Method Community

Hey, Sorry for misunderstanding the question. To capture on screen fields onto a report you must first add that field to the Table. Example: On my Estimates report I want to show a Date that was picked by a User from the Estimates screen. When the User clicks Print Preview the Report opens with that date field on the report with the date set ...

Hi, I'm using QuickBooks 2013 windows, and there are two Bills that are reported with conflict. The error message (of one bill) is like: QuickBooks returned an error when adding/modifying a accBill record. The error was: The "LinkToTxn" field has an invalid value "TxnID=2962D-1439372359, TxnLineID=2964A-1439372359". . The ...

New Method user here, so bear with my learning curve. If I'm scheduling an appointment with a customer, I create a new meeting activity that will show up on the calendar. Is there a way in that meeting activity to set the location of the meeting? I'm not seeing it and assuming I'm missing something obvious...

Mortaza, Thanks for the timely resposne! Ok so since it doesn't support PO->Item Receipt-> Bill, I just need to replicate these actions in Method. To do this I need to be able to edit the "IsFullyReceived" field in the PurchaseOrder Table, and the errors I get are: If the picture doen't work the error ...

I actually need to do the exact same thing at the moment! 

I do understand that and I have filtered that way but I wanted to add two labels at the top of the report to Show the two date ranges they uiser picked

Hey Pattie, We do date range formatting from the Activity Reports. Head over to Activites > Activity Report > Step 3: Add Filters > Date Range If you open that screen in screen designer you can see at around Action #66 of 'Generate Report' button how it uses that data from the Date Range on screen field. *Also wanted to add: ...

I have watched those videos but they dont show how to do what I am asking

Hey, The reason for that work-flow in Method is due to SDK limitations: you can read more about it HERE. On the bottom of that article it states: It may still be possible to replicate this process using Method actions, but Method has no way of knowing what quantity is "remaining" to be sent over (converted). For example, you can use ...

Hey Pattie, That can be done using the Report Desinger, I suggest watching our 3 part intro webinar on the Report Desinger, HERE. - Mortaza