Method Community

Dottie, After some research, Method cannot access payroll processing data in Quickbooks.  This is not a Method limitation, but an SDK limitation, as Intuit doesn't currently allow any third party app access to this data. Some of the other data located in other tables may be accessible through an SQL override, but this would be ...

Dottie, Sorry for the late reply.  I've been doing some testing to see if the fields you need can be added to the Transactions table.  It turns out the transactions table can't be modified as its a special table in Method.  You could create a new table and link fields from the tables you need (transaction table, time ...

Jeff, There's only one stock Contacts Portal so don't worry about old vs. new.  What the stock screen does is it filters by the active recordID (the logged in customer) and shows only those records.  To customize you would have to use the "Override filter by active record ID" which will remove the automatic filter, ...

Neil, I think I've finally solved this.  If you add the tag as the first part of the action result, then at the very end of the action result string, add another ending tag, then it should work.  The link can be placed anywhere in the joins.  I've attached a screen of my actions so you can see.  You can also use ...

Sorry Jeff.  My apologies for the link.  I've copied the text below: To understand your questions I’m picturing a situation where we have Method as the main customer and jobs set up for each of the locations (Chicago, NewYork, LA and etc). So when Method logs in via the portal they should also see the jobs. This can be ...

This email came in from Jeff:  In Quickbooks you can setup jobs under each customer. Are these supposed to show up in the Customer Portal? Maybe I have something configured wrong? I added a job and invoice to our test customer and it does not appear to show up.  All of our customers have at least one job, sometimes more so this will ...

Hi JoAnne, First off welcome to the forums.   There is no screen called "Action".  You will need to set this up on the screen you wish to send the email.   - Adam

Shane, Just so I understand, you have field 1 already populated when the screen loads?  If that's the case, you can use 'Enter Value into Field On Screen', and after field 1 is populated, add that action and set field 2 to be populated with field 1. Or you can use 'Retrieve Value from Table' and get the value that ...

Neil, It's not too many joins, as I was able to replicate it with only one more added join.  I've added this to the ticket.  When I hear back or find a work around I'll let you know. - Adam

Dottie, Just so I understand....when you filter the grid, you'd filter by the job first, then the type of transaction?  Example: all invoices for Customer A: Job X, the grid would show a line for each invoice with Customer A: Job X?  Then total the amounts at the bottom.? What type of business would this be for?  This seems ...