Method Community

I'm atttempting to use Listbuilder to generate a list of customers whose CustomerType includes "provider" who have transactions since Jan 1 2009. When I fill in those two fields and click Update, the interface grinds and grinds and never reports. I narrowed the search to all transactions since Sept 1 2010, and it ran for almost an ...

There were a few minor updates done today to Method Field Services.  This was posted on www.twitter.com/followmethod. Paul 

There were a few updates made to Method Field Services today - the scheduling software for QuickBooks, built using the Method Integration platform.  Bug fix: Time entered in the Field Service Add/Edit Work Order screen ignored the setting for "Wait For Sync Approval?".  This has been fixed. Field Service Add/Edit Work ...

When I sync work orders to Outlook they come over, but there is no title on the appointnent created in Outlook - no details at all just the time blocked out as an appointment. Ideally, the title work be the Customer name and the "Job Name," and the work order instructions would be in the body of the Appointment.

 Hey Debby, Give your Business Consultant a call and we will see if we can help you out with this.

Just finished putting together 2 new videos for Method Expense Reports. The first is meant for Employees/Vendors to see if they want to learn how to enter expenses and create expense reports in the app. http://www.youtube.com/watch?v=AcQEkgjBzWo&hd=1 The second is meant for Managers who need to approve expense ...

 Hey LorPete, To finish what you did, do the follow; 1. Open the file in QB 2. Open the Method Sync Engine, click connect Once this sync is finished, Method should populate the QuickBooks tab with the correct company name. If you are still having problems, please contact your Business Consultant and get this corrected.

I changed the name of the QB file to which my Method account is assigned.  So, in the sync preferences I reset the QB file option, but now I can't figure out how to assign the renamed QB file.  Help.

Hi Ryan, Would you please take a look at this issue when you have time? Or somebody could help me out, that'll be great. Since I can not move forward with my project if this can not be resolved. Thanks.

Here are the updates for the Sep 16, 2010 ProService_Activities Adjusted OnClosePopUp actions to automatically close Activity popup if TimeTracking is closed. ProService_Expenses Update to load proper version of screen. ProService_Time Tracking Adjust actions on approval to properly update duration mins (hidden ...