Method Community

Hello ahagerman,    I checked and realized the report designer gives you the fields for Customer but it is not linked to the actual Invoice.  I thought you could click, in the Field List and find it under the Invoice branch, but you can't.  I'm not sure why it is like that in the Report Designer.   What you ...

Hello Cameron,    Unfortunately, they are not customizable.  Take a look at this earlier forum post for an explanation of the different types.  The values are used in Home Dashboard reports and other functionality that would be affected if you changed these values.  Also, there isn't an interface to change the default ...

I have a sales order report that needs a "flag" indicating if the customer had no other sales orders within the last 6 months.  If they have none (or none ever), I need to do custom reporting on their SalesOrderLine.Rate amounts.  I've been searching for something in the DevExpress.XtraReports.UI ...

Hello Ben,   It's hard to say.  This may be a case we need to take a look at on the support line.  You can take a look at any anti-virus or security programs that could be blocking the installation.  Also, you can see if the computer user is allowed to install programs.   In Internet Explorer, what security level ...

I see balance remaining and balance remaining in home currency but nothing that just gives me the balance total.  I see where you see the balance within the customer transactions tab.  However, I don't see the option for a balance in the field list of report designer.  :(  Any ideas.

Hi Mike, I have the same problem. Tried the suggestions you made, but still "Failed to add methodintegration to trusted zone" Is there anything else to try?

Is there a way to add or change the options for LeadStatus the dropdown menu when creating or editing a Lead? I want to change the default options to something different. Thanks

Hello Erik,     Are the customers importing into Method correctly?  Are the records you imported in the Customer and Contact List and can you open the record?  It sounds like there is a problem with the sync between Method and QuickBooks.  I would suggest to give Method support a call at 1-888-925-6238 ...

Hello ahagerman,     The closest field I could find is the Balance field on the Customer table.  This field has the outstanding balance for the account.  You can see the value of the field at bottom of the Edit Customer screen on the Transaction tab under the Balance column.  Invoices are connected to Customers which ...

I am importing an update of my customer info in Method, but each time I update a customer, I dont see the changes reflected in Quickbooks Online. Please help!