Method Community

Hi Rick, Welcome to our community forums! The Customer List screen for your Method/Xora account was already set to filter for active customers by default. We’ve made a quick and minor update to make sure it was being set. Should be good to go now! Thanks, Val

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

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 ...

Michael, We are looking into this and will update you as soon as we can.

Try to have most of the editing complete before you fetch from Xora into Method. Any entries not entered can always be brought into Method the next time you get Xora time as long as it is within the date range you are pulling for. Method will not duplicate by bringing in entries it has already grabbed from Xora. Another idea is to add supervisors ...

What’s the reason you’re editing entries in Xora and how frequently are you doing this? Ideally you should be fetching accurate entries from Xora into Method with minimum entries requiring editing. You can edit in Method just in case the occasional entry does need attention.   Yes, you need to do delete each individual record. ...

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 ...

You can delete entries that have already been brought in from Xora from Step 2: Send to QuickBooks under the Connect with Xora screen. Click the GoTo link beside the desired record you want to delete. On the Xora Time Details screen click the Delete & Close button. Go back to Step 1: Get Xora Time and get the info from Xora. Hope this ...

Hi Tal, It’s kind of funny but what I see happening here is a wish-list for your Method account and with the holidays just around the corner you’re trying make sure you get what you want. Guess this means I’m playing Santa on this one. Let’s go through the list… Unfortunately, I was not able to replicate the OT ...

Just to be clear, you are not getting any warnings or other messages in Method when trying to fetch Xora time right? Are you editing the entries in Xora before or after you pull the time into Method? What specific information are you editing? Once an entry is brought into Method it will not be fetched/updated again unless it is deleted from ...