Method:Classic General Q&A

Re: paying bills

pholcer — Thu, 01 Oct 2009 17:51:27 GMT

Bill pay screen looks great! Looking forward to using it tomorrow!

Thanks!!

Re: paying bills

pholcer — Wed, 23 Sep 2009 21:32:30 GMT

Ryan,
Thanks for your reply!

I understand this is a test screen and I'm VERY grateful for the work on it.

Everything matches up (I'm going to email you some screen shots) but the amount is not carrying over.

I'll send you screen shots of the payment screen and then the non-posting screen so you can see what I see.

Thanks again!!

Re: paying bills

Anonymous — Wed, 23 Sep 2009 20:39:13 GMT

Hey Bill,

Are you getting errors in the QuickBooks tab in method?

The one thing I noticed is that the "Payee Entity" has to be the same as the vendor's name that’s on the bill.

IE : if I’m paying a bill for "Ryan's Computers"

Payee Entity = Ryan's Computers

The drop menu for Payee Entity shows the complete list of customers/vendors/employee's. This screen is a test screen and does not have all the filters applied to it that it would if it were a screen we published in method.

Try that out and let me know, this should stop it from going into non-posted.

Re: paying bills

pholcer — Wed, 23 Sep 2009 17:41:03 GMT

Thanks!!

Re: paying bills

Anonymous — Tue, 22 Sep 2009 21:32:19 GMT

Hey Phillip,

I think this is a problem caused by the copying of the screen, I am looking into this and will update you tomorrow.

Re: paying bills

pholcer — Mon, 21 Sep 2009 22:02:35 GMT

Ryan,

For some reason the screen is throwing the transaction into the non-posted transaction list. When I look at that list (non-posted transactions) the amount is not showing up on the transactions still. So the data is not going over to QB.

Re: paying bills

Anonymous — Mon, 21 Sep 2009 21:21:01 GMT

Hey Phillip,

We did say that and we are going to honor that, under normal circumstances this would require 1 on 1 consulting time. Honoring our last post you will find our test screen under your vendor center tab.

That should help.

Re: paying bills

pholcer — Mon, 21 Sep 2009 21:12:50 GMT

Ryan,

Your previous post said you would be willing to submit the test screen that you guys used if I ran into trouble. Thanks for being willing to do that.

The methoduser is active on AnchorTaxPlusLLC.

Phillip

Re: paying bills

Anonymous — Mon, 21 Sep 2009 20:45:49 GMT

Hey Phillip,

If you're having a hard time and need a business consultant to look into your app, please contact a business consultant to book some 1 on 1 consulting time.

You can reach a consultant at - 1 888 925 6238 option 1

Re: paying bills

pholcer — Mon, 21 Sep 2009 20:29:10 GMT

Ryan,

I'm running into some confusion on step 4. The save all sections I understand. When I try to have it loop through the grid, the only grid I can set it to loop through is the bill paymentcheck table.

Would you mind importing the screen. The Method account user is activated on the AnchorTaxPlusLLC account.

thanks!!

Re: paying bills

pholcer — Wed, 09 Sep 2009 19:45:19 GMT

You guys are AWESOME! I will give this a whirl today!!

THANKS!!

Re: paying bills

Anonymous — Wed, 09 Sep 2009 19:22:24 GMT

Hey Phillip,

We took a bit of time to get to the bottom of this one, but yes I can confirm this can be done in method. To do it just like QuickBooks, it is a very advanced screen, and we are working on getting it created for our users as soon as we can. Once we have that, we can send you a copy of it to work from. We hope to have something very shortly.
We created a functional test one yesterday ourselves. It was very simple but it worked fine.

1. We created a screen based off of the BillPaymentCheck table.
2. We put a detached grid on the screen, based on the Bills table.
3. We dragged the required fields onto the screen, and put a button on there.
4. The button first saves the screen. Then gets the active recordID from Value From Session into an action result. Then it loops through the grid for checked rows and for each row, inserts a record into the billpaymentcheckapppliedtotxn table. Finally, it then saves the screen again to commit the BillPaymentCheck to QuickBooks.

The amount being paid is equal to the balance of the bill. This is displayed in that grayed out amount box. It works as a sample situation, just a little clunky. It only works if you have only checked one Bill in the grid and that Bill matches the Vendor selected in the screen for the BillPayment.

If you are stuck, doing what I mentioned above, if you active the MethodSupport I can log in and import the quick screen that we made to test this out.

Re: paying bills

pholcer — Wed, 09 Sep 2009 04:51:33 GMT

Any update on this? I have a project pending on this screen. It'll have to be closed out and money refunded if we can't get it up and running. We're already two weeks late because of this. So I'm pretty much out of time.

Thanks!!

Re: paying bills

paul — Tue, 01 Sep 2009 20:20:27 GMT

Is there any update on this?

Re: paying bills

pholcer — Tue, 01 Sep 2009 18:55:50 GMT

Any thoughts on this?