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Hi John,
Are you trying to upload this file to method? Or have the file generated based on data within Method?
If the latter, A Report would certainly be the simpler of the two options, as there isnt a quick way to export/generate an XML file with any existing actions. That being said, members of our consulting team have built solutions around ...
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Hi There,
I took a look into your account and could only see one of these two records. I went ahead and saved the other one (this grid is filtered by 'TimeModified' (ie. the last time you pressed save or changed something) and the filter re-adjusted properly. I tried to replicate this in my own account but was unsucessful. Are you ...
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Hi Katie,
Thanks For Posting. I just tested what you described and can confirm its happening for me as well, and can certainly see how this would be confusing. Ive gone ahead and opened up a ticket with our development team to take a look at this one, and Will report back to this post once we have a resolution.
Thanks Katie.
Regards,
Ben
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Hi Katie,
Great to hear you are enjoying Method! As for your feature requests here, these are definitely some useful suggestions. Im going to log these requests with the team, and Ill be sure to bring up at our next meeting!
For your last point - 'when I used the advanced search on the donations page, if I choose tags, none ...
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Hi Sam,
To set the default view to be 6 specific technicians, follow the steps in my last post, except in the 'TextBox1' object (which was blank in my original example) set the default value to contain the names of your 6 default users separated by commas (ie Ben,Sam,Inder,Marcia etc...). There is one important thing to note ...
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Thanks Ben. I lost some notes and job item descriptions on work orders. I spent time this weekend fixing most of the problem and the remaining is all on old work orders that have already been invoiced, so I am not going to worry about that. I will sometime in the future schedule an appointment with a customizer to ...
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Hi Maureen,
Unfortunately we dont have access to a 'previous version' of a specific table per se, but we Do have access to Backups of your entire Method database. Unfortuantely we cant just restore specific tables/fields by restoring the backup however, and the whole process would likely need the involvement of one of our ...
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I got it to work. If it gives me any more issues will let you know.
John M
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Greetings.
The state of California is requesting I upload a file to them once a month. I have two choicles. A report or a XML file.
Can Method do a XML file and have it download to me? Not sure what this file type is but was wondering.
Thanks!
John M
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Hello I have a quick question about the quickbooks dashboard,
why do we have two records show up from yesterday on 4/17/2016 when "Show transactions entered since:" is set to today 4/18/2016?
Thanks
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