Method Community

Hi Rick, Welcome to our community forums! The Customer List screen for your Method/Xora account was already set to filter for active customers by default. We’ve made a quick and minor update to make sure it was being set. Should be good to go now! Thanks, Val

How do I get Method to not show my Inactive Customers? I would just like to see my Active Customers only. Thank You Rick ASI

On December, 23rd @ 1:00pm EST, Valbon Shabani will continue with the next instalment on objects in Method. This level 2 webinar will cover additional objects with a focus on the calendar object, date picker and time picker objects. Space is limited. Reserve your Webinar seat now ...

 I received the following question via email: I have searched the documentation and the forum with no luck so I think it’s ok for me to ask you about reports.  No reports show up at all in my report screen.  Were basic reports supposed to be synced from QB?  I’m not sure if there is something I need to do to import ...

That is Correct Ryan, I Appreciate the help.   Thank You.   Jim

 Hey Jim, After working with you today, we were able to figure out this was a small problem with the screen. Updates for this should be available next week.

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... ...

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 ...

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

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 ...