Method Community

 

Release Notes

  • 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

  • Method Updates - Oct 2nd, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Preferences table - Added "Default Terms" 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 required field messaging for Billable and Has Been Billed status. (PL-42771)
    • Time Tracking - Improved the Delete show message on mobile. (PL-42571)
    • Proposal - Improved show message language when trying to Edit a proposal. (PL-41489)

    Fixes

      Regards,

      Harman

    • 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 screen. (PL-42307)
      • Screenlets - Fixed an issue where editable grids were not rendering. (PL-42428)
      • Communications - Fixed an issue where sent emails were not appearing in the history. (PL-43014)
      • Estimates - Added padding on the add Deposit Button. (PL-43058)
      • Proposals - Fixed an issue where customizations to Engagement Letter body template were not visible on the screen after saving a draft proposal. (PL-42808)

      Regards,

      Courtney

    • 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 "Ambiguous column name ItemReceiptRef error on Sync Engine. (PL-41408)

      Regards,

      Hannah

    • 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 "InvStartDate" after the "TransactionDate". (PL-42401)
      • Proposals - Related activities now link to the mentioned proposal. (PL-40421)

      Fixes

      • Screenlets - Fixed an issue where draft screenlets were being published in other accounts. (PL-42447)
      • Date/Time Picker - Fixed an issue where the calendar was flashing when changing the month. .(PL-42790)

      Regards,

      Nicolas

    • 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. (PL-41533)
      • Opportunities - Added Work Orders to the App Ribbon. (PL-40936)
      • Cases - Added a dropdown to allow users to select a related Opportunity. (PL-40935)
      • Opportunities - Added automation to mark Opportunities as closed after converting to a transaction. (PL-40568)

      Fixes

      • Export Tool - Fixed an issue where leading spaces in the criteria builder were being considered as part of the string. (PL-42767)

      Regards,

      Harman

    • 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

      • Method Updates - September 20th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Tables & 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)
        • Accounting Fields - Investigation/Migration for table accEntity (all views, qbdt, qbo, xero). (PL-42731)

        Fixes

        • Signature - Fixed an issue where a signature could not properly be saved unless there were other bound fields being saved on the screen at the same time. (PL-42792)
        • Text Input - Fixed an issue where the max character length validation rule allowed on unbound text inputs was 255. (PL-39870)

        Regards,

        Hannah

      • Method Updates - September 19th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Accounting Fields - Investigation/Migration for table accEntity (all views, qbdt, qbo, xero). (PL-42731)
        • Time Tracking - Added the ability to automatically round time entries when sent to an invoice on QBDT. (PL-42399)
        • 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 'Save & Back' to 'Save' on the edit item screens. (PL-42599)

        Fixes

          Regards,

          Nicolas

        • 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

        • Method Updates - September 12th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Opportunities - Added a dropdown that allows users to link a Case to an Opportunity. (PL-42512)
          • Opportunities - Changed the sorting of the Opportunities List grid and addeded additional columns. (PL-41854)
          • Opportunities - Reorganized the view filters dropdown menu to be consistent with other apps. (PL-40900)

          Fixes

          • Send Email - Fixed an issue where attachments were duplicated unnecessarily. (PL-42548)

          Regards,

          Nicolas

        • Method Updates - Sept 11th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Items - Added a 'Save' button for item creation. (PL-42593)
          • Items - Added a button to make an item Active or Inactive on item creation. (PL-42364)

          Fixes

          • Buttons - Fixed an issue where borders were not displayed on hover. (PL-18987)
          • Buttons - Fixed an issue with border colors not displaying correctly. (PL-36610)
          • Invoices Preferences - Fixed a typo in the preferences description. (PL-42683)
          • Send Email - Fixed an issue where users were able to create a template with a body of more than 3200 characters. (PL-42646)
          • Contacts - Exposed the IsTaxable and Tax Exemption Reason on Stock screens to make this information readily available and improve user experience. (PL-42203)
          • Time Tracking - Fixed an issue to not show the Bulk Actions button when there are no available actions. (PL-42744)

          Regards,

          Harman

        • Method Updates - Sept 8th, 2023

          The following updates are now live for users of Method

          Fixes

          • Xero - Update the status of deleted estimates to "Delete" from "Draft". (PL-38065)

          Regards,

          Harman

        • Method Updates - September 7th, 2023

          The following updates are now live for users of Method

            Fixes

            • Push Notification - Fixed an issue with Action Execution Error: "N003 - Failed to send mobile push notification". (PL-42643)

            Regards,

            Courtney

          • Method Updates - September 6th, 2023

            The following updates are now live for users of Method

            New Features / Updates

            • DAL - Improvements to Prevent non-accounting field sync. (PL-39735)

              Regards,

              Hannah

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