Method Community

 

Release Notes

  • 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

          • 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

            • 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

            • 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

            • 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

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