Method Community

Hi Steve, If you’ve set the price levels and create the invoice in QuickBooks, then Method should reflect the proper adjustments when you view the invoice. The problem seems to be creating the invoice with price levels in Method because the default invoice template does not currently accommodate for this and it may still use the default item ...

Naveenskris submitted a question: "Hi,How can i make use of customfields in the table Customer in Method Integration,I found some customfields in Customer table Customize--> Table/Fields section.I've tried to insert some customer information using the WebMethod using webservice file service.asmx from my .aspx page.. The method name is ...

I'd suggest you give the Transactions table a shot when building this report, using this as your master table should make the fields you need available. Keep in mind this is a list of all transactions, so you might want to apply filters while you’re out there. The Method Report Designer will ask for a master table with the option of adding ...

Even if your QuickBooks file is running in multi-user mode, Method should allow for a proper synch. I went ahead and tested this on my end just to be sure and it seems to have worked. What kind of an error message are you getting?

Laura, The process for adding sales rep info to the Quote report should be very similar to the steps taken above. The difference being you will want to add a linked field using the SalesRepRef. Keep in mind if you’re looking to expand the list of available fields from the SalesRep table, you have to add them there first by adding a linked field ...

You should have access to Method from any location or computer. Due to the nature of your error message, the issue was found to be the login info you were using, specifically the Company Account. For future reference, run through the list of common problems below and see if this solves the problem. Company Account: Clear cookies and pre-populated ...

I would suggest is taking a look at how this currently done for Invoices, specifically looking at the report properties from the Invoice_PrintPreview screen.  If you dig into the report properties you’ll notice this report takes advantage of the Filter Options.  This filter only includes the Invoice with the RecordID that is currently ...

Hi Laura, The reason for this is because the report is being built from a specific table and by default will only list these fields, in this case only fields from the PurchaseOrder table. The AccountNumber and Email fields you’re looking for are found in the separate Vendor table. What you’ll need to do is add the two linked fields to the ...

Matt, The easiest way to get this done is by using the Character Function action.  This allows you to join the subject line (Type In) with the name field (Value From Screen) in a variety of different styles i.e. join with space or join with comma and assign the newly joined value to an Action Result. Then, by using the Send Email action, ...

If I were to answer this in one word; absolutely! Are you trying to make the fields available to the design screen or modify the template for a custom invoice? If you’re looking to create fields in Method, you can add custom fields to your heart’s desire at the table level.  These fields can then be easily dragged and dropped on to the ...