Method Community

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.

Hello Jason,    I would strongly avoid condensing your QuickBooks file if it is connected to a Method account.  It would have adverse affects on the Method database.   You would run into very large problems including many conflicts.    The article you have read is not an official Method article from the Method ...

I read in the article that condense data to reduce data size may help with data corruption in QuickBooks. My question is that what happened to the data that is stored in Method when I condense my compnay file in QuickBooks? Do they still exist or I am going to see lots of conflit since these data will be deleted in QuickBooks? ...

Hello Rob,     The live site currently uses no subdomain and is in the "method" address.  The stage site uses the new app subdomain and is in the "stage" address.  The proper one is the first one for the July version. To me, it seems you have stumbled on the 'placeholder' where the July live ...