Method Community

Rolf - I was just corrected in my last response here internally, it appears this was fixed in my absence.  We still haven't added it to the February release, but it should be added shortly, I will respond to this post once it has been published for you to test. -Ben

Hi Rolf, My apologies, I have been away this past week.  I do still have this ticket in with our Development team, and I know it will definitely get looked at before we remove the October version of Method on our live site.  I will also update the development ticket with your comments above. -Ben

Hi Sandra/John, Thanks for the help John, actually I noticed the same as you, mine generally pops up in front also. Sandra, as John mentioned, this is likely your browser, can you try switching browsers only to see if it changes this characteristic?  This could be something based off your Computer also, but in my experience, this generally ...

Hi MikeB, The currency you are seeing in the "Print Preview" for these transaction Reports from Method are actually being taken from the settings in your Web Browser.  Please double check this setting in each of the browsers you are using.  For example, in Google Chrome, I would go to Settings->Languagues, and based on ...

Hi BVS, I can explain a way you could do this using Tags in Method, however there is no quick way to do this directly from the Listbuilder screen. What you could do is first, make a list of of all Customers you created this invoice for, on the specific date.  You can find this out by going to Customers->Invoices, then in the ...

Hi Trent, I just wanted to update my previous post, I suggested you could change your transaction history from QuickBooks->Syncrhonization in Method, however this is only true for QuickBooks Desktop Accounts.  We don't have this ability with QuickBooks Online Accounts. If you are using QBO, then I would suggested you check out this ...

Hi BVS, I believe what you are looking for is actually in the Method Gmail Gadget, if you create an Activity from the gadget, when you set the dates, you will see the sliders for the time here. Unfortunately, this is not available from Method in your browser, only through the gadget. As for your other question about changing the time slots in ...

MikeB - It would likely help if you could turn on the MethodSupport User for your account, then email me your Company Account name and contact details.  To turn on the Support User, login to Method, then go to Customize->Users, locate the Method Support User in the 2nd section of this screen, and make sure there is a checkmark in the ...

Retrotel,  Sounds good, just post here if you do experience any further issues with this. -Ben

Hi Trent, Unfortunately there is no easy way to delete Estimates in bulk in Method, however you do have some alternatives. The easiest solution, would be to change the time period you are syncing for your Estimates from QBO to Method.  The default setting for this is 31 days, for all transactions, however you have the option to change ...