Method Community

I noticed on the Method Invoice screen that the "print selected" button disappears when I copy that screen over.

My clients need to be able to print batch invoices and checks.

Since the button doesn't copy over, I'm not able to learn the actions that are necessary to provide this function.

Can you set it up where that copies over or provide some guidance on the actions please?

Thank you!!

 Hi Phillip,

Thanks for pointing this out, we are looking into this.  I'll keep you posted.

 Hi Phillip,

As a quick fix we'll have to log on to that account and change the copied invoice to the latest version. It seems when you made the copy of the invoice it did it locally from your account as opposed to the shared page you were viewing which resides on another account. For this we'll need you to enable the MethodSupport User for that account then we'll log in and resolve it for you. Please let me know you have enabled this, once we are done I'll let you know so you can disable the MethodSupport User.
Shortly we will push this update out globally.

This is great! Thank you! Would you mind pushing it to all 4 of my accounts?

template account

our company account

my two client accounts

I'll log into all four, make sure the method user is enabled and make sure we have a copy of the invoice screen. It'll be called Invoice (2)

Thanks again for all your help!!

Will post again when they're all set.

all four accounts now have invoice (2) on them and the method user has been enabled

ItekMicrosurgical and TemplatePhilipHolcer don't have Method Users. If you'll let me know when that's added to those accounts, then I'll enable them or you may enable them when you add them...whatever you need there.

Thanks!!

 Hi Phillip,

We've updated the 2 accounts mentioned above and AnchorTaxPlusLLC, but don't know the fourth account.
 
For the forth one, you can import the screen from one of the above accounts. The invoice name is Invoice_UpdatedVersion.

Great Thanks much!!

Any time frame on a release because I have some customization I want to do on the invoice screen when it rolls out and can be copied?

Thanks again! I really appreciate ya'lls (I'm a transplanted Okie :) hard work on this!!

 Hi Phillip,

We're aiming for the end of next week.

I discovered that I can copy it and it retains the core stuff (guess that was the entire purpose. :)

so we're in good shape! Thanks much!!

 Phillip,

That's great news!

P.S I'm still trying to figure out what you mean by "you're a transplanted" :)