Method Community

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 ...

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 ...

 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 ...

Richard - One tip for you.  If you have the "Wait for sync approval?" checkbox checked on the Estimate for a Lead Status only customer, it won't send the Estimate and won't convert the lead to a customer until you uncheck the "Wait for sync approval?" checkbox. That way you can still prevent leads that have ...

I'm sending good thoughts to help things along

Hi Amanda, I think I have it figured out now. I was assuming that a 'lead only' contact's estimate would not synchronize w/ Quickbooks. From reading this reply, http://www.methodintegration.com/cs/forums/p/492/1588.aspx#1588, apparently lead status converts to a customer when a transaction such as estimate is performed. I didn't ...

Hi,   I am having a problem with entering a new customer from the Add / Edit Work Order Page, I get a popup screen error that says : "Screen ID not Found" "There was no screen id passed in. If this is a pop up screen, then please verify the actions from the calling page are referencing a valid page. If this is coming ...

As soon as we make the next publish to the live site we can get you on it.  We didn't get the update out last week like I had hoped :(.  So it looks like it will be this week instead. Paul 

 Hi Richard, Have you checked if the estimates are in QuickBooks? Also can you check your transaction history under the QuickBooks tab > Synchronize.  If it is set to sync with data for the last 7 or 14 days for instance then you wouldn't see the transactions prior to that date. Once you get back to me on these questions we ...

 Hey Jim, That's awesome you were able to get that off the ground. Good luck and let us know if you have more questions.