Method:Classic General Q&A

Re: Xora help?

Method_Valbon — Wed, 03 Mar 2010 15:27:09 GMT

Hi everyone,

The long anticipated post is finally here! After all their hard work, the folks at Xora have let us know an update has been made to allow Method users to edit/create jobs & shifts through xora.com and bring them in properly through our connector…without worrying about the database time that was previously not fetching or throwing some entries off.

Re: Xora help?

abadahmichael — Wed, 30 Dec 2009 17:10:07 GMT

Val,

I know we have been going around on this issues, but just a question... Say for instance I have a Chris Jones in Xora, but in Quickbooks it is Christopher Jones, would Methods not import that time? Because he is a user who's time will not import but the Xora user number is correct...?

I may need to set up a Consult time.... as we are still having issues with methods only pulling some of an employees time? If we decide to do that after we completely check out each employee and find what exact time are and are not pulling what is the best way do set that up....

Re: Xora help?

Method_Valbon — Fri, 18 Dec 2009 14:27:02 GMT

Delores,

Our Method Xora connector should pick up information from Xora provided the changes are finalized in Xora before being fetched as new entries into Method. You may also be interested in the response below regarding consulting time.

***

Michael,

It sounds like you’ve done your due diligence and this requires some one-on-one time. Opting for a half hour or hour consulting session is really the best way to help resolve the issue and get you up and running as quickly as possible. Simply put, it is a way for us to dedicate time for your request. You can provide us with a description of the issue and as much info as possible leaving it in our hands or maybe you’ll request a joint call/web meeting with the consultant and use it as a learning tool.

Again I will stress the fact if it is found to be an error or issue on the side of Method we will provide a full refund.

Any user can cancel at any time by contacting their Business Systems Consultant via email or phone and the appropriate steps will be taken from there.

Regards,
Val

Re: Xora help?

abadahmichael — Wed, 16 Dec 2009 21:23:40 GMT

Val, I just can not get my boss to approve a "Consulting time" when I can't give him a reason for it? You stated to me you believed it to be methods and/or Xora setup... While I have seen some differences in Names in the two I was under the understaning it used Employee Id #s.... Now I have checked those and all those are correct... there was only like one or two cases of a differing id number..... Now that CAN NOT be the issues when Methods will pull part of the time in a date range for an employee but not all......

Example: for the week of Dec. 6 - 12th, Methods pulls time for the 7th and 8th.... But does not pull time for the 9th, 10th, or 11th?

Now how is it user setup issue when it pulls part of the time correctly but not the rest? That is the question I've been asking.... Methods is not correctly pulling in all the time.... WHY will it pull part time for employee but not the rest?

This whole issue has been going on for over a week now with an answer of "user setup" I'm just not getting that? So if you can look into the issue of why is pulling some employee time and not the other and give me an answer for that... if not, I would like to know the who to contact to cancel methods, we can just do back to manual entering AS WE ARE NOW!... because it not working for us.

Re: Xora help?

Delores — Wed, 16 Dec 2009 20:47:12 GMT

Val: Just wanted to comment on your reply concerning getting accurate entries from Xora. In a perfect world that would be the case, but unfortunately, that isn't the case, especially in my business (landscape). I usually have to make numerous edits, with only a few employees clocking accurately, whether it be time, lunch, or job number. Just food for thought.

Delores

Re: Xora help?

Method_Valbon — Wed, 16 Dec 2009 15:22:15 GMT

Michael,

At this point we should book paid consulting time. If the issue is found to be an error or fault of Method, we will provide a full refund on any consulting specific to this issue.

Please contact me directly to schedule this.

Val

Re: Xora help?

abadahmichael — Wed, 16 Dec 2009 15:09:14 GMT

Thanks for taking a look at this issuse for me, however I am still conserned?

If Xora and Methods rely on "Employee Numbers" and that is what is use to pull informtion then why is it still not pulling information from Xora....

