Method Community

Hello Scott,   I wanted to update the forum for anyone who comes across it.  We will update the Google Gadget before the date and it will be available going into the future.  Here is the link to the related forum post. Greg

Hello Scott,   I wanted to update the forum for anyone who comes across it.  We will update the Google Gadget before the date and it will be available going into the future.  Here is the link to the related forum post. Greg

Hello ahagerman,    I checked and realized the report designer gives you the fields for Customer but it is not linked to the actual Invoice.  I thought you could click, in the Field List and find it under the Invoice branch, but you can't.  I'm not sure why it is like that in the Report Designer.   What you ...

Hello Cameron,    Unfortunately, they are not customizable.  Take a look at this earlier forum post for an explanation of the different types.  The values are used in Home Dashboard reports and other functionality that would be affected if you changed these values.  Also, there isn't an interface to change the default ...

Hello Ben,   It's hard to say.  This may be a case we need to take a look at on the support line.  You can take a look at any anti-virus or security programs that could be blocking the installation.  Also, you can see if the computer user is allowed to install programs.   In Internet Explorer, what security level ...

Hello Erik,     Are the customers importing into Method correctly?  Are the records you imported in the Customer and Contact List and can you open the record?  It sounds like there is a problem with the sync between Method and QuickBooks.  I would suggest to give Method support a call at 1-888-925-6238 ...

Hello ahagerman,     The closest field I could find is the Balance field on the Customer table.  This field has the outstanding balance for the account.  You can see the value of the field at bottom of the Edit Customer screen on the Transaction tab under the Balance column.  Invoices are connected to Customers which ...

Hello Ben,      Unfortunately we currenty don't sync with the QuantityOnHand field.  It is on the table but we currently don't use it in the sync.  It may be that we have not built the field into the sync or it's not available currently in the QuickBooks IPP.  I don't have a timeline on when we ...

Hello lzimmerie,     The two fields are labelled the same on each the regular and mobile screen but are actually two different fields.  The regular screen uses the Amount field and the mobile customer transaction screen uses the AmountForEntityBalance field.  Here are the steps to modify your mobile screen to use the ...

Hello Rob,   I'm not sure exactly what you are asking, but I can try my best to explain where portal registrations are kept.  The portal login is contained in whatever table you chose to as the table to base the registrations on.  We can take a look at the default Contacts_Portal.  It requires the Contacts table to have ...