Search results by user ID 7014

Currency symbol on customized estimate template

GloTab — Tue, 22 Sep 2015 19:15:02 GMT

Help!

I copied an estimate from Method templates to customize header and footer information only and save with custom name. I sent an estimate to customer using Method portal, he pointed out that it showed two currency types, "Item Price" column showed "$" and Total Price column showed "£". It is confusing to our international customers to have a quote with two types of currency listed. As a temporary fix, I added a text box with disclosure that all pricing is in US Dollars, however, I would like to fix this in Report Designer to only show US Dollar symbol. How could I hard input US $ symbols on both columns?

Tech support stated that this could be adjusted by changing their language settings on browser to US English, we would like to avoid instructing all of our customer to do this.

Any direction to correct this in Report Designer would be appreciated.

Thank you,

Gloria

Re: Customization of Estimate - Report Designer Fields

GloTab — Thu, 10 Sep 2015 16:57:13 GMT

Awesome! Thanks for the guidance. I will give it a shot.

Customization of Estimate - Report Designer Fields

GloTab — Wed, 09 Sep 2015 17:01:15 GMT

Help!

I have successfully customized our company's Estimate template with Report Designer. However, I need to have the “item” field view/print only the "child" name/number and not the full "parent" name/number details. Does anyone know how I could accomplish this in Report Designer? Do I need to create a customized "field" in Report Designer, if so, how? Is there something that I need to adjust in QB or Method so that it only views/prints the child information?

Example:

Item Field Prints - Two Parent Levels: Aerosol Products:Flow Measurement & Control:1104

Need it to Print - Child Level Only: 1104

I appreciate any assistance provided.

Thanks,

Gloria