Method Community

"March" version now available The following updates are available on the staging site, as of March 19th.  You can access the March version by clicking "Switch to the March Version" when you sign into Method. Improvement: Users can now assign a picture/file field to an action result and send it as an attachment in an ...

Is there any way for the field to automatically display all the information without the user having to pull the blue bar down for each field? I changed number of the input line in advance setting but it does not seem to do anything. Thanks.

Ben, I looked into this a bit further and noticed that you might be referring to Location tracking.  Location tracking is not available through the API, which means that Method or any other third party application can't access this information from Quickbooks Online.  This is a limitation of the API and we don't have a ...

Hi Chris,  Good news! This has been fixed on the latest version of Method. Thanks for posting about the issue.  - Jason 

Hi Ben, Any custom fields created in Method cannot be synced over into QBO.  You should also note that not all areas of Quickbooks Online are available through the Quickbooks API.  This means that developers cannot access these areas of the Quickbooks Online database to sync and alter.  This goes not just for Method ...

I am working on the time sheet entry screen, and I added a drop-down field for "Location," as it is reflected as an option to add which location a service is provided in.  However, I am having a tough time getting Method to sync with QB Online to reflect which location a service has been provided in.  This field should already ...

Has anything else changed on the grid?  What happens when you make a copy of the invoice screen and just make the caption changes, do they go through?  I'm wondering whether something else in the grid has changed in the grid that's not allowing you to save.  Can you also try regenerating the Invoice and InvoiceLineItems ...

An email came in from a user: How do I change the currency symbol for one field on the Estimate print preview?  This must be done in the Method Report Designer. Open the Estimate report and click on the small white arrow on the correct field. Click the three dots button next to Format String. The ...

Hi, Are you uploading a new document or linking an existing one?  If you're uploading the document from the opportunity screen, it should be linked to it automatically. On the stock screen there is no ability to link the opportunity if you're uploadind a new document. If you're linking a n existing document, the ...

By Mark Evans Mark is a Toronto-based tech blogger and startup marketer. He sat down with Rodolfo Novak to learn about why he joined Method and his plans for the coming months.   Without a doubt, it has been an exciting couple of months for Method. It kicked off the year in style and generated considerable industry buzz by raising ...