Method Community

Is there any way I can create a desktop shortcut that will automatically log me into Method and load the Opportunity screen? When a customer calls, I don't always have Method open. It would be nice to quickly load to the page I want, rather than have to perform several steps while the customer is on the phone. If a desktop shortcut ...

 Hi Ian, Can you enable Method support so I can take a look at your account? Also which OS/browser are you using? -Michael

Hi Michael, It is only happening on Method Screens, in pdf report there is no symbol show up. and my computer regional setting is English (Canada) Ian

Hi John, I tried using a Cost of Goods Account in the expenses and it worked for me. Looking at the grid on the bill payment screen it has a couple of filters. OpenAmount is greater than 0 APAccount is equal to Screen.A/P Account DueDate is less than or equal to Screen.Due on or before IsPaid equals no Only Bills that meet these criteria will ...

Hi Andy, You'll want to add a couple of actions to the the 'Actions after add' and 'Actions after edit' (Steps 6 & 7 of the grid wizard). The actions you will want to use are: Get sum (from the Weight column of the InvoiceLine grid) Enter value into field on screen (to enter the sum into the weight subtotal field you ...

Ok, I found out that if you are using a Cost of Goods Sold account to pay a bill it will not show in the bill payment section. I have a Job Cost Rental with a cost of good sold account. Maybe this is not the correct way of doing this. I found that quick books has a Rental expense so i used that and bingo it poped up in bill payment section. ...

Hello, I've added a column in InvoiceLine details for "weight". In the invoice screen I've also added a field for "Weight Subtotal". I'd like this "Weight Subtotal" field to function similarly to the way "Subtotal" works for the column "Amount" (automatically adding up my newly created ...

Good Morning, I entered a bill in the Vendor Center-Bills and saved it. Made sure the expenses was filled out, made sure quick books was open, did a syc and did every combinations of entering a bill in vendor payments i could think of from billiable to a customer to non billiable and then went to bill payment. The bill payment section would not ...

Michael, According to AT&T it all depends on the person getting the email and their spam filter settings. So if this is a new customer, i would have to send two emails to them. One would be the estimate the  outher to tell them to check their spam filter. John

 Michael had to step out of the office a tad early today. I just wanted to let you know there is no limit!