Method Community

Hi. Just wanted to know if it was possible to have actions run when an account is entered. Example: -- I log into method as [JohnsonMech..] [Joe Kidd] [xxxxxxx]. -- Session startup actions run. -- First tab/screen loads. -------------------------------------------------- Only way i can think of getting close do doing something of that ...

Hi. I was wondering if it is possible to copy a set of actions from a field/object on one screen, to a f/o on different screen ? So far I can only copy actions from a f/o on screen, to another f/o of the same screen. Thanks, ~Joe  

I have several non-posted transactions that are not correctible. How can I delete those from the server?   Thanks!! Phillip  

Ryan, For some reason the screen is throwing the transaction into the non-posted transaction list. When I look at that list (non-posted transactions) the amount is not showing up on the transactions still. So the data is not going over to QB.  

 Hey Phillip, We did say that and we are going to honor that, under normal circumstances this would require 1 on 1 consulting time. Honoring our last post you will find our test screen under your vendor center tab. That should help.

Ryan, Your previous post said you would be willing to submit the test screen that you guys used if I ran into trouble. Thanks for being willing to do that. The methoduser is active on AnchorTaxPlusLLC. Phillip

 Hey Phillip, If you're having a hard time and need a business consultant to look into your app, please contact a business consultant to book some 1 on 1 consulting time. You can reach a consultant at - 1 888 925 6238 option 1  

Ryan, I'm running into some confusion on step 4. The save all sections I understand. When I try to have it loop through the grid, the only grid I can set it to loop through is the bill paymentcheck table. Would you mind importing the screen. The Method account user is activated on the AnchorTaxPlusLLC account.   thanks!!

Was this done using the original Portal or something that you have customized? The message you’re getting is regarding the Administrator User Name. What do you have selected as the User in step one of the Third Party Portal properties? Under the Third Party Portal tab-link, click edit beside the Portal and make sure there is a valid user in ...

 Hello Sue, In this kind of situation where you feel you have done everything correct and Method and QB are still not talking, we urge you to contact your business consultant as soon as possible so that we can restore this function. Things to think about before contacting your rep; Have you synced your Method account with another company ...