The following is now live for users of Method:Classic 

• Updated Screen - QBO_Invoice - Now filters items using the IsUsedOnSalesTransaction field, for QBO customers in the USA.
• Updated Screen - QBO_Estimate - Now filters items using the IsUsedOnSalesTransaction field, for QBO customers in the USA.
• Updated Screen - QBO_SalesReceipt - Now filters items using the IsUsedOnSalesTransaction field, for QBO customers in the USA.
• Updated Screen - QBO_Global_Invoice - Now filters items and tax codes using the IsUsedOnSalesTransaction field, for QBO Global customers (Canada and Australia).
• Updated Screen - QBO_Global_Estimate - Now filters items and tax codes using the IsUsedOnSalesTransaction field, for QBO Global customers (Canada and Australia).
• Updated Screen - QBO_Global_SalesReceipt - Now filters items and tax codes using the IsUsedOnSalesTransaction field, for QBO Global customers (Canada and Australia).

Enjoy,

Paul

The following is now live for users of Method:Classic 

• NEW FEATURE - Method now syncs with QBO Bills. Bills are an accounting transaction that records an amount owed and/or paid to a Vendor / Supplier. Inside Method, you can view and edit bills that were entered in QBO. You can also create a new Bill in Method and have it sync to QBO. While we have synced with Bills on QB Desktop before, this is the first vendor transaction that Method has synced with for QBO. To access it, change your tab group in the top-right to “QuickBooks”. Then click Vendors > Bills.
• New Screen - QBO_Bill - This is the screen used for QBO customers in the USA.
• New Screen - QBO_Global_Bill - This is the screen used for QBO Global customers (mainly Canada and Australia).
• Updated Screen - QBO_ItemService - Now includes Is Used On Purchase Transactions checkbox, for QBO customers in the USA.
• Updated Screen - QBO_Global_ItemService - Now includes Is Used On Purchase Transactions checkbox, for QBO Global customers (mainly Canada and Australia).

Enjoy,

Paul

The following updates will soon be made live for users of Method:Classic. 

The following updates are planned for Feb 12, 2015.

• Feature - Implement Bill Transactions syncing for QBO (USA) and QBO (Global). Note, the screen pushes and actual feature launch will come soon, this is just the platform and sync groundwork. (Ticket IN-85)
• Fix - Tax rounding error sometimes off by 1 cent vs. QB Desktop (USA). This is for estimates where the tax item is not a tax group. (Ticket AS-11)
• Fix - Copying screen breaks show/hide section. (Ticket AS-12)
• Fix - Sync aborts on QBO Canada account when the tax code has a blank description. (Ticket AS-13)
• Fix - QBO changes for estimates not syncing to Method when the descriptions include non-ASCII characters. (Ticket AS-14)
• Fix - ExchangeRate field listed as Integer in Currency table, not syncing for QB Desktop. (Ticket AS-19)
• Fix - Issue with the automatic assigning of invoice numbers in tenant accounts of a multi-tenant account. (Ticket AS-20)
• Fix - Unable to save changes to Expense & Income Accounts on ItemService screen. (Ticket AS-57)
• Fix - Screen hangs when an image has a dynamic source with a semi-colon in its URL. (Ticket AS-69)
• Fix - Loop inside a loop does not execute for 501st record. (Ticket AS-71)
• Fix - QBO Payments is syncing, even with Wait For Approval Checked. (Ticket AS-157)

Enjoy,

Paul

The following updates will soon be made live for users of Method:Classic. 

The following updates are planned for January 27, 2015.

• Improvement - Update to Method Integration Engine (Desktop QB Sync) and MethodAPI so that they can authenticate with both Method:New and Method:Classic UserName/Emails and Passwords. (Ticket 5488)
• Fix - Unapplied Auto-Payments not syncing to QB. We previously fixed an issue where payments that were not 'Auto Apply' wouldn't sync to QuickBooks until they were applied to invoices. This broke a few accounts that had designed their screens to accommodate this behavior, so we have rolled back the change. (Tickets 5508,5347)
• Fix - Group Items on Sales Order not showing grid after clicking Update. (Ticket 4989)
• Fix - In the latest release of Google Chrome, the screen scrolls to the top when selecting a dropdown list. (Ticket 5049)
• Fix - Duplicate QBO invoices were sometimes created from the SchedInv_CreateInvoices screen. (Ticket 5187)
• Fix - The 'Ship Tracking Number' for QBO Invoices has been updated to show that it is 29 characters long. (Ticket 2896)
• Fix - Removing the QBO Global tax calculation conflict on importing historic invoices created before last tax rate change. (Ticket 5310)

Enjoy,

Paul

The following updates will soon be made live for users of Method:Classic. 

The following updates are planned for January 8, 2015.

