Method Community

I believe I had asked this question before sometime last year, but could not find where I had posted it (so it may have been in my imagination).  If I did, I sincerely apologize! I'm getting eaten alive by our sales folks over the ability to go back and permanently reorder line items on estimates and invoices.  Sometimes, ...

Hi Mahlon, I've created a ticket with development for this issue. We've experienced it times ourself. Unfortunately, I don't have an ETA on when this will be fixed, however it is a high priority for us. If you or anyone else has any additional information you can provide, it will definitely help. - Adam

The issues I'm having since one sign in are almost unbearable. I am using Method New for my own account, as well as clients accounts that I'm developing for. I I use three monitors. I have my own account open on one screen for activities, development notes, etc. My client account is on the second monitor. I am ...

Hi Justin, In my other thread saying that we had excess '00' in each amount that we input. I found out why it is happening, it is because the rate is stated as % / percent but we create the price in QB as actual value. Could you please confirm how to remove the rate as percent? Thank you.

Hi Justin, 1. Sent to email will be sufficient.  2. Yes, I can create the invoice via Method and sync automatically to QB. I have question on the field though, What does it mean by pending invoice? is it not sync to QB? Who is going to approve if "Wait for Sync Approval" checkbox is checked? What does it mean by ...

Thanks Justin. I'll be waiting for the support

Update to worse: I Went back to work on my report in report designer and now i can't log into that either.  Please Help.

I am trying to use custom screens to generate a report.  When i go to click the drop down in this function to select the report to use the list is blank, nothing to select.  This should be basic but i have been doing everything i can think of to get the list to populate so i can select the report in this function.  I have even gone ...

Hi Justin, I appreciate the help, but it seems that something significant happened since the new login change occurred. Not sure if it is related, but I had tested these screens and they were working before the change, now they aren't. Did your staff make a change that would have impacted my custom screens? I switched it back to the ...

Is this not possible? I do not see API calls or anything hinting at invoice creation in the API documentation. I'm thinking that either it's not possible or it's done using the basic write to field calls but confirmation would be great.