Method Community

There seems to be some bugs with the max field length for text fields in the "Edit Fields" popup when customizing tables. Since it autoemails you for each time it happens, you've probably recieved 50 emails from my end in the last 10 minutes. Bug 1: If I click on a max field length, don't make any changes, then click on another ...

"Does Method include all transactions for a given client when any of the client transactions are synced?" Nope.  Transactions are synced what transaction type at a time, and are mutually exclusive of each other's open status. Paul

 Hi LaCrews, You can create a screen that creates the report on load. Then you can create a link to the screen using MethodAPIGetScreenURLV4. Unfortunately, there are no plans at this time to allow actions sets to be run from the API in the near future Dave

 Thank you Paul, The information you gave me helps.  Now that I have compared the transactions within Method to the QuickBooks reports,  I do find several invoices and half a dozen received payments outside the Transaction History range we set and not listed in the QuickBooks "Open Invoices" report.  All invoices and ...

Invoices and Bills aren't assigned to users.  They are assigned to sales reps, customers and vendors. If you are changing the employee assignment of a sales rep, it's best to just change that directly in QuickBooks - it'll then transfer over to Method. Paul

Wasn't sure if that was how it worked, so good to know. The problem was fixed after I deleted my old "PackingSlipRecordID" dropdown in the lineitem table and created a new one, so I must have messed something up on the original dropdown link. Thanks!

Hi Martin, I would double check the Estimate report through the Method report designer. Take a look at the properties of the fields…specifically the options under 'Format String'. Under Currency you will see options: "$0.00" - displays in dollars with 2 decimals "$0" - displays in dollars with no ...

 Michael, That is one of the accounts that sometimes the documents show and sometimes they don't. We are using Internet Explorer 9. Jamie

Paul, Yes, that makes sense,  Method will not allow me to EDIT 1 user so i can link it to another active employee in Qbooks. This was one of the issues i had with marathon that was left undone.  When i try to edit this user it tells me its not a valid user. Marathon told me to create a new user and remove the other ...

@innovative - the conflicts look legit, but hard to decipher.  These messages are coming straight from QuickBooks. For the invoice, you can see the id it's complaining about is the sales rep. QuickBooks is saying that the sales rep assigned to the invoice no longer exists in your QuickBooks file.   You can click "More ...