Method Community

  Hey Dave, If you would like your account reset, that’s fine. Please email your business consultant and they can start that process for you.  In order to copy the reports, you would need a new account. Sync the new account to your QB company file, then import the screens that contain those reports. Once you have all the ...

 So I realized after my post that Amanda (One of our hard working business consultants) had already been looking into this. Amanda is out of the office today but did email me after seeing this post to correct me. Turns out she is working with our developers on getting this done and you could possibly see this as early as Monday.   I will ...

Hi there, You’re getting this message because you’re trying to save a WorkOrder while one of the required fields ‘Assigned To’ is missing. If you removed the field from the screen, you’ll have to add it back before you can save the record. By design WorkOrders are assigned to Method users because not every ...

The 2 screens are not linked directly. If your talking about how can you know what bill is from what PO, I'd say you would write the numbers in the memo section. Method will not convert a PO into a Bill though. Once the SDK is unlocked and this feature is available, we will make this an option.

 Hey, You can customize the portal to show any screen in your Method account. If you are looking to get this done, you will need some customization. You can do the customization yourself or contact your business consultant to look at your customization options. If you want to know how to customize tabs, take a look at the webinars we have ...

I can't get my QB and Method to balance, and there are no conflicts.  So best to start over with a clean slate.  Please let me know the process to have Method clear out my Method acct so I can resync. Also if I need to do this again in the future, if I had set up new DBs and reports on Method, can ...

Hi, Can you help me to solve the below problem? I am trying to change a field, "Assigend to" (in the screen, "FieldService_AddEditWorkOrder") : from user name to employee name. but the following error popped up whenever I save the record. **Error Message" 'AssignedToRef' is required field when saving a ...

I think it's somewhat difficult to be fully registered 3rd party method apps. isn't it? Then, there is no choice but to use third party portal, I think. but, I assume users only view data field in his/her own transactions, not other transactions. my question is... Is it possible for portal users (in customer table) to view/add/edit data ...

Yes, it is possible to customize user login & logout page with customized logo, but only for fully registered 3rd Party Method apps such as: Pendulum Online Timesheets: https://www.methodintegration.com/method/login.aspx?app=Pendulum QXpress Online: https://www.methodintegration.com/method/login.aspx?app=QXpress%20Online

Hey Dave, I'll say 2, final answer. This information is copied over when the sync engine is first installed, and updated whenever it is changed. Hope this helps!