Method Community

Hello l.brandow, Basically, you set up your sales tax in your QB file and when you sync your file with Method account it save those fields and amount in respective tables. If it is not set to sync with QB in method, It will still retrieves the value from the ItemSalestax table(as this table stores the value on item level when you ...

Hello Stuart, Instead of using scripts which shows a particular workflow, why don't you use the table with most information as your master table and then link all the fields required on the report to that table. Once you do that, it will be supereasy to show those fields on report and it will show all the data from all the tables. the ...

Hello Cindy775, Field Service is an additional app available on our Method Classic platform, therefore we welcome all questions and concerns about field services on our Method Classic general Q&A section.  Coming back to your question, you can easily set both activities and work orders to show on one calendar. Let's say you want ...

A quick note: You can also find more about report designer here on our Helpcenter. We also have amazing articles and video tutorials on various features available in Method.

Hey Matt2189, The path you mentioned above just open the report designer and let you choose which template you want to edit. The best practise is to create a copy of the stock template in case you want to make some changes and in case you don't like what you customize you can always go back to the stock template. For Estimates, there are ...

Hello kefpa01, Thanks for reporting it. i was able to reproduce it on my account. I will bring this up with our development team. In the mean time, you can use Build Selection list in order to use it more affectively. You can even use multiple loop with that. -Inder

Hello matt2189, You can only use a hyperlink to open a website in a new tab or window. Unfortunately, It won't open the Sharepoint account or you can't access the files in Method. -Inder

Hello AmsoniaLandscapeandDesign, In order to add Terms to your EstimateLine grid, please follow the below mentioned steps: Add a new field (drop-down) to your EstimateLine table This drop-down should reference the Terms table using the Name field. This should help you in using the Terms on the EstimnateLine grid. Let ...

Hello matt2189, Are you trying to create a hyperlink to your sharepoint account? The reason why I am asking this is because we do not integrate with sharepoint, so if you are trying to just create a hyperlink then it will work but it won't integrate with sharepoint. -Inder

Hello Deb, The record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your accounting software instead. The error message above is incorrect. The error is actually being caused by an error in the table to which the ...