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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 ...

For instance, if I want to move an invoice from Foragers Manhattan to Foragers New York I choose the invoice for Manhattan and all of the contact info for Manhattan is in the invoice. I then click on the dropdown menu at the top and scroll down to New York and select it. Automatically all of the information from New York is populated into the ...

Thank you Loi! I just posted about this in a separate forum because I did not realize you had responded, sorry about that. But I was moving invoices this way all of last night but it is not working for me today. When I choose the customer that I would like the invoice to be associated with in the dropdown menu it populates the info for the ...

Last night I was working on reassigning some invoices but today I am not able to. Last night I was reassigning invoices from one customer to another. I was doing it by navigating to the customers tab>invoices, selecting the invoice from the left hand side of the screen and then clicking in the dropdown menu at the top of the invoice to select ...