September 2023 - Posts

• 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 Posted Sep 28 2023, 12:14 PM by Method_ Courtney with no comments

• 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 Posted Sep 27 2023, 08:24 AM by method_Hannah with no comments

• 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 Posted Sep 26 2023, 08:13 AM by Method_Nicolas with no comments

• 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 Posted Sep 22 2023, 08:55 AM by Method_Harman with no comments

• 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 Sep 21 2023, 08:42 AM by Method_ Courtney with no comments

• 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) 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 Posted Sep 20 2023, 08:25 AM by method_Hannah with no comments

• 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 'Save & Back' to 'Save' on the edit item screens. (PL-42599) Fixes Regards, Nicolas Posted Sep 19 2023, 11:57 AM by Method_Nicolas with no comments

• 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 Sep 14 2023, 08:39 AM by Method_ Courtney with no comments

• 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 Posted Sep 12 2023, 08:03 AM by Method_Nicolas with no comments

• 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 Posted Sep 11 2023, 08:47 AM by Method_Harman with no comments

• 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 Posted Sep 08 2023, 08:51 AM by Method_Harman with no comments

• 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 Posted Sep 07 2023, 09:19 AM by Method_ Courtney with no comments

• 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 Posted Sep 06 2023, 08:44 AM by method_Hannah with no comments

• Method Updates - Sept 5th, 2023

  The following updates are now live for users of Method New Features / Updates Charts - Improved builder and support for drill downs. (PL-42302) Regards, Harman Posted Sep 05 2023, 08:25 AM by Method_Harman with no comments

• Method Updates - Sept 1st, 2023

  The following updates are now live for users of Method: Fixes Sync Conflicts - Improvements when customers attempt to sync transactions without line items. (PL-42423) Grids - Fixed an issue where the "Clear Selection" link didn't clear checkboxes in all scenarios. (PL-42684) Xero - Improvements around Invoices Inclusive of Tax causing sync conflict. (PL-42528) Xero - Fixed an issue where the Invoice data was not syncing from Xero to Method. (PL-42647) Regards, Harman Posted Sep 01 2023, 08:43 AM by Method_Harman with no comments