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

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

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

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

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

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

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

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

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

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

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

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

The following updates are now live for users of Method

Fixes

• Google Calendar - Unable to connect to the Google Calendar . (PL-41714)
• New/Edit Opportunity - Fixed an issue where warning message was displaying every time a user converted an opportunity to another transaction. . (PL-42231)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Purchase Order - removed the extra "Add Item" button on the edit screen. (PL-42144)

Fixes

• Import - Fixed an issue where the success message was misleading users and not highlighting the error values. (PL-38746)
• Import- Fixed an issue where the display message on creating new fields in the Import tool was incorrect. (PL-41674)
• Payments - Fixed an issue where some payments were not properly logged in the Payment History page in some scenarios. (PL-41815)
• Tags - Fixed an issue where navigating back after opening the Manage Tags panel would kick the user out of their session. (PL-42109)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Payment Gateways - New UI for the payment gateway configuration tool. Can now also connect to multiple payment gateways, and set rules based on payment method. (PL-41189)

Fixes

• AlocetSystem - Fixed an issue where the App routine was failing when using the 'Prepare for Accounting' action on the Invoice table. (PL-39444)
• Gallery - Fixed an issue with view filters. (PL-41663)
• Email History page - Fixed an issue where the list would become corrupted when navigating away and coming back. (PL-38484)
• Email History page - Fixed an issue with search and pagination on the list. (PL-37413)

Regards,

Courtney