Method Community

Hi Michael, We are aware of this and currently looking into the Action Sequence. I will provide an update ASAP. Sorry for any inconvenience.  

Tal, We put in a minor update for sending mapped jobs to Xora. It was working but required you select the record from the grid prior to sending it to Xora. This is now updated to allow you to send immediately after saving a new job. We’re currently looking into the Action Sequence and will get back to you on this issue.

Hi Lee, The Method Engine will recommend the QB file be open to ensure real time syncing. You can close or log off from QB at any time but changes or updates will not be sent to QB until the next time a connection with the engine is established. Changes and updates will happen automatically at that point. The prompt from QB for permissions is a ...

Hi Lee, It sounds like the QB login does not have the sufficient permissions. It is recommended but not required you use the QB admin. Regardless of the user selected you would never have to terminate Method because Method is not actually tapping into the use of the license. The admin could be logged into Method and QB simultaneously. Try ...

Joe, We’ve made an update. Try giving it another shot.

Joe, You can now hide sections in design and they will remain hidden on the published screen.

Hi Lee, Unfortunately it is difficult to duplicate this on my end. Any chance you could detail the steps you are taking and clearly identify what was done in Method vs in QuickBooks? Including invoice dates and numbers would be very helpful in each step. Have you taken a look to see if you have any conflicts in your Method account? In your ...

Hi Rick, This is covered in the Initial Setup Service call and found in the Xora User Guide. You must fill out your Account Information for both Xora and Method. In Method click the Xora Set up screen. Click Launch Preferences. Under Account Information: Enter your Method Account number, Method UserID and Method Password. This can be ...

Tal, Just an update to this post, I’ve received your customization specs and as you know we’re in the process of getting that started. :) Here’s the OT explanation from the Method Xora Connector User Guide. Allocate Overtime per Day if you are tracking overtime on a daily basis. Each user‟s total time per day will be ...

Delores, Our Method Xora connector should pick up information from Xora provided the changes are finalized in Xora before being fetched as new entries into Method. You may also be interested in the response below regarding consulting time. *** Michael, It sounds like you’ve done your due diligence and this requires some one-on-one ...