Method Community

Hi Mario, This feature will be included in Method New upon launch. It’s listed under Display Format for the field and the option is called Thousand Separator. You simply need to select Yes to enable it. We have no plans to include this feature in Method Classic. -Audisho

Hi Jim, I can’t provide an ETA for when M:N will be released. The short answer is that it will be released when it is ready. We are currently in beta and are working hard to get it out the door ASAP. For release info and updates, keep an eye on our blog and follow us on twitter. When a user selects submit on your web form, they will be ...

Hi Alex, The following transactions did not have the ability to add custom fields prior to QB 2014: Checks Bills Credit Card Charges Since custom fields for these transaction was not available prior to QB 2014, they would not have been available to sync with previously. I took a look at the QB SDK and it does support sync with these ...

Hi industrialrobotix, 1) What you see in the Method New beta is going to be very close to what you see after launch. We are in beta, so it will not be exactly the same, but most of the changes will be bug fixes, minor tweaks and some additional apps.  I’m not sure that I understand how you would like to send a quote. Since the quote ...

Hi Jonathan, This can be done with the Generate Report action on your screen. Simply enter the filter details into the Filter Report section of the action. Yours will likely look something like this: I hope this helps. -Audisho

Hi Jonathan, The Method autofill actions when creating a new lead or a new customer can be found on the lose focus events of the fields. For example; there are actions on the lose focus event of the Company Name field on the New Customer screen that copy the data into Bill To line 1. You should be able to locate all of these autofills by ...

Hi Alex, As far as I can tell, QuickBooks doesn’t allow you to Customize Data Layout to add custom fields to these transactions. It wouldn’t make sense to add these custom QB fields to the tables in Method if they are not accessible in QB. If I’m incorrect in stating this, please let me know how I can do this and I’ll ...

Hi FW, One of our professional services team members gave me an additional option. If you are already filtering out the line items that you do no want to include in this total, you can add a label to the report and use the summary function for this. Your summary will looks something like this, but replace Estimate with Invoice: The label will ...

Hi FW, Would you mind telling me why? Your alternative may be to write a script in report designer to calculate this. You may be able to use an ‘If’ statement to filter the line items you need to include, but this goes beyond my knowledge of scripting in report designer and beyond what I can provide support for. -Audisho

Hi FW, How about using actions on your Invoices screen to calculate this total and then store it in a custom field on your Invoice table? Then all you would need to do is replace the total field on your report. -Audisho