Method Community

Hi Gary, The answer to your question is yes . The current list of invoices in the Receive Payment screen is filtered by customer (Customer = Value from Screen) but you can change that filter (Customer Contains value from screen). So for example before if John Smith was your customer it would only show results equal to John Smith but if the ...

HI Greg, I don't see a current way of doing this. I am going to add this as a suggestion to Method. -Michael

it is redirect to home screen in 1 second so i can not do the screenshot.  it happens when i close the contact portal screen without logout, then login again, the message will show up.

We have customers with several jobs.  We send out invoices from the various jobs and the customer sometimes pays multiple invoices with one check.  In QB, the receive payment screen shows all of the invoices under the customer so it is easy to apply to the proper invoices.  In Method it appears that you can only choose the ...

Hey SpaScapes, I have been looking into this app. Consulted with my CPA.  The two problems i have is its connected to the sales order table so I would have to start this from the beginning. I dont have a problem with that, just will take more time.  The second thing is we should not use the items database if this is for our own ...

Great idea John. I'd definately be interested in this. I was planning to work on a budget app, which would calculate your company budget for the year, and work labour burden, overhead, etc. into estimates and sales orders. It would also show forecast vs. actual at the end of the fiscal year. I believe this would be a great tool for ...

Greetings, I got time now to start looking into a equipment app. I have been looking at your existing apps to see if there might be a match.  The only app I could find and was close to what i was looking for was the Pro Services App. This app could fit the bill for somthing like this.  The only problem, its based off the Sales order ...

Sorry for the late reply.  Worked perfectly

Hi Monica, How did you add a custom field to your item receipt in QB(I can't seem to do it)? What version of QuickBooks are you using? Which screen is giving you the error action code 10? What steps are you taking to produce this error? If you are working with a custom screen does the same thing happen on the orginal screen? -Michael

 Hi Michael - I tried and wasn't succesful. Does the Item rec't have to have a PO?  The purpose is to get items into inventory, so when we're doing historical entry, often we'll go straight to the Item rec't. Does the custom field have to contain data in the original form?  I got an Invalid column name ...