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Before getting too in over my head, I'm looking for a little info on how to go about creating a new Third-Party Portal for a contractor/vendor/employee who is not a Method user, but may need to enter time and/or expenses. If I include the QuickBooks_Time Tracking Screen, I see it looks at the Entity...
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We have thousands of entries that are waiting for approval in the Non-Posted TimeTracking grid under the Post to QB tab. Is there a quick way to uncheck the checkbox in the "Wait for Sync Approval" field inside each time tracking entry?
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I want to be able to customize my new activity tab to have a billable drop down and time tracking slot. Can this be done? Lindsay
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Time Tracking New - the Name dropdown list now displays the currency in the third column. (QBD) New - the Customer:Job dropdown list now displays the currency in the...
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I just added the Professional Services app to my account. When I click on the Budgets/Contracts screen, then click on the Time Tracking tab, I get an error message "Invalid column name 'Item' Invalid column name 'Item_RecordID' " What to do??
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Hi Denis, How does one handle travel time for service technicians that is not charged to the job for which the technician would be compensated? I understand we can have a Start/Stop/(less lunch)/Start/Stop for the technician. However, how do you handle the time between jobs (such as travel) in Field...
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Hi, I am wanting two functions; 1. Tracking Job Time per Employee - Field Service Module - I see how to enter time there. 2. I need a daily time sheet for the Employee that is linked with Payroll; for example; Time In: 8AM - Time Out: 5pm. Lunch 30 minutes. Question: If the same employee logs time into...
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After entering employee time on work orders, the date changed on the employees time back one day. I have a description of the steps taken to duplicate this error choose a work order go to tasks and materials , choose details of an item you want to enter employee time on, in details go to enter actual...
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I am brand new to Method and am trying to get time to import from Xora. I tried a single employee and could see that time information was pulled from Xora based on the data window that shows when Method connects with Xora. But there is nothing in the Method Time Tracking tab. What am I doing wrong?
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On 9/2, on the Time Tracking screen (Method's, not a customized version), the Notes field began to expand and grow longer every time you click into it. So, for example, the first time I click/tab into it to make notes with my time entry, it roughly doubles in size. The next time I click/tab into...
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