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

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

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

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

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

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

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

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

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

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

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

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

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

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

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