Method Community

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 ...

Hi Nick, I apologize for before, for some reason I was thinking you were having issues with the grid. If you are getting incorrect values in the dropdown list, make sure that you are not mixing up the Invoice RefNumber with the Invoice RecordID. These values will differ from each other for each record and mixing them up can definitely cause ...

I have Assign Ref Numbers in Method?  UNCHECKED. Should Quickbooks be returning an estimate number when created in method? In the "Estimate" edit page I have: To be emailed in QuickBooks? CHECKED Wait for Sync Approval? UNCHECKED To be printed in QuickBooks? ...

Additionally, I have a tab that shows the line items from the associated invoice. This is also not showing the correct information but is taking the line items from a different invoice.