Method Community

 

Release Notes

  • Method Update - August 17, 2016

    The following updates are now live for users of Method.

    Features

    • Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848)
    • Method now syncs with QBO Purchase Orders (PL-3247)
    • General Transaction Screen Updates and Improvements (PL-6790, PL 6794, PL-6812)
    • Ability to convert and Estimate to Invoice (QBO) (PL-3678)

    Fixes

    • Sync results time in grid off by 1 hour (PL-5415)
    • QBDT: Sync results source, destination and count errors (PL-5342)
    • QBO Global: Unable to modify time activity / time tracking in Method (PL-5052)
    • QBO Global: Unable to delete time activity from Method (PL-5053)
    • Account exceeding maximum API usage on some toggled partner accounts (PL-6818)
    • New bill doesn't push to QBO on first save (PL-6637)
    • Unable to set line to taxable in Method (PL-6640)
    • QBO Global: Modifying cost of line on Bill results in $0 cost (PL-5039)
    • Deleting a Bill from QBO does not remove it from Method (PL-5038)
    • Can't clear location, or terms in Method for QBO Bill (PL-6745)
    • QBO Global: Error saving SalesTaxCode on expense line (PL-6748)
    • Google Calendar Service - Query optimization (PL-6267)
    • (Google Calendar) Improve error handling and messaging (PL-6024)
    • CustomerEquipment - ServerTimeModified has wrong type (PL-6557)
    • Donor Summary Report Error on Generation (PL-6192)
    • Improved validation on saving company and user preferences (PL-6740)
    • Drop Downs have endless scrolling (PL-6631)
    • Ensure Drop Down fields can only be created from unique columns (PL-6477)
    • Hidden grid fields not showing when setting view filters from OnScreenLoad (PL-6205)
    • Cannot change resource field on calendar (PL-6684)
    • Removing grid columns from ‘search fields’ causes grid not to load (PL-6683)
  • Method Updates - August 4, 2016

    The following updates are now live for users of Method.

    Features

    • Tags - Improvements to mobile experience and error messaging (PL-6254)

    Fixes

    • Subscription buttons showing up for non-billing contacts. (PL-6480)
    • Notifications not closing when clicked on. (PL-6428)
    • “Have you moved?” prompt displaying for users who have not changed time zone. (PL-6479)
    • Conflict created for time activity when end date is the following day (PL-6487)
    • Deleting a bill from Method does not delete the lines items or expense lines (PL-6636)
    • Method attempts to sync bills even when no changes have been made (PL-6635)
    • Gmail gadget displays deleted contacts (PL-6539)
    • Clear screen does not clear tag list (PL-6619)
    • TagList is not displaying tags correctly (PL-6638)
    • Tag list is not case insensitive (PL-6569)
    • Image filenames containing spaces prevent screens from being copied (PL-6546)
    • Modifying grid filters within the screen load action causes grids to load blank (PL-6519)
    • Screen navigation is resetting grid filters & views (PL-6456)
    • Public Page not displaying the correct Live version for users (PL-6223)
    • Sales Order Template not handling percentages correctly (PL-6618
    • Estimate App - Update to support multi-tenant conflicts (PL-6622)

    Classic

    • Fixed issue with saving sync preferences for Multi-tenant accounts(PL-6523)
    Cheers,

    Michael

  • Method Updates - July 20, 2016

    The following updates are now live for users of Method.

    Features

    • Global Tags - Tags have received a fresh new look and are now global across all tables & apps(PL-4252)
    • Improved UI and content for Getting Started with Method steps. (PL-6105)

    Fixes

    • Update 302 redirects for IE compatibility (PL-5847)
    • Update Drop Down UI style (PL-6299)
    • Performance Improvements on runtime pages (PL-6305)
    • Cannot add a pack on a mobile device (PL-6255)
    • Issue with uploading PDFs with special characters (PL-6324)
    • Bound money fields not displaying negative numbers (PL-6419)
    • Tax removed from sales receipts when saved in Method (QBDT) (PL-6177)
    • Unable to remove customer from Bill Line Item (QBDT) (PL-6418)
    • Unable to complete sync when duplicate Unit of Measure exists (QBDT) (PL-6421)
    • Error importing into some Method tables. (PL-6343)
    • Public Pages now use correct time zone (PL-6120) 
    • Customer Balance field visible for “Customer Only” filters on Contacts App (PL-6217)
    • Hidden fields on Contacts App Listed in Alphabetical Order (PL-6550)
    • Update Import Hyperlink Contacts App (PL-6498)
    • Update to default Accounts Receivable Dropdown on Invoices (PL-6500)
    • Send Email Snapshot Updated to Edit Templates (PL-3695)
    • Ability to re-submit a payment on Donate Now (PL-6217)
    • Activity “Other” event not showing Due End (PL-3406)
    • General Screen Updates to Support Global Tags (PL-6309)
    • View Contact not refreshing after Edit (PL-6545)

    Classic

    • Copying Field Service screen between accounts causing errors. (PL-6342)
  • Method Update - July 7th, 2016

    The following updates are now live for users of Method.

