Method Community

SalesRep field in Estimate table Can not find it when export Estimate table, also not in export result

SalesRep Table in Table/Field Screen Can not find it in import/export sc

Hi there, I got several problems, 1) I can see SalesRep table in table/field screen, but cannot see it in import/export screen. 2) I added a new dropdown field called "SalesRep" to Estimate table, somehow it turns grey. Now I cannot delete it. And in import/export screen, when I choose to export Estimate table, the new filed ...

Hi, I posted an activity just a few minutes ago in Method and see that the time stamp for it is showing UTC time (I am PST to help understand...  that's 8 hours ahead). I researched the topic through the forum and see this has come up before in 2014...  can someone advise how to change it locally or is this a Method ...

Hello l.brandow, Basically, you set up your sales tax in your QB file and when you sync your file with Method account it save those fields and amount in respective tables. If it is not set to sync with QB in method, It will still retrieves the value from the ItemSalestax table(as this table stores the value on item level when you ...

Great to hear you got it working! Cheers Jon

Thanks I figured out the problem though, it was a minor code typo I had missed and got it working fine.

Is there anything coming up for Documents in Method New, We use this very heavily within an opportunity for our prospects, and currently have to be logged into both versions, New to do all work, and Classic to see documents

I have several questions. 1. After a Sales tax rate is selected or otherwise autopopulated, how, or where is the Sales Tax Amount calculated? 2. Under the Save button is an action to retreive the Sales Tax Amount value from the table. If the Method Estimate is not set to sync with QuickBooks how does that value get in the table? 3. Why ...

Hi Adam. Never heard back from you on this? Stuart