Method Community

We usually get an order from a salesman, then split up work orders based on the type of work...I think I'm gonna customize our Sales Order actually, and add checkboxes at the line item level to create work orders. Don't know if it's gonna work, but I'll try it.

Greetings, Chrome or firefox> Mobile log in> new estimate> new items> deleting a item.  For some odd reason i cant delete items in the mobile app using anyof the above browsers.  Now i am using a laptop on this. Going to get a Droid today and just wanted to see how the mobile app was working.  Thanks! John M

Im with you on this one. When I need to use projects, creating a work order for the project would be great. I think your running into the same thing? Thanks

Hi there, Thank you for the post. We are already aware of this issue and are currently looking into it. In the meantime, you can reorder the action list by adjusting the action #. We’ll keep you posted.

We have assigned customer a tax code that is non-taxable, but when we go to create a sales order for those customers, Method is still charging them tax.    

Hmmmm.  I can't say that I remember specifically editing these Invoices in QBO.  I know I did edit them in Method when I added a custom field to track WorkorderNumber and also "untaxed" all the line items due to that other issue.  But, I did that to all 6 invoices that I posted payments for on Saturday and all but 2 ...

I made an Invoice and tried to apply a payment to an Invoice and it also came back with the same error.  Please help, we are hoping to go live with payment processing today.

Michael - I took it out of test mode today and I keep getting the error "THE PAYMENT DID NOT PROCESS ERROR Reason for error:Bill To City is required. Description of Error:"  In the Receive Payment screen I can't specify the city, state or zip, only address line and zip code.  I have removed the requirement to authorize the ...

Shawn - I'll do a translation on that one.   In order to make sure that old data does not overwrite new data, QBO maintains an edit sequence called a SyncToken.  If you make an edit in QBO for Bob Smith's invoice, it gets SyncToken 1.  Then if Method edits it it gets SyncToken 2, and so forth.  If another app tries to ...

One easy way to confirm if the name already exists or not is to use our Import/Export tool to export the Contacts table and Item table and take a good look at the FullName field for both. The name could be in use on the Method side which is preventing it from being used again. The Import/Export tool can be found within your Method account by ...