Method Community

 

Release Notes

  • Method Updates - Mar 5th, 2020

    The following updates are now live for users of Method.

    New Feature

    • QBDT - Sync Class bidirectionally for Customers and Vendors.

    Bug fix

    • Fix an issue where deletions are not being recorded in Audit Trail.

    Regards,
    Laks.

  • Method Updates - Feb 26th, 2020

    The following updates are now live for users of Method

    Bug fix

    • QBDT - Fix an issue where Sync is aborting for Inventory Assembly Items having blank Bill of Material items.

    Regards,
    Laks.

  • Method Updates - Feb 18th, 2020

    The following updates are now live for users of Method

    Bug fixes

    • QBO - Fix an issue where Sync is aborting for time tracking entries having invalid entities.
    • React - Fix an issue where Stop timer is erroring out.

    Regards,
    Laks.

  • Method Updates - Feb 6th, 2020

    The following updates are now live for users of Method

    QB Online

    • Fix an issue where Purchase tax code was being wiped out on sync for Items.
    • Allow duplicate items within a group line item to sync.
    QB Desktop
    • Prevent QBXML version from being updated to 0 on sync that causes field corruption issues.
    • Add more special characters to sync.

    Regards,
    Laks.

  • Method Updates - Feb 3rd, 2020

    The following updates are now live for users of Method

    SOAP API

    • Phase 2 - Add throttling limits to 60 per user capped at 200 per min per account and delay over the limit requests by half a second without rejecting it.
    Tables & Fields
    • Reserve "_RecordID" for system fields to prevent field corruption.

    Regards,
    Laks

  • Method Updates - Jan 2020

    The following updates are now live for users of Method

    New Features / Updates

    • Captcha is integrated with processing payments in Method. (PL-25509)
    • Updated Gmail Sidebar to display transaction reference number instead of RecordID. (PL-25509)
    • Updated sort order on all transaction list screens. (PL-25509)
    • Opportunity Reports screen charts now show point values. (PL-25509)
    • Improved the overall layout of the New/Edit Payment screen. (PL-25509)
    • API Update Phase 1 - Add throttling limits to 60 per user capped at 400 per min per account and delay requests without rejecting it.

    Fixes

    • QBO - Fix sync aborts for tenant accounts without an active admin user
    • QBO - Fix Credit Memo Sync for react accounts. (PL-25779)
    • QBDT - Fix an issue were sync is aborting because of special characters.
    • QBDT - Fix for transactions getting archived out of history in some time zones.

      Regards,

      Michael

    • Method Updates - Dec 2019

      The following updates are now live for users of Method

      New Features / Updates

      • Go To Screen action now supports passing parameters to screens. (PL-24411)
      • Go To Screen action now support specifying where the screen will be loaded. (PL-24411)
      • App Routines now emails admins when they do not run as expected. (PL-24411)
      • Screen routines can now be converted to App Ribbons. (PL-24411)
      • New session variable "Company - Method Remaining Emails" that returns how many free emails are left for the billing cycle. (PL-24411)
      • New session variable "Company - Email Provider" that returns the company email providers. (PL-24411)
      • App Routines now support scheduling time blocks. (PL-24411)
      • Portals now support impersonating users, see the portal as a user would see it. (PL-24411)

      Fixes

      • QBO - Fix general sync error happening due to conflicts reaching maximum retries. (PL-25461)
      • QBDT - Allow Sales Receipt line items to sync even if they have txnids in add request. (PL-25560)


        Regards,

        Michael

      • Method Updates - October 2019

        The following updates are now live for users of Method

        New Features / Updates

        • Web Report Designer Beta is now available on all accounts. (PL-24148)
        • Insert action improved to support duplicating records. (PL-24148)
        • Insert action improved to support inserting recurrences. (PL-24148)
        • New session variable that returns users' IP address. (PL-24148)
        • New session variable that returns if a new payment gateway is set up and connected. (PL-24148)

          Regards,

          Michael

        • Method Updates - September 19th, 2019

          The following updates are now live for users of Method

          Fixes

          • Fixed issue with recurrence widget not correctly wrapping text. (PL-23786)
          • Fixed issue with recurrence widget regenerating deleted dates if you update the series. (PL-23826)
          • Fixed issue with criteria builder comparing values with case sensitivity applied instead of ignoring case. (PL-23857)

          Regards,

          Michael

        • Method Updates - September 5, 2019

          The following updates are now live for users of Method

          Method Mobile - updates

          • Introduced a new mobile navigation experience.
          • Added a new sign-in page and “Forgot Password” page.
          • Users can now edit portal page screens on mobile.
          • Fixed several mobile layout issues.
          • Fixed an issue where losing internet connection did not allow you to interact with the app.
          • Fixed an issue where uploading images and attachments did not work.
          • Fixed an issue where selecting the help chat icon did not open a chat window.
          • Fixed an issue where using your phone camera caused the app to crash.
          • iOS - Fixed an issue where opening the keyboard caused the app to crash.
          • iOS - Fixed an issue with the “Print” button on certain screens.
          • Android - Fixed an issue where selecting the help chat icon did not open a chat window.
          • Android - Fixed an issue where using your phone camera caused the app to crash.

          Regards,

          Paul

        • Method Updates - September 3rd, 2019

          The following updates are now live for users of Method

          New Features/Updates

          • Added ability to manually retry failed emails (PL-23187)

          Regards,

          Michael

        • Method Updates - August 28th, 2019

          The following updates are now live for users of Method


          Audit Trail Updates

          • Ability to Export Audit Trail
          • Add Source as one of the default visible columns in Audit Trail grid
          • Grid rows will be left in an expanded state to facilitate browser search


          Regards,
          Laks

        • Method Updates - August 27th, 2019


          The following updates are now live for users of Method


          QBO Updates 

          • QBO US - Taxes overwritten in QuickBooks will not be recalculated in Method if total amount was updated in Method.


          Regards,
          Laks

        • Method Updates - August 23rd, 2019

          The following updates are now live for users of Method

          Updates for QBDT

          • Ability to sync Tax as line items to facilitate Avalara tax calculations

          Bug fix

          • QBO - Remove due date from syncing for Purchase Order and prevent clear off.


          Regards,
          Laks

        • Method Updates - Aug 19th, 2019


          The following updates are now live for users of Method

          New Features/Updates

          • Field validation now validates against malicious conent such as scripts. (PL-23166)

          Fixes

          • Fixed issue with null passwords when sending emails. (PL-23435)
          • Fixed issue with checkbox controls not wrapping which caused some fields to overlap. (PL-23337)
          • Fixed issue with grids showing desktop fields on mobile in some cases. (PL-20375)

          Regards,

          Michael

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