Method Community

This should no longer be an issue. You can read about the changes to the report HERE. -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads Reports Addressed potential issue with “null” values that may have prevented a report from displaying. (QBD & QBO) Changed logo at the top left to be 400 X 60 to support ...

Innovative, Our records show that you are a QXpress Online user. You should post your questions HERE on the QXO forum or call 1-888-797-7377 -Michael

I'm glad to see that you figured it out. -Michael

Hi Orlando, There is no Leads table in Method, a lead is essentially a specific Entity type, you would import leads into the customer table. The only required field in the Customer table is FullName(But you have to import it into the Name field). When importing your list make sure to add 2 extra columns for Entity Type and IsLeadStatus. You will ...

JamesQ, I'm not exactly sure what you mean. Are you draging the fields into the Detail band within the Detail Report? Since you are working on a report based off the SalesOrder table have you tried making a copy of the Sales Order (Custom) report and start making changes based off of that? -Michael

Hi Navitha, Let me try this on my end and get back to you. Are those the only items you set on the report or where there other items? -Michael

Hi Richard, The mobile versions of our screens work on tablet devices as well, though designed mostly for smaller screens. Currently there is no solution to this but maybe a user has found a different mobile device that works with frames. -Michael

DanSchmidt, You could add a delete button to that screen. I'm not exactly sure what your screen looks like but if you have a grid of CC tranasctions with a select button you have 2 options, add a Delete link straight to the grid (Read This), or add a Delete button(Essentially just one action Delete record from table and you can use ...

James, Have you taken a look at our webinars on Method Report Designer?  The key thing to remeber when using 'sub' tables is to make sure you drag the fields into the detail band and that the detail band is bound to the correct table. Also when dragging a field from a detail table make sure you are selecting it from within the main ...