Method Community

I don't see a feature in Method allowing a customer to pay bills. Am I missing it?  I see where they can enter bills. However, when they write a check, there is no tie to the bill screen. Which means, when they write a check to pay a bill, since they aren't showing the bill as paid in Method, their accounts payable report will show ...

Is there anyway to put a calculator into a cell in a grid? Similar to the calendar that pops up when you select the cell.  Here's the scenario:  In QB, when creating an invoice, the employee can go to the quantity section and enter their first number then the multiplication sign on their keyboard and the calculator comes up. They ...

Thanks! Still throws the yellow box warning...payment not ready to be sent to QB. ???

Ryan, I don't know that we ever resolved the over/under payment behavior on the received payments screen so it emulates QBs ability to specifically apply payments even in the case of a customer paying a few dollars over or under. This last post of yours was related to the sales receipt problem which I believe was resolved. The receive ...

I discovered that I can copy it and it retains the core stuff (guess that was the entire purpose. :) so we're in good shape! Thanks much!!

Great Thanks much!! Any time frame on a release because I have some customization I want to do on the invoice screen when it rolls out and can be copied? Thanks again! I really appreciate ya'lls (I'm a transplanted Okie :) hard work on this!!

all four accounts now have invoice (2) on them and the method user has been enabled ItekMicrosurgical and TemplatePhilipHolcer don't have Method Users. If you'll let me know when that's added to those accounts, then I'll enable them or you may enable them when you add them...whatever you need there. Thanks!!

This is great! Thank you! Would you mind pushing it to all 4 of my accounts? template account our company account my two client accounts I'll log into all four, make sure the method user is enabled and make sure we have a copy of the invoice screen. It'll be called Invoice (2) Thanks again for all your help!! Will post again when ...

So the "save" happens initially when the customer is selected? And the purpose of that save is to obtain a record ID? I saw that in pay selected invoices button actions. That makes perfect sense. I'll train myself and the users to hit delete if the invoice, estimate, etc is unwanted.   Thanks for the clarification!!

Glad to! I talked with our client and we're also going to pull that character out of the item list before the week is out. I'll comment if we still see the issue after we remove the character. Thanks!!