The following updates are now live for users of Method

New Features / Updates

• Proposals - Added a back button to the view proposals screen. (PL-43198)
• Time Tracking - Added pre-set and custom date range filters to the time Tracking list screen. (PL-42400)

Fixes

• Method Sidebar: Removed 'Campaign Source' field from the screen. (PL-40369)
• Xero - Fixed an issue where amount is not calculated correctly when Discount is updated to 0 in Estimates and Invoices. (PL-40184)
• Calendar - Fixed an issue where the record count and pagination were not working as expected. . (PL-41028)
• Actions - Fixed an issue where controls were not updating on save as expected. . (PL-42986)
• Grids - Fixed an issue where searches with apostrophes were not properly returning results. . (PL-43067)
• Proposals - Fixed an issue where the customer price level was not being applied to proposal services. (PL-43037)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Cases - Added a dropdown to allow users to select a related Opportunity. (PL-42511)
• Work Orders - Added a dropdown to allow users to select a related Opportunity. (PL-41809)
• Opportunities - Added the ability to convert an opportunity to a work order. (PL-41808)
• Reorders - Added link to additional information when clicking on "Learn More" on Invoices and Sales Receipts. (PL-41561)
• Opportunities - Redesign the New/Edit Opportunity screen to be more user-friendly. (PL-41533)
• Opportunities - Added Work Orders to the App Ribbon. (PL-40936)
• Opportunities - Added automation to mark Opportunities as closed after converting to a transaction. (PL-40568)

Fixes

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Sync Conflict Improvements - Preventing customers from deleting an entity with transactions associated to it, along with improved Sync message. (PL-42084)
• QBDT Estimate\Invoice - Fixed an issue where subtotal lineitem was not updating on save when added a second time. (PL-43063)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Time Tracking - Fixed an issue when exporting a grid where more records were returned than were in the search results. (PL-42903)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Transaction Reports - Fixed an issue where no time range options were available on multi-tenant accounts. . (PL-42765)
• Portal - Updated Case tile to show a zero if no cases exist. . (PL-43011)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Preferences table - Added "Default Terms" field to sync from QuickBooks Online. (PL-42738)
• Add/Edit Items - Improved the button layout for mobile. (PL-43075)
• Time Tracking Preferences - Design Improvements QBDT. (PL-42991)
• Time Tracking - Improved required field messaging for Billable and Has Been Billed status. (PL-42771)
• Time Tracking - Improved the Delete show message on mobile. (PL-42571)
• Proposal - Improved show message language when trying to Edit a proposal. (PL-41489)

Fixes

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Time Tracking - Made improvements to the time duration field and other UI/UX elements. (PL-41897)

Fixes

• User Profile- Fixed an issue where user failed to update sign in email. (PL-43106)
• Opportunity Preferences - Fixed small typos and errors on the preferences screen. (PL-42307)
• Screenlets - Fixed an issue where editable grids were not rendering. (PL-42428)
• Communications - Fixed an issue where sent emails were not appearing in the history. (PL-43014)
• Estimates - Added padding on the add Deposit Button. (PL-43058)
• Proposals - Fixed an issue where customizations to Engagement Letter body template were not visible on the screen after saving a draft proposal. (PL-42808)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• QuickBooks Desktop Sync- Fixed the issue where subtotal lineitem was not updating on save when added a second time. (PL-43034)
• QuickBooks Desktop Sync- Fixed "Ambiguous column name ItemReceiptRef error on Sync Engine. (PL-41408)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Invoices, Estimates, Sales Receipts, Sales Orders - Added logic to prevent adding an inventory item with an "InvStartDate" after the "TransactionDate". (PL-42401)
• Proposals - Related activities now link to the mentioned proposal. (PL-40421)

Fixes

• Screenlets - Fixed an issue where draft screenlets were being published in other accounts. (PL-42447)
• Date/Time Picker - Fixed an issue where the calendar was flashing when changing the month. .(PL-42790)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Opportunities - Added the ability to convert an opportunity to a work order. (PL-41808)
• Work Orders - Added a dropdown to allow users to select a related Opportunity. (PL-41807)
• Opportunities - Redesign the New/Edit Opportunity screen to be more user-friendly. (PL-41533)
• Opportunities - Added Work Orders to the App Ribbon. (PL-40936)
• Cases - Added a dropdown to allow users to select a related Opportunity. (PL-40935)
• Opportunities - Added automation to mark Opportunities as closed after converting to a transaction. (PL-40568)

Fixes

• Export Tool - Fixed an issue where leading spaces in the criteria builder were being considered as part of the string. (PL-42767)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Contacts - Fixed an issue where the Tax Exemption Reason field was showing for accounting packages where it was not applicable. (PL-42942)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Tables & Fields- Improved logic to allow customers to edit a field to unique provided that all current records in the field are unique. (PL-42565)
• Purchase Order - Updated billing language with Vendor and Vendor Address. (PL-42264)

Fixes

• Signature - Fixed an issue where a signature could not properly be saved unless there were other bound fields being saved on the screen at the same time. (PL-42792)
• Text Input - Fixed an issue where the max character length validation rule allowed on unbound text inputs was 255. (PL-39870)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Time Tracking - Added Rounding Preferences for invoiced time on QBDT. (PL-42398)
• Opportunities - Added a dropdown that allows users to link a Case to an Opportunity. (PL-42512)
• Items - Changed the 'Save & Back' to 'Save' on the edit item screens. (PL-42599)

Fixes

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Check Permissions Action - Added the ability to check permissions for other users than the one currently logged in. (PL-41976)

Fixes

• QBO Sync - Fixed the mapping for TimeTracking, as QuickBooks Online uses TimeActivity. (PL-42676)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Opportunities - Added a dropdown that allows users to link a Case to an Opportunity. (PL-42512)
• Opportunities - Changed the sorting of the Opportunities List grid and addeded additional columns. (PL-41854)
• Opportunities - Reorganized the view filters dropdown menu to be consistent with other apps. (PL-40900)

Fixes

• Send Email - Fixed an issue where attachments were duplicated unnecessarily. (PL-42548)

Regards,

Nicolas