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

• Fix - Sign up for QBD account on Method:Classic does not display first & last name on profile page (Ticket PL-668)
• Fix - Unable to use the Send / Resend invitation email button from the User Setting page (Ticket AS-610)

Cheers,

Jonathan

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

The following updates are live as of April 30, 2015.

• Fix - Addressed timezone ID error messaging generated by Signin App (Ticket AS-656)
• Fix - Calling save on a transaction screen does not save grids (Ticket AS-550)
• Fix - BillPaymentCheck not syncing in certain cases (Ticket AS-634)
• Fix - Un-archiving Purchase Order Lines not working (Ticket AS-170)

Cheers,

Jonathan

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

The following updates are planned for April 8, 2015.

• Fix - Error when connecting to MailChimp (Ticket AS-495)
• Fix - Scheduler times not observing DST as Morocco time (Ticket AS-269)
• Fix - Webform email notifications not sent with port numbers (Ticket AS-423)
• Fix - Report filters showing up blank (Ticket AS-464)
• Fix - Estimates tax calculation differs between Method and QBD (Ticket AS-532)
• Fix - Reassigning a work order series is not updating individual occurrences (Ticket AS-551)
• Fix - Issue with syncing calendars for multi-tenant accounts (Ticket AS-108)
• Fix - Added ability to reuse existing Google Calendar (if exists) when reconnecting to Google (Ticket AS-517)

Cheers,

Jonathan

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

The following updates are planned for March 26, 2015.

• Fix - Generate Report Action does not display table selection (Ticket AS-464)
• Fix - Customer note does not sync to QB for blank values (Ticket AS-119)
• Fix - Copying screen breaks Show/Hide Section action (Ticket AS-12)

Cheers,

Jonathan

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

The following updates are planned for March 24, 2015.

• Fix - Unable to select reports in Generate Report action (Ticket AS-464)
• Fix - Unable to create a new user for franchisee account (Ticket AS-387)
• Fix - Unable to open links into Method from Gmail gadget (Ticket AS-428)
  

Cheers,

Michael

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

The following updates are planned for March 19, 2015.

• Fix - Unable to enable mobile login for master admin (Ticket AS-471)
• Fix - Gmail Gadget Sign In logs you directly into Method (Ticket AS-452, AS-454)
• Fix - Recurring Work Order Dates not inserting correctly (Ticket AS-431)
• Fix - Error editing user record when user has never signed in (Ticket AS-456)
• Fix - Unable to create a new user and assign a tenant (Ticket AS-305)
• Fix - Unable to edit tenant access for users (Ticket AS-461)
• Fix - Preventing Accounting Conflicts table deletion (Ticket AS-469)
• Fix - QBD sync fails on parsing dates (Ticket AS-257)
• Fix - Copying dashboard breaks reports (Ticket AS-279)

Update: The deployment is complete.  During the final round of QA testing, the below fixes were removed from the March 19th deployment.  These fixes will be included in our next release:

• Fix - Unable to select reports in Generate Report action (Ticket AS-464)
• Fix - Unable to create a new user for franchisee account (Ticket AS-387)

Cheers,

Jon

One Sign-in for all your accounts…. and versions!

Today’s release introduces a new Sign-in page for Method. This will be the same page that allows you to sign into Method. This will allow you to sign into all company accounts associated with the email address with which you sign in. Learn more here.

You will now be presented with an account & version selection page once you sign in with this new page. Please note the Forgot Email option in case you are not sure what email your Account and User Name are associated with.

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