Method Community

I am trying to figure out how to make a formula field or calculate a value to place in field on screen.  For examples, I would like the portal user name to automatically create itself.  What I want to do is the first 5 letters of the last name, first letter of the first name and then followed by their account number.  For example: ...

My EstimateLine grid cost is showing the actual cost although in other posts I see it is actually supposed to show the rate because that is what it points to.  I've checked several parts and they are all showing the actual cost of the part not the rate.  However when I do a print preview it no longer shows the cost, it shows the ...

I am having this same problem with my method.  The estimate line gride is showing the actual cost even though it is pointing to the rate field and should show the rate.  I do not want employees to see the cost.  However what is odd is when I do a print preview it does not show the cost, rather shows the rate.  Shouldnt the ...

Thanks Michael, I actually noticed that just after posting my question.  Can't believe I missed something so obvious.   Rolf    

Hi Emily, PayPal is not an option yet and at the moment I don't have an ETA for it but i'll make sure that as soon as I hear even a rumor of it I will let you know.   -Michael

Did you end up adding paypal?

JKM@SA, [quote user="JKM@SA"]Where are item types defined as 'Service'?[/quote] When you create a QuickBooks Item, 'service' is one of the item types. [quote user="JKM@SA"] Also, for non-service items, what about Actual Qty vs. Estimated Qty?  Are you supposed to overwrite the Est Qty?[/quote] When ...

Hi Jim, When adding a drop down field to a table you are only able to select unique fields as the drop down value. RecordID is always a unique value and therefore always shows up as an option. You could do one of 2 things, make the field you are trying to use unique by editing the table and checking the Unique box or the other option is to use ...

Hi Michael, Are you using Standard Method screens? Can you post or email me screenshots of this? -Michael

Hi Rolf, You can have up to 5 columns in a section, you can change the number of columns in a section by clicking the numbers along the top of a section(|1 | 2 | 3 | 4 | 5 |). You can't adjust the width of a column but you can adjust the width of a section by clicking Edit on the section header. If you are refering to columns in a grid if you ...