Method Community

Just noticed my Estimates, Sales Orders, Invoices show double dollar signs on all the money fields on screen. Anyone else seeing this?

Hi Afrec, It sounds like you need to add the field to the Campaign table first. After its added to the table, the field can be dragged on to the screen. Let me know if that helps.

I recently customized a screen in "Edit Campaign" and added a text box.  Every time I save and close, I lose my text.  I have deleted and inserted an object text box.  Every time I returned to the campaign to edit the original text I added as notes disappears.  Any ideas?

When trying to save a Sales Order that have a total of "0.00", Method believes it is negative and it won't sync with QB. Conflict shows "QuickBooks returned an error when adding/modifying a accSalesOrder record. The error was: There was an error when modifying a SalesOrder. QuickBooks error message: Transaction amount must be ...

Hi Garrett, Greg asked me to take a look at your question. You are correct, unfortunately it is not possible to use images stored in SmartVault in the Report Designer. When files are uploaded to Method instead of SmartVault, the field containing the file can be used in the report designer to display the attached image (for example the Document ...

Hello,    There isn't a way to merge two screen together.  You will have to create a new screen based on one of the two tables.  Then, add link fields from the second table to the first table.  Now you have access to fields in both tables for the one screen.  Take a look at the Activity screens and ...

I know this thread is a bit aged, but I thought I would post here to add (hopefully something valuable) to the discussion. I'm just now using the QB concept of Invoicing (family business, no tech until now, moving along...) and I'm in the middle of customizing our usage of it in Method. To handle our Sales Order process, I made our ...

I created two separate tables that were automatically converted in to screen.  They should have been in one screen.  Any way to mrege them? Also wondering how to copy a field that cAn be inserted into another section.   Your help would be appreciated.

Hello Garett,    I need to do some more research myself. I did have some questions. How are the files/pics being retrieved for the report?  Is it going to the DocumentLibraryLink table and getting the information that way?  It looks like SmartVault is not allowing access to the files for the report or there is something ...

Hello,     Method does not have a table that stores the lot layers or information on lots.  It looks to be a straight sync of the lot number/name.  Unfortunately, you will need to know the lot number and layers from QuickBooks when entering the invoice from Method. Greg