Method Community

I am trying to make my first call via post man, folowing this forum post, but every time I am getting a valdiation error. I have triple checked that the username/password and the company account ID they are all correct. We use Intuit to sign into Methods. Would that be affecting my access to the API? Here are the details of my Postman ...

Hi James, Thanks for your feedback. We have created a support case for you and one of our Support Rep is already in touch with you in order to work with your concerns. Appreciate your patience. Regardss Inder

The following updates are now live for users of Method. Bug fixes Fix an issue where audit trail export datetime format is not matching the grid. Fix an issue where Invoice Ref Number is not populated for Auto Apply Payments. Fix an issue where discount is calculated incorrectly for transactions having group items with subtotals for ...

Aswin - I suggest (as a best practice that will save you lots of time!) to first try putting through a couple of payments, manually, via the Method web app.  That way you see the field values the UI is expecting, which should match the field values the API would also be expecting.

Thank you Paul. Your help is greatly appreciated.  I am able to get pass through it. Now I am unable to understand what value should I pass for the "Deposit To Account" field. I understand it is the account to which the money should be deposited but where I can find the account number to pass through for this field. Thanks ...

AswinChepuri - the response is a little confusing.  The "Ref" referrs to the "Customer" field is a reference to a lookup in another table.  It would be more intuitive if the message really said something along the lines of "Not all required fields are present. Required lookup field Customer is not passed for ...

Thank you Paul. I am trying to use MethodAPI soap service client to insert data into ReceivePayment table. When I hit the service method I got the below response. <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Not all required fields are present. Required field CustomerRef is not ...

Hi there AswinChepuri. If you want to record that a payment was received for a customer, and have that payment be sent to QuickBooks, you are looking for the ReceivePayment table. HTHs, Paul

We need some more help regarding posting back a payment to the Method. We have looked into the reference links shared. We saw the Method CRM portal and there are number of tables already present. PaymentTransactionLog is one among them which I thought is the table to write a record for posting back a payment. I tried using the web service method ...

We have been using Method CRM for our manufacturing business for 10 years, and for 10 years I've been trying to get the File Attachment data type to work.  It has always been buggy and poorly designed, for example since inception it will allow duplicate filenames to be used which causes problems.  Yes, I know each file has a ...