Method Community

The following updates are now live for users of Method. Features Simplified workflow on download sync engine from email page (PL-8039) Fixes Fixed issue where sync the authorization code sent to an existing method user was linked to the sender. It is now linked to the user sent the instructions ...

The following updates are now live for users of Method. Features Go To Record on Resolve Conflict to give yourself access. (PL-3954) Avoid QBDT Duplicate Entity Conflicts by appending (2) on duplicate detection. (PL-3799) Opportunities App | More out of the box filters, more charts, filter charts based on time range and redesigned New ...

The following updates are now live for users of Method.  Fixed issue with reminder preferences to ensure reminders can be enabled / disabled at the company level (Ticket 1910) Fixed issue whereby email reminders were not sent if personal email server preferences are set (Ticket PL-1908) Fixed issue with notification preferences whereby ...

The following updates are now live for users of Method:Classic.  Improved QuickBooks sync connection failure. (Ticket AS-986) Fixed issue with times on Time Tracking entries for QBO. (Ticket AS-781) Fixed issue with colons causing some customers not to sync. (Ticket AS-938) Email and Country is now passed when using Credit Card ...

The following App updates are now live for users of Method.  We would like our Method:Donor trial customers, staff and partners to be able to see the magic of Donor Pages within minutes of signing up - without having to setup a payment gateway. With Demo mode, which is "on" by default for new accounts, anyone can experience ...

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 ...

  For many, the start of a new year means resolutions to get fit, eat healthy, time with family...I could go on but will spare you. For some of us at Method, this new year kicks off a new round of annual conferences. By now there’s a lot that is routine in attending conferences -- airport delays, long nights and early mornings ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we now display the Activity Status field.  Previously, all activities that were done through the edit case screen were marked as complete since they were being added to the case ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Case  List Improved - the “Details” column has now been relabelled to “Assigned To / Origin / Status”. (QBD & QBO)   Improved - the “Customer / ...

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Email Templates Improved - the “Email Template List” grid section has been updated to say “Existing Email Templates” and now has a backdrop color for the section. (QBD ...