Method Community

The following updates are now live for users of Method Fixes QBDT - Fixed an issue where the line item quantity value was rounded after syncing to QuickBooks sales receipts (PL-38906) Export - Fixed an issue with JobType and JobStatus tables missing under Tables & Fields. (PL-40040) Regards, Ayushi

Hi, You can definitely do that but that would make that account the default account. You can also update it with the name by using this field DepositToAccount - Display. -Inder

The following updates are now live for users of Method New Features / Updates Work Orders, Field Crew - Changed the name of the calendar screens in these apps from just "Calendar" to "Work Order Calendar" and "Field Crew Calendar". (PL-40107) Fixes Screen Load - fixed an issue that caused screens to take ...

The following updates are now live for users of Method New Features / Updates Fixes Screen Load - fixed an issue that caused screens to take longer than usual to load. (PL-40026) Donor Pages - Program field is no longer required to be populated. (PL-16332) Regards, Nicolas

The following updates are now live for users of Method: Fixes Activities - Fixed an issue where when first creating a follow-up activity, it used the default follow-up status rather than the default status of the selected follow-up type. (PL-39439) Regards, Brian

I'm looking for some best practices for changing the deposit account used when someone does an online payment to an invoice. I've found in the payment app where it searches the paymentgateway table and tries to grab the DepositToAccount - RecordID, is it safe to just update that table record or is there a better way to update it?

The following updates are now live for users of Method New Features / Updates Work Orders - Updated the Create Invoice button on New / Edit Work Orders, so if an invoice has already been created, the user gets redirected to the associated invoice. (PL-40049) Regards, Ayushi

The following updates are now live for users of Method New Features / Updates Portal Settings- Added an ability to navigate to Payment Settings directly and see the connected status of your gateway. (PL-39896) Fixes Multi-Tenancy - Fixed an issue where editable grids and the Save All action were not saving changes to cross-tenant records ...

The following updates are now live for users of Method New Features / Updates Bills - Updated the Unpaid (Open) Bills list filter to match the count on the dashboard app tile. (PL-29814) Work Orders - Added the “All Time” option to the Date Range filter on the list screen and removed the radio button, for a cleaner and more ...

Hi EcoAustin, I can definitely look into this for you. Can you please provide me with the detail about this report that you are designing?  Report Name. Which record is not printing NA? Once I have this information, I can look into this for you and guide you in the right direction. - Inder