Method Community

 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!  

I had this question sent to me VIA email. How do you connect item receipts and Bills to a PO?  It does not look like it is built into the Full Blown Edition of the software.  Please advise.  

Hey Dave, It should have copied over, try looking under the QB tab. You will find a tab "Resolve Conflicts". Check that out and see if it says anything. Also check on the Integration Engine and see if it says anything about not being able to copy the transaction.

Where does the accounts and dollar balances that appears in the Methods / Home tab / Chart of Accounts come from? Does it come from: 1) Methods ACCOUNTS DB 2) A copy of the Chart of Accounts and balances from the user's QuickBooks on their PC?  3) Some where else?

On my QuickBooks there are 7 transactions for Misc Expense, but only 6 of those appear in the Method TRANSACTION database.  The Method option for transactions is set to ALL, so all transactions should be there.   Why is 1 of the 7 transactions missing from the Method DB? What can I do to find out what ...