The following updates are now live for users of Method

New Features / Updates

• QBO Version 34 - Support for Tax Classification Service: Migration line items. (PL-42960)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Calendar - Fixed an issue where elements were overlapping in the UI. (PL-43097)
• Email Campaigns - Fixed an issue where the file name was not being retained on attachments. (PL-42976)
• Mailchimp connection error on Warehouse. (PL-43446)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• QuickBooks Online - Make TaxExemption reason 'OTHER' available in Method. (PL-43514)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Grids - Added the ability to set display format as hh:mm for time duration. (PL-43117)
• Proposals - Added 'Next Invoice Date' column to the list screen. (PL-43200)
• Opportunities - Fixed an issue where the line items grid was uneditable for Order Requests. (PL-42851)

Fixes

• Method Sidebar for Gmail - Fixed and issue where customers were not able to save changes under View User Settings. (PL-43575)
• Opportunities - Fixed an issue where the rate column was disabled for Opportunity line items. (PL-42937)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Reorders - Updated to allow reordering services in addition to items. (PL-41938)
• Portals - UI change to headers. (PL-41724)

Fixes

• REST API - Restrictions on direct POST requests in the Item and Entity tables. (PL-39874)
• Portals - Fixed an issue where the mobile button color was inconsistent with the desktop UI. (PL-42853)
• Reorders - Fixed an issue where new opportunities created via order requests were missing information. (PL-42852)
• Portals - Fixed an issue where clicking on the back button did not perform as expected. (PL-42848)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Email - Fixed an issue preventing some users from viewing the Emails Sent page. (PL-43100)
• Estimates - Fixed an issue on QBG where shipping address for country was not being autopopulated. (PL-43269)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Insights Dashboard - Added a new screenlet to allow users to view pending order requests. (PL-41723)

Fixes

• Opportunities - Fixed an issue with converting an Opportunity to an Invoice on QBDT. (PL-42842)

Regards,

Harman

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