Method Community

As a regular part of our order processing, we capture new orders as Sales Orders, and then create the Invoice from the SO via the 'Create Invoice' button in QuickBooks. All of the items, costs, etc. map over from the SO to the Invoice nicely. I haven't found the same function in the Method Sales Order interface. How does one create an ...

 Mike, Thanks for pointing that out, QXpress has their own dedicated forum and you can post your questions by using the following link: http://www.qxpress.com/cs/forums/default.aspx

I guess I should have said that I'm using QXpress Field Services (web). I don't have an elipses next to the Lead Source drop down. I'm going thru the "learn-a-new-software" phase here and am stuck.

We're starting our experience with the system, and our first trial had problems. Our (remote) Clinical Support mgr, working in Method CRM, created a new customer, entered a new Sales Order, and then generated an Invoice from that Sales Order. (Turns out she did it twice by accident, but I don't think that contributed to the problem.) On ...

 Hi Mike, To add a new value to the Lead Source dropdown, click on the '...' icon next to the dropdown. A pop up screen comes up - "Add / Edit Lead Sources", here you can enter your new Lead Source and it will go into the LeadSource table. Once you enter you new value and update the grid, the next time you click on the ...

Hey Claire, We understand you want to update your QuickBooks to the most current version. This dropdown feature is brand new and we do not have access to it through the Intuit SDK. Since this feature is not included in the SDK, we nor any 3rd party app would be able to incorporate this feature. Currently Intuit is not updating the SDK anymore.

 Hey Claire, Unfortunately we are not able to put in an undo feature. One work around that you can use and is a good thing to get into the habit of, is copy your screens before you make any major changes. This will help you out if you make a mistake, you will be able to switch back to the older screen in seconds. Hope this helps you out!

Hi Rick, This is covered in the Initial Setup Service call and found in the Xora User Guide. You must fill out your Account Information for both Xora and Method. In Method click the Xora Set up screen. Click Launch Preferences. Under Account Information: Enter your Method Account number, Method UserID and Method Password. This can be ...

I am trying to bring in data from Xora and keep getting this message.. Error: No Method Account was selected    at MXConnect.FrmMXConnect.initfields(BackgroundWorker& bw)    at MXConnect.FrmMXConnect.bgWorker_DoWork(Object sender, DoWorkEventArgs e)   Thank You Rick ASI

Hello, We just installed QB Enterprise 10.0 and have setup some custom fields to be drop down lists.  After syncing with Method the new custom fields are brought over but only as text fields and not as drop down menus.  How can I fix this so the same drop down items in QBE show up in the custom field in Method? Thanks.