The following updates are now live for users of Method.

Features

• Added support for importing XLS and XLSX file types.(PL-7339)

Fixes

• Blank screen after signup. (PL-7768)
• Info icon for Subscriptions not clickable on android devices. (PL-7584)
• File/Image uploader is case sensitive on file extensions (PL-7242)
• File/Image uploader is not correctly parsing filenames with multiple periods (PL-7790)

The following updates are now live for users of Method.

Features

• Android Mobile App (PL-7041) 

Fixes

• Update to filter views to prevent empty GUID’s from corrupting screens (PL-7253)
• Developer accounts missing access to all accounting table views (PL-7517)
• Data not displaying correctly in grids with no filters (PL-7525)
• Tables & Fields not displaying data on initial load (PL-7558)
• Authorization Codes grid poorly formatted in mobile (PL-7129)
• Addressed issue with time zones when inviting new users. (PL-7279,PL-7572)
• Changing display logo sometimes producing an error. (PL-7310)
• Pressing enter to submit form on signup not working. (PL-7415)
• Hovering over Subscription details info icon causing second scrollbar to appear. (PL-7431)

The following updates are now live for users of Method.

Features

• Quick Invite: Add new users from the assigned to drop down within apps. (PL-6272)

Fixes

• User permissions not updating after being changed. (PL-7420)
• Users getting stuck on a white screen after signup. (PL-7112,PL-7184)
• Notification email missing on signup. (PL-7428)
• Fixed an issue causing some MailChimp exports to fail (PL-6996, PL-7119)
• Fixed an issue preventing the status field from syncing for QBO purchase orders on some accounts (PL-7249)
• Fixed an issue preventing some accounts from installing the Purchase Order app (PL-7412)
• Fixed an issue preventing some accounts from updating the Estimates, Sales Orders and Invoices apps (PL-7383)
• Unable to perform advanced search for tags on grids (PL-7188)
• Issue with sending email attachments of type txt, rtf, svg, bmp, csv (PL-7185)
• Remove extra spacing on grids having footers / headers (PL-7261)
• Payment Processing action not saving configuration correctly when using the payment widget (PL-7325)
• Grids not displaying pagination not showing all records correctly (PL-7331)
• Added missing “Have you moved?” page. (PL-7278)

The following updates are now live for users of Method.

Features

• Implement UI for Authorization Code management (PL-6156)

Fixes

• No longer send start/end times to QBO for time activities due to QBO time zone bug (PL-6994, PL-6860)
• Fixed a bug that was sending the incorrect markup info to QBO for bills (PL-6643)
• Fixed rounding issues for sales orders, charges, credit memos, estimates, invoices, sales receipts, purchase orders, bills, checks, credit card charges, credit card credits, item receipts and vendor credits (PL-6995, PL-6855)
• Gmail Gadget gets stuck at “searching for contacts” for some users (PL-6957)
• Group sales tax calculations incorrect for QBO (PL-6974)
• Method doesn’t generate PO numbers for QBO (PL-7008)
• Remove above grid padding when view selector or search bar is hidden (PL-6988)
• Set View Filter not copying correctly when placed in screen load actions (PL-6898)
• Drop downs not searching % character (PL-7057)
• Cannot retrieve sum from transactions table (PL-7056)
• Value From Loop not available when placed in conditional statements (PL-6871)
• Error loading newly created preferences (PL-7108)
• Duplicate password validation errors on account signup. (PL-6928)

The following updates are now live for users of Method.

Features

• Update Image Placeholders (PL-6882)
• Purchase Transaction Apps (Apps will be available week of Sept 5th) (PL-7067)
• Updated font colours to be darker (PL-6809)
• Removed Dashboard header from Dashboard. (PL-6789)

Fixes

• Subscription buttons showing up for non-billing contacts. (PL-6480)
• Filters are being cleared on accounts screen when back is clicked (PL-6993)
• Unable to loop through grid when search results are displayed (PL-6868)
• Unable to create activity or transaction from Israel timezone (PL-6802)
• Incorrectly assigning value of 0 to drop downs that are blanked out (PL-6869)
• Reports showing incorrect timestamps (PL-6805)
• Unable to process payments through Intuit Payments for QBD (PL-6755)
• Added % rate field to Estimates (PL-6980)
• Error message when % rate field is unchecked (PL-6977)
• Updated NP_AggregateReport(V2) & Donations By Year to sort based on Transaction Date (PL-6959)
• Updated Activities List to avoid known issue with EmailBody (PL-6958)
• Updated Bill Address Fields in QBO for Estimates (PL-6976, PL-5864)
• Updated the New State on Estimates, Invoices & Sales Orders (PL-6983)
• Corrected issue some users were experiencing with screen not clearing when Saving Invoices and Estimates (PL-6861)
• Updated Parent Customer Fields (PL-6978)
• Sales Order App Ribbon is not pre-filling customer details when accessed from Opportunities (PL-6981)
• Sales Receipt App Ribbon is not pre-filling customer details when accessed from Opportunities (PL-6989)
• Updated Consistently of New State on Transactions (PL-6983)
• Clicking New / Edit Activity Type clearing contact dropdown (PL-7007)
• Accounts App being refresh on Back (PL-6993)
• Inventory Start Date not being populated in all scenarios for (QBO & QBO Global) - (PL-7022)
• Unable to view time time tracking conflict in New (QBO) (PL-6488)
• Conflicts occurs when changing tax calculation field in Method (QBO Global) (PL-6847)
• Added additional logging to troubleshoot large number of errors with QBO API calls (PL-6949)
• Non-Inventory creating a conflict when syncing with QBD (PL-7050)
• URL’s taking user to Dashboard after signing in if they were not signed in. (PL-5400)
• Method Admin’s not being able to select tables when trying to import. (PL-6772)

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)

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)

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)

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)

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)

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)

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)

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)

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

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

Bugs

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

Cheers,

Jon