Method Community

Hi Trent, Unfortunately there is no easy way to delete Estimates in bulk in Method, however you do have some alternatives. The easiest solution, would be to change the time period you are syncing for your Estimates from QBO to Method.  The default setting for this is 31 days, for all transactions, however you have the option to change ...

Hi We've solved this for several customers by have the refNumber assigned in Method using a custom script.

For us, invoice numbers cannot be assigned/changed/edited in Method. The field is hidden or read-only. All issues happened on the day I posted this (Monday May 6th, 2014). and applied to a series of new invoices on that day - all created in Method.

Hi DaveWalter, You have a few different options to do what you are requesting, to Print different templates depending on which one you want to use, however these options would all require some basic customization on your Estimate screen.   One thought, would simply be to have 2 Print buttons on your Estimate screen, one would ...

Hi MikeB, Off-hand it's a bit hard to say why this has happened in your account, I have a couple questions that should help me get a better idea of what is going on here.  I understand you are using QuickBooks to assign your RefNumbers, however at any point did you have Method assign your RefNumbers, before hand?  Are we confident ...

Hi Retrotel, I might know the cause of this, however please confirm if this helps.  First off, if you didn't already realize this, if you click a Column header on any grid in Method, it will sort that column either alphabetically, or numerically, depending on what is in the fields.  So, by clicking on the "Date" ...

Hi JWS, Any chance you could include a screenshot of what you are asking?  I am looking at my own Estimate screen in Method, by default it looks like we only get an "Amount" total in the items grid, is this where you saw your rate total also? With the screenshot I should have a much better idea of what you are referring to. -Ben

Hello Ryan,     Sorry for the late reply.            To go back to the multiple shipping addresses.  Customers have setup different shipping addresses as Job of Customers under one main customer. (Job of Customers is found under the Additional Info tab in the Edit Customer screen.) In the ...

So I want to add a text box to my "Add/Edit Work Orders" screen, above the "Job Name" Field under The "Customer" Dropdown. I need this text box to add a name and phone number for our field technicians to be able to contact the site manager or point of contact on site for that specific day/job. I have customized the ...

David, We're trying to accomplish this, and running into issues. Which fields EXACTLY need to be applied and how? When I apply a credit memo to an invoice in QB, it does not insert an entry in the ReceivePaymentAppliedToTxn table in Method. I've tried entering: - ReceivePaymentAppliedToTxn.Amount = CreditMemo.CreditRemaining - ...