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That is a big help.  One step closer.  Now the question is how to filter by invoice.txndate field.  I had assumed that the filters were determined by the fields on the reports but it looks like they are set up on the screen.  Is there a simple way to convert the next action filter to transaction date?  Or do I have to ...

I have some invoices with multiple taxes which won't post to Quickbooks. I'm getting this error trying to export the tax line item: QuickBooks returned an error when adding/modifying a accInvoice record. The error was: The "line item rate/ratepercent" field has an invalid value "You cannot set the the rate for the given ...

Hi Robert, You could add the Other1 field to the grid, but since this field is a text type, it would not be a dropdown. If you wanted to use a dropdown, then you would have to add a new dropdown field to the SalesOrderLine table. Next, you would make a copy of the sales order screen (QuickBooks_SalesOrder) so that you can edit it, if you ...

Hi Guy, CustomerEquipment is a table from the Field Services app (available with Method CRM Pro only), do you have this app installed? If you have a Pro account, you can install the Field Services app through Customize > My Account. Please see ...

Hi Retrotel, Thanks for the clarification. You are correct, on the CRM_CustomerReports screen, the reports in the dropdown are filtered to show those with Contacts as the MasterTable. You could copy that screen and remove the filter from the dropdown, or you could generate the report in another way, such as a button which creates ...

This worked perfectly.  I actually modified it a little more by adding a label and an x band line thing for "item". Thanks for the help!!

For instance, under the customer tab, there is a link for customer reports.  I have created an invoice report using the invoice table, but there is no link to open and add filters to that report like there is for reports using the customer table.  When I create a button or link on a screen to open the invoice report, I have to apply the ...

Hi Retrotel, Can you clarify what you mean by "cannot use the report links to find them"? It seems you have created the report in the Report Designer, but how are you trying to access the report in Method? Please let me know. -Russell

Hi Dave, Makes sense. In this case you will need to filter with a different field. Could you hide all transactions that have a type of "Estimate", or do you need to show some estimates? What about the DueDate field, if the transactions you want to filter out don't have a due date yet, you could filter those out. My ...

Hi Michael, "Value From Row" is used inside a loop through a grid/table, which is why you are getting the error message. You should get the value to compare in the conditional statement with "Assign Value to Action Result". You can get the record's RecordID using Value From Screen, using Grid:RecordID (where Grid ...