    Features

    • Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848)

    Fixes

    • Drop down search results are not consistent on when searching large datasets (PL-5605)
    • App Ribbon errors when screen has no active record ID (PL-5917)
    • Activity comments are being displayed in blue on grids (PL-5918)
    • Image uploader throws multiple error validations (PL-5893)
    • Drop downs use mobile behaviour when displayed in a narrow webform (PL-5977)
    • Users lose app developer permissions (PL-6228)
    • Session.ActiveRecordID is returning incorrect values when called from a screen with no active recordID (PL-5870)
    • Hidden grid fields are not showing when using OnScreenLoad action to change a view filter (PL-6205)
    • Designer sections display incorrectly when load state set to disabled (PL-6178)
    • M:New user receives permissions error when logging into Report Designer (PL-6204)
    • Tweak Date Picker mobile selection sensitivity to allow scrolling (PL-6091)
    • Images not saving on screen when uploaded (PL-5978)
    • Credit card processing action validating hidden fields (PL-6243)
    • QBDT - Discount not being calculated correctly on Sales Receipts (PL-6220)
    • QBDT - History settings not matching Method:Classic (PL-6148)
    • QBDT - Sync results source, destination and count errors (PL-5342)
    • QBO - Error refetching conflicts (PL-4877)
    • Conflicts: Delete from method does not work (PL-5785)
    • Fix Reminder service (PL-6236)
    • Public Pages now use correct time zone (PL-6120)
    • Clicking on field headers gives focus to the fields input (PL-5584)
    • Right menu now shows full Company Account name. (PL-6090)
    • Fixed issue with users being directed to sign in when trying to sign in to gadget. (PL-5925)
  • Method Updates - June 22, 2016

    The following updates are now live for users of Method.

    Features

    • Added Intuit QuickBooks Payments to our list of supported payment gateways  (PL-3615)
    • Updated design for Method sign in screens. (PL-5762)

    Bugs

    • Right and left nav stuck open on iOS 8. (PL-6005)
    • “Have you moved page?” displaying with every sign in for Arizona. (PL-5895)
    • Overdue accounts asking users to re-subscribe to Method. (PL-6080)
    • Duplicate sales tax codes for QBDT users. (PL-5937)
    • QBO Global invoice lines rounded to the closed dollar (PL-6045)
    • Incorrect grouping count on API Limits page (PL-5872)
    • QBDT: Sync results source, destination and count errors (PL-5342)
    • Duplicate Sales Tax Codes (PL-6108)
    • QBDT: Error saving QB prefs (PL-5868)
    • Move QBO Changes-Only Sync to be every hour, now that we have web-hooks. (PL-5889)
    • Reminder Service Clean up + Monitoring (PL-5234)
    Cheers,
    Michael

  • Method Updates - June 8, 2016

    The following updates are now live for users of Method.

    Features

    • Image / File uploader - Improve validation when linking images or files (PL-5180)

    Fixes

    • Issue with setting active record ID in a conditional statement (PL-5846)
    • App updates are not updating changes to starting screens (PL-5581)
    • Grid filtering not converting from UTC when using screen controls (PL-5837)
    • Load state not working on images (PL-2725)
    • Tables & Fields modals are misaligned on mobile devices (PL-5465)
    • Sales Rep table is visible in QBO accounts (PL-5648)
    • Changes to Section objects are not recognized by Designer (PL-5510)
    • Updates to file uploader style in Fire Fox (PL-5373)
    • Scroll speed on Dashboard (PL-5212)
    • Unable to save Email preferences. (PL-5876)
    • QBDT Sync - Handle closing date conflicts when syncing from Method (PL-3484)
    • Error on Gmail Gadget preferences page (PL-5641)
    • Handle syncs results with no EndDate (PL-5799)
    • Sales Receipt Subtotal calculation incorrect for QBDT (PL-5650)

    Classic

    • Newly created tenants are now visible to user who created tenant. (PL-4989)
    • Unable to change Customer on existing Estimates for QBO. (PL-5796)
  • Method Update - May 26, 2016

    The following updates are now live for users of Method.

