The following updates are now live for users of Method

New Features / Updates

• Proposals - Improved PDF template description in preferences. (PL-41942)
• Work Orders - Added logic to create an invoice for when a work order had been previously invoiced but the invoice was deleted. (PL-41951)
• Activities - Updated preferences experience. (PL-40791)
• Payments - Updated the preferences experience. (PL-40803)

Fixes

• Tables and Fields: Fixed an issue where new field name validation was showing a generic growl error. (PL-38224)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• Estimates - Adding hidden functionality for deposits & approvals. (PL-41824)

Regards,

Brian

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)
• Screenlet -New screenlet 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

New Features / Updates

• Work Orders - Updated the functionality of the Time Tracking ribbon to allow users to add new entries when starting from the list screen. (PL-41441)

Fixes

• QBDT Sync - Fixed error on sync engine "Index was outside the bounds of the array". (PL-41593)
• Opportunities - (Outlook Gadget) Fixed an issue where linked opportunities were not displaying as expected. (PL-28978)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• Sync Conflicts - Added a feature around "Delete from Method/Refetch from Quickbooks" button to log updates in Audit Trail. (PL-41424)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• QBDT - Added a feature to update status as fully Invoiced for Sales Order using group Items. (PL-41174)

Fixes

• Sync Conflicts - Fixed a functionality of "Delete from Method" button on Entities and Transactions. (PL-27131)
• Sales Orders - (QBO) Fixed an issue where Sales Order numbers were not displaying correctly. (PL-41390)
• Tables & Fields - Creating the new DraftOrderRequestLine table for the upcoming Reorder functionality. (PL-41428)

Regards,

Brian

The following updates are now live for users of Method

Fixes

• Billing - Fix for connection errors. (PL-36363)
• Sync - Fixed an issue with QB custom fields not showing on multi-tenant accounts. (PL-37637)
• Sales Orders - Fixed an issue when creating an invoice from a Sales Order where the assigned to field was not being inserted. (PL-40609)

Regards,

Brian

The following updates are now live for users of Method

Fixes

• Calendar - Fixed an issue where "all day" events were not appearing as expected. (PL-40294)
• Manage Apps - Fixed a misspelling in the delete screen confirmation message. (PL-38921)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• Send Email - Expanded the size of the Email Body section for easier editing. (PL-40923)
• Sales Orders - Added view filters for Open/Closed Sales Orders. (PL-40680)

Fixes

• Group Items - Fixed an issue where the group header item description was being reverted after a sync. (PL-40289)
• Purchase orders - Fixed an issue where group items were not displayed until after a sync. (PL-39715)
• Import - Fixed an issue where the Date/Time type custom field couldn't be left blank even if there were not required. (PL-40890)
• Transactions - Fixed an issue where deleting a discount value did not update the balance due. (PL-39001)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Proposals - Showing Total Proposal Value and improved calculation. (PL-25446, PL-40760, PL-40761)

Regards,

Brian

The following updates are now live for users of Method

Fixes

• Transactions- Fixed an issue where users could create transactions for inactive customers. (PL-40545)
• Work Orders - Fixed an issue where a custom view filter was being applied to multiple grids. (PL-40321)

Regards,

Brian

The following updates are now live for users of Method

Fixes

• Guest Payments - Updated error messaging. (PL-40406)

Regards,

Brian

The following updates are now live for users of Method

• Logstash - Improved logging of report generation errors to include report name. (PL-40256)
• Donations - Removed the additional “Add Item” button from above the items grid on mobile. (PL-36652)

• Invoices - Fixed an issue where clicking on the overdue invoice screenlet redirected to the Shared Invoice grid rather than the Overdue Invoice grid. (PL-40241)

The following updates are now live for users of Method

New Features / Updates

Fixes

• Contacts (Xero) - Fixed an issue where the UI inaccurately allowed users to activate inactive contacts. (PL-35983)

Regards,

Brian

The following updates are now live for users of Method:

Fixes

• Activities - Fixed an issue where when first creating a follow-up activity, it used the default follow-up status rather than the default status of the selected follow-up type. (PL-39439)

Regards,

Brian