Method Community

Hello,    You are correct in that you need to create a new screen for this.  For the screen, you would need to create a new tab so you can set user permissions.  The permissions would allow certain users to see the read-only screen and not the editable invoice screen.    For the screen itself, you need to make any ...

Hello Laurie,     It looks like your company name is not defined in QuickBooks.  Method has no control over the company name of the actual company being managed by QuickBooks.  Are you on QuickBooks Online or QuickBooks desktop? I can see if I can find the setting for the company name in QuickBooks so you can see what you ...

Hello Instadryhost,    There isn't a default report that would give you the details you are looking for.  You would have to do a custom report to display your information.  The report would be based on the time tracking table and sorted by Entity field (ie. Employee) and filtered by ActvityTypes that equal 'Work ...

ello markisbond,     I got a little ahead of myself.  You have to customize the screen to get access to the buttons on a screen.  Right click on the screen and click Customize.  Then name the new screen and click Continue.  (You will be able to find the screen again under Customize -> Screens where you can ...

Hello markisbond,    I'll need some more time to check this out myself as I have not done this before.  The Create Shortcut Method URL is an available action you put on a button click or focus event.  In this case, it is most likely on the button that will email the customer (but before the actual action of sending the ...

Hello Robert,     Regerate your tables. First, exit out of the screen designer if you are currently in it.  Navigate to Customize -> Tables / Fields and find three tables: Item, SalesOrderLine and SalesOrder.  For each table, click the name to bring up the field list.  Then click Finished Editing Fields.  Go ...

Hello afrec,      There could be several reasons why the imported customers can not be found.  There are two checks I do with customers when they can't find customers.  First, check the filters on your Customer and Contacts List grid.  The customers imported may be checked as inactive.  Second, export ...

Hello,     If the data was inputed on a customization screen or a default screen it goes to Google in the same format.  As you can probably see, you get a separate Method calendar in your Google calendar.  Also, each Method user has their own calendar and activities are only assigned to one Method user.  I took a ...

Thanks Matt for the response.  I do believe you are right. You can place a textbox to the screen, but you have to add an action to take the value and store it in a certain field on the table or it is lost.  The system doesn't know where to save the value if it is a plain textbox. Greg

Hello Blake and Matt,    I have to ask first, are there double '$$' in the Default Currency Symbol field? (You can find it under Customize -> Display)      Also, are you using QB Online or QB Desktop?  What is in your currency symbol field?  If you can, can you supply a screenshot of an invoice ...