Method Community

Ryan, Thank you all for your work up there!! If I run into this again, I'll drop you the details. In the meantime, like we saw this morning it is working now. I'll wait to hear from you on the sales receipt/invoice line item issue. Thanks again!! Phillip

Hey Phillip,  We’re going to get on top of this for you.  While it is true that, as you pointed out, we are unable to duplicate the problem in-house, we are dedicated to finding out the source of what your client is experiencing, and to getting a solution to you shortly.  I will be in contact with you this morning, and ...

Ryan, Yes, I have customized the report. As I said in my original post, it will not accept any formatting. I have even removed the field and re-added it. We have gone live with this client now and Method is not working on several fronts. We're fixing to lose them. I have this post, another one regarding sales receipts and they have now ...

 Hey Phillip, Are you customizing the Reports? I am testing it out on my account and it seems to load fine. If you have done some customization then you will need to change the field to display only 2 decimal points. I have tried this out on 2 different accounts, both seem to work fine. Let me know if you have made any changes so I can look ...

WHEN CLIENT ENTERS LINE ITEMS INTO SALES RECEIPT THE DESC FIELD PULLS FROM PREVIOUS LINES DATA. SOMETIMES LINE SOMETES LINE TWO. IT HAPPENS WHEN TABBING FROM ITEM SELECTION TO DESC DURING AUTO POPULATE PROCESS. ITEM RATE IS ALSO INCORRECT.

 Hi Phillip, That's awesome that it works now, thanks for letting me know.  We've updated the code to accommodate for "/" in the report name and that should be pushed out with the next updates. Thanks for the feedback, we appreciate it!

that was it. Thanks much!! You guys are great!!

on the simple estimate report under the detail section where the item rate is located, the estimate report is printing out to five decimal places. The data field is estimate line rate. It will not accept any changes to formatting. Regardless of how I format the field, it always prints to 5 decimal places. And the rate is incorrect ...

 Hi Phillip, We've taken a closer look at this and a possible reason for this happening could be because the report name has a ‘/’ so the code is looking for a directory which it can’t find. For now try going to the QuickBooks tab > Scheduled Reports, just edit the name A/R to A-R and let me know if that works.

 Hi Gav, First make a copy of the screen then you'll need to edit the calendar and change the "Day start time" and "Day end time" to the times you prefer in step 1 of the calendar wizard.