Method Community

Hello,

I have created a schedule report for Open Invoices. This report shows all the invoices, But i need to filter this report according to date wise. I want to show the invoices created in this year only.

For this i tried it in two ways those are

1. By setting the Reporting Period as "This year", even though i get all the invoices.

2. And i also tried by setting Reporting Period as "Custom" and set the start date & end date, this case also its showing all the invoices rather than giving the invoices created in between the start date and end date. 

Can you please give me any suggestions to get year wise invoice report.

Thanks & Regards,

Navitha

Navitha,

I was able to duplicate your issue but looking at the QuickBooks Open Invoices report it is giving me the same results. Are you able to generate this report in QB using the Open Invoices?

-Michael

Yes Michael, i am able to generate the Open Invoice report in QB. But can we restrict this report to one year?

Navitha,

Just to be a bit more specific, can you generate the report in QB with the date range you are looking for(one year)?

-Michael

Michael,

I am unable to generate Open Invoices report with date range one year in QB. Is there any way to generate it in Methods with date range?

-Navitha

Navitha,

Using a scheduled report in Method is exactly like printing a report from QB it has the same restrictions and options. You could create a report to display this in Method using Method Report Designer. It would be a report based on the invoice table where the Balance is greater then 0 and the TxnDate is between a certain range. We have webinars on report designer if you have not used it before.

Some things to note though is that with Method reports it reports against tranasctions that are within Method(Set by the transaction history) and the data will only be completly up-to-date with QuickBooks data if the Method Sync engine is running.

-Michael