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I reviewed the videos and have set up a custom report in Method Custom report designer.  It’s a report using a grid that shows the invoices.  In the report designer I can preview the data and even have it colored coded.  I have saved the report and named it New_Invoice.  I can not locate this report it in Method.  ...

I created new decimal columns and made sure they were set for 2 decimal places, added these to my existing screen and set those to 2 decimals then it worked as expected.   No consultants were used or injured in the creation of this solution.

Is this still a limitation? The gadget is available if I click on Sent mailbox and select the mail item that was sent, but it would be so much easier if the gadget appeared when replying to an email for outgoing mail.

If I do this and something goes wrong when I ran the actions, can I undo it or go back ?

Hello Mahlon, Thanks for reporting the issue. It seems like there is a bug in the condtional statements, I have tested it on my account and certainely it is missing Loop from the options in Conditional statements.  I have created a ticket for the same, and will let you know once the issue is resolved. -Inder

The following updates are now live for all Method users as of November 17, 2014.  The following updates are now live, as of Nov 17th. Feature Request: additional shipping fields for submitting to Authorize.NET. (Ticket 2129) Fix - Sync Time is 5-6 hours off of the local computer time. This is for QuickBooks Desktop, when viewed under ...

Hello davewalter, Here's my answer. Opportunities app is not yet available in Method Beta. Our product team is working on it and it will be availbale soon in Method. -Inder

Hi All, We have recently had some changes in staff at our organization and have added new users but maintained the same total number of subscriptions.  The problem I am running into concerns being able to see the opportunities list from the older employees and transferring those leads to the new employees.  Even though I have set my ...

I just accessed Method Beta for the first time. One thing I notice right away is that I can't see Opportunities listed anywhere. I see Contacts, Estimates, etc...Am I missing something?

If I click the share (portal link) button on the view contact screen and the email address for the contact is already setup as a Method user the link does not seem to work. It always goes to the Method sign in screen with the session expired error.