Method Community

Hi William, Kindly go to customize -> Tab Groups / Roles -> click on "Edit..." for the Admin role, and confirm on the first step that you (the admin user) are selected. Regards, Denis

 Hi Heather, We are looking into the possibility and feasibility of setting this up. I will update the forum as soon as I hear back from the developers. Regards, Denis

Mark thank you for your reply! Heather, if this resolves your issue, woohoo! If not, please let us know and we'll continue to troubleshoot further. Regards Denis

Hello, We have resolved this issue on our end. Kindly go to your account and do a full sync. Your records should show up correctly now. If you continue to experience this or other issues, please don't hesitate to post here. Regards Denis

 Hi Kathryn, Actually Method already does this. If you go ahead and create a line item in the Customer Center -> Invoices  screen and select "subtotal" from the Item dropdown menu, it will subtotal all immediate items above it. You can do this as many times as you like. In order to add "other ...

 Hi Bonnie, As Method is a web-based solution, the ampersand and other special characters cannot be used in your names. If you name that report YTD PandL instead of P&L, it will correctly appear. Hope this helps, Denis

Hello, Tim asks how to import a CSV file. For the benefit of the community I wanted to post this on our forums. Hopefully, these steps will clarify how exactly to correctly import your data into Method. 1) Go to Customize -> Tables / Fields and find the table you wish to import into (or create the table if it isn’t there by ...

Hello, We are looking into this, and will update you the moment we establish what the issues are and are able to fix them. Thank you for your patience! I will update this forum post shortly. Regards, Denis

Hi RuggedNotebooks, Thank you for your patience and bringing up this issue. I was able to reproduce the problem, and we've fixed it! Kindly let us know if you continue to experience this error. Regards, Denis

Hi RuggedNotebooks, Could you kindly specify the exact steps you take to reproduce this? Please mention specificially which screen syou are using, and provide screenshots if possible. Also, are inventory parts A, B, part of Group A in your example above or individual items? I have tried reproducing your issue in the Invoices and Estimates screen ...