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 Hi Phillip, Cases where any table that has a balance that is calculated by other records. For example, a customer has a balance.  That balance is affected by payments, invoices, credit memos and sales receipts. So for instance, if the credit memo is updated and QB is closed then the customer balance wouldn't be updated until ...

  Hey Keith, First I'd like to clear up something, The Customer Portal does come with the Starter Edition. Ok, so to break down the 3rd Party Portal. When a User logs into the portal, they are billed 15 cents per 5 minutes. The portal is a great way for your clients to be able to log in and check on Company Account information. To give ...

Hi Phillip, In that case, you can change the BeforePrint script on the CheckCents object to: Private Sub OnBeforePrint(ByVal sender As Object, ByVal e As System.Drawing.Printing.PrintEventArgs)                 dim intCents as ...

 Hey Keith, Welcome to Method Keith, I hope your finding your way around the website ok. We have a lot of information on our forums and within our blogs. To answer your questions, Starter Edition 1, For any edition of method the starting price includes 1 Admin user. 2, API's will work with Method as long as you have the screens the ...

Phillip,  Also QuickBooks has to be opened before the balances are updated.  The reason for this is because Method first sends the request over to QuickBooks, QuickBooks then processes the payment and then updates Method with the new balances.   

 Hi Phillip, I just tested this out on my end and it worked fine. Try clicking on the refresh buttons on the Customer List and the Invoice grids, see if the balances are updated then.  Keep me posted. 

  Hi Phillip, Talk about timing, we have already created this in the “labs” and were waiting for the dropdown update from earlier this week before we started pushing the screens out.  We haven’t pushed them out yet, but if you you're in a  hurry I'll give you a hint on what you can do. ;) Import the ...

Hi Philip, You need to edit the generate report action to pull the Record ID of the Check from the current session. Hint - take a look at the Invoice print preview button actions that will guide you in the right direction ;)  Let me know if it works.  

 Hey John, The action "Clear screen for new entry" will not work because the section that your seeing the comments in is an Object. That action will clear all fields that you input information into. You need to add an action that clears the object. Try using "Enter Value Into Field On Screen"  

 Hey John, I just wanted to correct something I typed in the post. The buttons you need to fix are; Save & Close Clear & New Go To.. I wrote that you need to add an action to the “Comment" link, but really it’s the "Go To.." link Sorry for the confusion