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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Credit Memo

• Fixed (#1020) - Fixed the Credit Memo screen where the More actions...>>>Customize Templates… button was not loading the Preference Report screen. (QBD)

”February” version now available

The following updates are available on the staging site, as of Feb 5th.  You can access the February version by clicking "Switch to the February Version" when you sign into Method.

• Performance improvement - In cases where generating a report takes a very long time a separate web service will be leveraged to improve response time.
• Feature Request - When inserting Contacts into MailChimp the contacts will now receive an email asking to confirm their subscription.
• Miscellaneous - New colour and logo in Method for users with default settings.
• Fix - Unable to find values of a radio box on a mobile screen.
• Fix - URL Override for authorize.net Payment Gateway not working.
• Fix - PayPal Payment Gateway Setup missing Default Payment Method drop down.
• Fix - In some cases Contacts Title field not saving when sync engine is running.
• Fix - Instances of the Method Screen Designer Objects disappearing when attempting to drag and drop in any section of the screen designer.
• Fix - Popup's not loading second time.
• Fix - Method compatibility with IE11 on Windows 8.1 related to Screens loading.
• Fix - Activity gets related to existing Opportunity when Follow-up Activity is selected.
• Fix - Google Gadget - All transactions visible to user, regardless of permissions set in Method.
• Fix - Method:V2 roles were showing up in Method:V1.
• Fix - In some cases where a user decided to modify other users their user name was replaced with the name that was edited.
• Fix - Bad HTML in SQL Override could break the Advanced button.
• Fix - Estimate to Sales Order to Invoice conversion creates duplicate line items with Groups.
• Fix - Multi Tenancy Portal Issues. TenantID was not being set in the PaymentGateway table.
• Fix - Sync truncation exceptions issue. In some cases when one or more field entries were longer than the allotted column size in the database a truncation exception was being thrown.
• Fix - In some cases when a grid was created without the RecordID field included, it was added to the Excel export.

Enjoy,

Carl

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Estimate

• Fixed (#1008) - Addressed issue of duplicate items when creating Sales Order that contain group items. (QBD)

Sales Order Create Invoice

• Fixed (#1008) - Addressed issue of duplicate items when creating Invoices that contain group items. (QBD)

Search Customer

• Fixed(#1017) - Bill City is now included in the grid filter correctly. (QBD) 

Cheers,

Mandeep

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Edit Case Reason List

• Fixed (#1009) - Addressed issue of duplicate button rows when the screen is a popup. (QBD)(QBO)

New Activity

• Fixed (#933) - Addressed contacts phone not appearing after selecting the contact from the dropdown. (QBO)

Cheers,

Mandeep

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

New Customer

• Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

Edit Customer

• Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

New Lead

• Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

Edit Lead

• Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

New Opportunity

• Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5 when adding new lead / customer.(QBO)

Reports

• New (#4825) - Added Cases Reports screen. (QBO)

Dashboards

• New (#4857) - Added Customers dashboard screen. (QBO)

• New (#4859) - Added Activities dashboard screen. (QBO)

• New (#4866) - Added Opportunities dashboard screen. (QBD)

• New (#4867) - Added Opportunities dashboard screen. (QBO)

• New (#4869) - Added Cases dashboard screen. (QBO)

Cheers,

Michael

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Dashboards

• New (#4832) - Added Leads Dashboard screen. (QBO)

• New (#4833) - Added Customers dashboard screen. (QBD)

Cheers,

Michael

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Reports

• Improved (#4816) - Lead Reports screen updated. (QBO)

• New (#4819) - Added Customer Reports screen. (QBO)

• New (#4820) - Added Activity Reports screen. (QBO)

• New (#4826) - Added Opportunity Reports screen. (QBO)
  

Cheers,

Michael

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Invoice

• Improved (#4388) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

Estimate

• Improved (#4388) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

Cheers,

Michael

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Reports

• Improved (#4709) - Lead Reports screen updated. (QBD)

• New (#4773) - Added Customer Reports screen. (QBD)

• New (#4791) - Added Activity Reports screen. (QBD)

• New (#4794) - Added Opportunity Reports screen. (QBD)

• New (#4798) - Added Case Reports screen. (QBD)

QBO users stay tuned for the release of QBO report screens which are coming soon. :)

Cheers,

Michael

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Expenses

• Fixed (#4716) - Addressed missing End Conditional Statement when submitting an expense using the "Submit Selected" button in Professional Services. (QBD)

Cheers,

Val

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Edit Contact

• Fixed (#4712) - Addressed issue where the contact email being sent was not respecting the BCC or CC set in the email templates. (QBD,QBO)

Cheers,

Michael

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Receive Payment

• Improved (#4577) - Added prompt to ensure a payment gateway is selected when trying to process a payment. (QBD,QBO)
  

Cheers,

Michael

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Field Service / Scheduling and Invoicing-  Create invoices

• Fixed (#4706) - Addressed issue where terms and due date where not being populated correctly. (QBD,QBO)

Field Service / Scheduling and Invoicing - Calendar

• Fixed (#4606) - Addressed issue with mapping, not mapping in correct order. (QBD,QBO)

Cheers,

Michael

method:v2 latest alpha publish

The following list is what has changed for the alpha-version of method:V2. This includes code checked in between November 8th and November 13th.

The last published version was Sunday November 14th, 2013, at 5:55 PM Eastern.

• Fix - show the selected row color of a grid.
• Fix - cleaned up the text for entries into the audit trail.
• Fix - EntityType and ItemType are now being set properly on inserting into Customer,Vendor,Employee,OtherName,ItemService,etc. tables.
• Fix - Inserting into non-accounting tables, now automatically inserts LastModifiedDate,LastModifiedBy,CreatedDate,CreatedBy - in the same way that method:v1 does.
• Fix - Save All wasn't always automatically setting the new Active Record ID on the screen.
• Fix - Action editor did not always recall the field list on editing an action insert a Loop Through table.
• Fix - security improvement. Only users who are Customizers or Administrators have access to Manage Apps.
• Fix - resolved Login process for multi-tenant accounts.
• Fix - Math Function widget was failing to store in Action Result.
• Fix - dashboard now shows the proper last accessed time.

It is also worth noting are there are items that received considerable attention that are work-in-process but not ready to be included:

• App Publishing.
• Generate Report.
• Grid, Dropdown view filters.
• App Ribbons.

Enjoy,

Paul

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

New Activity

• Fixed (#4660) - Addressed issue where default activity status is not loading. (QBO)

Invoice

• Fixed (#4644) - Removed depreciated filter views. (QBD)

Cheers,

Michael