Method Community

 

Release Notes

  • Method Updates - Sept 11th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Items - Added a 'Save' button for item creation. (PL-42593)
    • Items - Added a button to make an item Active or Inactive on item creation. (PL-42364)

    Fixes

    • Buttons - Fixed an issue where borders were not displayed on hover. (PL-18987)
    • Buttons - Fixed an issue with border colors not displaying correctly. (PL-36610)
    • Invoices Preferences - Fixed a typo in the preferences description. (PL-42683)
    • Send Email - Fixed an issue where users were able to create a template with a body of more than 3200 characters. (PL-42646)
    • Contacts - Exposed the IsTaxable and Tax Exemption Reason on Stock screens to make this information readily available and improve user experience. (PL-42203)
    • Time Tracking - Fixed an issue to not show the Bulk Actions button when there are no available actions. (PL-42744)

    Regards,

    Harman

  • Method Updates - Sept 8th, 2023

    The following updates are now live for users of Method

    Fixes

    • Xero - Update the status of deleted estimates to "Delete" from "Draft". (PL-38065)

    Regards,

    Harman

  • Method Updates - September 7th, 2023

    The following updates are now live for users of Method

      Fixes

      • Push Notification - Fixed an issue with Action Execution Error: "N003 - Failed to send mobile push notification". (PL-42643)

      Regards,

      Courtney

    • Method Updates - September 6th, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • DAL - Improvements to Prevent non-accounting field sync. (PL-39735)

        Regards,

        Hannah

      • Method Updates - Sept 5th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Charts - Improved builder and support for drill downs. (PL-42302)


          Regards,

          Harman

        • Method Updates - Sept 1st, 2023

          The following updates are now live for users of Method:

          Fixes

          • Sync Conflicts - Improvements when customers attempt to sync transactions without line items. (PL-42423)
          • Grids - Fixed an issue where the "Clear Selection" link didn't clear checkboxes in all scenarios. (PL-42684)
          • Xero - Improvements around Invoices Inclusive of Tax causing sync conflict. (PL-42528)
          • Xero - Fixed an issue where the Invoice data was not syncing from Xero to Method. (PL-42647)

          Regards,

          Harman

        • Method Updates - August 31st, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Import - Added the ability for customers to import date/time field in their specified timezone . (PL-41112)

          Fixes

          • Export - Added the ability for export tool to respect the User Specified Time Zone in Display Setting. (PL-39445)

          Regards,

          Courtney

        • Method Updates- August 29th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Icon - Added 2 new Chat Bubble icons. (PL-42336)
          • Insights Dashboard - Created a new Open Cases Screenlet. (PL-40620)

          Fixes

          • Fix signup bug for SSO. (PL-42588)

          Regards,

          Nicolas

        • Method Updates - Aug 28th, 2023

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Sync Conflict Improvements - Display a warning message to customers attempting to log a negative amount of transactions. (PL-42421)

            Regards,

            Harman

          • Method Updates - August 24th, 2023

            The following updates are now live for users of Method

            New Features / Updates

            • Insights Dashboard - Created a new Open Cases Screenlet. (PL-40620)

              Regards,

              Courtney

            • Method Updates - August 23rd, 2023

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Deposits - Fixed an issue where the Work Order To Invoice flow was incorrectly adding a negative item. (PL-42480)

                Regards,

                Hannah

              • Method Updates - August 22nd, 2023

                The following updates are now live for users of Method

                Fixes

                • App Routine - Fixed an issue where scheduled routines would still try to run after all users were removed from an app, causing an error. (PL-38818)
                • Report Designer - Fixed some minor UI issues. (PL-39931)
                • Items - Fixed issue where inventory items could not be updated. (PL-42232)
                • Time Tracking - Irrelevant filter removed on time entry list for QBO users. . (PL-42496)

                Regards,

                Nicolas

              • Method Updates - August 18th, 2023

                The following updates are now live for users of Method

                New Features / Updates

                • Contacts - Updated the tab UI for consistency on the platform. (PL-40658)

                Fixes

                • QBO - Fixed an issue with webhooks where it was not working properly for Payments. (PL-39218)

                Regards,

                Harman

              • Method Updates - August 16th, 2023

                The following updates are now live for users of Method

                New Features / Updates

                • QBO upgrade - Updated to minor version 33 of QBO API. (PL-42211)
                • Sales Orders - Added ability to include deposit information on Sales Orders. (PL-41018)

                Fixes

                • Editable Grids - Fixed an intermittent issue where clicking into a column would hide the data in adjacent columns. (PL-42192)
                • Calendar - Fixed an issue where changes to the Title and Description field mapping would not be saved in some scenarios. (PL-38916)
                • Date/Time Picker - Fixed an issue where setting a default value on a field formatted to display as "year" would not set the correct year. (PL-41888)
                • Tags - Fixed an issue where Conditional Statement actions were not properly evaluating tag names containing underscores. (PL-40951)
                • Multi-Tenancy - Fixed an issue where clicking the "Make a Copy" button on some stock screens caused an error in some scenarios. (PL-40915)
                • Payment Gateways - Fixed an issue where the Status for records in the CustomerPaymentInfo table were not properly updated . (PL-41232)
                • Emails - Fixed an issue on the View Sent Emails page where some emails were incorrectly displayed as "Deferred" instead of "Sent". (PL-40131)
                • Calendar - Fixed an issue where dragging events from the waitlist to the calendar's Month view would update the start time to 12:00AM. (PL-41659)
                • Call Web Service action - Fixed an issue where the action's validation rules were not properly being applied based on whether SOAP or REST was selected. (PL-41800)
                • Work Orders - Fixed an issue where work order routing would error if there were duplicate addresses at the start of the list. (PL-40989)

                Regards,

                Hannah

              • Method Updates - August 15th, 2023

                The following updates are now live for users of Method

                New Features / Updates

                • QBO Minor Upgrade - Added the fetching of 'UsingProgressInvoicing' setting for QBO minor version 32. (PL-42210)
                • QBO - Improved the functionality for IsTaxable and Tax Exemption Reason to handle sync conflicts. (PL-21826)
                • Time Tracking - New ability to create single and bulk invoices from time entries for Quickbooks Desktop users. (PL-39328)
                • Invoices - Removed duplicate “Add Item” button on New/Edit Invoice screen. (PL-42141)
                • Insights Dashboard - New screenlet to track unapproved time tracking entries. (PL-40630)
                • Insights Dashboard - New screenlet to track open sales orders. (PL-40627)
                • Insights Dashboard - New screenlet to track open purchase orders. (PL-40626)

                Fixes

                • Work Orders - Fixed description alignment on the calendar event card. (PL-42272)
                • Invoices - Added the button option “Save & Back” on mobile. (PL-42050)

                Regards,

                Nicolas

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