14:27:50 GMT

Hi all,

I'm far from an expert in the not for profit field. I do have a very long time friend who has consulted in that industry and knows much more than I do. I gave him a presentation yesterday during which we uncovered the following issues, some more critical than others.

1) Terminology is a 'huge' issue in this marketplace. In a couple of places the term 'Customer' is replaced with either 'Donor' or 'Donor (Customer)'. In many more cases only the word 'Customer' appears. Not for Profits don't know what a customer is. These really need to be replaced and quickly. Potential 'customers' for the use of the app will reject it simply for that reason.

2) When selecting Items a 'Donation' or 'Non-Donation' items, the checkbox are not reset after updating as 'mark as donation' or 'mark as non donation'. The checkboxes stay on the newly displayed rows which not have different item names displayed.

3) There is a disconnect between donor receipts and sales receipts. When leaving the donor app and going to the sales receipts app the 'default' filter (shared sales receipts) show all donor receipts. When selecting 'my sales receipts' no receipts are displayed, even though I am the user who entered the donor receipts. Similarly, 'my sales receipts from today' does not report today's donor receipt. All other filters (based upon a limited test) appear to be working properly.

Thanks,

Steve