• Improvement - Significant decrease in the time it takes to copy a screen within the same account (Ticket 4993)
• Fix - Grid drop down fix. Sometimes a reference to an archived lookup record with the same name would be used instead of the currently active lookup record. The specific reported issue was on Sales Tax Codes on invoices. (Ticket 3303)
• Fix - Field Services Calendar - Re-assigning a Work Order series to another Assigned To user is not reflected on the calendar. (Ticket 4671)
• Fix - Inability to sign up for a subtenant on a Multi-tenant QBO account. (Ticket 4997)
• Fix - Bug with QBO Australia sync - Estimates/Invoices fails to sync with shipping taxes applied to it. (Ticket 5259)
• Fix - Field Service Renewals - Not capturing first week of January if the multiple days of the week were selected in the Weekly basis, instead of using Daily basis. (Ticket 5367)
• Fix - Trouble setting and saving the 'Is To Be Renewed' checkbox. (Ticket 5297)

Enjoy,

Paul

The following updates will soon be made live for users of Method:Classic. 

The following updates are planned for December 17, 2014.

• Improvement - Auto-Apply logic has been added for payments made through QBO. (Tickets 4863, 2982)
• Fix - QBO Payments in transactions tab in Customer screen shows the updated unapplied portion of the payment. This previously caused the balance in the transactions tab to not match the customer balance. (Tickets 4864, 4874)
• Fix - Resolve Conflicts for QBO Payments was unable to resolve the conflict of confirming a deleted payment. Instead would display 'Object Not Found'. (Ticket 4869)
• Fix - System tables showing as tables that need to be deleted when downgrading from Method CRM Pro to Method CRM. (Ticket 5175)
• Fix - Conditional warnings do not show in Internet Explorer. (Ticket 5025)

Enjoy,

Paul

The following updates are now live for all Method users as of December 2, 2014. 

The following updates are now live, as of Dec 2nd.

• Fix - Duplicate invoices created on QBO sync if an initial balance is set (Ticket 2813)
• Fix - Terms getting set to Date Driven on Save, during QBO Sync (Ticket 3906)
• Fix - Google Calendar not syncing from Google to Method (Ticket 4765)
• Fix - Company Name not appearing in address when synced from gmail gadget (Ticket 2785)
• Fix - Friendly error message needed to handle disabled shipping on QBO Sync (Ticket 4894)
• Fix - PurchaseOrderLine table was showing 'Item' as a required field in Insert Record into Table action, even though it is not required (Ticket 4808)
• Fix - Sync Engine not handling empty PurchaseOrderLines if no Item was specified, and inserted via Insert Records Into Table, instead of the screen, and if there were related records or fields (Ticket 4809)
• Fix - No ability to reset SmartVault connection to use a different vault, if the QuickBooks Desktop account (Ticket 4678)
• Fix - Rounding of decimals includes too many decimal places on a copied screen (Ticket 4561)
• Fix - QBO Reconnect was going to wrong domain, causing a red security banner in the Intuit Reconnect Page (Ticket 5004)
• Fix - Copying CRM_Activities List generates error (Ticket 4990)
• Fix - Subtotal line on Estimate not working like in QuickBooks (Ticket 3671)
• Fix - Improvement to Google Calendar Sync not occuring automatically (Ticket 4907)

Enjoy,

Paul

The following updates are now live for all Method users as of November 17, 2014. 

The following updates are now live, as of Nov 17th.

• Feature Request: additional shipping fields for submitting to Authorize.NET. (Ticket 2129)
• Fix - Sync Time is 5-6 hours off of the local computer time. This is for QuickBooks Desktop, when viewed under QuickBooks > Synchronize. (Ticket 4679)
• Fix - Line items on an Invoice were showing in incorrect order in Method, when the order was changed in QB Online. (Ticket 3432)
• Fix - Unable to load contacts into Listbuilder Account when text in the Users table was longer than ListBuilder could handle. (Ticket 4569)
• Fix - Renaming Portal tablink breaks actions that call that tablink. (Ticket 4627)
• Fix - PDF doc goes missing when getting renamed. (Ticket 4274)
• Fix - Payment processing is getting 'the payment did not process' error, after Authorize.NET with FirstData had made changes to security requirements. (Ticket 4238)
• Improvement - Separate storage for last sync completion time for Changes Only and Full Sync, to prevent a scan of the audit trail. This improves performance on the QuickBooks > Synchronize screen.

Enjoy,

Paul

The following updates are now live for all Method users as of October 30, 2014. 

The following updates are now live, as of Oct 30th.

• Fix - Contact info not saved when editing contact in some situations.
• Fix - Tax Groups not calculation edge cases in Quickbooks Desktop.
• Fix - Saving transactions without a tax code affecting specific accounts.
• Fix - SQL Override on grid breaking the List Builder screen.
• Fix - Updating fields in invoices that have invalid email addresses.
• Fix - AERO Workflow Management welcome emails not sending.
• Fix - RecordID showing in grid for dropdown.
• Fix - Loop though table WHERE field = blank now works correctly.
• Fix - Field Services Calendar - Custom Filter options .
• Fix - Add option to hide view filter in grid.
• Fix - Report crash when filters cover large date range.
• Fix - Date Range Filter For Reports.
• Fix - Desktop sync fix for conflict when converting item receipt to bill.

