Method Community

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.

When I add this field to our Employee List screen the value of the field is blank.  Does QuickBooks permit the use of this field in Method?  If so, can someone help me understand why the field is blank for each employee?

Hi Martin, The currency symbol should change when the browser settings have been modified accordingly. However, I was able to replicate this issue and we are looking into it.  If you require an immediate workaround, please follow the below steps: Steps: 1. Open report designer, open the specific report ...

Hey Andy, We have good and bad news.  First with the good news: As of March 2013, Authorize.net now supports Canadian Dollars (CAD), Pounds Sterling (GBP), and Euro's (EUR). More info here. Bad news: We have not implemented this change into our existing Authorize.Net payment method.  I just created a ticket requesting ...

A user sent us this email -  Hi - I want reminder emails sent automatically when invoices become overdue. Can Method do this? Thanks, Justin Hi Justin,  Unfortunately at this time there is no way to send out emails automatically. This is a feature we are considering for future versions of Method. Currently, you ...

I am not sure if you guys have changed anything to do with currency lately but when we try to export to PDF an invoice, estimate or other we have the old DOLLAR symbol again. I have tried rectifying this in our browser settings and even checked our regional settings on the computers. Please help as we cannot send anything at the moment. Can you ...