January 2024 - Posts
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The following updates are now live for users of Method
Fixes
- QuickBooks Online - Fixed a discrepancy issue with the total while using inclusive of Tax option. (PL-44944)
- Audit Trail - Added missing events for disconnecting/editing payment gateways. (PL-44442)
- Signature Widget - Fixed an issue where drawn signatures would not save. (PL-41359)
- Grids - Fixed an issue where customers were unable to delete their custom filters. (PL-26504)
- Estimates - Fixed an issue where the contact emails over 100 characters were causing validation errors. (PL-44182)
- Reorders - Action error when sending Rejection email to a customer with no email. (PL-44798)
- Opportunities - Fixed an issue where some error messages were appearing in some scenarios when closing or rejecting Reorder opportunities. (PL-43740)
- Opportunities - Fixed an issue where invoices created from opportunities were missing some information, amounts, and totals. (PL-43739)
- Logstash Cleanup - Added a validation for Xero Invoices using Description-Only Line Items. (PL-44870)
- Invoices - Updated logic so credit is applied to the balance. (PL-27544)
- Invoices - Fixed an issue where the account type was not being retrieved correctly cause a payment gateway error. (PL-43099)
- Invoices - Updated logic so users can't delete transaction in closed account period. (pl-45011)
- Items - Fixed an issue were SalesTaxGroupItems were causing sync conflicts if used as a transaction item on QBDT accounts. (PL-45008)
- Transactions - Fixed an issue where users were able to delete transactions from a closed accounting period, causing sync issues. (PL-44735)
- Transaction Line Items - Fixed an issue where transaction line items were allowing negative values, which cause sync issues. (PL-45010)
Regards,
Hannah
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The following updates are now live for users of Method
New Features / Updates
- Items - Adding messaging to the New/Edit Group Item screen for QBO users to notify that portal reorders cannot be enabled for group items. (PL-44818)
Fixes
- Xero Sync - Fixed a dependency error on deleted transactions that use deleted line items. (PL-44809)
- QuickBooks Desktop - Fixed the calculations of multiple discounts when added to Sales Transactions. (PL-44874)
- Sync Conflicts - Fixed an issue where the unlink to SalesOrder button was not displaying. (PL-44838)
Regards,
Harman
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The following updates are now live for users of Method
New Features / Updates
- Opportunities - Added the ability to disable/enable portal reorders for group items. (PL-43546)
Fixes
- Email - Fixed an issue where the subject for multi-tenant emails was not populated with the tenant name. (PL-38436)
Regards,
Hannah
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The following updates are now live for users of Method
New Features / Updates
- Opportunities - Improvements to the add/edit items experience on mobile devices. (PL-43160)
- Update app routine schedule to run on Cron Expression . (PL-44697)
Fixes
- Opportunities - Fixed an issue where line items were not carrying over when converting to an estimate. (PL-44721)
- Opportunities - Fixed an issue where amounts fields were not auto-populating when converting to an estimate . (PL-44158)
- Opportunities - Fixed an issue where work order line items were missing when converting from an opportunity. (PL-43895)
- Opportunities - Fixed an issue where price levels for line items were not considered on QBDT. (PL-43149)
- Xero: Fixed an issue where Conflicts were getting multiplied instead of updating the existing one for the disconnected status. (PL-44731)
- Cases Preferences XERO | "Portal" tab only shows when you click on "activities" tab. (PL-44687)
- New Case | Creating Follow Up Activity + Save Can Create Duplicate Follow Up Activities. (PL-43587)
- Opportunity Reorder Feature - Missing Email Templates. (PL-42843)
- Email Campaigns - Added error messaging for usage limits. (PL-42340)
- Send Email - Added error messaging for usage limits. (PL-42337)
- Work Orders - Fixed issue where Grouped Items were being duplicated when converting to an invoice . (PL-41555)
- Donations - Fixed issue where the Donation Receipt Email was filtered out of preferences. (PL-44655)
- Charts - Fixed an issue with chart alignment when chart has no data. (PL-44720)
Regards,
Harman
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The following updates are now live for users of Method
Fixes
- QuickBooks Desktop - Fixed an issue where the Inventory Assembly items were not syncing to QuickBooks. (PL-44726)
- HTML Editor - Fixed an issue where style tags were being ignored. (PL-38476)
- Customer Billing - Added additional clarification around email overage charges. (PL-39901)
- Mapping Widget - Fixed an issue where addresses with close proximity were not displaying. (PL-39373)
- Print Templates - Fixed an issue where invoice templates did not display the correct date. (PL-44245)
- App Routines - Fixed an issue where app routines with long action lists had performance issues. (PL-44180)
