Method Community

Hey Seny, Sorry it took me so long to look into this, I needed to make sure I did the correct testing. Here is what I found; The current Item Receipt screen does not show you the PO Number, you are able to customize the grid to show you a link to the PO's LineItemRecordID. If you want to show the PO number, you can use the action ...

 Hey Stephanie, I want to first highlight that currently in Method you can start with an estimate, and convert that into a WO. Once that WO is complete, you are able to convert it into an invoice. To gain access to this feature, you must have Method Full Blown with Field Services imported. Currently you cannot do this in QB, so the default ...

 Hey Haident, I am looking into this and will post an update tomorrow morning with my findings.  

 Hello, I just tried using the default List Builder screen and mine worked fine. It seems you have customized the screen. Can you outline the customization you've done and the steps you've taken, so I can try to replicate?

 Hey Seny, I to needed a feature like this, and we are looking into adding more loop options. Currently we cannot just loop X number of times, but we do have a work around for now. Start off with creating a table with a field called "Number" (type = textbox), add a bunch of records numbering each one from 1 to 50. Now on your ...

On Wednesday, September 22th @ 1:00pm EST, Ryan Bell will be doing a demonstration on creating a recurring work order. He will talk about the difference between editing a series vs. an occurrence. He will also be demonstrating how to create recurring activities.  This webinar will take place live but will also be recorded and posted as a ...

 Hey Debby, Give your Business Consultant a call and we will see if we can help you out with this.

Just finished putting together 2 new videos for Method Expense Reports. The first is meant for Employees/Vendors to see if they want to learn how to enter expenses and create expense reports in the app. http://www.youtube.com/watch?v=AcQEkgjBzWo&hd=1 The second is meant for Managers who need to approve expense ...

 Hey LorPete, To finish what you did, do the follow; 1. Open the file in QB 2. Open the Method Sync Engine, click connect Once this sync is finished, Method should populate the QuickBooks tab with the correct company name. If you are still having problems, please contact your Business Consultant and get this corrected.

 Hey Greg, Due to the nature of this post, I recommend you should call in and have your Business Consultant look into this issue. The newest version of the sync engine is V 1.0.0.189.