Method Community

Hello, I'm new to the Method community and I'm trying to do the following : I want to have a screen where I can input a vendor invoice. This invoice will then flow into QBO as a vendor Bill and The items on it will be linked to a Work Order. So that when I pull up that Work Order I'll find the items in the Materials list. I'm ...

How to have customer sign w/o, s/o, invoice via their signature and return back to Method?

Hi Michael, I took another look at this and realized this is actually the way it is designed. The time tracking entries are held back until that portion of the contract is invoiced. For a more in depth explanation, please see this post: http://www.methodintegration.com/cs/forums/p/2901/10895.aspx#10895 Hope this helps, Adam

Every year I run a hockey playoff pool with some of my friends (yeah, yeah, we like hockey in Canada). As the amount of people in the pool grew each year, it became increasingly hard to hold a live draft. It was impossible to have everyone in the same place, at the same time (or even online at the same time)!   Naturally, to address this ...

Interesting - thanks. I was wondering why it wasn't there but why I was able to drag the Notes field in from the field list. I had to check the Entity/Customer tables first

Mike, Just an update about my comment on why notes are located where they are on the EditCustomer screen.  This was done because we didn't want our users to mistake using notes as Activiites.  The notes section was added to the More Actions button so that a user in Method would be able to easily access/view any notes for a ...

Hi Mike, It looks like QuickBooks doesn't like receiving an empty field after it has been populated.  I did several tests based off what you said, and agree if you add a note in Method for a Customer, sync to QuickBooks, then try to blank out the note from Method, QuickBooks doesn't allow this blank value, so it keeps the ...

Hi Skye, I did look into this a little further, and I was actually given some good suggestions on how you could make your own type of lock.  I haven't had the chance to attempt this myself yet, but figured I would at least give you some ideas while I am working on this.  There are a couple different approaches you could take, to ...

When I try to delete the contents of the Notes field on our Edit Customer screen, the note keeps reappearing. I even did a separate test where I linked a copy of our Customer List screen to open a copy of the (stock) CRM_Edit_Customer screen, to which I had added the Notes field (it's not in the original stock screen). I deleted the ...

Hi Micheal, Sorry for the late reply. I've actually been able to reproduce this issue. I'll put a ticket in with the development team to have a look at it. As a temporary measure, you can go to the QuickBooks tab group > Employees > Time Tracking and uncheck the "Wait for sync approval" checkbox for the time entry and ...