Enjoy,

Carl

The following indicates which accounting application(s) the release note(s) apply to.

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Invoice

• Fixed (#3398) - Removed the hard-coded currency value on the currency fields. (QBO)

Cheers,

Ashur

The following indicates which accounting application(s) the release note(s) apply to.

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Customers

• Fixed (#3400) - Updated the addressing convention and Copy Address logic. (QBO)

Estimate

• Fixed (#2614) - Updated the addressing convention. (QBO)

• Fixed (#1776) - Removed Create Sales Order since we currently do not support creating Sales Orders. (QBO)

Invoice

• Fixed (#2614) - Updated the addressing convention. (QBO)

Sales Receipt

• Fixed (#3399) - Created an updated version of the sales receipt report and updated the Generate Report action on the stock Sales Receipt screen to set this report as the new default. (QBO)

Cheers,

Ashur

We have pushed the "July" version from Stage to Live.

With this deployment we have also upgraded the hardware running the Method Webservers to ensure a more performant and stable system going forward.

Carl

The following indicates which accounting application(s) the release note(s) apply to.

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Sales Receipt

• Fixed (#3182) - Created an updated version of the sales receipt report and updated the Generate Report action on the stock Sales Receipt screen to set this report as the new default. (QBO)

Cheers,

Ashur

The following updates, which were originally on staging from July 30th, are now live for all Method users as of September 3, 2014. 

The following updates are available on the staging site, as of Jul 30th.  You can access the July version by clicking "Switch to the July Version" when you sign into Method.

• Fix - Display correct Screen after a screen has being replaced while using "Show Screen on Pop Up" and "Go To Screen" actions.
• Fix - References Changed from Electracash to Willow Systems.
• Fix - Filtering reports within a date range, properly using UTC time zone handling on a date field.
• Fix - Rate % calculation for Sales Order Line Item when value is less than 1.5.
• Fix - Rate % calculation for Sales Receipt Line Item.
• Fix - Made Textbox editable when properties 'Hidden on screen load' & 'mask input' are applied.
• Fix - Total and SalesTaxAmount calculations on Purchase Orders.
• Fix - Instances of the Method Screen Designer Objects disappearing when attempting to drag and drop in any section of the screen designer.
• Fix - Issue with Multi-Tenancy Drop Downs that have duplicate values.
• Fix - Tablink not found error in Portals when the tablinks are collapsed into a More button.
• Fix - Prevent tax value within Job Item grid getting reset when updating the line item.
• Fix - Generate Report action with the Build Selection List for the Condition Statement.
• Fix - Date difference function while calculating the occurrence of the weekday whiting a date range.
• Fix - Allow to format reports to show/hide group items.
• Fix - Allow to delete Alternate Contacts.
• Fix - Assign ref numbers for SalesOrders in Method.
• Fix - Send emails with an attachment in Method.
• Fix - Allow labels to contain HTML.
• Fix - Exporting tool when the data has html embedded, so the html gets validated and fixed if broken.
• Fix - Validation while adding new fields on the tenant table. If tenant table, do not add unique/required fields or it will break the creation of franchises.
• Fix - Multi-Tenancy Report Designer where there are two customers with the same name in different tenants.
• Fix - While adding users increase accordingly the number of licenses and made the account user-licensing-concurrent when the user counts are over 19.
• Fix - Taxes calculation when Invoices have discounts.
• Fix - Authorize.Net Payment Gateway rejection of payment when there are missing elements.
• Fix - Load contacts into ListBuilder so the data does not get truncated.
• Fix - Action "User-IPAddress" returns the correct IPAddress.
• Fix - Prevent main contact to be updated when a new contact is added.
• Fix - Encrypt/Decrypt action when used with Save Section.
• Fix - Contacts registration on portals.
• Fix - Users can connect to MailChimp.
• Feature Request - Be able to download Customers Documents and Images.
• Feature Request - Allow to set the decimal places to be displayed on editable Grid Columns according to the decimal field size specified within table.

Enjoy,

Carl

The following indicates which accounting application(s) the release note(s) apply to.

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Vendor List

• Fixed (#1512) - Removed Save and Delete since we currently do not support modifying or deleting Vendors. (QBO)

Employee List

• Fixed (#1502) - Removed Save and Delete since we currently do not support modifying or deleting Employees (QBO)

Estimate

• Improved (#1021) - Updated stock estimate reports to include address lines 4 and 5. (QBO)

Invoice

• Improved (#1021) - Updated stock invoice reports to include address lines 4 and 5. (QBO)
  
  

Cheers,

Michael