Method Community

Hi Val, I have a budget/contract with one detail line, and have successfully generated two invoices based on billable time tracking entries.  Now when I click on the Create Invoice button, I get NO LINES to bill. This is urgent as it is affecting my ability to generate invoices and get paid :-). Thanks Michael 

Karen- You can set the Vendor a user is associated with by going to Customize > Users editing the user and selecting a vendor for Link to Employee / Vendor / OtherName (SalesRep). -MIchael

 If a user is set up for transaction type "Bill" where do you enter the vendor information so the transaction will go to QuickBooks?  On the process screen it has you select the accounts payable account, but not the vendor.  I get an error that it needs the vendor information. 

HI pdirect, This has already been posted HERE. We are currently aware of this issue once, once it is resolved we will update you. -Michael

Our daily reports are returning a 404 page when we click on the report title.  This type of problem is the most confusing and frustrating about Method support.  I'm confused as to whether or not I should open a forum case (when you don't know who I am) or if I should contact my Method rep since it's an obvious site error. And ...

Paul, That makes total sense and I apoligize for assuming that the Filter Safeguard was the culprit.  I will see if the customer wants me to use the conditional statement method instead since its a more reliable way to pull the data. Thanks again for all your help.  You opened my eyes to some new ways of accomplishing my projects. Is ...

Josh - The new Filter Safeguard feature isn't the culprit.  That feature wasn't there when you put your original post up, and is unrelated. It's actually a great new feature, that you should try to use whenever it makes sense to do so. "Contains" may work in your scenario, but since this is a public forum and everyone ...

Michael- I am able to duplicate this, I will look into it and get back to you.

Paul, That did the trick.  However I found out that with the Method Update there is a new field called filter safeguard which I think was the culprit.  If I set it to "generate always" and change my filtering to "contains" and the value, it worked perfectly for me. Leaving it as "equal to" did not ...

I am currently experiencing this error on viewing genrated report:  404 - File or directory not found. The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable. The name of my report is "CashBalance" with no special characters.  I even renamed it from "Cash ...