The following updates are now live for users of Method

New Features

• Enable Method Support to Reset Quickbooks file from AlocetSystem for any account and disable the option for users (PL-18367)

Bug Fixes

• Fixed an issue where sync is logging more calls to sync logs than necessary (PL-18802)

• Fixed an issue where item was a required field for description only line items for Bills (PL-17342)
  

Regards

Laks

The following updates are now live for users of Method.

Bugs

• Fixed an issue where names with special characters were not displaying profile pictures. (PL-15055)
• Fixed an issue where Recently View Contacts was not working for tenants of a multi-tenant account. (PL-17073)
• Fixed an alignment issue on the invite user screen. (PL-17489)
  
• Fixed issue where users invited on multi-tenant accounts were not getting the correct TenantID (PL-17569)
• Fixed issue with Math Function action where on occasion it was incorrectly rounding values (PL-18103)
• Fixed issue where incorrect sync conflict message was being presented to users for Payments. (PL-18192)
• Fixed issue where pagination was not working when viewing Sync Conflicts. (PL-18735)

Cheers,

Michael

The following updates are now live for users of Method.

New Features

• Removed (hide) the Sales Tax Code dropdown from New Contact screens for Customers and Leads for QBO US users only (PL-17635)

Bug Fixes

• Fixed an issue with QuickBooks Desktop where Sales Tax Code was showing the same values in Sales Tax Item on the New Contact screen (PL-16716)

Hector

The following updates are now live for users of Method.

New Features

• Payment Processing has been added to Donations (PL-3674)

Bugs

• Fixed an issue with the Donor Pages email templates (PL-15137)
• Fixed an issue where the New/Edit Donation screen had missing functions (PL-18086)

Cheers,

Hector

The following updates are now live for users of Method.

Bugs

• Fixed issue where button colours were not correct in all instances. (PL-17623)
• Fixed issue where Select All Records bar was missing from grids. (PL-18656)
• Fixed issue where transaction dates are going back by a day for users in Australia (PL-15593)
• Fixed an issue where apps were not loading for some QBDT customers on sign up (PL-18223)
• Fixed an issue in Method API where deleted records were not syncing to QuickBooks (PL-18252)
• Fixed an issue where transactions were not getting deleted in Method if deleted in QuickBooks (PL-18238)

Cheers,

Michael

The following updates are now live for users of Method.

Bugs

• Fixed issue where editable grid change event was being fired twice (PL-17650
• Fixed issue where mini calendar icon was missing for the calendar on tablet devices (PL-17160)
• Fixed issue where "Select All" yellow banner was not being displayed (PL-18599)
• Fixed issue where Method:Sidebar links for classic where asking you to select an account (PL-17436)
  
• Fixed issue where Method:Sidebar was not accepting "$" in Opportunity amount field (PL-17729)
  
• Fixed issue where Method:Sidebar was not trimming blank lines when displaying records in the list cards (PL-17745)
• Fixed issue where Method:Sidebar was displaying correct error when the Due Date field is invalid (PL-18008)
• Fixed issue where Method:Sidebar was not always correctly showing the Contact avatar (PL-18595)
• Fixed issue where Method:Sidebar was throwing an error if duplicate entities exist (PL-18066)
• About section is now being displayed for Method:Sidebar (PL-17799)

Cheers,

Michael

The following updates are now live for users of Method.

New Features

• For Sync Engine,

• Added a new pop-up screen to improve user experience on the initial set-up of the sync engine

• Improved initial sync from 31 to 180 days and sync all open transactions outside of the 180 day range

• Improved handling of archiving and syncing transactions outside of the date range set in Method.

• Improved logging on the engine to have more transparent sync status

• Added the ability to queue sync with a pop-up when a sync is already in progress

• Added the ability to connect from Sync Menu and sync even when disconnected

• Added the ability to drag engine from the top menu

• Added the option to go to Help Center from the Engine

Bug Fixes

• Fixed an issue where Sync Engine was not showing up on initial load

• Fixed an issue where Sync Engine was deleting records on disconnected syncs

• Fixed an issue where Sync Engine was doing full sync on startup

• Fixed an issue in Sync Engine with outdated copyright

• Fixed an issue where Sync Engine was crashing on Disconnect

• Fixed an issue with text display for Minimize button on the Sync Engine

• Fixed an issue in Sync Engine where Customers were not coming over from Quickbooks to Method on the initial sync

• Fixed an issue where Sync Engine MSI was showing incorrect version number on the Windows Control Panel

• Fixed an issue where method icon was missing on the Method Listener in the Windows Control Panel

• Fixed an issue where warning message to activate Method Listener was missing on the Sync Engine

• Fixed an issue in Sync Engine to not log noises on the log files in Customer machines

• Fixed an issue in Sync Engine where sync was processing records twice

• Fixed an issue in Sync Engine where we were syncing with the wrong account for customers with multiple account pointing to the same Quickbooks file

• Fixed an issue in Transaction History where Sync Engine was not archiving records when history is set to None

• Fixed an issue in Sync Engine for Method Push to work on all unsubscriptions

• Fixed an issue with the Sync Engine where Change Only sync was not delayed when there are regular changes

• Fixed an issue in Sync Engine to remove “Note:a requested record no longer exists” logging

The following updates are now live for users of Method.

