Method Community

I created a new workorder list screen so I could post reports on it. From time to time when i log in, like in the morning, i get this notice saying its Re-generating the screen that I made. Its not all the time, it justs once or twice durning the day. I am still able to log in and go to that screen. Was just wondering if i set something up ...

Michael, I am looking at the last post you made here and I have two questions.  1. If i do some extra work at one of the 8 properties and i invoice it, will it still post to the main customer? 2. I guess if i go this route, i could come up with a report that would show what property got what funds? Thanks, John M  

Hi akoumjian, Method charges $0.15 per 5 minute interval of active portal usage ‐ rounded up to the nearest 5 minutes. Method is able to distinguish between active usage and passive login time. For example, if a user logs into the portal, works for 4 minutes and then leaves his desk without logging out, Method will only charge $0.15. Also you ...

Andy K, Currently there is no way to restrict what kind of Scheduled Reports a user can create. They either have full access to creating Scheduled Reports or no access. If the user requires the same report every week you can just have the scheduled report be generated every week for that user. The alternative is to create a report in Method using ...

We are in the process of developing a portal for our vendors to udpate us on order status, etc. I see that the pricing for Portal logins is $0.15/ 5 minutes. I wanted to clarify how this works. Is it $.15 for every 5 minutes they are logged in, even when the window is not in focus?

Okay, I think I figured out number 1. Just select once only on number 6 when doing scheduled reports and make the run date the current date? If there's a quicker way, please let me know.

I'm trying to figure out a couple things regarding accessing Quickbooks reports from Method. 1. How do I generate an ad hoc report from Method, similar to what can be done with QB Pro, without going through scheduled reports? For example if I want to take a look at a quick YTD P&L. 2. Is there a way for us to allow managers to create ...

Hi Bryan, Creating a recurring service creates the occurrence activities as well as a series activity, which is why you have 2 on the first day (One of the filter options for the work order list hides the series).  If you do not wish to have the series displayed in you Activities lists elsewhere in Method you can place a filter on the grid ...

Hey everyone, We are in the process of entering all of our recurring jobs. I noticed that it is also creating a one time activity on the first recurring date. So, the first service date has 2 activities with the same information. But what is weird is the duplicate is not showing up in the work order list, only the Activity List. Almost like ...

Hi s.lloyd, This question is best directed at the MethodAPI Forums (Link) you can also find more information on the MethodAPI in our Self-Serve Documentation section (Link). -Michael