Method Community

I undeleted the conflict per your instructions, did a full sync and error returned.  I think the root of the problem is in the underlying sales order related to the budget/contract.  It appears that the quantity on order was not increased for the additional time recorded. I deleted the invoice from Method and the sales order appeared to ...

I am using Pro Services, and the sales order related to my budget/contract has NOT been deleted, but it is marked as fully invoiced, and it appears that the four hours that I am billing was not added to the quantity on the sales order, because the sales order has the quantity billed on the first invoice.  This is the second invoice for this ...

Below is the beginning of a conflict error that I received after syncing.  Using ProSvcs Invoicing, did not realize that QB was not running when invoice created.  Please advise.   QuickBooks returned an error when adding/modifying a accInvoice record. The error was: The "LinkToTxn" field has an invalid value ...

Thanks Michael, I am glad that it's possible, but a little dissappointed that the function is not applied to every phone number field on every mobile screen in Method.  I don't have the Field Service App installed, nor do I feel I should have to install an app just to find out how something that should already be in Method works. ...

I have some questions/issues with Outlook addin: 1.  When starting Outlook, I get a dialog that appears to be looking for an update to the Method customization, I cannot figure out how to prevent that from happening. 2.  With regards to adding contacts to Method, is there anyway to know, from within Outlook, if a particular contact is ...

Is there a way to change the formatting of phone numbers on mobile screens so that they show up as a link that can be dialed with a smartphone? Thanks! Michael 

Why not re-create the Sales Order document using Method Report Writer, then you can automate the merge and emailing from within Method?

The Save and Email button on the standard Pro Services Invoice screen does not work.  The email notification shows at the top of the screen and indicates 0 emails sent.  I go straight to Customer Center-Invoice, select the invoice and Save and Email and it emails fine.

I believe the ambiguity is ultimately because of how the QuickBooks customer record is designed, and Method was, of course, built around QuickBooks.  A customer record in QB can be a person or a company, allowing Method/QB to be used in a B2C environment as well as B2B.

Hi Val, Looking good, thanks for the efforts. The only issue I can see is that I took your advice on doing an invoice from within QuickBooks based on your statement, "The beauty is that the time tracking entries will be update to reflect ‘HasBeenBilled’ and the quantity remaining to-be-invoiced will be updated as well." ...