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Hi Ian,
If I understand your question correctly, you want to know if you can click on a button like a Print Preview and then it brings up a PDF document for you to print, the answer is yes. Provided you have created the report(PDF document) for the button to generate. If this is not what you are looking for let me know.
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I am very interested in the full blown edition of Method. Since this is a "new" product, I would like to know how it has performed to this point. How has the "out of the box" products functioned and also how has the customization implemented? I would like to receive any feedback (positive and negative) from any available ...
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How can you link a static PDF document to print from a click action on a button?
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I am creating a PO report which I would like the user to apply certain filters to prior to running.
Example:
Job Filter
Date Filter
Open or Closed Status
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Hello,
Can you please give us some more information, what is it that you're trying to do with the report? Are these filters being applied before the report is generated?
Once we get more information, we can give you some tips as to how to do this.
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Hey Phillip,
We have added a feature to this screen that will now ask you if you're ok with paying more than the outstanding balance. After the payment is posted to QuickBooks, Method will display the unused credits.
You should see this on the next update within a week.
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Hello,
You can add an action to the dropdown field, that will be triggered by a button click (a button with 3 dots would appear next to the dropdown box), to show a pop up screen with a grid containing the existing entries. Add a button with actions so when users click on it the new entries are saved to the grid. You may also want to add a delete ...
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Based on your feedback, we have added this feature!
So to link a Bill or an Item Receipt to a Purchase Order:
In Method, go to Vendor Center > Bills, or Vendor Center > Item Receipt.
Choose the Vendor you want to receive from. Go to the Items tab and Click "Select PO".
Follow Steps 1 and 2 on the screen then save your ...
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How do you add user controlled filters and sorts to a report?
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What is the best way to allow users to add entries to a custom drop down list?
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