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Also - does it have to be a PDF attachment?
If you are using the API, then it means you are a coder. If you are a coder, you can easily build an HTML invoice to send - which is even more convenient to your customers (they don't need to open a PDF).
The monthly invoices that come from your Method subscription are just HTML, and we use our own ...
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@MisterBill - here's things I can think of:
1. The invoice as the "Waiting For Sync Approval" checkbox checked on.
2. You haven't clicked Save after adding the line items (if entering the invoice through the regular interface).
3. You haven't called the "Send to Desktop" action (if you are entereing the invoice ...
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Great. Thanks for finding and reporting Mark.
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I found one small thing in the code, relating to multi-tenancy (franchises), that may have prevented a really old Method account from seeing their sales reps.
I've applied a hotfix to the gadget. Can you try now?
If that doesn't work, I'll need you to PM or email me the Company Account so that I can look further into it.
Let me ...
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QB Online or QB Desktop account?
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John - also, it's just a QuickBooks feature. You can check out QuickBooks docs for it, but basically when you create an invoice in QuickBooks you can select billable time and expenses to be put onto the invoice.
Paul
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Updated Method Integration Engine for QuickBooks Desktop
The following updates are now available on the version 1.0.206 of the Method Integration Engine.
Improvement to customer-level custom fields on transactions - Previously, if a QuickBooks customer-level custom field was entered on a transaction in Method, it would sync successfully ...
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Checking the logs, it looks like you may have deleted your "Location" field at some point in the BuildAssemblies table. We've put it back. You should be all good now.
In terms of selecting updating screens, there's no way - it's updated by the app, not the screen.
Paul
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John - one thing I'll add. For performance reasons, you might want to consider putting each grid in its own tab. That way it only loads if the tab is visible.
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"June" version now available
The following updates are now available on the staging site. You can access the June version by clicking "Switch to the June version" when you sign into Method.
Note: the "May" version never made it live, as we held it back in order to make improvements to the new health-check ...
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