The following updates are now live for users of Method

New Features / Updates

• Proposals Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45565)

Fixes

• App Updates - Fixed issues with app update performance. (PL-44909)
• Estimates - Fixed an issue where the dates shown in the customer email incorrectly included a time instead of only showing a date. (PL-45452)
• Xero stability - Fixed a Null reference exception on receive payment. (PL-45106)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567)
• Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off the SalesReceipt table. (PL-45566)
• Purchase Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45563)
• Sales Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45562)
• Payment Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45560)
• Invoice Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45559)
• Opportunities Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45558)
• Activity Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45557)
• Estimate Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45554)

Fixes

• Proposals - Fixed an issue where Category item types were available to select as proposal service items which caused sync conflicts. (PL-45590)
• Proposals -  Removed inaccurate time from the transaction date field on the email templates. (PL-45477)

Regards,

Nicolas

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Email Campaigns - Converted the Email From users-based dropdown to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44936)
• New/Edit Email Template - Converted the Email From text input to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44831)
• Send Email - Converted the Email From text input to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44826)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Xero Stability- Fixed an issue where creating Customer was causing an 'Unable to sync Entity' Error. (PL-45579)
• Purchase Orders - Removed inaccurate time from the transaction date field on the email templates. (pl-45499)
• Items - Fixed a bug where enabling the print item group was reset after refreshing the screen. (PL-45463)
• QBO -Fixed an issue where the "ShippingAddress" table was showing up. (PL-43854)
• Sales Orders - Removed inaccurate time from the transaction date field on the email templates. . (pl-45507)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

Fixes

• Payments - Removed the inaccurate time from the transaction date field on the email templates. (PL-45503)
• Sales Orders - Updated logic so peer-to-peer permissions are applied on Open Sales Order view and Closed Sales Order view. (PL-45451)
• Payments - Fixed an issue where the PaymentMethod was not always being populated on payments made via the Portal. (PL-45071)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Gmail Sidebar - Fixed an issue where the users were unable to create records from the sidebar. (PL-45494)
• QuickBooks Desktop - Fixed an ambiguous column name BillRef error on sync engine. (PL-45532)
• Outlook Gadget - Fixed an issue where records were getting saved in main account instead of tenant. (PL-45512)
• Sales Receipts - Fixed an issue where the TxnDate included in the email would include a time instead of only the date. (PL-45520)
• Opportunities - Fixed an issue where line items with a total amount of 0 were not allowed to be saved. (PL-45246)
• Opportunities - Fixed an issue where converting an opportunity to another transaction would not properly populate the Sales Tax Code. (PL-45228)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Email Campaigns - Removed 'Ignore opt-out' checkbox to meet marketing email requirements. (pl-45337)

Fixes

• Sales Orders - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied to a new invoice. (PL-45423)
• Field Crew - Fixed an issue where Work Orders with the status 'Not Scheduled' where showing in certain view filters. (PL-45413)
• Gallery - Fixed an issue where filter using value from screen was not working. (PL-44880)
• Actions - Fixed an issue where the gallery was not showing up when using the refresh control action. (PL-44879)
• Chart builder - Fixed an issue with 'Group By' borders missing. (PL-45363)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Contacts - Added a warning message when attempting to opt out a contact of marketing communications on their behalf. (PL-45112)

Fixes

• Work Orders - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new transactions. (PL-45242)
• Invoices - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new transactions. (PL-45128)
• Proposals - Fixed an issue on Xero accounts where creating an invoice within the app ribbon would not populate all the applicable fields. (PL-45000)
• Invoices - Fixed an issue where line items were allowed to have a negative value in Quantity. (PL-43745)
• Invoices - Fixed an issue where the email sent to customers included a time with the invoice date. (PL-43438)
• Invoices - Fixed an issue where invoices in a closed accounting period could be deleted. (PL-43191)
• Contacts - Fixed an issue where a Tax Exemption Reason error would wrongfully appear in some scenarios when creating a customer or lead. (PL-42922)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Proposals - Removed the "from" section in the email preview for Email Security. (PL-45277)
• Sales Orders - Removed the "from" section in the email preview for Email Security. (PL-45271)

Fixes

• Sales Orders - Fixed an issue where deleted items remained functional causing sync conflicts. (PL-45036)

