Method Community

I hadn't originally thought of it, but it seems like a web form, using fields from the TimeTracking/Expenses tables within a Portal would accomplish what I'm looking to do. I watched the webinar on setting up forms and I am not our developer - but is it possible to add the html code provided when setting up a web form, to a portal? ...

Hi AutumnW, [quote user="AutumnW"]I'm looking for a little info on how to go about creating a new Third-Party Portal for a contractor/vendor/employee who is not a Method user...[/quote] These people do not have to be Method users they just have to have a portal setup where they can register as Portal users. [quote ...

can someone tell me how to have my sales guys (who don't have access to Method QB) see our inventory quantities on hand before they place an order? thanks, Lynda

@MisterBill I want to inform you on our recent update that addresses your concern. You can find this new feature on the Estimate screen and the release notes are posted HERE on our blog. Please let me know if I can be of further assistance 

Thanks Ted.  We wanted to make sure - glad to have a definate answer. -Garrett    

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Estimate New (#3217) - if the “Email notification when saving?” checkbox is checked, a special miURL email gets sent to the customer.  When the customer clicks this ...

Before getting too in over my head, I'm looking for a little info on how to go about creating a new Third-Party Portal for a contractor/vendor/employee who is not a Method user, but may need to enter time and/or expenses. If I include the QuickBooks_Time Tracking Screen, I see it looks at the Entity table, so a filter could be created, and ...

Garrett - Welcome to our forum From your post, I have interpret the following situation : You are trying to create multiple work orders and want to perform this task all from the invoice screen. You are entering several Service Date items on the invoice screen and want those service dates to become work orders and allocate them in the Method ...

Hi Sherrie, There's a few different ways to do this. Some involve more customization and others can utilize what is already there. Here are just a few options: If you want the work orders to be printed on one page, you will either have to create a new report template or modify one of the existing ones. It would probably make most sense to ...

Hi Valbon, I was able to do this, BUT I also need to be able to enter a word in the "date acquired" screen if the equipment is pre-existing. I've tried every setting possible, but I'm only able to enter numbers into that field. How can I change that? My next project is setting up a way to run a Work Order History for a ...