Method Community

I am practicing invoicing for the first time. 1- I created some invoices and none of the invoices calculated the sales tax, is this because there are set to wait to sync? I have to sync first and then print them.? 2-When you delete an invoice the services in that invoice do they goe back to "to be invoiced" ? 3- How do ...

Hi Justin We've had several clients request this feature and have been working on a solution.  Currently it's working in our labs and we should have a working app by the end of the summer. 

Thanks for getting back to me. Can the Overdue balance reminder template include a statement or overdue invoices as attachements.? Can you send it to a batch i.e. everyone with overdue balances with one click? Thanks Justin

Let me correct myself. Unfortunately Quickbooks does not allow 3rd party apps to access that field. The same goes for the other vacation related fields in the Employee table. This is a limitation of the Quickbook's SDK. If you need to update an employee's Vacation time, you will have to do it through Quickbooks. Here ...

Allison asked -  "The reports are printing out incorrectly. When I create an estimate that is a little longer, the first page will not have any of the item information or descriptions. It will start showing that info on the second page. However, when I view longer estimates in the preview screen in Report Designer, it looks fine. Can ...

This question came in from Nick: Is there any way to get Method to show all the Sales Orders for a customer in the Customer window? Hi Nick, By default, Method will show all transactions for that client under the Transactions tab in the Edit Customer screen. If you edit the grid, you can create a custom filter by view to show only ...

Hello Steven, Unfortunately Quickbooks does not allow 3rd party apps to access that field. As a matter of fact, the whole Employee table is READ-ONLY in Method. This is a limitation of the QuickbBook's SDK. If you need to update an employee's information, you will have to do it through Quickbooks. -Kalvin

Thanks, I have also seen this and made the adjustments but now my concern is particularly the estimate report. The rate column shows the rate before we add markup, this cannot be shown to the customer. There is a script which seems to sort it out but this is applied it changes the currency in the amount column back to USD. so I have changed the ...

Hi rodsstuf,  Yes, you can start the case number at any specific number.  However, to do this, you will need to customize the stock Case screens & table. Currently, the case # is based off the Case table's RecordID. Therefore, to start a case at a specific number, you will need to add a new field in the table to store ...

Instead of the case number starting with 1, I want to start with a lot higer number. How to I change that.