Method Community

Hi Michael, What you mentioned above is possible and it can be done in many different ways. Easy Method You can use the Retrieve value from table action to retrieve a sum to show on the screen, in your case a sum of invoices based on sales rep and date range. As for assigning a budget you could create a field in the Sales Rep table where you ...

Hello I am new to this so here we go all the way from the UK I would like the sales representatives who now all have their own sign on to see their total sales by customer within a month and then cumulative? Can this be done and can I add a budget so they too can see how they are performing? Michael

Thanks Micahel, that is awesome, nice done:)

Hi Diana, What kind of issues are you having? -Michael

Hi Monica, I tried adding a custom field to my Item Receipt in QuickBooks to see if it would come over to Method but I can't find the location where I can add custom fields to item receipts in QuickBooks. One option in Method is to add a linked field to the ItemReceiptLineItem table that links the custom fields using the Item. -Michael

Hello.  If you have successfully naviaged the Method sync with QuickBooks files hosted with Inynq (CPA ASP), can you let me in on the secret?  Thanks so much.  Diana.   

 Hi Michael - It's an Item Receipt (as in receiving inventory), not a sales receipt. When I look at the Items table, it's there. When I edit the item grid in the Item Rec't, my custom field is not an option.  If I edit the grid on the Item rec't for Items, on step 2 of the wizard for inserting a column, the custom field ...

Hey John, I haven't heard this from anyone else but I will bring this up for discussion in our next Method meeting. An easy fix for you would be to customize the screen and replace the existing PDF icon(Picture Object) with a different image maybe a copy of the icon with some text added to it. -Michael

Hi Monica, If you add a custom field to your QuickBooks items it should come over to Method. You can verify this by going to Customize > Tables / Fields and editing the Item table. You should see your custom fields listed there. To add these custom fields to your screen you would need to edit the grid on the Sales Receipt screen and add them ...

Hi John, I am going to try and duplicate this and see what can be done. -Michael