Method Community

 i wouldnt do any extra items or classes or anything like that--   what u can do is under the "additional info" tab of the customer in the customer center you can define custom fields for each commission type..   then you can add these fields to your sales order or invoice form and fill them out at time ...

Is it possible to set up an Item Grid with additional columns showing custom price levels from QuickBooks ? i.e.:    Product    |    Reg Price   |    Price Level A  |   Price Level B

I would like to have a record of which of our users log into Method and when. Is this possible? Is there some sort of log table that exists or that can be created? The next question is whether this can also be done to document which customers log in to Customer web portals as well? Thanks.  

 Hello Nando, By "Auto email" if you mean; is there a way for Method to e-mail the reports automatically when the reports are generated in Method? Then that's something Method wouldn't be able to do. However, if you want to be able to attach the scheduled report once it's in Method, then with customization you can ...

I'm looking for some strategy on how to handle this . I've only given it a bit of thought, but will flesh it out more.  I'm sure others will have similar requirements, so I hope this will turn into helpful discussion.   Scenario: We pay referral fees to other companies, customers, etc. for sending us new ...

The CPA Technology Advisor, an online and print publication, is a definitive resource for more than 40,000 tax and accounting professionals.  Last week, I was asked to be a guest for a podcast hosted by Darren Root (President @ Root & Associates LLC) and Doug Sleeter (President @ The Sleeter Group).  These two individuals know a ...

can they be setup to be auto emailed out 

 nevermind i figured it out by adding a linked field from the customer table

how can i change the screen to show only job name on the left side list not customer name+jobname? i have many jobs per customer and would prefer to show list by only job name.. i could not find a job name only field in the estimate table.. can it be parsed out?  

Paul,  Thanks for answering my question.  I am looking really forwrd to working with Method! To answer your question . . . .No, I haven't used it yet.  The reason I asked about the direct access was because one of the things the client I am developing for is wanting to be able to use Access to design reports and queries on the ...