Method Community

Hello My company is hoping to use Method out in the field and have the crew lead automatically enter information, ie. employees time, materials used etc. etc.  Do you recommend a tablet or pad for this and also do we have to always access the full website or is there a specific ap for mobile devices?

Hi I am wondering if I can avoid a step I have been taking to feed over the time total that I calculate under the Time In/Time Out into the Task and Materials listings?  Right now after I have entered all the employees time at a specific job site, I have to go back to the Task and Materials tab, find the "labor" entry, click on ...

This should no longer be an issue. You can read about the changes to the report HERE. -Michael

No, I set other reports also like vendor balance detail and summary, customer balance detail and summary etc. All those reports are working good. I am getting that issue only with Unpaid Bills Detail report.  

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Manual The Method Field Services Quick Start Guide has been updated and improved to reflect the changes over the last few months, including the upgrade to the new Method CRM 2.0 back end. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Time Tracking Method CRM now syncs with QuickBooks Online Time Activities. This means you can now build screens and business processes that insert time for billing and payroll into QuickBooks ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads Reports Addressed potential issue with “null” values that may have prevented a report from displaying. (QBD & QBO) Changed logo at the top left to be 400 X 60 to support ...

James - If you edit the field in the designer, click Advanced Options, and then set the number of input lines to something other than 1, then you'll get the new lines you are looking for. While there, if you want to get really fancy, you can actually switch the "Show in HTML Editor" on, and you can display rich html in the report ...

Hard returns to create formatting which will pass through to a report?  I am thinking of it as a way for a user to enter multiple lines for one record, without having to create a linked table.

I have not tried to copy and edit the Sales Order report.  The problem is that I am making a "Sales Order," but our Sales Order is more like a Statement of Services or a Work Order, and not a Sales Order like the report which exists.  However, the Sales Order (Custom) report can be illustrative.  In your report, the ...