    Features

    • QBDT History Per Transactions Preferences (PL-4221)
    • Web Hooks for Add,Mod,Delete allow syncing from QBO to Method within 5 minutes (PL-5379)
    • Method:API - Usage/Limits report (PL-5192)
    • Ability to subscribe to Method in-product. (PL-4238)
    • Drop Downs - Mobile Improvements II (PL-5500)

    Fixes

    • Gmail Gadget settings don't work for Method:New (PL-5569)
    • Reminder Failure fix (PL-5234)
    • User not being taken to dashboard after connecting QBDT sync. (PL-5742)
    • Users unable to save app snapshot filters (PL-5357)
    • Screen actions not reverting correctly when users click cancel (PL-5385)
    • Cannot filter grid using Active Record ID (PL-5672)
    • Cannot set navigation menu on Portal Navigation object (PL-5673)
    • Unable to perform advanced grid search based on Month for a given date field (PL-5232)
    • Payment widget fields not cleared when using Clear Screen action (PL-5491)
    • Enable/Disable drop down control now functioning correctly (PL-5599)

    Classic

    • Unable to copy screens between accounts. (PL-5523)
    • Unable to downgrade account. (PL-5670)
    • Stock Method screen displaying as editable. (PL-5578)
  • Method Updates - May 19, 2016

    The following updates are now live for users of Method.

    Features

    • Fix - Changes-Only Sync not getting modified on QBO with blank tax code (PL-5377)
    • Fix - General Error on Syncing with QBO with blank tax code (PL-5754)
    • Fix - Refresh tokens about to expire (PL-5506)
    • Fix - Delete from Method not deleting record or conflict (PL-5645)
  • Method Updates - May 11, 2016

    The following updates are now live for users of Method.

    Features

    • Tables & Fields Improvements (PL-3970)
    • Update to Authorize.Net production URLs (PL-5368)
    • Disable drop downs during event processing (PL-5265)
    • Addition of ‘No results found’ notification in drop downs (PL-5271)
    • QBO Disconnect and Reconnect by Apps.com offering (PL-5383)

    Bugs

    • Signing into Google gadget taking users to wrong screen. (PL-4737)
    • Error installing a second Method app from apps.com. (PL-5384)
    • Drop downs not opening in consistent direction (PL-5252)
    • Drop downs displaying incorrectly when loading large dataset (PL-5263)
    • Drop down width property not working (PL-5493)
    • Calendar resource drop down not displaying correct values (PL-5366)
    • Tag add icon is broken (PL-5227)
    • Set focus to control on screen load not working (PL-5335)
    • Day of week function returns a numerical value (PL-5359)
    • Grid sorting not remembered after using ‘Back’ navigation (PL-5334)
    • Changing Display Type for a control in Designer breaks control properties (PL-5375)
    • User is not taken to top of search results when searching controls in Designer (PL-5328)
    • Clicking on Preferences > Integrations > Gmail Gadget  gives an error (PL-5311)
    • QBDT Sync appears to start when engine or PUSH is disconnected (PL-5330)
    • QBDT Sync results page reports wrong count (PL-5342)
    • Method:API - Error looking up dropdown value on Insert (PL-5464)
    • Method:API - Table does not support add (PL-5531)

    Cheers,

    Michael

  • Method:Classic Update - April 27, 2016

    The following updates are now live for users of Method:Classic.

    Bugs

    • Taglist displaying [Object object] instead of tags (PL-5045)

    Cheers,

    Jon

  • Method Updates - April 27, 2016

    The following updates are now live for users of Method.

    Features

    • Detailed QB Desktop sync results show live under Preferences > QuickBooks (PL-5160)
    • Hide unsupported payment gateways (Intuit Merchant Services, PayPal Account) (PL-5017)
    • Updated styles on the File/Image uploader widget (PL-4270)
    • QBDT - Add Reset QuickBooks File under Preferences > QuickBooks (PL-5162)
    • QBDT - Add Computer Reset Link  (PL-5163)
    • QBDT - Cleaned up, more intuitive UI for QB Preferences (PL-5161)
    • Ability to share a Method Login email as long as logging into different accounts. (PL-4531)
    • Disconnecting Method from QBO uses new Method portal (PL-4997)

