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Hi KUpham, We actually have an option to uncheck items so that they don't show on an invoice. The unchecked items won't show when the invoice is created.  This will allow you to enter your job costing as needed on the work order. - Adam

Hi, You won't be able to type in this field as its a field tied directly to a Quickbooks table.  You can add Customer Types in Quickbooks which can then be synced to Method.  However, you can't modify this via a grid as its linked from the Entity table as a text field.  This essentially means it acts as a read only ...

Hi Marcelo, Unforunately, you can't modify these options.  Please see this post for more details and an explanation of the statuses. - Adam

Tom, We spoke on the phone and we've created a case for you. - Adam

Hi Grif, We discussed this over the phone.  For anyone else, you must have job items in the work order to select in the Job Item dropdown.  This is a required field for a time tracking entry. - Adam 

Hi Marcelo, Yes you can schedule a work order as a follow up.  You'll need to make sure that the option "App Specific" is unchecked for the activity type.  Something to keep in mind however is that since the activity screen is designed much differently, there won't be a Job Name or any job items associated with ...

Johnny, I added the Save and Refresh grid actions and that seems to be the issue.  Could you remove those actions and try again?  They shouldn't be needed anyways, as the values will be saved when you click the update or save buttons. - Adam

Johnny, That's exactly the what I did.  On which object and where in the action list did you put the action? - Adam

Hi rodsstuff, Sorry, its not possible to include an upload link in a webform.   - Adam

James, Strange how it doesn't work with stock screens and templates.  Anyways, I'm glad you have a work around for the time being.  As I said, this is being worked on and I'll update this thread when its fixed. - Adam