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Paulette,
The Transactions table is probably the best table for the report.
-Michael
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Paulette,
The 2nd class drop down that you created will not be visible to QuickBooks and only visible in Method which means you won't be able to use Schedule Reports or QuickBooks reports to get information based on that drop down but if you create a Method Report you can use the information from that 2nd drop down. We have a couple of ...
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Andy,
There are currently no screens for adding Sales Reps or Units of Measure in Method but the tables for those screens exist in Method meaning you can create these screens for yourself. If you add a unit of measure to an item after it has already been added to an invoice it will not update the invoice you will have to update it yourself. The ...
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Angelo,
Currently there is no report to do this in Method, but you can create a Method Report based on the Opportunity table and use that to print a hard copy of the information. You can create a list of customers that are leads using Sales Center > List Builder that list can then be exported to Excel and printed.
-Michael
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Paulette,
Just to clarify let's say you are working on an invoice, you
would assign it a class in the class drop down list but also have a second drop
down list with additional class options(a 2nd class) based on what was selected for the
class? Are you going to be using QuickBooks Scheduled Report for the P&L
report or creating a ...
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Andy,
I'm glad to hear that.
Sometime if field is crossing any of the page margins it causes extra pages to be printed. If any of the margin lines are red it means that an object has gone outside the margin.
-Michael
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Hi Andy,
I think this is happening because you may not have a filter set on your Generate Report Action. Edit the action and make sure the following is set for Filter Report.
Filter Report
Tables of Report Invoice
Fields in ...
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pdirect,
Can you send the screenshot to m.melo@methodintegration.com and I will investigate this further.
-Michael
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Hi pdirect,
I was able to duplicate this issue and have created a ticket for it. I will update this thread once I have more information.
-Michael
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Bryan,
You are correct. If no BCC is entered in the Email template it uses the email of the person logged in as the BCC and that is why you are receiving a copy of the received payment. It was coded this way so that the "Billing Department" can receive notices of when payments are received.
-Michael
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