Method Community

Hi Method, I'm using the Report designer and looking for a function that could filter the report automatically. Here is the example, I had a table inside Customer called Job Info which consist of their job opening. I would like to take the report that show all of my customer with their Job Opening but don't need those customer without ...

Hi Method, There are some textbox with auto fill available but I couldn't disable that auto fill. Is that possible to disable the auto fill? Below are the example screenshot that box will indicate autofill. Please advise.

Hi Method, I tried to add three custome fields in QuickBooks (v14 Enterprise Desktop) then synchronize with Method. I now can see those fields listed in several item line tables  (PO, SO, Invoice, Credit Memo), however, I can not see them in BillLineItem and VendorCreditLineItem.  Do I have to setup something in QBs to make it ...

Now we're talking. Thanks Audisho! This, I can use  FW

Hi FW, One of our professional services team members gave me an additional option. If you are already filtering out the line items that you do no want to include in this total, you can add a label to the report and use the summary function for this. Your summary will looks something like this, but replace Estimate with Invoice: The label will ...

Audisho, Thank you for the speedy reply! When will Method New be available?  When the new login screen became active, I do remember seeing it as an option in the account selection.  However, I no longer see that option. The web forms are so slow that I have a hard time seeing us deploy that without a BIG disclaimer stating that there ...

Audisho, The reason why is because then I would need to modify every point of contact with method invoice report generation, which would also slow down the associated action sets. Not acceptable. If I can do this from the report designer, only a single point of contact needs to be made and it will integrate seamlessly with all future invoices ...

Hi FW, Would you mind telling me why? Your alternative may be to write a script in report designer to calculate this. You may be able to use an ‘If’ statement to filter the line items you need to include, but this goes beyond my knowledge of scripting in report designer and beyond what I can provide support for. -Audisho

Already thought of that. But not an acceptable solution. FW

Hi FW, How about using actions on your Invoices screen to calculate this total and then store it in a custom field on your Invoice table? Then all you would need to do is replace the total field on your report. -Audisho