Method Community

Would like to see options when signing into method, where you can choose what layout screen a user can pick.

Would like to see an update to the tag features when adding additional contacts. Redundant to add existing tags to each contact. Should be able to tag one contact and have it mirror the other added contacts. Would like to see a new method sidebar layout. Entering date month and time is cumbersome, maybe add a drop down menu to navigate ...

The following updates are now live for users of Method New Features / Updates Fixes Xero Stability- Fixed an issue where creating Customer was causing an 'Unable to sync Entity' Error. (PL-45579) Purchase Orders - Removed inaccurate time from the transaction date field on the email templates. (pl-45499) Items - Fixed a bug ...

Hi dlittle@hilltimes.com, Thanks for reaching out to Method Community Forums! As of now, it is not possible to capture and send credit card credentials via the API within METHOD. While we understand your need for this functionality and the desire to streamline the payment process, sending credit card credentials via API is not currently ...

Just to add to this, our team is looking into the issue with syncing with the BillingRateName field. Once the issue is resolved, we will sync with the value for example, Level 1 from the below screenshot. However, due to QuickBooks SDK limitation, we don't sync with the Fixed hourly rate or Custom Hourly rates as shown in the ...

The following updates are now live for users of Method New Features / Updates Fixes Payments - Removed the inaccurate time from the transaction date field on the email templates. (PL-45503) Sales Orders - Updated logic so peer-to-peer permissions are applied on Open Sales Order view and Closed Sales Order view. (PL-45451) Payments - Fixed ...

That was exactly it. Thank you!

Quickbooks desktop. I can see the fields "BillingRate" and "BillingRate_RecordID" in the "Employee" table. Apparently there is an issue with the data synching with Quickbooks which is why I didn't realize those were the fields I am looking for. For example, the field for most/all our records in the Employee ...

Hi Greg Caron, Can you please confirm if this is for QuickBooks Desktop or Online?

Hi hlynch, Could you kindly confirm if those SalesRep profiles have email addresses linked to them? Also, would you mind sharing the body of the request that you are passing? Since you mentioned using this for a few years, have there been any recent changes or updates to the request?