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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

 Can anyone shed some light on how the JournalEntryLine should be formatted in a API rrequest? Do both debit and credit need to be entered in the same JournalEntryLine api request? Or do you have to enter seperate JournalEntryLine for a debit and then a credit?   Thanks

Hey Don When you're printing you have been using File > Print option from the sounds of things. The Sales Order screen does not have a Print Preview button, this is something we are aware of and plan on addressing. A work around would be to place a button on the screen with a "Generate Report" action. When using this action you ...

Phil, Change the iframe code to: http://www.methodintegration.com/method/ThirdPartyLogin/ThirdPartyLogin.aspx?Account=TemplatePhilipHolcer&Name=CRM_Customer_Portal  instead of: http://www.methodintegration.com/method/ThirdPartyLogin/ThirdPartyLogin.aspx?%0AAccount=TemplatePhilipHolcer&Name=CRM_Customer_Portal Paul

I've run into a snag on the customer portal. Here's what I did in my demo account. 1 - Built a demo customer 2 - Set up their username and password 3 - copied the html code from the portal customization screen 4 - built new blank web page on my website 5 - pasted the iframe code only <iframe>........</iframe> 6 - when i ...