Method Community

The following updates are now live for users of Method. Features Merging customers in QBO now gets associated records moved in Method (PL-4743) Getting Started steps on the dashboard for new users. (PL-4658) Improved loading times on Manage Apps screen (PL-4643) Improved speeds for copying of stock app screens (PL-4696) Improved ...

Any updates on this?

Still looking for an answer on this

Still looking for an answer on this

Another 'how do I do this in Method new' question... Can I set group permissions for Grid Views in new Method like I can in classic? I use this extensively in classic and it's very helpful.

I'm testing out the new version of Method and trying to set up certain screen views based on users/groups like I do in Method Classic. How do I give my Sales group users one particular screen and my office admin a different screen in the new version of Method? The Classic tab groups, tabs and screen view permissions allowed this...I just ...

I'm struggling to figure out how to create an invoice from an estimate.  According to the help section it should be as simple as clicking on the "Create Invoice" button.  Unfortunately I don't see the button.  We're using Quickbooks Online and the estimate that I'm trying to create an invoice from is ...

I would love to have availavle the Method tables for import into PowerBI... PowerBi can import all sorts of formats.... web url, files, databases or whatever for import.   Anyway to do this?   Do I need API to do? Would take Method reporting metrics to a whole new level.

Mark, Unles you have special import needs  I would integrate Magento to QB first...(I recll Magento having a connector).. then let the sync bring the transaction into Method.  If Magento connector is not appropiate, then you would need someone to w rite an API... OR have an export file, you can import into Method using ...

Marcelo, A thought...add a current date field to your screen - format so only shows year... Date Function...format date = yyyy save as shared result1 .    Then Character function action "join" .... 1/01/ to Result1... this will give you beginning of year.....save as shared result.   then do a character function ...