Method Community

Werxgroup, I get the time invested in looking for a new system.  And you will probably find that none totally meet your wants exactly.  But with Method , you have the opportunity to do deep or light customization. Most other systems don't allow. Method has  Google Gadget which allows you to add a new opportunity, lead or ...

Hi Werxgroup, I am a Method Partner and most of the items you mention can be done with Method out of the box.   Some items, like adding customer demographics, would need some customization.  Method is pure online play, so there is no offline capacity... Method syncs almost real time with QBO and allows you to extend your ...

Hi there, Are you able to review the estimate screen and see what field in Method the unit price is coming from?  Is this a custom screen? I suspect that is your problem.. and explains why when you generate in Qb it appears correctly. But when started in Method it does not. If you don't know how to customize the screen or view ...

Yup.. App is bringin in Sales Price instead of Cost. THhis is Uber important to fix - app is useless otherwise....

I would love to have availavle the Method tables for import into PowerBI... PowerBi can import all sorts of formats.... web url, files, databases or whatever for import.   Anyway to do this?   Do I need API to do? Would take Method reporting metrics to a whole new level.

Mark, Unles you have special import needs  I would integrate Magento to QB first...(I recll Magento having a connector).. then let the sync bring the transaction into Method.  If Magento connector is not appropiate, then you would need someone to w rite an API... OR have an export file, you can import into Method using ...

Marcelo, A thought...add a current date field to your screen - format so only shows year... Date Function...format date = yyyy save as shared result1 .    Then Character function action "join" .... 1/01/ to Result1... this will give you beginning of year.....save as shared result.   then do a character function ...

Hi Alex, Just some thoughts....I know you know your way around Mehod,.....Are you checking for RecordID in the invoice line table or checking for INVOICERecordID? I would export the Invoice table and invoice line table and check ID's.  

Hi ITfrom Valor, One of the tricks used to generate report filters is to add two variable fields to the COMPANY table, Like RptDate1, RptDate2.    The Company table has only 1 record and it is available for every report.  Then on your screen - set up fields to choose your dates.  Through actions, populate these values to your ...

HI Rick, Not quite sure what you are doing..but... If you just want to find records where SO exists, why is your report not using the SO table as master and SOLine (if need) as detail or your SO Pkg detail.  Only SO will be in the SO table.   I have found that the report generator action can be kinda fussy as to what record ...