Method Community

Marcelo, Could you please direct me to the screen you're talking about in QuickBooks? - Justin

Hi Marcelo, You can process credit cards from the Receive Payment screen using a Payment Gateway, by checking the Process with payment gateway when saving? checkbox when creating the Payment. If you don't have a Payment Gateway, you can set one up by navigating to Customize > My Account in Method, clicking (view / ...

Marcelo, You'll want to call them from the onClosePopUp screen event and enter the values into the screen. - Justin

Hi Fran, My recommendation is to check whether the appropriate RecordID is being handed off to the Send To Desktop action. - Justin

Hi Marcelo, I'll need some more information. What exactly are you trying to do? - Justin

Hi Marco, Assigning an A/R account with the appropriate home currency of the customer will set the currency for the Invoice, despite the amount still appearing as "USD" on the New / Edit Invoice screen. This currency symbol is set system-wide on the Customize > Display screen in Method. Where ...

Hi David, I believe this is possible but it's not particularly straightforward. Where is the value you wish to truncate? I'm assuming it's in a table? Let me know. - Justin

Hi Kathy, You can add fields to tables by navigating to Customize > Tables / Fields in Method and selecting Edit Fields... for the appropriate table. If it's a new, custom field you want to add, give it a name and select the appropriate Field Type from the dropdown, then click Add Field. If you ...

Hi Marcelo, If you clear the Shared Result after you're done using it (after populating field / after pop-up is closed), that should mitigate the issue you're experiencing. - Justin

Hi Marco, Under Customize > Tables / Fields in Method you can add a dropdown for Currency to the ActivityJobItems table, selecting the Currency table for the list of values. You can then add the ExchangeRate field as a Linked Field, linking it through the Currency dropdown. This will make these fields available for the Line Item grid ...