- Email Campaign - Added guardrails to prevent users from unintentionally resending the same campaign. (PL-44704)
- Estimates - Added logic to hide the status dropdown on Xero. (PL-44662)
- Invoices - Fixed an issue where changing the amount to pay would erase info about the payment. (PL-44035)
- Invoices - Added logic so WaitForSyncApproval stays unchecked when creating an invoice for a Customer Lead. (PL-44674)
- Estimates - Added logic to restrict edited the status for Xero. (PL-44491)
- Invoices & Estimates - Added logic to consider the correct currency. (PL-44144)
Regards,
Hannah
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Items - Fixed an issue where descriptions on group items were not syncing after being updated in Method or QBDT. (PL-41521)
- Items - Fixed an issue where “SalesTaxGroup” items in QBDT were causing sync conflicts on Invoices, Sales Orders, and Estimates. (PL-35877)
- Tables & Fields - Fixed an issue where Item views did not display the correct required fields. (PL-29880)
Regards,
Harman
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Multi-Tenancy - Fixed an issue where the new tenant accounts were automatically getting connected to the head account's QBs file. (PL-44585)
- Screen Designer - Fixed an issue where Default Values For Editable Grid Columns were not referenced accurately. (PL-42576)
- Date Picker - Fixed an issue where users were unable to Scroll using the mouse wheel on time selections. (PL-40874)
- App Ribbons - Fixed an issue where basing app ribbons on the invoice line items table was causing errors. (PL-36093)
- Multi Tenancy - Fixed an issue where activity reminders from tenant accounts were redirected to the parent account. (PL-44076)
- Email Campaigns - Fixed an issue where multiple customers with the same email were sent repeat emails. (PL-44226)
- Cases - Fixed an issue where users were unable to enable cases via the Portal under preferences. (PL-44088)
Regards,
Harman
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Web to Lead - Fixed an issue where inactive users were appearing as assignee options. (PL-44465)
- Estimates - Fixed an issue where markup items were being calculated inaccurately. (PL-16358)
- Contacts - Updated logic so billing address lines can be up to 500 characters. (PL-44605)
- Email Campaigns - Updated logic so duplicate button does not copy over contacts/entities that are inactive. (PL-44526)
- Deposits - Updated logic so a user can email an estimate that has a deposit without the payment gateway enabled. (PL-43550)
- Contacts - Removed screen validation for Xero account to allow a colon in the name field . (PL-44423)
- HTML Editor - Fixed an issue where uploading videos caused them to not play. (PL-41919)
- HTML Editor - Fixed an issue where scroll was intermittently disabled . (PL-43770)
- HTML Editor - Fixed an issue where section size was not respected on mobile devices. (PL-38082)
- Grids - Fixed an issue where save message was appearing on read-only grids. (PL-37982)
- DateTime Picker - Fixed an issue where default value was not displayed consistently. (PL-42331)
- Cases - Fixed an issue where assignee dropdown was not sorted or filtered appropriately. (PL-44586)
Regards,
Hannah
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Estimates - Updated logic so that when sending an email and an estimate has already been accepted, the original email is used instead of the approval email. (PL-44537)
- Deposits - Updated the logic on preferences so Users are aware they don't have the permissions to enable/disable deposits. (PL-44099)
- Sales Orders - Fixed an issue where the currency was not being used correctly on the email. (PL-43329)
- Estimates - Cleaned up the comments on the preferences screen. (PL-44041)
- Activities - Fixed an issue where links from the New/Edit Activity screen were not working on the mobile app. (PL-44169)
- Email Activity Log - Fixed an issue where retried emails did not show the correct time. (PL-43066)
- Call Web Service Action - Fixed an issue where the action was not returning correct results. (PL-43688)
Regards,
Harman
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The following updates are now live for users of Method
Fixes
- Opportunities - Fixed an issue where line items were not displayed when emailing an opportunity. (PL-44428)
- Tables & Fields - Fixed an Items views to show the correct required fields. (PL-29880)
- Custom Apps - Fixed an issue where edit permissions could not be set. (PL-44399)
- Text Field - UI Improvement to make border easier to see. (PL-44402)
- Calendar - Fixed an issue where comments were not appearing in event titles. (PL-43967)
- Purchase Orders - Fixed an issue to allow a maximum character length of 1000 on vendor messages for QBO . (PL-44419)
- Email Campaigns - Fixed an issue where blocked emails were showing as delivered status. (PL-44227)
- Email Campaigns - Fixed an issue where completed campaigns were still showing in progress. (PL-44157)
- Invoices - Fixed an issue where users were unable to calculate Shipping cost. (PL-44570)
Regards,
Nicolas
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