Features

• Method:Sidebar will now show contact profile pictures (PL-16911)
• Method:Sidebar now supports adding attachments for Method:New (PL-17165)
• Method:Donations now has the ability to process payments (PL-3674)

Bugs

• Fixed issue with Method:Sidebar showing up multiple times under Profile > Connected Apps (PL-17440)
• Fixed an issue where users were able to remove access to Contact Management (PL-17918)
• Fixed issue with Outlook gadget that caused OtherName entity types to cause errors (PL-18071)
• Fixed issue with URL redirects being cleared if an incorrect password was entered on login. (PL-5116)
• Fixed an issue with Editable Grids where losing focus action executed twice (PL-18007)
• Fixed an issue where activities assigned to usernames containing non-alphanumeric characters did not appear on the Method calendar object (PL-18001)
• Fixed an issue when using Mozilla Firefox Date/Time was not displaying properly when changing the view filter (PL-17999)
• Fixed an issue where the calendar was not showing all the hours in the day (PL-17971)
• Fixed an issue where table actions did not load in the action editor when the entity table was selected (PL-17899)
• Fixed an issue when uploading through attachment object, the file name changed (PL-17616)
• Fixed an issue when adding a button column to an editable grid an error was produced when triggering a clear screen for new entry action (PL-17260)
• Fixed an issue where the save all action on a change event for a column in an editable grid caused an error message (PL-16881)
• Fixed an issue with the add tag field where validation is missing for duplication (PL-6252)
• Fixed an issue where file validation messages were not providing user reason for file upload failure (PL-5890)

Cheers,

Michael

The following updates are now live for users of Method.

Bug Fixes

• Fixed an issue where Auto apply payments were not linking to Invoices when processed through Payment Gateway (SYN-372)

The following updates are now live for users of Method.

New Features

• Improved the merging of records for Quickbooks Desktop accounts. Data will not be merged until accepted. (SYN-327)
• Improved the Method Sync Engine to not sync archived/out of date range records. (SYN-323)
  
  

Bug Fixes

• Fixed an issue where Full Sync On Date Range fails on Vehicle Mileage. (SYN-1)
• Fixed an issue where the date of first Full Sync was updated with every Full Sync. (SYN-348)

The following updates are now live for users of Method.

Bug Fixes

• For Method:Sidebar, we’ve made some changes to update the ability to schedule a follow up (PL-17808)
• Fixed an issue where creating an activity in Method:Sidebar did not populate the correct fields in the View Activity view (PL-17821)
• Fixed an issue with Method:Sidebar where Vendors were allowed to create an Opportunity (PL-17836)
• Fixed an issue with Method:Sidebar where when signing in, when the user hasn’t set a password, we should show a message to use intuit sign-in (PL-17868)
• Fixed an issue with Method:Sidebar where some users were logging in to the incorrect Method account (PL-17903)
• Fixed an issue with Method:Sidebar when cases should be notified, contacts not being sent to backend (PL-17915)
• Fixed an issue with Method:Sidebar where viewing a Transaction Card, clicking New did not open a new transaction card (PL-17917)
• Fixed an issue with Method:Sidebar where length errors were erroneously being logged (PL-17934)
• Fixed an issue with Method:Sidebar where users were seeing error when selecting leads from dropdowns  (PL-17980)

The following updates are now live for users of Method.


New Features

• User experience improvements for Grids and Editable Grids providing clearer usability for the Select All checkbox (PL-17459)
•  Improvements for the Calendar enabling runtime control for all day events to presented as long bars, or grouped at the top “all-day’ event area (PL-17663)

Bugs

•   Fixed an issue where invoices were not being marked as paid, though a payment was applied and balance = 0 (PL-16114)
•   Fixed an issue with the Calendar where when clicking on a time slot did not start a new activity (PL-17697)
•   Fixed an issue where tax is calculated on an item, pre-discount, but where the specific account wants to calculate tax after discount (PL-12746)
•   Fixed an issue where creating an item in Method was not pushing to quickbooks (QuickBooks Online and Desktop) (PL-14637)
•   Fixed an issue where removing a customer’s last name in Method was returning after a sync (PL-17277)
•   Fixed an issue where modified customer information was not syncing quickly (PL-17326)
•   Fixed an issue where sort order was not being preserved when creating new custom views (PL-17432)
•   Fixed an issue where tags were being cleared after a merge (PL-17567)
•   Fixed an issue with Editable grid where default values of 0.00 was not working (PL-17647)
•   Fixed an issue for Entity.Title length for QuickBook Desktop was shorter in Method than in newer versions of Quickbooks (PL-17678)
•   Fixed an issue with the image uploader where a validation error was missing when uploading unsupported file types and sizes larger than 5MB (PL-3884)
•   Fixed spelling errors in the designer view of the Credit Card Procession action (PL-17508)

Best Regards,

Hector

The following updates are now live for users of Method.

