Method Community

We are looking to hire a new employee and we want to know if we can limit the user's login credentials to a single IP address.  This would ensure confidential company information isnt access anywhere except from the computer assigned to the employee inside our office.  Let me know if this is available or if you have other methods to ...

Has the ability to add a backorder column and have it tracked automatically ever been addressed/added to Method?

It is not working on either the estimate or the invoice screens.  It had worked properly for the last 10 months or so.  The screens are both customized at this point.  I cannot attach a screenshot to this post, where can i email one to?

Hello.  I am looking for assistance/guidance for how to update the due date for invoices whenever the "date" of the invoice is changed.  Here is an example of what happens.  I create an invoice on 7/1 with net 30 terms.  The due date auto calculates 7/31 when the invoice is created by using the current date. ...

Greg - i responded via email and sent an image to illustrate the issue.  Looking forward to your assistance.  Thanks

I have a custom button on my Invoice, PO, and Estimate screens that allows me to send an email to the contact selected, sending them a PDF copy of the invoice, PO, or estimate along with an email template that directs the recepient to visit the portal to view.  In regards to sending "Estimates", they can be sent from either ...

I have a few different discount items, however, they are not calculating correctly.  My 3% discount item is simply taking $3 off of the subtotal line (and yes i Know that the discount item will discount the line item directly above it, so I have the discount item directly below the subtotal line).  My 5% discount item is doing the same. ...

Greg - regarding the conflicts, those were related to bills from a long time ago and I had been working with Method support to get those fixed.  Finally got them cleared out today.....but very few were related to the issue I'm having currently with bill entry and sync over to Method.  Could there be other reasons why this sync isnt ...

I am having two regular, fairly high impact issues with Method to QuickBooks sync.    The first issue is when bills are entered in Method, they dont always carry over to QB.  Often I will enter a bill in Method, then go to QB and see that the Purchase Order is still Open without a bill assigned.  I have recently begun ...

Hello.  I have a scheduled QB Report called Open POs.  I'd like to have this report automatically refresh daily and email to 2 separate email addresses.  is this possible?  Or is it possible to email to at least 1 address automatically?   Can someone walk me through the steps.  Thanks!