Method Community

Hi guys, I'm showing my coworker some things in Method, and I've realized that I misunderstand something about linked fields. To show her how to create a relationship between tables, I added a dropdown field in the Invoice table that linked to the Vendor table. Then, I added a linked field via that dropdown for the Vendor Phone ...

scott, I had a similar misconception about Outlook and Method. Right now I have Method set up to use its own templates and attach its generated reports, and to send within Method. I have this email BCC to myself so I can view it in Outlook later. But what I would really love is to be able to click a "send email" button in Method, and ...

Argh, I'm getting another conflict, this time for an item receipt:  QuickBooks returned an error when adding/modifying a accItemReceipt record. The error was: The "LinkToTxn" field has an invalid value "TxnID=8AADC-1338574687, TxnLineID=8AAE2-1338574687". .    I've gotten the same error for two ...

No. There is a unique reference number on the payment receipt. Also, it is the only payment receipt in both Quickbooks and Method for the customer.   By the way, you're using the term "Bills", but I'm not talking about Bills from vendors; I'm talking about Payments from customers. 

We had an employee who became a Method user for about a week: Now, she is no longer using Method, and I have another employee to take her place. But, rather than deleting the existing active account and creating a new one for the second employee, I just edited the user and replaced all the information with the new employee's info, ...

Chad, Every screen I use is custom, even if only in the sense that I copied and renamed it just so I could view the action sets and objects in the customization screen. My invoice screen is heavily customized, but my "Receive Payment" screen is identical to the default, just copied and renamed.    That being said, I can ...

One of my users created a Payment Receipt in Method against an invoice. She noticed that after she selected an invoice to apply a payment to, the invoice wasn't marked as paid.  My guess was that Method doesn't actually mark the invoices as paid, but rather sends its payment receipts to QB so it can handle the accounting. After ...

Being a newb I would appreciate any corrections if I'm fundamentally misunderstanding concepts here   I'm using a web service call to my online shopping cart to return a list of records in XML format. Using the Method Web Service action, I can store that mass of XML text as an Action Result... but then what? Is there a way to ...

When you click on a field in the Designer, you'll notice a little arrow appear to the top right of the field. If you click on this arrow you'll get a dropdown of various properties of the field. Click the "..." button next to 'Format String'. Things should be self-explanatory from there.

I'm not an Alocet employee, but as a fellow user I can give you some pointers:    The Tables screen in the Customize tab shows you a list of tables, and if you edit those tables you can view/add fields. However, you cannot add or edit records for the table from that screen.  (This applies to you because you ...