Features

• Added Payment Processing to the Sales Receipts app (PL-4418)
• Introducing new ways to view the calendar including monthly and list views, and standard, vertical and horizontal views (PL-17103)
• Added some missing colors for buttons (PL-17345)

Bugs

• Fixed checkbox styles on Import tool to match rest of Method (PL-13445)
• Fixed issue where import error was being displayed even though import was successful (PL-16584)
• Fixed issue where some Activity reminders where not being sent for tenants of a multi-tenant account (PL-17437)
• Fixed issue with users being able to create user names with commas (PL-6657)
• Fixed an issue where checkboxes were misaligned on the chart configuration screen (PL-13450)
• Fixed an issue with Bills where the value in Billable column for Accounts was clearing on clicking Save (PL-13901)
• Fixed an issue when using Internet Explorer where the scroll bar overlapped text in the contacts list manage views dropdown (PL-15923)
• Fixed an issue with the loop through grid action not processing all records  (PL-16718 and PL-16918)
• Fixed an issue with Authorize.Net where error response returned an error (PL-17530)
• Fixed captions and labels on the Activity Reports screen (PL-15811)
• Fixed captions and labels on the Opportunity Reports screen (PL-17353)

Cheers,

Michael

The following updates are now live for users of Method.

Bugs

• Fixed an issue with font size in section headers (PL-14384)
• Fixed an issue with the database icon shifting alignment (PL-14608)
• Provided clearer error messaging when uploading a picture for a contact (PL-14700)
• Fixed an issue with grids where if no columns are added Go to page was still displayed (PL-15688)
• Fixed an issue where no padding around hyperlinks on preferences created an layout issue (PL-16306)
• Fixed an issue with Editable grids where all fields were displayed as a Text field type in add dropdown column screens (PL-16318)
• Fixed an issue where custom fields in the Entity table were allowed to be deleted despite being a linked field in Contacts table (PL-16529)
  
• Fixed an issue with auto applying payments to statement charges. (PL-17159)
• Fixed an issue with payment gateways where “payment gateway not configured” message was presented if a default payment gateway flag was not set  (PL-17178)
• Fixed an issue with a start date went back in time after modifying synced QB Item in Method (PL-16760)
• Fixed an issue where default payment method on payment gateway was not loading on payment apps (PL-15889)
• Fixed an issue with the tags widget with tags with 1 character (PL-16847)
• Fixed an issue with the outlook gadget integration page where pagination was returning 0 records  (PL-17192)
• Fixed issue with accessing portal link could cause 403 errors to occur (PL-17173)
• Fixed an issue where the customer tax code was not being applied to transactions (PL-10249)
• Fixed issue with blanks/zeros in discount field in Estimates - QBO Global (PL-13332)
• Fixed an issue where the RecordID caption was missing from the Purchase Order List screen (PL-15884)
• Fixed an issue with validation on the First Name field in the Contacts app (PL-15936)
• Fixed an issue where incorrect drop down vales were displayed in the Tax Code drop down in the Contacts app (PL-15937)
• Fixed an issue where Corporate Donation was checked by default on Donor Pages (PL-16079)
• Fixed an issue where the Copy Billing to Shipping link was missing from the Portal (PL-16195)
• Fixed an issue with showing and hiding the Currency and Exchange Rate field on the Payments app for QBO Global (PL-16511)
• Fixed an issue with updated the exchange rate on transactions for QBO Global accounts (PL-16714)
• Fixed an issue with the tags object getting cut off on laptop size screens in the Contacts app (PL-17036)
• Removed an unused App Ribbon in the Contacts app (PL-17319)
• Fixed an issue with Sales Rep field not auto populating with the signed in user in the Contacts app for QBDT accounts (PL-17378)
• Fixed an issue where End Date was hiding and Status was being to set to Completed incorrectly in the Activities app (PL-17386)
• Fixed an issue where the Entity Type radio button clears when you click Save & New in the Contacts app (PL-17420)
• Fixed an issue where the Currency was missing from the Portal total in QBO Global accounts (PL-17441)
• Fixed an issue with invoice line sorting on the portal (PL-17450)
• Fixed an issue with Sales Tax on transactions in QBO Global accounts (PL-17496)

Cheers,

Hector