Method Community

 Hi Laura, Another option for you if you want the start up screen to be user specific would be to create a new Tab Group / Role, for example Sales Group and then arrange the Tabs so that Sales Center is the first Tab on top. Then you can go to Tabs and move the Activities Tab Link to the top of the Sales Center Tab. Once this is completed, ...

 Looks like that worked OK.. I applied 0.00 to the required credit/debit fld and I was able to insert both a debit line and a credit line. Thanks for your help, Keith  

 Hi Laura, One of the easiest way to accomplish this without too many actions is to add an action to the OnScreenLoad event to Go to a Tab Link for the default start up screen. Most likely the default start up screen is the 'Welcome' screen, provided you haven't changed it. You then specify which Tab Link you would like to load ...

Hey Keith, I think you understand it now.

Keith, I tried to go through your example and my suggestion is to not include the AmountCredit in the insertion array if you won't entering a value or I would apply a 0.00 amount to it. Same for the AmountDebit in the first Credit Line. If that still doesn't work then can you copy and paste your exact code where you are creating the ...

Hey Don, What I think you're trying to do is select what information the report is going to show. You wouldn't add a drop menu on your Report. You would design your report with the fields you want it to display. Then create a button that generates a report. When configuring your action ‘Generate Report’ select the report you ...

 Thanks Peter... let me see if I understand: my error comes on entry of the JournalEntrylines so I assume the initial JournalEntry was OK Example on enterring JournalEntryLines: fields I want to enter in the JEL. First I fill in my Credit line: Account="xyz" AmountCredit ="5.00" AmountDebit  Entity ="John ...

 Matt, <WeeklyFri>true</WeelyFri> has differnt tag names. Your missing the k in WeelyFri. This breaks the xml and that is why you get the message as it can't read the CE attribute for 'Weekly'. This will fix the issue. I'd recommend filling in the StartTime, EndTime and RecurrenceEnd time.

 Keith, It doesn't matter if the debit and credits are on the same line or on different lines. What matters is the total of line items for Debit equal to the total of the line items for Credit once the Journal Entry is saved. If they are not the same Method and QB will give you a warning you cannot save the Journal Entry. You can see ...

 The Account is a dropdown field and so it must find the appropriate record id of the value you are trying to insert for the account name before the insertion of the journal entry line item takes place. Can you post the code you have when you are creating the arrInserFieldsArray and arrInsertValuesArray.  Thanks, Peter