Method Community

Hi Mario, Please see #7 in response to your post here: https://www.method.me/cs/forums/t/7284.aspx -Audisho

Hi Mike, I believe your accountant would create an accountant’s copy for this purpose. This will lock all transactions prior to the closing date set when the accountant’s copy is created. You can continue to use both Method and QuickBooks (QB) during this time, but if you attempt to modify any of these transactions in Method, a ...

Hi Mahlon, I’ll leave that decision up to our development team. They’ll have to determine the ways in which this can be accomplished and weigh the pros and cons of each. -Audisho

Hi Mahlon, All available tags are stored in the Tags table regardless of what table the tag is used on. The name of the tag is a unique field. If you have a tag that you use on one table, unfortunately you are unable to add the same tag to another table. We have had a reasonable amount of feedback requesting the ability to add the same tag to ...

Hi Don, You would need some way of filtering for these contacts in the list builder. I suggest that you create and use a tag for this. If you want to automate the tagging process, you will need to create a button with an action set that will loop through your contacts table, check if the last invoice date is greater than 1 year and then add this ...

Hi Jonathan, You can create and customize additional portals from the Portals screen located under the Customize tab so this is certainly possible. You’ll want to read up on our portal pricing before setting this up. Depending on how often your sales reps will be using Method, it might make more sense to simply add them as Method users ...

Hi Mario, Sorry for the delayed response. It took me some time to verify all of the information. We prefer to call it Method Classic (M:C). Method Old just doesn’t quite have the same ring to it. Nevertheless, thanks for the feedback. I will address each point individually as you did. 1) I agree that it is often difficult to tell if a ...

Hi Alex, Unfortunately, this sort of automation isn’t possible in Method. The most you can do is break this into 2 manual processes instead of 1. On the second, do something like check to see if the line has a TxnLineID and display a message indicating that the line must be posted before entering a value into the custom field if it does ...

Hi Alex, This should work. You can check to see if a line has synced by confirming that it has a TxnLineID. This value is inserted by QuickBooks and will be blank unless it has been posted. I hope this helps. -Audisho

Hi Alex, The development team is investigating this and are currently determining the scope of the fix. This may be a large project requiring an update to the Method Integration Engine and as such, I can’t make any promises that this will be resolved shortly. It really depends on the scope of the project. I performed some additional ...