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Release Notes

  • 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

    • Method Updates - Aug 7th, 2019

      The following updates are now live for users of Method

      New Features/Updates

      • New tax calculations preferences for QBO US. (PL-23080)
      Fixes
      • Fixed issue with App Routines being hidden on accounts in some scenarios. (PL-23243)
      • Fixed issue with attachment widget losing attachments on unsaved screens. (PL-23063)
      • Fixed issue with images in dropdowns causing errors. (PL-23183)
      • Fixed issue with transaction templates not loading if group items with subtotals are used. (PL-22210)

      Regards,

      Michael

    • Method Updates - August 1st, 2019

      The following updates are now live for users of Method

      Bug fixes

      • Transactions to respect Customer tax preference for group items
      • Tax calculation to prioritize tax preference of the line item if changed for any transaction
      • QBDT Estimates - Handle subtotal items with tax code if the Customer tax code is Non
      • Stop populating rate for a description only line item if it is next to a subtotal line item


      Regards,
      Laks

    • Method Updates - July 31st, 2019

      The following updates are now live for users of Method

      New Features/Updates

      • App Routines can now be run on a schedule or be processed in the background. Learn More

      Regards,

      Michael

    • Method Updates - July 29th, 2019

      The following updates are now live for users of Method

      New Features/Updates

      • Attachment widget now validates against malicious file types. (PL-23189)


      Regards,

      Michael

    • Method Updates - July 18th, 2019

      The following updates are now live for users of Method

      QBO Updates

      • Upgrade QBO sync to support Intuit throttling limits of 10 requests per second

      Regards,

      Laks

    • Method Updates - July 16th, 2019

      The following updates are now live for users of Method

      New Features/Updates

      • Starting today we will be gradually rolling out technology improvements to batches of accounts. With these improvements, you should see a boost in performance as well as some minor UI changes and several bug fixes. The rollout will happen over a 3-4 week period.


      Regards,


      Michael

    • Method Updates - July 15th, 2019

      The following updates are now live for users of Method


      New Features/Updates

      • Ability to search multiple RecordIDs in Method New Audit Trail
      • Update Audit Trail Grid to show 25 records per page
      • Deprecation message about Audit Trail for Method Classic users in System page and Export
      Bugs
      • Fixed issue with Call Routine action where it was not showing Controls for App Routines. (PL-22927)
      • Fixed issue with App Routines builder where Loop through table actions were not deletable (PL-22926)
      • Fixed issue with App Routines where in some cases it was using archived routine instead of the published routine. (PL-22925)


      Regards,
      Laks

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