Search
-
Hi again,
Customizing screens is something you can do on your own or have us assist you on through our customization process.
Lucky for you we've already addressed those concerns about security on a section of our website dedicated to Security & Backup. Here you will learn how Method secures screens, data and more. ...
-
Hi,
Let’s take this one step at a time. Allowing the tech’s to enter credit card data from the field using Method and sending this data to QB is pretty easy if you have the screen set up to do so.
The question is…where are you ‘processing’ or should I say charging the credit card?
(1) Collecting the data in ...
-
Steve,
We've done our part but the problem is that you are trying to insert times into QuickBooks and the times are before the closing date of the file. Below are just some options you might want to explore:
(1) You will have to temporarily lower the closing date if you want them to go to QB, otherwise it will keep giving conflicts, and ...
-
Steve,
I’ve looked into additional resources for you. If you enable the MethodSupport user in your account our team has the option to remove conflicts in mass.
Please let us know if this is something you’d like us to do?
-
Steve,
What you are seeing are not errors but rather conflicts that have occurred when Method was trying to send information to QB and was rejected for valid reasons (as per the post above).
To resolve conflicts you must decide between the two options to delete or un-delete. Deleting a conflict will remove that record and avoid trying to send it ...
-
A Method / Xora user emailed the following question:
Val – I have been downloading time data from Xora and exporting it to QB and it does not appear? It states that it successfully exported??? What gives? Am I doing something wrong? After I confirm the data I press the send to QB time sheets (selected) and Method reports back the export ...
-
In your account I’ve confirmed two things.
The TimeTracking screen you are using is not an original Method screen. You can see this for yourself by editing the Employee Center tab in Method by clicking Customize>>>Tabs. You will notice the TimeTracking tab-link is pointing to a screen named TimeTracking(2) which is a customized ...
-
Hi Lynn,
Currently SSL setup is not supported in Method but there are plans to support it in Method sometime in the future.
-
Can you please enable the MethodSupport user in your account (Customize>>>Users) and let me know the name of the Method account this is happening in. This seems simple enough for me to confirm and then create a support ticket if needed.
The Name dropdown is built off the Entity table, the Customer:Job dropdown is built off the Customer ...
-
Hello,
I am trying to duplicate your efforts. Can you please tell me what particular dropdown on the TimeTracking screen you are referring to? Also, when did this start happening for you?
Thanks,
|
|
|