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  • how to increase Maximum limit of 100 records?

    Hello Support ,   We are retrieving records fine when limited to Top 10. I changed the 10 to 100 and we get 401 unauthorized , can you please advise how we can increase the limit on both Top and skip without being blocked.   From documentation it says ……. The default value of ...
    Posted to Method:API Q&A (Forum) by athakur@amlongroup.com on 05-22-2024
  • Method Updates - May 21st, 2023

    The following updates are now live for users of Method New Features / Updates Proposals - Added functionality that will automatically retry failed auto-payments the following day. (PL-45241) Proposals - Made improvements to the app routine by removing duplicate actions, cleaning up logic and separating functionality into new app routines. ...
    Posted to Release Notes2 (Weblog) by Method_Nicolas on 05-21-2024
  • Method Updates - May 16th, 2024

    The following updates are now live for users of Method New Features / Updates Editable Grids - Added a new empty state when no records are found. (PL-46079) Xero - Added a feature to allow using negative line items on transactions. (PL-46589) Method Sync Engine - Added a feature to allow choosing QBXML version to fix XML text stream ...
    Posted to Release Notes (Weblog) by Method_Phil on 05-16-2024
  • Pledge Tracking

    It appears that pledge tracking is not a built in feature; however the Method Team have suggested one could do very basic pledge tracking with a custom field. We will be syncing from QuickBooks Desktop 2019 to Method; this works, and the donations are tracked correctly. Has anyone already done this, or are there any online resources/guides for ...
    Posted to Method:Classic General Q&A (Forum) by lloy0076 on 05-15-2024
  • Method Updates - May 15th, 2024

    The following updates are now live for users of Method New Features / Updates QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493) Sales Transactions - Updated the mobile view of the line item grid to include the item description. (PL-44876) Fixes Sales Orders - ...
    Posted to Release Notes (Weblog) by method_Hannah on 05-15-2024
  • Method Updates - May 14th, 2024

    The following updates are now live for users of Method New Features / Updates Proposals - Improved the column sizing on the View Proposal screen. (pl-46037) Fixes Purchase Transactions - Fixed an issue where the email button did not merge fields from the Vendor table. (PL-46612) Proposals - Fixed an issue where the required Terms field ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 05-14-2024
  • Method Updates - May 13th, 2024

    The following updates are now live for users of Method Fixes Sales Transactions - Fixed an issue where the email button did not merge fields from the Customer table. (PL-46581) Cases - Fixed an error caused by setting the Default Case Status preference to empty. (PL-46680) Regards, Arshi
    Posted to Release Notes (Weblog) by Method_Arshi on 05-13-2024
  • Re: how to fetch the data based on my current Date dynamically

    The expectation is that your code that is using the API is responsible for business logic.  So in your code, you would create and manage dynamic variables to reflect your desired business logic, and that you'd then call the API to get the data you need. Paul
    Posted to Method:API Q&A (Forum) by Method_Paul on 05-13-2024
  • Re: how to fetch the data based on my current Date dynamically

    I already know that  i can do this :  GET /api/v1/tables/Invoice?filter=TimeCreated ge '2020-04-17T00:00-04:00' and TimeCreated lt '2020-04-18T00:00-04:0 But My quesition is it should be dynamic for eachday , i don't want to put static Date everyday, I want automation so that i don't have put current date on ...
    Posted to Method:API Q&A (Forum) by athakur@amlongroup.com on 05-13-2024
  • Re: how to fetch the data based on my current Date

    Hi there. I think you are better off doing "between" rather than equal, when it comes to dates. We have some documentation on this here: https://developer.method.me/#section/Filter-Reference "To get all Invoices created on April 17, 2020, EDT (Eastern Daylight Time)" GET /api/v1/tables/Invoice?filter=TimeCreated ge ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 05-10-2024
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