Method Community

"July" version now available The following updates are available on the staging site, as of July 26th.  You can access the July version by clicking "Switch to the July Version" when you sign into Method. Fix - the latest versions of Chrome for Mac caused issues with the Method timer object. We created a code workaround ...

Hi Tiger65, Its quite possible that your transaction history is only set for the past 31 days.  As a result, only transaction within that timeframe will sync into Method.  This can be adjusted to a larger time frame or even all of your transactions.  You can find this under the QuickBooks tab > Synchronize (you can also adjust ...

A newbie, I synced a test datafile with 4908 invoices, but can only see about 180 in Method.  What am I missing?

Hi Ashur, Thank you for your help!  I was able to get most of the way through it, I just have a few questions. I have been able to reconstruct the majority of this button, but there are a few things that I cannot view enough in the "edit" screen to figure out how to complete the step. 1.  Action #1; Conditional ...

Mark - Thanks for the input.  :) viret56, Just as Mark said, this would be a tall order, and unfortunately beyond the scope of help we could provide over the forums.  His suggestion of dynamically filtering a grid of estimates I think is the best suggestion.  This will allow you to see some details about the estimates before ...

Hi Ben,  I received an update about this case. Our dev team spent some time on it but unfortunately will not be able to fix it at this time. I apologize if this causes any inconvenience.  Jason

David - Just wanted to let you know that the above post meant to say 6 to 7 actions.  It's been corrected.  Let me know if you have any questions. - Adam

This is tall order for a SQL override.  I would probably take a different tack.  You might try using some sort of show/hide section that contains a grid of dynamically filtered estimates.  You could then select the appropriate estimate.

Hi David, In your case, what you could do is loop through the grid and do 3 Basic Math Calculations.  The first would be to get the QTY times the Rate.  The M arkup is added after the Rate x QTY, so we'll need this number calculated for each line item. Save it as an action result (ex. QTYxR). Then, take the action result ...

I have a grid based on the Opportunity Table.  I want to add a column to the grid with a comma delimited list of Estimate numbers related to the Opportunity.  Is it possible to write an SQL Override that accomplishes this?  Ideally I would like each estimate number in the list to be a link to the associated estimate. I have ...