Method Community

Hello Victoria,    We'll take it into consideration.  Sometimes our hands are tied due to limitations in the availability of data to use from Google.    Thanks for you input,    Greg

Something else I tried. Getting the numeric value...finding the "." with the character function...offsetting by 3 additional places and getting the left part via the character function again. That seems to work...but it seems like an insane work around to just format a random number that was originally a money field to look like money ...

So here's something I tried. I created a new table called "aaaaa". I created one column called "dollarsandcents" in it of type "Money" and I created a default screen to go along with it. On that automatically created screen I added a new section with a text box. I then extended the "select" action on ...

Hello James,     You may have to call us on the Method support line.  1-888-925-6238 x2.  We are able to clear out the failed logins for you if you do get stuck in timeout.  It is cumulative, so if you keep on trying to log in, it will add 10 minutes to the time you are signed out for each unsuccessful ...

Hi beltechs, The Estimate number on the default estimates screen is actually just the RefNumber from the estimates table. This number is not required to be unique in Method or QuickBooks and even if you assign it a value that already exists in QuickBooks, you will not receive any errors. It is still best practice to allow QuickBooks to assign ...

I'd like my Vendors (sub contractors) to use the portal to enter timesheets and expenses (mileage, parking, etc.).  I was able to add the Expense tab to the Vendor portal screen, but I can't figure out how to assign the Approving manager to a portal "user".  The vendor list doesn't show up in the "User" ...

Hello Mike,      "Attached" gives you the options to sort through tables that are linked to the screen's table.  Here, we have Item as the screen's table.  Any table linked to the Item table will appear in the "Attached" dropdown.  The option looks to make it easier to create filters ...

Error Message: ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again Apparently my Method Session had timed out just prior to attempting an import of updates to the Activity table.  After the import failed, Method showed me the records that would have been updated , ...

Jul-14-2014 07:08:50 PM ValidationFault Estimate 102 Looks like a duplicated Estimate number. FAQ's solution 400 says to disable custom transaction numbers. Does that mean its gonna start a new number sequence?

Hi beltechs, In Method, check to see if you have any conflicts which need to be resolved. Make sure you're in the CRM or QuickBooks tab group and go to QuickBooks -> Resolve Conflicts. The list should show any sync conflicts i.e. Invoices not syncing with QuickBooks, and give a description as to why this conflict occurred. Let me know ...