Search results by user ID 7109

Re: Purchase order tracking

method_marcia — Fri, 03 Mar 2017 14:41:02 GMT

Hi Todd,

There is Purchase Transactions pack available in Method where you would be able to track your Purchase Orders as well as Bills from your Vendors. THhe out-of-the-box feature for Purchase Orders app would allow you to enter new Purchase Orders which entailed Vendors Name, Item Name, Item Description and Item Cost. It would also provide you with the status of this Purchase Orders i.e Open or closed depending on whether or not you've received Bills agains this P.O. You can refer to the screenshot to demostrate the above features. With regards to tracking page where you would want to see which Item you've received - this is not available out-of-the-box and such tracking/reporting functionality would require customization on your account. If you'd like, we can get you connected with our Consulting team to further scope out this customization project for you.

Thanks Todd

Re: Method Sync Engine

method_marcia — Tue, 28 Feb 2017 20:45:20 GMT

Hi Mervin,

You can certainly make chamges on this :) Follow the steps below:

- In your QB File click Edit tab >> Preferences >> Integrated Application >> Click Company Preferences tablink

- On Preferences page, Select "Method Integration Engine for use...." >> Click Properties

- Under Access Rights, be sure that "Allow this application to read and modify this company file" is checked. Also, be sure that "Allow this application to login automatically" is also checked. Lastly, in the Login as dropdown, select a user. Hit OK

- Next, on Preferences page, you would want to Select "Method Integration Engine Listener" and repeat the steps above.

- Once you've made the changes above, Hit OK (on Preferences Page) This is to make sure that all changes that you make will be saved.

Let us know if you have any other questions or unable to do the steps I've shared with you above.

Thanks Mervin

Marcia.

Re: Printing issues on iPad

method_marcia — Mon, 16 Jan 2017 16:57:10 GMT

Hey Evan,

Would you be able to provide me with your Method Coompany Account Name? If this is still an ongoing issue on your end, we'd like to investigate this. I see that you have turned off the pop-up for your browser's settings. I'll provide you with the steps anyways just to be sure that the pop-up settings is also turned off from here.

Assuming that you are using Safari as your browser, there is a pop-up setting on your iPad that needs to be disabled to allow pop-up to open. You can follow the step-by-step instruction below:

1. Click on 'Settings' from the home screen of your device.

2. Tap the 'Safari' icon on the Settings page.

3. When the Safari preferences screen loads, scroll down to 'Security'.

4. Tap or slide the 'Block Pop-ups' switch to the 'Off' position.

5. Press the Home button to return to your home screen.

Pop-up Blocker should now be turned off and any pop-up window should be opened up.

Thanks Evan