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Hey Afrodite, Here is the SQL Override for Year to Date Amount: SELECT Cast(ROUND(Sum(Amount),2) as decimal(9,2)) FROM viewaccInvoice WHERE viewaccInvoice.Customer = FullName AND viewaccInvoice.TxnDate > cast(year(getdate()) -1 as varchar(4)) + '/12/31' and viewaccInvoice.TxnDate < cast(year(getdate()) + 1 as varchar(4)) + ...

Hey cdvin, This one will be a lot easier for both parties to troubleshoot over a screen share with one of our Support members. Please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a look with you. - Mortaza

Hey Mahlon, I was able to replicate this issue. I have created a ticket for our development team, I'll keep you posted in this thread. - Mortaza

Hey James, As soon as you login? Seems like it is executing a looping action OnScreenLoad. I would start by looking at your OnScreenLoad actions for your Home screen. Verify there are no actions being executed. If you follow these steps and still aren't able to remove the actions, please give us a call on the Method support line at ...

Hey guys, Sorry didn't get a chance to update the thread. Firstly, thanks Fran! That was the exact issue. Callum, I created a copy of your Estimate (Custom) report and fixed the field and repointed your Estimate screen to that report, Estimate (Custom)(MS). I tested and everything looks back to normal. Take a look at it and let me know if ...

I am creating a custom Quickbooks_Estimate screen that allows the user to edit fields in the EstimateLine grid which then recalculate other fields in the grid and update the associated values in the EstimateLine table. I am having an issue with trying to call the "Footer buttons>>Save_Click" action set from the "Text ...

Thank you for the input Fran. I will also look into this very helpful info. Im sure there is a lot I can do with those reports and my next step is to work on them. J In the meantime , I am being asked to have this info available for the other time frames right on the Contact grid screen,  just like I did with the previous sql overide for ...

Hi, we have the problem that several of our invoices display a wrong subtotal in the (default Method) invoice screen. As an example: - 3 positions in the invoice - totaling $99.99 - Subtotal shows up as $259.97, basically triple-counting the first position If I look at the subtotal field using a customized screen, the correct value shows up, ...

Solution: I determined using "show messages" actions that the grid is smart enough to know thr recordID of the row in which a field is being edited. Hello, I have added a "Gross Profit %" field to the EstimateLine grid on my customized Quickbooks_Estimate screen. I am allowing editing directly inside the grid ...

When retrieving a value from a table, Field is not available from 1st value when select Criteria, until you Save and Back, then Edit again