Method Community

Ryan, What we are looking to do is this initially; 1. create an additional field on every estimate titled "profit". 2. take the "subtotal" item on the estimate, (which does not include tax) and subtract it by the sum of the total cost (rate x quantity) for each item on the estimate. 3. have the resulting total (subtotal - ...

 Hey Randall, So after reading over your question again and looking at the Estimate screen, I notice there is a column for "Mark up". This would be your profit, this is viewable on the Estimates screen but not available when you print the Estimate from Method. Is this what you’re looking for? The topic is Estimates and ...

My documents come and go.  I'm able to load my document with issue, but when I leave the screen and come back (it may be the second or third time) to document icon is there but not document.   

Ryan, Lets start with question two please proft margin). That is the priority for the client. What are the step by step instructions I need to do to accomplish this for the client ? Hopefully I will have time to test it on our method account before trying it on theirs.    

Hey Everyone,   I have been getting the same question emailed to me, so I wanted to write up a little post that should help a few people out. The problem a lot of people are having is they install Method but sync to a dummy Quick Books file for trial purposes, then after a week of use they decide to go ahead and switch over to the actual ...

 Hi Marcus, After reading over your post I realize I misunderstood your point. Actually what you stated in your original post would work but it seems like you were missing one step; to link the Employee/ Vendor / Other Name to the appropriate User under the User Settings and that should fix it. Sorry about the confusion.

 Hi Marcus, The reason I suggested that you try User Name instead of what you had, is because it seemed like you were trying to filter based on the User (employee) logged in to that specific session.  Even though they are technically employees, in this case User Name would work since they are logging into Method under a ...

Amanda, Your suggestion would be fine, but we are entering and assigning time to our employee records, which contain our full names, and I want to keep my user names simple - first names only.  Can you tell me why the filter I was applying won't work?

 Hey Kieran, I'm glad to see your starting to get into customization. Once you have the correct screen open in the customize section, place and name your button then check out the action 'Send Email'. This should get you in the right direction.  

Hi just wondering does anyone have an easy way to add an email button to the invoice window, so when you create an invoice in method you can click the email button and off it goes to the customer. Thanks.