    Bugs

    • NEXT app fails to update (PL-5194)
    • Invoice & Estimates apps fail to update (PL-4910)
    • Money type fields not clearing on Active Record ID change (PL-4944)
    • Marketplace card click is directing users to Dashboard (PL-4257)
    • Selected controls are causing misalignment in screens (PL-5110)
    • Copy screen corrupts Set View Filter actions (PL-5267)
    • Formatting drop down columns causes error (PL-5317)
    • Payment Widget form properties are not working (PL-1609)
    • Hiding Payment Widget results in an error (PL-5030)
    • QBDT Sync Engine - prevent sync engine from stopping when it tries to sync a transaction before the closing / divide date (PL-4670)
    • QBDT Sync Engine - Invoices table synced before SalesOrders (PL-4465)
    • QBDT Sync - Fixed asset should ignore quantity when syncing estimates (PL-4763)
    • QBDT Listener not installed when .NET framework 3.5 is missing (PL-4345)
    • Updated Styles on all tooltips to be consistent (PL-4243)
    • Header displaying generic tooltip on hover (PL-4765)
    • Pack name and checkbox control not aligned when inviting users on mobile device (PL-4406)
    • Marketplace Pack tiles missing footer (PL-4268)
    • Dashboard right panel not showing on device rotation (PL-5149)
    • Subscription header displaying as clickable (PL-5244)

    Cheers,

    Jon

  • Method Updates - April 13, 2016

    The following updates are now live for users of Method.

    Features

    • Improvements to runtime drop downs (PL-4250)
    • Display and speed improvements to the Subscription page (PL-4524)

    Bugs

    • Refetch is not working for Entity table for QBDT (PL-4948)
    • A general error has occurred in QBO Sync (PL-4916)
    • Duplicate payment methods in new QBO accounts (PL-5105)
    • Unable to hide icons that are left aligned (PL-4399)
    • Formatting an empty date results in an error (PL-4469)
    • Field type of Money allows entering of text (PL-4403)
    • Unable to use multiple Yes/No controls in Criteria Builder (PL-4745)
    • User redirected to dashboard when clicking in user/price section of a pack card in marketplace (PL-4738)
    • Fixed styling within designer modals (PL-4327)
    • Fixed styling for drop downs in action editor (PL-5005)
    • Fixed styling for toggle buttons in action editor (PL-5010)
    • Secure your account emails sent for valid QBDT accounts (PL-4791)
    • Fixed styling issues with left navigation menu on Android devices (PL-4890, PL-4919)
    • Unable to scroll to bottom of right content area on mobile devices (PL-4885)
    • Fixed focus of Dashboard when user enables app reordering (PL-5050)
    • Fixed focus of Getting Started panel when user enables app reordering (PL-4974)
    • Fixed mobile styling of Getting Started panel (PL-5065, PL-5074, PL-5086, PL-5094, PL-5095, PL-5096)

    Cheers,

    Paul

  • Method Update - April 7, 2016

    The following updates are now live for users of Method.

    Features

    • Fix - prevent the duplication of invoices when rapidly inserting from work orders (PL-4835)
  • Method Updates - March 30, 2016

    The following updates are now live for users of Method.

    Features

    • Merging customers in QBO now gets associated records moved in Method (PL-4743)
    • Getting Started steps on the dashboard for new users. (PL-4658)
    • Improved loading times on Manage Apps screen (PL-4643)
    • Improved speeds for copying of stock app screens (PL-4696)
    • Improved performance of Generating Method short URL's (PL-4584)

    Bugs

    • QBO Invoices aren't syncing over, due to tax code changes (PL-4731)
    • Issue with emails being flagged as Low Priority in Outlook (PL-4004)
    • Link to conflicts missing from QBO sync results (PL-4441)
    • Objects deleted in QBO always show in subsequent sync results (PL-4449)
    • Making item active in QBO removes it from Method (PL-4264)
    • Improve performance of Method API look up (PL-4869)
    • Addressed alignment and style issues on QuickBooks sync screen. (PL-4824,PL-4822,PL-4635, PL-4668)
    • Update Sign in With Google and Sign In With Intuit icons to latest version. (PL-3893)
    • Update Controls on Screen errors when entering a string with an apostrophe (PL-4746)
    • Cannot sort grids at runtime for expression columns (PL-4748)
    • Method:New users cannot access report designer (PL-4855)

    Cheers,

    Michael

  • Method Update - March 23, 2016

    The following updates are now live for users of Method.

    Features

    • Performance improvements to the Method:API - caching of dropdown list values to improve the performance of inserting and updating records (PL-4869)
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