Method Community

Amanda, I didn't see a Cash Flow statement report in Method. That is one of the core reports in QB. Is it coming to Method?   Thanks!!

Okay, here's where I'm at now. The save button pulls from the receive pymts table / unused pymts field. There is nothing in that field for it to pull into the screen. So it throws the error. For some reason, when there is an overpayment (receive payment amount > invoice applied amount or invoice amount??) the overpymt is not being ...

Ryan, Thanks for your help on this! I'm still a little bit at a loss here. I've removed the actions that display the stop message in three places: 1) the pay selected invoices 2) save button 3) save/new button I'm still getting the message when I hit the save or save/new button. I see the unused payment section that you have built ...

so far the sales receipt issue looks good. will test Monday onsite with client. Thanks much!!

I am unable to replicate the error on my workstation. I'll check Monday at the client's location. I'm encouraged!! :)

Thank you. I'll run through it today. I told them I would be back at their location Monday morning to try again. Thanks for all your work on this guys!!

As we talked about on the phone this morning. The same issue was occuring on invoices. I'll wait to hear from you guys when the fix is run through testing. Thanks!!

Ryan, Thank you all for your work up there!! If I run into this again, I'll drop you the details. In the meantime, like we saw this morning it is working now. I'll wait to hear from you on the sales receipt/invoice line item issue. Thanks again!! Phillip

Ryan, Yes, I have customized the report. As I said in my original post, it will not accept any formatting. I have even removed the field and re-added it. We have gone live with this client now and Method is not working on several fronts. We're fixing to lose them. I have this post, another one regarding sales receipts and they have now ...

WHEN CLIENT ENTERS LINE ITEMS INTO SALES RECEIPT THE DESC FIELD PULLS FROM PREVIOUS LINES DATA. SOMETIMES LINE SOMETES LINE TWO. IT HAPPENS WHEN TABBING FROM ITEM SELECTION TO DESC DURING AUTO POPULATE PROCESS. ITEM RATE IS ALSO INCORRECT.