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  • Method Updates - October 3rd, 2023

    The following updates are now live for users of Method Fixes Transaction Reports - Fixed an issue where no time range options were available on multi-tenant accounts. . (PL-42765) Portal - Updated Case tile to show a zero if no cases exist. . (PL-43011) Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 10-03-2023
  • Method Updates - Oct 2nd, 2023

    The following updates are now live for users of Method New Features / Updates Preferences table - Added &quot;Default Terms&quot; field to sync from QuickBooks Online. (PL-42738) Add/Edit Items - Improved the button layout for mobile. (PL-43075) Time Tracking Preferences - Design Improvements QBDT. (PL-42991) Time Tracking - Improved ...
    Posted to Release Notes (Weblog) by Method_Harman on 10-02-2023
  • Method Updates - September 28th, 2023

    The following updates are now live for users of Method New Features / Updates Time Tracking - Made improvements to the time duration field and other UI/UX elements. (PL-41897) Fixes User Profile- Fixed an issue where user failed to update sign in email. (PL-43106) Opportunity Preferences - Fixed small typos and errors on the preferences ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 09-28-2023
  • Method Updates - September 27, 2023

    The following updates are now live for users of Method Fixes QuickBooks Desktop Sync- Fixed the issue where subtotal lineitem was not updating on save when added a second time. (PL-43034) QuickBooks Desktop Sync- Fixed &quot;Ambiguous column name ItemReceiptRef error on Sync Engine. (PL-41408) Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 09-27-2023
  • Method Updates - September 26th, 2023

    The following updates are now live for users of Method New Features / Updates Invoices, Estimates, Sales Receipts, Sales Orders - Added logic to prevent adding an inventory item with an &quot;InvStartDate&quot; after the &quot;TransactionDate&quot;. (PL-42401) Proposals - Related activities now link to the mentioned proposal. ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 09-26-2023
  • Method Updates - Sept 22nd, 2023

    The following updates are now live for users of Method New Features / Updates Opportunities - Added the ability to convert an opportunity to a work order. (PL-41808) Work Orders - Added a dropdown to allow users to select a related Opportunity. (PL-41807) Opportunities - Redesign the New/Edit Opportunity screen to be more user-friendly. ...
    Posted to Release Notes (Weblog) by Method_Harman on 09-22-2023
  • Method Updates - September 21st, 2023

    The following updates are now live for users of Method Fixes Contacts - Fixed an issue where the Tax Exemption Reason field was showing for accounting packages where it was not applicable. (PL-42942) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 09-21-2023
  • Method Updates - September 20th, 2023

    The following updates are now live for users of Method New Features / Updates Tables &amp; Fields- Improved logic to allow customers to edit a field to unique provided that all current records in the field are unique. (PL-42565) Purchase Order - Updated billing language with Vendor and Vendor Address. (PL-42264) Fixes Signature - Fixed ...
    Posted to Release Notes (Weblog) by method_Hannah on 09-20-2023
  • Method Updates - September 19th, 2023

    The following updates are now live for users of Method New Features / Updates Time Tracking - Added Rounding Preferences for invoiced time on QBDT. (PL-42398) Opportunities - Added a dropdown that allows users to link a Case to an Opportunity. (PL-42512) Items - Changed the &#39;Save &amp; Back&#39; to &#39;Save&#39; on the edit item ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 09-19-2023
  • Method Updates - September 14th, 2023

    The following updates are now live for users of Method New Features / Updates Check Permissions Action - Added the ability to check permissions for other users than the one currently logged in. (PL-41976) Fixes QBO Sync - Fixed the mapping for TimeTracking, as QuickBooks Online uses TimeActivity. (PL-42676) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 09-14-2023
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