Method Community

Hi Shirley, [quote user="Shirley Makrecky"]My Report is based on Customer - Invoice.Customer tables. (Would this be correct?) [/quote] It would probably be a better idea to use the Invoice table as the master table. [quote user="Shirley Makrecky"]1.  If I include the Amount field and the Amount Applied field to the ...

Hey cpitts, It looks like the '&' is causing this issue. I will create a ticket for this. -Michael

Hi JKM@SA, I don't see a Invoice Type screen (I could be mistaken, what is the name of the screen?), if the screen itself doesn't exist then you will need to create it (It can be as simple as a screen with an editable grid). -Michael  

Hi cpitts, We are aware of this issue and are working on getting it addressed. I will update this forum post once the issue has been resolved. -Michael

Hi cpitts, What is the name of this item? (If its something you don't want posted here email it to me directly). If you type in part of the item name does it show up in the drop down? -MIchael

Hi JKM@SA, Every drop down is attached to a table so editing the records in that table will allow you to change the values in the drop down. Most standard Method drop downs have screens already created which will allow you to edit the records in drop down tables. Which drop down in particular do you want to change the wording ...

Hi JKM@SA, The Insert New Row Into Grid action inserts new rows into a grid for editing. You can put this action on the OnScreenLoad event of the screen itself or any field that is required before adding items to a grid. -Michael

Hi Alec, Can you let me know if this issue is still occuring? At this point I am no longer able to duplicate it. -MIchael

Hi Shirley, I looked into this further and it looks like this is a limitation the QuickBooks SDK. When creating a scheduled report QuickBooks will not allow us to filter by Rep (Rep is technically different then Employee). Have you thought about creating a Method report to achieve the same or simliar results? -Michael

Hi Jessica, A screenshot would be great. Please go ahead and send it to me. -Michael