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Hi Fonte, I am assuming you are referring to the transaction report templates, if so that sounds very similar to the question on this Forum post HERE. Take a look, it will require some knowledge of scripting and report designer customization. -- Mortaza

Hey Scott, I agree that is very odd, especially since it is only happening to your one User, I'm pretty stumped myself at what that could be exactly. What we can try is, I can create a copy of the screen and see if I can find anything that looks off. If I do find any issues I can follow up with that information and you can make the ...

The following updates are now live for users of Method:Classic.  Fixed Screens unnecessarily regenerating at login (Ticket AS-1140)  Created By and Created Date fields now updated for newly inserted occurrences (Ticket AS-1243) Check box fields not saving when using 'Save All' action (Ticket AS-1266) Export From ...

We have a number of products/services in Quickbooks and have put them as sub-categories to a parent to help with reporting.  EX: PARENT SERVICE NAME: Website Services-- SUB CATEGORY NAME: Website Design However, our estimates and invoices have always shown both the parent name of the product as well as the sub-category name in the ...

It just happened since Oct/14/2015 (Los Angeles Times-zone.) Not every time, but about 1 out of 5.  Alex

Hey Mahlon, HasBeenBilled is set when the time activity is added to an invoice. This happens automatically and cannot be set if it's not attached to an invoice, my guess is that this part of the customization isn't necessary as it will be handled by QBO when it syncs. Workflow: - Attach time activity to invoice - Sync to QBO - ...

Can you give me this info in Method "language'? 

Thank you Mortaza, We enter notes into a custom filed that a Method representative helped me create back when we signed up for Method several years ago. The field is on the edit customer screen under additional info and is a simple text edit field. Once text has been edited in that field we simply hit save and the notes are then associated with ...

Hi Scott, Where are these notes being entered? A custom field, or under 'More actions...' > Notes -- Mortaza

Hey Mahlon, As per the API Docs:  [quote] You cannot directly update the status to HasBeenBilled. To set the status to HasBeenBilled, create an invoice and attach the timeActivity object as a linkedTxn. [/quote] You can read more HERE, listed under 'BillableStatus' -- Mortaza