Method Community

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 ...

During this week’s webinar, Valbon Shabani will continue with the next instalment on actions in Method. This level 2 webinar will cover additional actions within Method from a variety of the action groups. So how do you join and participate in the webinar?  Simply follow the directions listed below. Title:    ...

Is it possible to customize user login & logout page with customized logo? (default page is https://www.methodintegration.com/method/login.aspx )   I think customized login page can be done with customer portal, but I assume that the customer portal is limited to add/edit data but view data only.    

 Hi Christina, It is now available on the blog.