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Statement

Last post 01-15-2015 3:28 PM by Marcelo11756. 6 replies.
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  • 01-08-2015 10:32 AM

    Statement

    Can statements be created from Method?

  • 01-08-2015 11:03 AM In reply to

    Re: Statement

    Hi Marcelo,

    Are you referring to Statement Charges? They can be created using the Customers > Statement Charges screen in Method.

    Hope this helps.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
  • 01-12-2015 8:18 AM In reply to

    Re: Statement

    No, regular statements, I know I can do it from QB, but it would be nice if I could do it from Method, so i will have more power to customize the screen

  • 01-12-2015 10:23 AM In reply to

    Re: Statement

    Answer

    Hi Marcelo,

    Are you referring to this QuickBooks screen?

    If so, I should point out that this screen simply creates reports. You would have to create a custom report using the Report Designer in order to mimic this feature.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
  • 01-14-2015 7:10 PM In reply to

    Re: Statement

    What table should I use for the screen

  • 01-15-2015 11:15 AM In reply to

    Re: Statement

    Marcelo,

    I would use the Customer table as the master table and the Transaction table as a detail table.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
  • 01-15-2015 3:28 PM In reply to

    Re: Statement

    Thank you

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