August 2023 - Posts

• Method Updates - August 31st, 2023

  The following updates are now live for users of Method New Features / Updates Import - Added the ability for customers to import date/time field in their specified timezone . (PL-41112) Fixes Export - Added the ability for export tool to respect the User Specified Time Zone in Display Setting. (PL-39445) Regards, Courtney Posted Aug 31 2023, 08:53 AM by Method_ Courtney with no comments

• Method Updates- August 29th, 2023

  The following updates are now live for users of Method New Features / Updates Icon - Added 2 new Chat Bubble icons. (PL-42336) Insights Dashboard - Created a new Open Cases Screenlet. (PL-40620) Fixes Fix signup bug for SSO. (PL-42588) Regards, Nicolas Posted Aug 29 2023, 08:55 AM by Method_Nicolas with no comments

• Method Updates - Aug 28th, 2023

  The following updates are now live for users of Method New Features / Updates Fixes Sync Conflict Improvements - Display a warning message to customers attempting to log a negative amount of transactions. (PL-42421) Regards, Harman Posted Aug 28 2023, 09:48 AM by Method_Harman with no comments

• Method Updates - August 24th, 2023

  The following updates are now live for users of Method New Features / Updates Insights Dashboard - Created a new Open Cases Screenlet. (PL-40620) Regards, Courtney Posted Aug 24 2023, 09:14 AM by Method_ Courtney with no comments

• Method Updates - August 23rd, 2023

  The following updates are now live for users of Method New Features / Updates Fixes Deposits - Fixed an issue where the Work Order To Invoice flow was incorrectly adding a negative item. (PL-42480) Regards, Hannah Posted Aug 23 2023, 07:49 AM by method_Hannah with no comments

• Method Updates - August 22nd, 2023

  The following updates are now live for users of Method Fixes App Routine - Fixed an issue where scheduled routines would still try to run after all users were removed from an app, causing an error. (PL-38818) Report Designer - Fixed some minor UI issues. (PL-39931) Items - Fixed issue where inventory items could not be updated. (PL-42232) Time Tracking - Irrelevant filter removed on time entry list for QBO users. . (PL-42496) Regards, Nicolas Posted Aug 22 2023, 09:14 AM by Method_Nicolas with no comments

• Method Updates - August 18th, 2023

  The following updates are now live for users of Method New Features / Updates Contacts - Updated the tab UI for consistency on the platform. (PL-40658) Fixes QBO - Fixed an issue with webhooks where it was not working properly for Payments. (PL-39218) Regards, Harman Posted Aug 18 2023, 08:57 AM by Method_Harman with no comments

• Method Updates - August 16th, 2023

  The following updates are now live for users of Method New Features / Updates QBO upgrade - Updated to minor version 33 of QBO API. (PL-42211) Sales Orders - Added ability to include deposit information on Sales Orders. (PL-41018) Fixes Editable Grids - Fixed an intermittent issue where clicking into a column would hide the data in adjacent columns. (PL-42192) Calendar - Fixed an issue where changes to the Title and Description field mapping would not be saved in some scenarios. (PL-38916) Date/Time Picker - Fixed an issue where setting a default value on a field formatted to display as "year" would not set the correct year. (PL-41888) Tags - Fixed an issue where Conditional Statement actions were not properly evaluating tag names containing underscores. (PL-40951) Multi-Tenancy - Fixed an issue where clicking the "Make a Copy" button on some stock screens caused an error in some scenarios. (PL-40915) Payment Gateways - Fixed an issue where the Status for records in the CustomerPaymentInfo table were not properly updated . (PL-41232) Emails - Fixed an issue on the View Sent Emails page where some emails were incorrectly displayed as "Deferred" instead of "Sent". (PL-40131) Calendar - Fixed an issue where dragging events from the waitlist to the calendar's Month view would update the start time to 12:00AM. (PL-41659) Call Web Service action - Fixed an issue where the action's validation rules were not properly being applied based on whether SOAP or REST was selected. (PL-41800) Work Orders - Fixed an issue where work order routing would error if there were duplicate addresses at the start of the list. (PL-40989) Regards, Hannah Posted Aug 16 2023, 08:47 AM by method_Hannah with no comments

• Method Updates - August 15th, 2023

  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 Posted Aug 15 2023, 08:35 AM by Method_Nicolas with no comments

• Method Updates - August 8th, 2023

  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 Posted Aug 08 2023, 10:08 AM by Method_Nicolas with no comments

• Method Updates - Aug 04th, 2023

  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 Posted Aug 04 2023, 08:47 AM by Method_Harman with no comments

• Method Updates - August 3rd, 2023

  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 Posted Aug 03 2023, 08:39 AM by Method_ Courtney with no comments

• Method Updates - August 2nd, 2023

  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 Posted Aug 02 2023, 09:59 AM by Method_Nicolas with no comments