Method Community

Hello,      This is a very complicated process and is not possible in Method.  You would have to write a program that reads the customer name off of the scan, find him or her in Method and attach it all automatically.   You may be able to find someone who has written a program that does some of the process in the ...

Hi Robert, There could be an error in your calculated field code (such as a syntax error), which would prevent any value from being displayed. Can you please post the expression you are using in your calculated field?  -Russell

Hi BVS, I've asked a couple of my colleagues here at Method, we're not familiar with other storage options for QuickBooks, but maybe another forum use will have some insight on this. You could also try checking out the Intuit site, they might have some helpful information on this. -Russell

Awesome!  That worked,  still not out of the woods yet.....Now I am getting an error message on the screen that reads:   Error inserting new record into grid Additional information Please select a record so the record for the child grid may be added   We are still needed to log in and out for each ...

Hi Guy, Can you confirm that you have the Field Services app installed in your Method account? Can you also post or link to a screenshot of the linked field options you have in the Activity table? (you can use a free image hosting site such as imgur.com) For example, this is what I have: -Russell

Hi Sandra, This depends on how your Invoice screen was customized, but I can reproduce a similar issue with the default Invoice screen. The Account field is required, and the actions called by the Customer dropdown assume that the Account field has a value. For example, when you clear the Account filed and select a Customer in the default ...

Yes we do have Method CRM Pro. I did what you said went to Customize > Tables/Fields > Activity. Select "Add a Linked Field", but there is no Link to CustomerEquipment in the drop down box. Also went to field service Customize > Tables/Fields > Activity. Select "Add a Linked Field", but there is no Link to ...

Hi Dave & John, John, thanks for the post. Dave, was this able to resolve your issue? -Russell

That is a big help.  One step closer.  Now the question is how to filter by invoice.txndate field.  I had assumed that the filters were determined by the fields on the reports but it looks like they are set up on the screen.  Is there a simple way to convert the next action filter to transaction date?  Or do I have to ...

I have some invoices with multiple taxes which won't post to Quickbooks. I'm getting this error trying to export the tax line item: QuickBooks returned an error when adding/modifying a accInvoice record. The error was: The "line item rate/ratepercent" field has an invalid value "You cannot set the the rate for the given ...