Method Community

Hi ItfromValor, I have seen this when sending a report from QB to XLS. (in this case go to adanced options and uncheck "space between columns").  But I have not seen this behavior in generating a Method report with the report designer. I agree it is most annoying, cause once in Excel you can't do a thing with the data.

Hey Mahlon- How do you feel about a "Recent Records" feature similair to classic? Any screen that you visit that has an active record would go into that list.

Hey Mahlon- Thanks for the feedback. Why are your clients needing odd and even colours(zebra stripping) for rows? Would having a hover state on rows solve this?

Hey Victoria- Thanks for the suggestions.  We already have these items on our prioritized list for upcoming sprints.

My concern is estimates as our sales cycle is a long one, our estimates sit for 3-6 months before closing. I went to Quickbooks tab>transaction history and changed it to 365 days, and changed each item under that to 365, synced and still no transactions older than 365 days. On a seprate note, we have done our initial sync and I am getting ...

Update Field in Table action missing update from Expression

In Method Classic, I installed the "Method Scheduling & Invoicing for Quickbooks Online" app in order to create work orders for my field service reps.  I cannot, however, find any way to display this app in Method New.  Is there any way to bring this app addon over to Method New?  The reason I ask is because I am ...

I created a screen SchedInv_WorkOrderList(2) as a template for what I am trying to achieve, but it isn’t quite functioning the way I’d like it to.  Here is what I am trying to do… The Activities (renamed as Tasks) and Work Orders need to show together on one screen. The main purpose of this unified screen is to be able ...

Due to the nature of our business, I am trying to find a working solution to combine all Work Orders and Task (Activity) Calendars into one unified calendar.  The main purpose of this unified calendar is to be able to gain an overview of all scheduled work orders and tasks at once, and to be able to drag and drop scheduled work orders and ...

In QB's, I am able to view Open Invoices and Overdue Invoices (which is great for our collections rep).  However, I have been unable to find a solution to separate and display the invoice data in Method.  Here is my issue: Open - The “Open” field (standard name “Balance”) is populating the combined totals ...