Method Community

Hi Jeremy, I agree with Ronen, be very careful to include the field 'IsLeadStatusOnly' and set each row in the excel (each record) to have the value of 'True' for this field. This field ensures they are imported and held as leads only. Other tips: Make sure you use all required fields for the customer table. Make sure you ...

Shane, Just to update/add to this post. If you created an invoice in Method it should also appear in QB. If you are using Method for QB Desktop, again make sure that the sync engine is running and connected. For Method for QB Online the changes should also sync over but I would double check the status of the sync here too just in case. If ...

Hi Shane, If you're Method account is up and running the Invoices from QB should roll up into Method. If you are using Method CRM for QB Desktop please ensure you have followed the installation instructions for the Method Integration Engine and that it is connected and running. By default, only invoices from the past 31 days or those that ...

Hi John - just to let you know we have an update for this in our test environment. I'll let you know when you can expect it live.

Hi Jemel, Any Time Tracking entries associated with a budget/contract are held within Method until that portion of the contract is invoiced. This is the way the app currently works and we do this to help enforce budget/contract rules or preferences that have been set in Method regarding the line charge types. Example, if you agree to bill by ...

Hi John, I was able to replicate this. Seems when you update or save it doesn't like the COGS for some reason. I'm able to use other account types though…what about you? Let me look further into this before I post back here. A temporary solution is for you to create these particular bills in QB…they'll still sync to ...

Hi cpitts, Ronen's right, you'll have to edit the grid in order to add the field. If you make a copy of the Invoice screen (sounds like you had this part done) you can edit the grid and follow the wizard until you reach step 2 of 9. The grid is found under the Existing Invoices section displayed as InvoiceList. You'll be looking to ...

Hi Sam, Every table must have a record ID…but it won't appear as a listed field under Customize>>>Tables / Fields because it's just assumed it is there. You should be able to see this field when you customize the screen from the tool box displaying all the fields or somewhere on the screen if the field is already in use. ...

Hi there, Thanks for the post and all the details. Using a linked field would not work in your scenario because you don’t have an existing relationship between your Sales Orders or Purchase Orders. For this to work you would have to have a field on the PO table to relate it the Sales Order, kind of like having a Customer drop down on ...

Hi Navitha, In in this post (above) you mentioned the following ‘AccountName is ServiceDirectgroupllc and the screen name is DDSOReport.’. Based on this here is what I did: 1. Customize>>>Screens 2. Searched for that exact screen name and made a copy 3. Viewed the screen directly from the list and exported the ...