I went through and double check all numbers and YES I did find a few issues, which seems to have fixed most of the time, but there are still cases where time is not pulling into methods? Dec. 4th for instance! Even after updating everything... it is still MISSING majority of the time?

I do not understand how that can be a setup error?

Re: Xora help?

Method_Valbon — Wed, 16 Dec 2009 14:51:02 GMT

Michael,

I took a long hard look at your Method account and compared it to the entries in your Xora account for November 30th entry by entry, job by job for every employee. It’s been determined the issue lies with your Method and/or Xora account setup.

I’ve listed just one example below:

In Method your employee ‘John’ has a valid Xora employee # but it actually belongs to James not John. You though you are fetching time for John when Method is really fetching time for James.

Not all your problems are consistent making it difficult to isolate them all. I also noticed some spelling errors. Please have a good systematic look at your account set up. You can get more help from our end via consulting time. If any issue is ever found to be a fault of Method we would refund the amount paid for consulting time.

Hope this helps,

***

Delores,

Welcome and thank you for posting to our forum. As per our last conversation, I’ll need you to send me details on the steps you are taking. What is the unedited info from Xora, what are you changing and finally what does Method show? Notice the order this is done is also very important. One example will do.

Thank you,

Re: Xora help?

Delores — Tue, 15 Dec 2009 18:33:39 GMT

Val:

I also have this problem. If I edit a time entry in Xora, Method will not pick it up. I really hope you can determine where the problem lies so we can get Xora edited time with Method.. Although I do most editing in Method, there are times when it is easier or best to edit it first in Xora. I look forward to your reply.

Delores

Re: Xora help?

Method_Valbon — Thu, 10 Dec 2009 22:26:55 GMT

Michael,

We are looking into this and will update you as soon as we can.

Re: Xora help?

abadahmichael — Thu, 10 Dec 2009 17:16:43 GMT

Okay... I went throught and deleted all entries in methods, to fetch time again.... for the day Nov 30, it got 10 times of the 25 that ARE in xora? Why will it not get that time, from xora and pull into methods?

Re: Xora help?

Method_Valbon — Thu, 10 Dec 2009 16:59:21 GMT

Try to have most of the editing complete before you fetch from Xora into Method. Any entries not entered can always be brought into Method the next time you get Xora time as long as it is within the date range you are pulling for. Method will not duplicate by bringing in entries it has already grabbed from Xora.

Another idea is to add supervisors as additional Method users and allow them to enter straight time in Method to be sent to QuickBooks for non phone users.

Val

Re: Xora help?

abadahmichael — Thu, 10 Dec 2009 13:13:09 GMT

Some of the times are edited daily... As shifts may not get started on time, etc.

Xora is used by the Supervisors to also record time in manual, for some employee that do not yet have a xora enabled phone, so those times a manualy entered...

Normally once all the editing has been done by the superviser, it then get pulled to methods for a push to QBs. But sometime not everything has been edited, or entered when it's pulled?

Re: Xora help?

Method_Valbon — Wed, 09 Dec 2009 22:43:01 GMT

What’s the reason you’re editing entries in Xora and how frequently are you doing this? Ideally you should be fetching accurate entries from Xora into Method with minimum entries requiring editing. You can edit in Method just in case the occasional entry does need attention.

Yes, you need to do delete each individual record. This is especially important if you try and delete a record that has already been sent to QuickBooks. Method prompts you to decide to delete or keep the actual QuickBooks time entries individually for each record.

You can do some simple customization by adding a button on the screen that will loop through the grid and delete only those records that have been checked on the grid. This allows you to easily delete a batch of records at once. To help you learn more about customizing, visit out blogs and view our recorded webinars or contact me to have the job done.

Hope that helps,

Re: Xora help?

abadahmichael — Wed, 09 Dec 2009 13:59:29 GMT

So I would have to Indiv. do this to the 115 records currently in methods, so that I can re-import/update to what it needs to be?