Method Community

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 ...

With the MethodAPI you don't have direct access......but it is pretty close!  You are pretty much writing SELECT statements against the SQL data.  You have full control over which fields you are pulling in, and your WHERE is completely SQL format. Have you used the API yet?  If not, you'll find it is pretty much what you ...

It looks like Google tool bar was the cause of the random yellow text boxes. Disabled that from Mozilla and it went away.

A few days ago out of the blue some of the text boxes on the screen became highlighted in yellow. Nothing was changed. I looked in the Additional Info the the text box and there is no color; I even changed the backround to #FFFFFF (white) but they are still yellow. Upgraded to latest Firefox. It shows fine on my screen. It's only on one ...

  Hey, When you select any of the "Print Preview" buttons in Method, you are actually pulling a pre configured template that pulls the data from the table and creates the report. These reports are created with the Method Report Designer. To get a print preview button on the Print Checks screen, you would need to create a report ...

When I write a Check in Method, and wanted to print the Check, I do not see Check Preview. How do I configure Check to have the Check Preview in the bottow where we have Save and Save and New?  I viewed the Webinar on Configuring Vendor Center but it does not include how to configure and print Check. Please help.