Method Community

Hi Denis, I just tested this process and have to disagree. Method Sync is open. I create a new Estimate, add the Customer and nothing else. I Saved. I then proceed to add items to the Estimate, the custom fields fill in and are saved. I click Save a second time. After a moment I wait, then I refresh the left screen and select the Estimate, the ...

 Hi Akoumjian, We apologize for the inconvenience, it is indeed a bug, and the above is only a temporary work around. Just to address your comment about waiting, I want to emphasize that the only immediate change to your workflow if you have Sync Engine open is an additional press of the save button prior to entering a custom ...

Thank you for the honest response. That is a rather egregious bug, because it means that not only does the Method Sync have to be open, but I have to wait at least 5 minutes for the records to synchronize before I can start working on an estimate. Do you see a backend fix for this in the near future? This effectively breaks some of the promises ...

 Hi Akoumjian, The way the estimate screen handles saving custom field values is reliant on first retrieving an Estimate # from QuickBooks. At present, in order for a custom field value to be saved correctly, an estimate record must have an estimate # associated with that record. The catch 22 here is that Method pulls this Estimate # value ...

 Bump

 Hi Tricia, Thank you for contacting Method. When creating a bill, be sure to select the Vendor and the appropriate A/P account you want to use, as well as the Payment Date if necessary in the Bills screen. Once you have done this, make sure your Method Engine has synced.  Kindly let me know if this helps, or if you get ...

 Hi Beth, Thank you for pointing this out to us. Our developers have resolved this, and your manually typed in filter should work correctly now. Kindly let us know if you continue to experience this, or any other problems. Regards, Denis

Hi Gregory, I tested importing a CSV file with dates on my end using the format I suggested and it worked. If possible can you email me a sample CSV file of what you are trying to import, so I can test it on our end. You can send it to m.melo@methodintegration.com. Michael

Hi Michael - thank you for the reply.  I will try that and report back.

Hi Ian, Can you make sure that in the Body portion of the "Step 6 - Thank you email" wizard you have a "Design" or "HTML" tab selected (and not Preview tab). These tabs are located on the bottom of HTML Editor control. If that is not the problem you are experiencing, then I am not able to reproduce this problem. I ...