Method Community

Hi Kupsol, Do you use the same currency symbol throughout? If so, why not remove the symbol from the field and use the account level value? If you can’t use the account level value for some reason, as a work-around, you can remove the currency symbol from the field and simply add a label to the left of it. Just enter the currency symbol ...

Hi Kupsol, There are a couple of places where you can set your currency symbol. 1. At the screen level: On the currency field (Step 4 of 5 > Currency Symbol) 2. At the account level: Customize > Display > Other > Default Currency Symbol The stock Method screens make use of the account level setting and do not set a currency symbol ...

Hi Rick, Customer name will vary depending on how you do this in QuickBooks. Generally, I find the following is true for most users. - If the customer is an organization, then customer name is the same as company name - If the customer is an individual, then customer name is the same as contact name (i.e. their first and last name) Below you ...

Hi Sixtel, I suggest having a look at the Customer documentation in our Help Center. You can start with Solution No. 335 and work your way from there. There’s also video tutorials included at the bottom. I hope this helps. --Audisho

Hi Rick, I think you hit the nail on the head here. [quote user="Rick"] I didn't know if it was because I was putting fields from the SalesOrder and SalesOrderLineItem into the same detail section?  [/quote] Each time a Detail section is printed to the report, it can only print 1 record’s worth of information. ...

Hi Rick, Make sure that you are using the SalesOrderLine fields from the SalesOrderLine table that is nested within the SalesOrder table and not the stand-alone one.   If you require a point a reference, have a look at the way the stock sales order report is built, Sales Order (Custom). I hope this helps. --Audisho

Hi Mahlon, This issue is now resolved. Please post back if you still have any concerns regarding this. --Audisho

Hi GroGreen, It looks like the copy isn't receiving the same security settings as the stock screen. Try changing the security settings of the copy to allow it to be shared both publicly and with guests. --Audisho

Hi GroGreen, I split your post and created a new thread since it was not related to the original post. In the future, please either continue your previous thread or create a new one. I checked on the ticket for this issue and it should be resolved. Can you test this again and post back with your result? --Audisho

Hi Mahlon, We recently addressed and issue with screen re-directs. The issue was forcing users to create a copy of the stock screen in order to make modifications instead of allowing them to modify the current copy. In this scenario, the default name for the copy would have been the name of the stock screen + '(2)' (or '(3)' or ...