Method Community

Hello John, If you have any questions regarding the Xora application, please call me at 650 314 6460 Opt 3 or email to allenp@xora.com

 Hi Michael, Thank you for the info. So, is there a way to set a default for a customer so that each time an invoice is generated it automatically checks one of the boxes? Or would that be a customization? Thanks\ Bryan

Not sure why this error is occuring, but it happens every time I attempt to double click to select an Opportunity to record a message to when archiving.  After I clear the error I can upload the message to Method, it just gives me this error on Step 2, the selection screen. The complete error ...

Bryan, In both the Invoice and Estimate tables there are the fields IsToPrint  and IsToBeEmailed. These fields determine whether an invoice or estimate should be emailed or printed through QuickBooks.  On the current standard invoice screen the To be emailed and To be printed checkboxes are synced with QuickBooks. -Michael  

 Good day everyone! On to my next quest! Is there an easy way to have these two sync properly with QB? Is there a field in Method that syncs this data with QB, so when the invoice is sent to QB the proper box is checked? For now we are using QB to send invoices. In the future we will be utilizing Method and wont have to worry about ...

 Thank You! Worked Beautifully!

Hi John, Our Xora Connector works by making a request to the Xora servers asking for specific data (primarily time records and associated details) to be sent to Method.  In other words, the phone users enter the data we simply fetch it if its available. This is a question you should confirm with the Xora team (www.xora.com) ...

I looked around for any information about using Xora and teams and could not find anything.   If I understand this, does everyone have to have a phone if we want to use Xora to track times? I have a crew with three people on it, can the leader have a phone and enter the outher two guys times? Thanks, John M

Thanks for quick fix, really appreicate it:) Ian

Hi Ian, We got the problem figured out. The reason why your clients had problems submitting the web forms is because one of the servers that we have, had an invalid configuration and occasionally users which were submitting the web form, ended up using it. We have it fixed now and made sure this doesn't happen again in the future. Sorry for ...