Method Community

My customers have many different services, so I had to add dropdowns.  The first "Type" dropdown was added from "add field."  The second and third dropdowns I had to add from "add object." The first dropdown saves the information per each individual customer. The dropdowns added from the add objects ...

Hi Mikef, On the stock screen Save & Email becomes visible and replaces the Save & New button when the Email notification when saving? box is selected. It remains hidden if it is not selected. This is done with the actions in the screenshot below: Does Save & New appear on the screen? If Save & ...

Heh...yeah I actually thought about shoving data into some other table like as well. I think I'll probably just go ahead and create master/detail tables for this report. It's more straight forward/obvious that way and easier to maintain. Thanks

Hi Blake, One way, as you mentioned, would be to create a custom report table and upon hitting print have the values stored so they can be pulled into the report. Another option however is to create custom fields in the Company table or any relevant table. This means you would not be required to create a table and it is just a case of updating ...

For some reason there is no longer the option to save & email the invoice from method. I've gone into customize the screen and the "save & email" button is even there, but when I create an invoice the button is gone. why?

I'm creating a commission statement report based on the Invoice table. Each invoice record has a commission amount on it. To gen the report, a user will filter an Invoice grid based on date range and salesman. I'm passing the invoice record id's to the report no problem. I would like to have the date range and salesman search criteria ...

Hello Blake,     If it's showing on the default screens, then give us a call on Method Support.  It would be easier to diagnose if it is a bug in the system or a problem with settings. The number is 1-888-925-6238 x2. Greg

No...default/stock Sales Order screen does not show double signs. However...the default/stock Invoices screen DOES show double signs. Nothing special other than Bold formatting and Read Only set on these fields on the screen

Hello Blake,    Does the default Sales Orders screen show two dollar signs?  You can find it under Customize -> Screens -> QuickBooks_SalesOrder.  Also, do you have anything set in the Formatting and Advanced Options for the two fields? Greg

Anything more on this? I still notice my Sales Order and Invoice screens have the double dollar signs on the Method calculated fields (e.g. Tax amount, totals, payments applied, balance due). My Estimate screen looks fine and does not have double dollar signs. Each of these screens are customized.