Method Community

 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 ...

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 ...