Method Community

Hi HMoore, You can set a page break before or after any of your bands. Just select the band and locate the Page Break option under Behaviour in the Properties Grid in the lower right hand side. Based on the page setup you mentioned, I believe your best option would be to insert another group footer directly above your page footer and include the ...

Hi Mahlon, I had a look at this and I believe there may be an issue with the schedule follow up insert record action on the stock screen. The activity type and assigned to fields are blank in the action and even if I correct this, the screen designer tells me that the action is incomplete. This is affecting my ability to test this, as I ...

Hi Mahlon, I just tested this using the following Insert Record Into Table action and it worked as expected. Am I missing anything? -Audisho

Hi thesolarguys, This can be done, but it is quite a large project. Your first step would be to sync your QuickBooks (QB) file to your new Method account. You want all of your syncing QB data to come over via QB to prevent any possible sync conflicts. If you have custom non-posing field data for these records, you can import it afterwards with ...

Hi thesolarguys, Unfortunately, this would be a lot more complicated than is seems. While you can export your data from your old account and import it into a new one, the RecordIDs of your records will not remain consistent across accounts. Method uses RecordIDs to make connections between records. Moving these records to a new account will break ...

Hi Blake, Nothing major is required for upgrading your version of QuickBooks. QB will need to upgrade your file so it is good practice to make a backup before upgrading, whether or not you use Method. I don’t expect that you should run into any issues, but if you do, our support team is available to help. Just give us a call at ...

Hi Alex, I’m unsure of the exact logic involved, but the Optimize Fields option returns only necessary data from the tables needed by the action and the report vs. all the data from the tables. I recommend leaving this checked unless you are running into issues with generating your report. If your report is not generating correctly, ...

Hi jreytan, You cannot create action sets in Method which “listen” for other events to take place. Your action set that designates the task to a user would need to exist within the same context as the order being booked or completed. If an order is booked by entering some data and selecting the Save button, you would need to include ...

Hi Alex, Unfortunately, it’s not possible for Method to mirror this functionality. QuickBooks uses some calculations that are not available to us to create a write-off, even going as far as creating a Discount transaction type. There may be ways in which you can work around this such as automating the creation of a credit memo or ...

Hi scottaskinosie, First off, to backup your Activity table, simply export it using the Import / Export tool. Make sure that you open the exported file with excel and confirm that all of your records are there before continuing. You will then use the same tool for importing the activity list that you exported from your old account. All the ...