Method Community

if you could get Ms. P. Phan to contact me in regards to this that would be great! thanks,  Edward

Hi Mahlon, I've created a ticket for this issue. I'll keep you posted. - Justin

Hi Marcelo, Are you referring to this QuickBooks screen? If so, I should point out that this screen simply creates reports. You would have to create a custom report using the Report Designer in order to mimic this feature. - Justin

Hi Marcelo, On the button that opens your pop-up, you could populate a Shared Result before your Show Screen In Pop Up action, then test on your pop-up screen to see if that Shared Result has a value. This will allow you to determine if the screen was opened from the Bill screen. You can make the Shared Result whatever you like ...

How would you assign currency to a vendor?  My default seems to go to USD and I can't easily switch to CAD to apply HST tax.  How can I easily add a dropdown to switch between USD & CAD currencies?  -Lisa

Hi Marcelo, It sounds fine to me, but I can't say for sure since I don't know how you've set up your actions. Your best bet would be to test it for as many situations as you can, to really put your actions to the test. You could also hire a member of our Professional Services team to do testing for you, let me know if ...

Hi Edward, If you'd like to hire someone to do customization, you might want to consider an in-house consultant from our Professional Services team. Let me know if you're interested in that route and I'll have your account manager reach out to discuss the details with you. Alternatively, you can hire a ...

No, regular statements, I know I can do it from QB, but it would be nice if I could do it from Method, so i will have more power to customize the screen

What value do I have to use in the shared result to tell the pop up screen to do something (value from screen, session?, ) and what particular value screen id, record id? I want to open the fixed asset item screen from the bill line item (in the bill screen), and when I change the text in one of the fields in the new pop up screen I want some ...

I have done some customization. and I was wondering if you can tell me if I am in the right path or if I will run into problems in the future I have all my equipment in QB as fixed item assets, so I created a screen based on the fixed item assets table and added new fields to better classify the equipment (make, model, year, ...