Method Community

Created a tab under the Opportunities Tab.  I also created a role just for that vendor.  I have a portal for that vendor that I assigned to the Opportunities tab.  Then I edited the roles for all the other tabs under opportunities and UNCHECKED their roles so they would only see the one tab under opportunities i created for them. ...

Hi Navitha, I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. To address this question, have you tried to create a bill b selecting an PO with Method? You can do this by following the steps below: In Method go to Vendors>>>Bills Hint: ...

I was wondering Can I set up the safeguard to generate report when records is less than 3 instead of 10 records.

Hi, Is there any field in Purchase order table to know whether the line item is billed or not ? Thanks and Regards, Navitha

Hi, I have created a bill for the purchase order and a new bill has been created and sych to QB. Now i have added a new line item to the existed purchase order and creates a bill, it just updated my existed bill. But my requirement is it has to create a new bill for the newly added line items like creating invoice from sales order. Can you ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email Case notification to contact when saving?” a bound field. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online My CRM Preferences New - this is a new screen used to track CRM preferences for the logged in user. (QBD & QBO) New - added a checkbox that indicates if the user would like new cases to ...

Bill- You can still use the orginal screen. What replacing the links does is it points all the screens that were looking at the orginal screen to now look at the new screen. The orginal screen still exists and if you delete the copied screen it will replace the links to reference the orginal screen once more. -Michael

If I copy the Method "Customers" Screen so I can add some additional info or include some additional tables/fields and I use the button "Replace links to an existing screen", will this eliminate my ability to use the original Method screen, or can I still use the original screen as well as the new one and have the data ...

cpitts- This conflict message comes straight from QuickBooks and it is not something Method can control, it's basically telling you that the change you want to make can't be done because QuickBooks is still using the record. Method tries to push the change but if QuickBooks has the record locked then Method can't apply the ...