Method Community

Hi, I'd like to change what our invoices look like when we print them out. I'm in Method's report designer and I'm using SimpleInvoice as my starting point for editing. I've created a new screen Invoice(2) where the print preview button is set to launch my new invoice design titled SimpleInvoice(2). Some things aren't ...

Hello, I purchased this software through QXpress and have had a difficult time getting basic questions answered without having to pay $125 per hour.  I'm hoping someone on here could help me. Question 1:  I would like to add the customer phone number and item description to my work orders.  I am only able to add the company ...

Hello, where can we print packing lists? From Quickbooks I can toggle between an invoice and it's corresponding packing list from a drop down menu. Is there a similar option in Method? Thanks, Andy

Thanks for the fast response. Adding terms works for me, but I can't edit the terms, even the ones I add myself, right?

Andy - No version of QuickBooks supports an EDIT of an existing term using the QuickBooks SDK.  I guess Intuit didn't think people would want it - I'm sure we both beg to differ!  We have no control over this, and all developers integrating with QuickBooks have the same limitation. You should be able to ADD new terms, ...

Hi, I get this message when trying to add/edit terms: "This record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your accounting software instead." We use Quickbooks Pro 2009 as our desktop software. Is ...

pdirect, If you edit the grid on the screen (Item List) found at Home > Items and remove the Go to... column it should stop users from editing items because if they can't go to an item they can't edit it. You may also want to hide the New button. It is possible to make any screen in Method read-only by hiding or disabling any button ...

 I want them to use items on transactions, but I don't want them to edit/delete the items on the items list.

pdirect, What exactly are you trying to limit them from doing? Are you trying to stop them from removing/editing items as whole or removing/editing items from invoices/estimates/etc...? . -Michael

Thanks.  I know I can limit what a user sees, but in my original post I said I did not want to limit what they SEE . . . I want to limit what they DO.  So your suggestion helps with the delete option, but doesn't fix the problem of editing an item.  Anyone else know about this?