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

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Receive Payment

• Fixed (#1099) - Addressed an issue where CC data was not always being cleared after a payment was processed. (QBO)

Updated sync engine for QB Desktop

The following updates are now available.

• 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 - Now integrates with Lot Numbers, Serial numbers on locations for QB Enterprise (Advanced Inventory)
• Feature Request - Improved User Interface
• Feature Request - New Application Certificate
• Fix - Uses QBXML rather that QBFC allowing for faster download and execution

Enjoy,

Carl

Email Service Updates

The following updates are available as of March 10th.

• Email Performance improvement - Multi-threading has been enabled, facilitating faster email broadcasts.
• Email Error Handling - Improved error recovery has been implemented, resulting in faster recovery from failed batches.

Enjoy,

Carl

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