The following updates are now live for users of Method

New Features / Updates

• QBO Minor Upgrade - Added the fetching of 'UsingProgressInvoicing' setting for QBO minor version 32. (PL-42210)
• QBO - Improved the functionality for IsTaxable and Tax Exemption Reason to handle sync conflicts. (PL-21826)
• Time Tracking - New ability to create single and bulk invoices from time entries for Quickbooks Desktop users. (PL-39328)
• Invoices - Removed duplicate “Add Item” button on New/Edit Invoice screen. (PL-42141)
• Insights Dashboard - New screenlet to track unapproved time tracking entries. (PL-40630)
• Insights Dashboard - New screenlet to track open sales orders. (PL-40627)
• Insights Dashboard - New screenlet to track open purchase orders. (PL-40626)

Fixes

• Work Orders - Fixed description alignment on the calendar event card. (PL-42272)
• Invoices - Added the button option “Save & Back” on mobile. (PL-42050)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Google Calendar - Unable to connect to the Google Calendar . (PL-41714)
• New/Edit Opportunity - Fixed an issue where warning message was displaying every time a user converted an opportunity to another transaction. . (PL-42231)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Purchase Order - removed the extra "Add Item" button on the edit screen. (PL-42144)

Fixes

• Import - Fixed an issue where the success message was misleading users and not highlighting the error values. (PL-38746)
• Import- Fixed an issue where the display message on creating new fields in the Import tool was incorrect. (PL-41674)
• Payments - Fixed an issue where some payments were not properly logged in the Payment History page in some scenarios. (PL-41815)
• Tags - Fixed an issue where navigating back after opening the Manage Tags panel would kick the user out of their session. (PL-42109)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Payment Gateways - New UI for the payment gateway configuration tool. Can now also connect to multiple payment gateways, and set rules based on payment method. (PL-41189)

Fixes

• AlocetSystem - Fixed an issue where the App routine was failing when using the 'Prepare for Accounting' action on the Invoice table. (PL-39444)
• Gallery - Fixed an issue with view filters. (PL-41663)
• Email History page - Fixed an issue where the list would become corrupted when navigating away and coming back. (PL-38484)
• Email History page - Fixed an issue with search and pagination on the list. (PL-37413)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Estimates - Fixed minor defects affecting the deposits flow. (PL-42075)
• Portal - Updated the Guest Customer New Contact screen to change field name to "Salutation" . (PL-42086)
• Insights Dashboard - Added a new Screnlet to show Ongoing Email Campaigns. (PL-40619)
• Insights Dashboard - Added a new Screenlet to show Open Bills. (PL-40618)
• Proposals - Improved the process of retrieving the signed proposal in Method. (PL-41771)

Fixes

• REST API - Fixed an issue where Get request was converting String to Datetime format. (PL-42155)
• User List - Fixed an issue where account was unable to access inactive users. (PL-42128)
• Sales Orders - Added missing Save & Back on mobile for New/Edit Sales Order screen. (PL-42051)
• Push-Notification - Fixed an issue where they were failing to send from portal pages. (PL-42027)
• QBO - Fixed an issue where deleting an Entity is not deleting the associate contact information. (PL-41500)
• Contacts - Fixed issue where price level value was not being saved on QBDT. (PL-42001)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

Fixes

• Payment Gateways - Fixed an issue where some accounts could not navigate to the transaction history screen, or connect a new gateway. (PL-42130)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Editable Grid - Fixed an issue where exporting the grid would return hidden columns in some scenarios. (PL-41989)
• REST API - Fixed an issue where Get request was converting String to Datetime format. (PL-32733)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Contacts - Updated the preferences screen to a more user friendly design. . (PL-40795)
• Cases - Updated the preferences screen to a more user friendly design. . (PL-40793)
• Donations - Update to the preferences design. (PL-42079)
• Donor Pages - Added an information banner when the gateway is not yet setup. (PL-42017)
• Proposals - Updated to improve labeling of proposals without a name. (PL-41221)
• Screenlets - New screenlet to track donations month over month. (PL-40865)

Fixes

• Estimate - Added the missing Save & Back button on mobile. (PL-42049)
• Proposals - fixed an issue expiring card indicator not appearing . (PL-42087)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Purchase Orders - Updated the preferences screen to a more user-friendly design. (PL-40806)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Donations - Updated the Preferences experience. (PL-41541)

Fixes

• Modal - Fixed an issue where the show message, Title and Body were unaligned. (PL-41737)
• Editable Grid - Fixed some issues with pagination on grids having more than 5 pages. (PL-40837)
• Editable Grids - Fixed an issue with the display of the record selection checkbox on mobile. (PL-37951)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

Fixes

• Work Orders - Fixed an error caused by deleting an invoice linked to a work order. (PL-41948)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030)
• Dashboard - New list to keep track of active proposals. (PL-40625)

Fixes

• Tables & Fields - Fixed an issue where making a field required was giving an error even when every record in the table wasn't NULL. (PL-39818)
• Editable Grids - Fixed an issue when clicking the "View selected records" link on a grid based on the EmailsSent table. (PL-38036)
• Contacts - Fixed character length validation for the Entity field Name which was causing sync conflicts. (PL-41935)
• Contacts (Mobile) - Fixed an issue where users were unable to add dashes and parentheses to the mobile/phone fields. (PL-41308)
• Contacts - Fixed an issue where the Shipping info was displayed in the billing info column on the Companies grid. (PL-41124)
• Items - Fixed an issue where users were unable to add multi-line descriptions for non-inventory items. (PL-41097)
• Proposals - Fixed an issue with line item sequences changing on proposals while they're in the draft. (PL-41851)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Actions - Fixed an issue where some Conditional Statement actions generated an error relating to comparing strings as date/time. (PL-38575)
• Editable Grids - Fixed an issue where the export functionality was not working. (PL-41283)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• New features allowing users and customers to update the auto-payment method on a proposal through the customer portal and proposals app. (PL-39323)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Fixed - Processed Payments from the portal are not recorded in Method. (PL-41815)

Regards,

Harman