Method Community

I haven't tried this.....but couldn't you just put an unbound dropdown on the screen showing all the method report templates for invoices (ReportMethod table), and then in the Generate Report action set "Override with Report(optional):" to Value From Screen, the dropdown. BUT - are you talking about Method templates, or ...

We've already done this for a client.  All you need to do is create the second template (report),  rename the existing print preview button to indicate which template is used, and add a additional button that uses the second template.

[quote user="CDS_Josh"]I had everything working fine and with ZERO changes to the above formulas[/quote] Did anything change with the data in your Method account?  A formula should not just stop working unless the data changed.  Are you testing this in the preview window or with the screen generating the report.  It's ...

[quote user="LaCrews"]The export to excel action is no longer exporting column subtotals.[/quote] I just tested this on my account and my totaled columns do not appear in my excel file.  I'll submit a ticket to the team here and will keep you updated via this forum thread. ~C 

[quote user="micheleh"]How does the cost of the item get entered?[/quote] If we're looking at the same screen then the cost of the item is entered on the new item screen.  From the QuickBooks tab group click Lists > Items then click the New... button.  From this screen (depending on the item) you should be able to enter ...

My client would like to be able to use multiple invoice templates in Method.  I am thinking that maybe possible if I setup more that one invoice screen one for each template type they want to use.  Can you tell me if this is possible and if so am I on the right track?  I cannot tell how to tell QuickBooks which template type to save ...

The export to excel action is no longer exporting column subtotals.  A client alerted me to the problem and I was able to reproduce it in another account.

Nick - I don't see us making the creation of the reports via the API a development priority any time in the near future. The core purpose of the API is to send and receive DATA back and forth from an external app to Method. There are exceptions (charge credit card, send email), but it's never ending. If we made the API from being ...

This is hard concept for our customers, QuickBooks or Method, to understand.  They always see the an invoice, purchase order, etc. as a tangible object.  In reality the only thing that persists is the record in a database.  Each time a visual representation is needed it is recreated using a report template of some sort. Paul, ...

I can't use the HTML version like you because we request the customer's to sign the Sales Order. Our transactions are large and orders cannot be processed without the card's holder signature. Moreover, the Sales Order in a PDF looks much more professional than a simple HTML email. It includes Shipping & Billing ...