Regards,
Nicolas

The following updates are now live for users of Method

Fixes

• Opportunities- Added logic to check permissions when converting to a transaction. (PL-45127)
• Purchase Orders - Fixed an issue where deleted items on transactions were still functional causing sync conflicts. (PL-45153)
• Emails - Fix an issue where email usage limits were not being communicated on New/Edit Purchase Orders and Proposal screens. (PL-45012)
• Portal - Fixed an issue with the total and currency label not displaying correctly on the Guest Purchase Order. (pl-44986)
• Email Campaigns - Slight redesign of the Review and Send screen to fix an issue where the sections overlapped in some scenarios. (PL-44913)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Bills - Fixed an issue where the SalesTaxCode requirement on New/Edit Items screen was causing validation issues on QBOG. (PL-45105)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

Fixes

• Guest - Customer Transactions - Fixed an issue where the grid is sorted by RecordID instead of TxnDate. (PL-45047)
• Donations - Fixed inconsistencies in the default donation receipt emails sent for online donations. (PL-44794)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Implement Gmail feedback loop headers. (PL-44993)

Fixes

• Xero Stability- Fixed an issue with customer currency syncing as USD to Method even if different in Xero. (PL-44965)
• QBO Sync - Fixed an issue with 'IsVendorEligibleFor1099' field to be updated on Vendor Table. (PL-44886)
• QBO - Fixed issues while using Bundle Items in Method. (PL-44801)
• Invoices - Added helpful max usage limit errors for emails. (PL-44851)
• Invoices - Added validation for bBillEmail field. (PL-44741)
• Invoices - Updated logic when converting to a payment to include the assigned-to . (PL-44734)
• Invoices - Fixed an error that occurred when a user first created an invoice. (PL-43775)
• Invoices - Updated grids to not show the column totals for QTY and amount. (PL-43689)
• Invoices- Updated logic so a payment associated with it, does not allow the user to delete the invoice . (PL-43439)
• Email Campaigns - Fixed an issue on the View Email Campaign screen where some sections overlapped each other in some scenarios. (PL-41357)
• Editable Grid Integers Give Red Error When Setting It To Billions. (PL-44262)
• Runtime Error : A019 - Object reference not set to an instance of an object. (PL-44685)
• Paste below action not working as intended. (PL-42724)
• SMS in Loop is running into rate limiting issues. (PL-44791)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

Fixes

• Fixed an issue where the Status of bounced emails was not showing correctly. (PL-45100)
• Sync Engine - Upgrade to Version 2.0.0.32  to fix the issue where credentials were being cleared.

The following updates are now live for users of Method

Fixes

• QuickBooks Online - Fixed a discrepancy issue with the total while using inclusive of Tax option. (PL-44944)
• Audit Trail - Added missing events for disconnecting/editing payment gateways. (PL-44442)
• Signature Widget - Fixed an issue where drawn signatures would not save. (PL-41359)
• Grids - Fixed an issue where customers were unable to delete their custom filters. (PL-26504)
• Estimates - Fixed an issue where the contact emails over 100 characters were causing validation errors. (PL-44182)
• Reorders - Action error when sending Rejection email to a customer with no email. (PL-44798)
• Opportunities - Fixed an issue where some error messages were appearing in some scenarios when closing or rejecting Reorder opportunities. (PL-43740)
• Opportunities - Fixed an issue where invoices created from opportunities were missing some information, amounts, and totals. (PL-43739)
• Logstash Cleanup - Added a validation for Xero Invoices using Description-Only Line Items. (PL-44870)
• Invoices - Updated logic so credit is applied to the balance. (PL-27544)
• Invoices - Fixed an issue where the account type was not being retrieved correctly cause a payment gateway error. (PL-43099)
• Invoices - Updated logic so users can't delete transaction in closed account period. (pl-45011)
• Items - Fixed an issue were SalesTaxGroupItems were causing sync conflicts if used as a transaction item on QBDT accounts. (PL-45008)
• Transactions - Fixed an issue where users were able to delete transactions from a closed accounting period, causing sync issues. (PL-44735)
• Transaction Line Items - Fixed an issue where transaction line items were allowing negative values, which cause sync issues. (PL-45010)

Regards,

Hannah