Method Community

We looked into this and made a minor tweak. You should now be able to use the Print Preview link for invoices on the customer portal. Thank you!

Hi, Consider taking a look at the Invoice screen as an example. You begin creating the Invoice by entering the customer and other basic info. In your case you may choose to select the customer, date and have the record ID be the RMA #. The process continues by entering Invoice details or line items in the grid that follows, this is where you ...

Hi Pat, Are you entering new checks in Method or modifying existing checks? The message from the Integration Engine looks like it’s related to Time Tracking; does the user logged into QuickBooks have sufficient permission to enter time tracking entries? Valbon,

Hi, How important is it that you apply that exact Case Report Number format? What you’re looking to do can be done but would require a) more information and b) the use of multiple actions to work properly. Here’s what I gathered from it; the case number you’ve described can be broken down into two parts. First you have the ...

Hi Matt, A minor update was made which should have corrected this. Thanks again!

We’re currently looking into this and will keep you posted. Thanks,

Hi Matt, The reason you’re getting the message is because of the user password preferences in your Method account. If you click Customize and then My Account you’ll see the options to set password requirements for new users. We included some default settings to help enforce strong passwords for any additional users. This helps keep ...

Great question Jess! Try looking at your synchronization preferences under the QuickBooks tab. Near the bottom you should see Transaction History with the default settings set to maintain transactions for the the past 365 days. Change this from the dropdown list or better yet try clicking Show options per transaction type for details. You ...

Matt, If you think back, have you deleted the 'Add / Edit Activity' screen or done any customization that could have lead to this? If you’ve deleted the screen go back and copy it in and be sure to double check the actions for the GoTo link on that grid. From what you’ve described you get the message when you click GoTo from ...

Conrad, To use the calendar-recurrence object you’ll need to first make sure there’s a calendar object on the screen and the properties have been set up correctly, if one doesn’t exist go ahead and add one. By completing steps 1 through 7 of the calendar wizard you’ll notice it requires you to select the main table that ...