Search found 75 matches
- Tue Oct 13, 2015 11:26 am
- Forum: Integration Development
- Topic: Using IPolicyManager
- Replies: 9
- Views: 1395
Re: Using IPolicyManager
I just tried the sample code and I'm also getting "Specified method not supported". Was this resolved?
- Thu Oct 08, 2015 11:02 am
- Forum: Integration Development
- Topic: Rate Calculator
- Replies: 3
- Views: 794
Re: Rate Calculator
Hate to be a pain, but any help would be appreciated.
- Wed Sep 30, 2015 10:44 am
- Forum: Integration Development
- Topic: Rate Calculator
- Replies: 3
- Views: 794
Rate Calculator
Our sales rep told us that while SoftPro is working on a Rate Calculator (something we could share with our clients), for now, we could use the API... Curious if anyone has used the API to try to do this?
- Mon Aug 24, 2015 11:36 am
- Forum: Integration Development
- Topic: Reassign Transaction
- Replies: 2
- Views: 537
Re: Reassign Transaction
Thanks
- Fri Aug 21, 2015 12:42 pm
- Forum: Integration Development
- Topic: Reassign Transaction
- Replies: 2
- Views: 537
Reassign Transaction
I'm attempting to change a Pending Check Transaction to a Transfer Out Transaction, but getting 'Reassign failed because original transaction is invalid. 'See if we can Find a Pending Check and Change it to a Transfer Out Dim findCheck As ITransactionInfo = tm.Transactions.Where(Function(ti) _ (ti.I...
- Mon Aug 03, 2015 5:10 pm
- Forum: Integration Development
- Topic: Disburse an Order Ledger?
- Replies: 1
- Views: 506
Disburse an Order Ledger?
Does anyone have sample code for Disbursing an Order Ledger? I would like to disburse an Order Ledger to the Revenue Ledger and Fee Ledger when Payment is collected in our Accounting System. I can find the Order Ledger and the 2 pending Transfer Outs (Revenue Ledger and Fee Ledger) and can Post them...
- Wed Jul 29, 2015 11:53 am
- Forum: Integration Development
- Topic: Setting the Trust Account for an order via the API
- Replies: 23
- Views: 9813
Re: Setting the Trust Account for an order via the API
After further Testing, I found that TrustAccountId (small d) works much better than TrustAccountID. Didn't realize the spec.Settings are case sensitive. Thanks for your reply.
- Wed Jul 29, 2015 8:16 am
- Forum: Integration Development
- Topic: Setting the Trust Account for an order via the API
- Replies: 23
- Views: 9813
Re: Setting the Trust Account for an order via the API
You are correct. If I create the Order, set all the values (except Trust Account ID), apply Changes, close the Order, then re-Open the Order, set the Trust Account ID, apply Changes and close the Order, it will work. This sure adds overhead to my Order creation process, any other ideas???
- Tue Jul 28, 2015 5:48 pm
- Forum: Integration Development
- Topic: Setting the Trust Account for an order via the API
- Replies: 23
- Views: 9813
Re: Setting the Trust Account for an order via the API
I should have clarified, I'm setting the Trust Account with the Order Creation Spec before creating the Order and then I set a number of Order values before Applying Changes. The Order creates using the Spec's Template and Settlement Type, and all of the Order values, but the Trust Account isn't sel...
- Tue Jul 28, 2015 5:08 pm
- Forum: Integration Development
- Topic: Setting the Trust Account for an order via the API
- Replies: 23
- Views: 9813
Re: Setting the Trust Account for an order via the API
I just experienced the same problem, it looks like I'm setting the Trust Account at Order Creation, but when going into the order in ProForm and clicking on the Register, it asks for a Trust Account. Any thoughts? Also, I'm doing this under a test profile with a test user that can only see Trust Acc...