Method Community

We've been using Method for about 6 weeks.  First issue I posted on the forum received a prompt reply.  Since then, however, nothing.  I called tech support but was forwarded to voicemail - yes, voicemail.  The reason for choosing Method was integration and support.  I am hoping this is a glitch and the timing is ...

Amen!! I was told they are very busy.  Well, this is one way to fix that!

I have created a custom report to view invoices.  The goal is to have a report that users can generate to see invoices from a custom period of time.  I have copied the customer reports table to a new tab called RT_customerreports.  I have removed the filter referencing the master table for customers.  I can see the custom ...

That is a big help.  One step closer.  Now the question is how to filter by invoice.txndate field.  I had assumed that the filters were determined by the fields on the reports but it looks like they are set up on the screen.  Is there a simple way to convert the next action filter to transaction date?  Or do I have to ...

This worked perfectly.  I actually modified it a little more by adding a label and an x band line thing for "item". Thanks for the help!!

For instance, under the customer tab, there is a link for customer reports.  I have created an invoice report using the invoice table, but there is no link to open and add filters to that report like there is for reports using the customer table.  When I create a button or link on a screen to open the invoice report, I have to apply the ...

I am trying to create customer transaction reports for sales orders and invoices.  For sales, I would like to have a sales order report to deliver transactions within a date filter that can be entered on demand.  Same for invoices. I have created the report in the report designer with the fields needed but cannot use the report links ...

I have added "item" to the grid on the edit estimate screen.  I do not understand how to add it to the PDF.  I have downloaded the tool and have customized forms.  I think I just need to add the field to the esimate.estimateline group but unsure how to accomplish this.

When I opened the tab today the sales orders are in the correct order.  I did not notice that the columns were sortable but that makes sense.  It was odd, though.  I do think it may have had something to do with the extended time frame for syncing.  If it happens again I will sort by the column to verify and let you know.  ...

I am having trouble getting my list of sales orders to show up chronologically.  I just expanded the length of time I am syncing with QB to 180 days and would like to push it out to 1 year so users can see relavant customer transaction history.  However, since I extended it, the order of the transactions on the list (on the left side of ...