Method Community

Hi John, The final set of updates have been pushed out.  You can checkout the release notes for more details by clicking the link below.  If you want to have the activity type "Work Order" show in the CRM screens, you'll need to go to Activities > New Activity.  Click the (...) next to the Activity Type dropdown ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity Fix - the Activity Type dropdown list now filters to show only types with IsAppSpecific = No. (QBD & QBO) Fix - the Follow-up Activity Type dropdown list now filters to show ...

Michael - you really should be able to have access to the Service Item for time tracking.  I haven't seen any situations where this isn't the case. I agree with you - with this standing in your way, there's no way you could do billing based on time tracking. I have just regenerated all the screens on your account (it's an ...

I heard back from Intuit.  They plan on adding the Resale Number for developers on QuickBooks Online to their October 2011 release.  So it *will* come in, just not for a couple months. Just an FYI to anyone reading this post - this field is available on our sync to QuickBooks desktop, it's just the QuickBooks Online edition that ...

In an effort to workaround my last post regarding an error when approving a time entry, I clicked on the Enter Time button on the Time Tracking tab within a Contract/Budget.  Service Item is greyed out and cannot be populated, yet Time Entry cannot be saved without it. I am trying so hard to stick with Method to do my billing, but it is ...

Converting an activity to a Time Entry.  When clicking on Activities->Approve and Close button on the Time Tracking screen, I get the message that asks if I want to close the activity, I click Yes, then the following error pops up: The information sent back to the server is in an incorrect format. Please try again. If this ...

Screen: Existing Bugets / Contracts; Refresh button actions: Please consider adding another Retrieve Value from Table for Sales Receipts with another Basic Math line so that Retainer Items in Sales Receipts are addid to the retainer total. This way retainters can also be sold on a Sales Receipts for all users without additional ...

DanSchmidt, You could add a delete button to that screen. I'm not exactly sure what your screen looks like but if you have a grid of CC tranasctions with a select button you have 2 options, add a Delete link straight to the grid (Read This), or add a Delete button(Essentially just one action Delete record from table and you can use ...

Hi Mary, That is strange, I'm going to have to look into why that happens and get back to you. Thanks for participating in the webinar Q & A and for the comments.

James, Have you taken a look at our webinars on Method Report Designer?  The key thing to remeber when using 'sub' tables is to make sure you drag the fields into the detail band and that the detail band is bound to the correct table. Also when dragging a field from a detail table make sure you are selecting it from within the main ...