Method Community

Hi Jamesvree, Welcome to Method! Can you provide me more detail about your workflow? When you say about deals, what are you referring as deals in Method? Also, with every Method:New account, you get one free hour of consulting with our Consulting team. If you would like to use that free hour to learn about how to customize or have ...

Hi all I have just signed up to Method and have been entering some customers and opportunities with the retrospective line items. I want to be able to see the cost, sell price and margin's of deals with a consolidate view of deals for forecasting purposes (revenue, margin etc). What's the best way to get this result? Im not sure if ...

The following updates are now live for users of Method. New Feature QBDT - Sync Multiple ship addresses (PL-19415) Bugs Fixed issue with URL validation when using the Call Web Service action. (PL-20010) Regards, Laks

That's perfect!

Hello rberlin01, As you have also emailed us about this issue, I have replied to your email and we can troubleshoot it over email. Let me know if that works for you. Regards, Inder

Hello, We disabled one of our accounts (licensed for 2) and setup an additional. However, the new user isn't receiving the invitation email. We have checked our mail server logs, white listed the address, domain, and IPs, nothing seems to work. Any thoughts, are we missing something?

The following updates are now live for users of Method. Bugs Updated the Invoice/Estimate/Sales Receipt apps to help support description only-line items for QuickBooks Online users. (PL-19464) Improved sort order of transaction line item grids. (PL-19217) Resolved a scenario where certain fields were not showing/hiding for Group/Bundle ...

The following updates are now live for users of Method. New Feature New Printable Sales Order and Purchase Order templates for QuickBooks Desktop and QuickBooks Online users. (PL-19017 & PL-19018) Cheers, Michael

The following updates are now live for users of Method. New Feature Released Recurrences for Activities - allowing users to schedule daily/weekly/monthly events similar to Google Calendar. (PL-19080) New Printable Estimate template for QuickBooks Online users. (PL-19667) New Printable Sales Receipts templates for QuickBooks Desktop and ...

The following updates are now live for users of Method. New Feature Method Labs now available via Preferences > Display. (PL-19851)  Bugs Fixed various Recurrence Widget issues. (Various tickets) Fixed issue with using decimal values with Date Function action. (PL-19838) Fixed issue with o date format when using the Date ...