Method Community

 We have a new account and set the Transaction History to 60 days with transaction options set to default.  I understand that 'open' transactions will be brought over to Method.  But we are seeing transactions outside the history setting as far back as 7 years.  Aside from 'open' transactions, for what other ...

I don't think so. Transactions that are "open" such an an unpaid invoice, un-closed sales order, pending estimate, etc., will ignore the history setting. You want these showing up in Method - you want customers and staff to see an invoice that hasn't been paid, regardless of how old it is. Also, and transaction that has not ...

Using a screen I created based on the Quickbooks_Time_Tracking screen, I notice there is a problem if the employee has an apostrophe in the name.  Easy to reproduce, setup employee Jimmy O'Shea, and try to create a time tracking entry.  The entry does not get displayed or created.  Some browsers will show an error, some ...

 Paul, Would this explain why we are seeing transactions well before the Transaction History setting.  We set Transaction History to 60 days and all transaction options to Default.  Yet we are seeing a small sampling of transaction from as far bask as 5 years. This makes us uncomforatable and we need to understand exactly how the ...

 Hello! Any news on this issue? Is there a way to work around this, get a $ to display? Thanks!

Hi Scott -  As Val says this is not feature that method supports out of the box.  However,  it can be added using the api and a web service. We'd be happy to discuss the possiblities.

I am also seeing this problem on a portal I created based on the Quickbooks_Timesheet. Clicking on "Download Excel Report" on the pop-up that says "Your file is ready to be downloaded.  Click the link below to download your file:", I get this error... 404 - File or directory not found. The resource you are looking for ...

Hi Rolf, Before we explore this post, it is probably best if you are made aware of the Entity table in Method. The Entity table is a special table that is made up of the Customer, Vendor, Employee and Other Name tables merging them all into one table. Now, this means any fields you add to those individual tables will also appear in our Entity ...

Yes we are looking for the automation so when we import a lead it will send an auto message out and setup tasks and other auto email messages based on a schedule. We really like your product and would be willing to pay for a feature like that. This one feature is holding us back. Any room on the roadmap for this or plans to do it?   

Hi Scott - welcome to Method! Method does not have a feature to send automated emails in that respect. However, we do have some automated 'system' emails that are sent out to serve as activity/task reminders or alerts if the Method user opts in to get these reminders or SMS alerts. Keep in mind you can certainly use Method CRM to send ...