Method Community

Hi sbradley, Judging from the error it looks as though there is a permission issue.  Can you look at the Assigned To person for the web-form. Check in the Edit User wizard and see if they have a) access to the tables the web form is using and b) Access to the API in Step 8. Hope this helps, Adam 

Hi bsouthwell, We don't currently have any feature similar to memorized transactions in Method. It would be possible however to have Method create new transactions based on a previous transaction or a template.  This would need to be done through Method actions and would require user input to either click a button to execute those ...

Hi Mike, Your tables look fine. I believe you just need to alter your script a little bit.  Don't use between and instead set two date ranges.  Here's an example: Customer_RecordID IN (100,101,102,103) AND (ShipDate>'Dec-01-2013 11:59:50 PM' AND ShipDate<'Dec-09-2013 00:00:00 am') Could you try something ...

Issam, You will need to create a new customer that represents the vendor. In Method, you can do this by going to Customers > Customers and Contacts List and clicking New Customer. - Adam

Hi sbradley, Glad you were able to figure this out. I might actually use this as a reference in the future. I can see it helping other users who may be similarly stuck. - Adam

Hi Issam, My apologies for the late reply. Unfortunately you won't be able to link Work Orders to Vendor Bills since Vendor bills do not sync to QBO. This is why the Bill screen is hidden on a new Method for QBO account and also why you can't find the BillLineItem table in the tables list.  There have been some updates to the Inuit ...

Will, Sorry for not responding sooner. We thought you were looking for some thoughts from end users. We do have many field services companies that use Method. We've actually also created an app for this industry, Method Field Services.  This app will integrate with the other areas of Method and might be what you are looking for. ...

Hi Michael, I took another look at this and realized this is actually the way it is designed. The time tracking entries are held back until that portion of the contract is invoiced. For a more in depth explanation, please see this post: http://www.methodintegration.com/cs/forums/p/2901/10895.aspx#10895 Hope this helps, Adam

Hi Micheal, Sorry for the late reply. I've actually been able to reproduce this issue. I'll put a ticket in with the development team to have a look at it. As a temporary measure, you can go to the QuickBooks tab group > Employees > Time Tracking and uncheck the "Wait for sync approval" checkbox for the time entry and ...

jvandelicht, You'll need to go to Customize > Tabs > Edit tab links for the Customize tab. When there, for "Screens" click Edit under "Roles that can view", click Edit.  You'll see this screen: Whatever you users role is, will need to be check here in order to view and edit screens. - Adam