Method Community

The following question came in via email: Val Xora has a dispatch function which we use to dispatch field staff to jobs. Eg, Person X, Y and Z to Job 5 from 7a to 3p on Thursday 3/25. Question- can method somehow pull in dispatched times from Xora and push them into quickbooks timecard? (instead of the clocked in/out times) Answer: The ...

In Method where can I find the same data that appears in the QB report "Pending Build"?  This report has very important data for clients manufacturing and assembling products. This report is ran in QB:   Reports / Inventory / Pending Builds.   It looks like ...

The following question came in via email: Hi Val, Since I have previously used another edition with my data file, should I disconnect that in QB? and should I redownload the sync engine? I didn’t see any mention of this situation in the forum/instructions Answer: We have created a new Method account for each of you to sync with a ...

 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 ...

A user had the following questions sent via email: Val: Now that I understand the date parameters, I’m not having any problems. Did Method send out any notice or information when the date thing was changed? I have one other question/comment.  I notice that sometimes when time is edited through Xora first, that Method will not pick it ...

Hi. Browser: Firefox Path: |Tab::Sales Center| -> |Screen::Sales Center Dashboard| -> |Section::Activities| -> |Object::Activities_Grid| Steps Taken: 1. Opened the edit wizard for the grid. 2. Moved to the "Step2: Grid Columns". 3. Selected the "Advanced" Link for column "Type".  (This opens ...

I'm trying to copy your section in the activity screen that allows emailing. I want that section available on my invoice screen. I'm not understanding all the programming of how to get it to work if I create each field on my own and try to figure out how to re-create all the actions you have already created in ...

Hey Everyone, I had a question sent to me over email that i wanted to share on the forum. Post Ryan, Are we only allotted several fields per section, i.e...... I created a new section and dragged the City, State, Zip from another section only to find I had no more in my tool box to replace them? Can I create another field in my toolbox to ...

We received an email from a user yesterday that I thought might be a common question.  After checking with them, they were only too happy to have their question and answer posted, so here it is: Question: Question about the application that would run on our system.  Is it able to be run on a terminal server?  We have moved away ...

The following questions came in via email: “I’m interested in learning more. 1)    Do you have anything industry-specific for Landscaping? 2)    Do you offer tracking of sales/commission information? 3)    Do you offer integration with MS Word for contract creation?” I can ...