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Inclusivitie-
Each report is its own seperate entity so there is no way to save custom palettes between reports for charts.
-Michael
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Hi Lori-
[quote user="Inclusivitie"]I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem to get back into ...
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Hi dannas,
The best way to ensure that the product gets deleted from the dropdown list when you are selecting items under the "Items" heading when you are creating a new invoice is to do a Method Synch everytime you delete a product from QuickBooks Online.
Synching Method when you update QuickBooks will ensure that the latest ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
QuickBooks Invoice
Fixed (#3164) - when clicking Print > Print Selected or Print > Print All, an error message was appearing. This was a result of the “Generate Report” action ...
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So I imported a file with RecordID and ProbabilityPercent (I'm updating probability percents). Everything imported properly but in order for my pipeline to calculate properly I have to go into each individual opportunity record and click inside the ProbabilityPercent box. This defeats the whole purpose of doing a mass update. ...
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Hi wmcfall,
To assist you with question 3, I recommend that you look at the `Send Email` action which is very similar to the `Email Work Orders` button within the `FieldService_WorkOrderList` screen.
If you need further assistance with how to make the action work for you, we have a consulting service that is available, and we can configure that ...
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Hi Method Team,
I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem to get back into the chart wizard once it has ...
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Hi viret56,
A few years ago, QuickBooks developed the ability to add multiple ship to address for their customers.The QuickBooks SDK though, doesn`t allow any developer the ability to transfer over multiple ship to addresses for the customers and that is the reason you don`t see that functionality in Method.
The only way around it, is by ...
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I figured it out, had to go into the report writer. Is there anyway to get the report writer to save custom palettes between reports?
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I have copied over the home dashboard screen and when I edit the report objects I don't see the option anywhere to change the colors. I have already changed the default colors of my site as a whole and they clash with it pretty horribly now . If you could point me in the right direction I would dearly appreciate it.
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