Method Community

Hi Diluk, The price for the Xora connector is $20 /month for the first user. You can add an unlimited number of additional users at a cost of $3 /month per user. Pricing is per Method user, not per Xora user. There is no cost for setting up Groups and Roles within Method and you can create them as needed. Hope this helps,

Hi Fran, The Sales Center, Call Center calendars as well as those found in our industry specifics apps such as Field Services and now Professional Services are all built off the same activity table. Each calendar serves a specific purpose and may be filtered to show specific information. For example, the Calendar found in Professional Services is ...

 The following question was emailed: Val We don't seem to have the dispatch functionality currently on Method? Do we need to get this activated? If yes, what is the cost and can we test it out before getting it. Answer: You can find this feature under the Send / Map Xora Jobs screen in Method. Once you have successfully mapped ...

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 ...

Hi Diluk, QuickBooks actually requires that it receive time duration in minutes from any add-ons which unfortunately includes Method. It then takes the duration in minutes and does its own conversion to display it in hours. Method recently did something similar on the Time Tracking screen (the one that syncs with QB) to include a field for ...

Hi Fran, Once you drag the Pivot Grid object onto the report, select it and click the arrow in the top right to edit the properties. Be sure you have the proper table selected for Data Member. You should also notice two links to ‘Add Field to Area’ and another to ‘Run Designer…’ where you can start to modify the ...

Steven, I’m a little late on this post but wanted to get back to you. Charge Qty is what will eventually be used as the Qty for the invoice line item. This field will update automatically for hourly projects after each time entry. It sounds like there is confusion linking Activities and Time entries. Let me see if I can make this area ...

Jonathan, The next time you log into your Method Xora Connector you will notice new grid filters with options to display All, All Active and All Inactive records for Customers, Employees and Vendors.

Hi Jonathan, The grid found under the Connect with Xora tab-link is only checking to see if the field XoraUser is equal to yes. This can be changed at any time in from the Employees screen by unchecking the field Xora User under the Additional Info section. Hope that helps,

Hi, Let’s see if I can help get things moving. When you added the new project what Contact Type did you specify?  The example I used in my Tutorial was a Fixed contract. If I were to use Hourly as an example, it would not update the Contact Amount because it’s unlikely there was actual time / Charge Qty entered at the time the ...