Method Community

Hi John M,  I just wanted to give you the good news that the error message had been resolved and that you can now process those bill payments without any issues.  Ronen

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Bill Payments Fixed (#3215) - an error message was appearing when attempting to click the “Pay Selected Bills” button. (QBD) Cheers, Danny  

Hi cpitts,  Is this happening on a customized screen or an original Method screen? To find out which screen this is happening on, can you please hover your mouse pointer over the tab link for the screen.  Ronen

Hi swm023,  I just wanted to let you know that we are looking into resolving those error messages internally and will provide you with an update once we have the issue resolved.  Ronen

Hi smohyee, I just wanted to add that ths checkmark is placed beside the label Assign Ref Numbers in Method? within the screen under the "Synchronize" tab link.  Ronen

Hi smohyee,  If you go to QuickBooks > Synchronize and put a checkmark in the checkbox for "Apply numbering to invoices, credit memos, sales orders, sales receipts, purchase orders and estimates created in Method. If this is unchecked, Method will wait for QuickBooks to assign numbers", that will ensure that you can place the ...

Hi swm023,  Are the error messages appearing in an original screen or a customized screen? The best way to find this out is by hovering your mouse pointer over the "New Document" tab link.  In regards to your question on uploading multiple documents at one time, currently you can upload one document at a time, but with the ...

Document management has been a hidden gem in Method CRM since March 2010.  The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens.  But what happened if you wanted to attach a document only to a lead or customer?  Well....you could but it wasn’t easy ...

Hi John M, I was able to duplicate the issue and I am creating an internal ticket for our team to take a look at. Once I have additional information on this issue, I will provide an update to this post.  Ronen

Hi John M, Which screen are you referring to and which Method App are you working in? Can you please hover your mouse pointer over the tab link for the screen and let me know what the name of the screen is. Thanks, Ronen