Method Community

Tricia emailed in with the following question: HI  I cannot seem to figure out a way to pay bills.  I am putting in Bills, associating them wihth existig P.O.s but am unable to go into the Bill Payment Screen, select several bills, or even just one, mark it paid by credit card and post it. Please advise what I am ...

Alex emailed in asking the following: Is there a way to create scheduled reports whereby I can filter by Rep?  For example, I would like a rep to be able see his/her reports such as:   Sales by Customer (whereby invoices are filtered by Rep) Sales by Item (whereby invoices are filtered by Rep) A/R Aging (whereby invoices are ...

i went to do another synch (as i just go in and do the synch on the main computer w/ the qb file open etc, manually, not continually sync) .. but there is no 'm' icon in the sys tray - but that's where i sync'd it last time and so shouldn't i see that and get a sync going?

L.fisher,  "1 Choose to import or export 2. Pick a table 3 Choose File to import 4 click 'import data' " -That's correct. Once you click Import Data, you get to the next screen "Prepare Data". "Also, can you tell me if the RecordID is a column header in addition to the Entity?" -If you are exporting ...

  When I choose the file to import and click the import data button, nothing happens.  

All I'm seeing is:  1 Choose to import or export 2. Pick a table 3 Choose File to import 4 click 'import data' Also, can you tell me if the RecordID is a column header in addition to the Entity?

Laura, If you pick a table first and click Import Data you'll get that option. Paul

 Paul, I am trying to do this.  But on the Import data screen, item # 2 says to "Pick a Table."  I'm in Customize/Integration Tools/Import/Export Menu. I don't see "2. Set Options".  Set "Update existing records by matching the key fields" to be checked" anywhere.  Can you ...

Steve - this post is a bit redundant for you as you also posted in another dedicate forum. But for our other users... This Method account was never properly set up for Right Networks which requires that TCP/IP Supports Roaming. This is an option that would have to be enabled (by us) when using Method with Right Networks…but ...

Hi Mike, I'm going to take a shot in the dark here... By default clicking on the customer name uses the action Go To Tab Link and by default it takes you to the Customer Center>Customer List. It looks like you created a new tab named RH Customers and either deleted or don't have the Customer Center tab visible in the role you are in. ...