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Hi Josh,  To start you off, I would suggest creating a screen based off the PurchaseOrderLine table. This table holds all the items inside your purchase orders. From here you'll be able to set filter views based on any field in the table. IsManuallyClosed might be a field of interest in this case. Hope this helps.  - Jason

Hi Formation QB,  If the Format String in the Report Designer is set to "c2" like I mentioned above, then the currency symbol will change depending on the Windows regional settings on the computer your using. To make the report always show the $ sign I suggest editing it in the Report Designer and ...

Hi Jason,  In the first step of the Grid Wizard you will see a checkbox labelled Auto Grow? (See the image below). If this is checked in your grid the rows should grow to include all of the text. Note that the behaviour of this setting will be different depending on if the grid is editable or not. An uneditable grid will adjust the size ...

Hi Wes,  This can be done, but it would take paid consulting time because a developer would have to force the conflicts back into Quickbooks. I recommend you give us a call on our support line to talk about it further and so we can take action quickly. The number is 1.888.925.6238 and then dial 2 for the support line.  - ...

Hi Chris,  Good news! This has been fixed on the latest version of Method. Thanks for posting about the issue.  - Jason 

An email came in from a user: How do I change the currency symbol for one field on the Estimate print preview?  This must be done in the Method Report Designer. Open the Estimate report and click on the small white arrow on the correct field. Click the three dots button next to Format String. The ...

Yes. It should be possible to customize the Field Services app so that when you edit the job items of a series they automatically update the related occurences. I would start to look into the Copy Job Items from series button (and reverse engineer it) if your looking for tips of how to proceed. Hope this ...

Yes. If you click Edit Series... you can delete all of the occurrences in the Recurring Dates tab. However, this will not label the series as OneTime yet. The RecurrenceType field is the field that holds the values OneTime, Series, ...

Hi Marcelo,  Yes, you can customize your Field Services app so that all job items from the series are copied to each occurrence automatically, but unfortunately this is not a stock feature. The way the Field Services app is designed is so that you can copy from series, add, or edit job items when you are near ...

This question is somewhat related to this thread about Sort Orders.  The line items of each occurrence are not automatically copied from the series. The reason for this is because you may not have the same line items for each occurrence. When you do copy the line items from the series however, the occurence is broken from the ...