Method CRM Updates - August 30 - September 6, 2011

Method_Danny — Tue, 06 Sep 2011 18:19:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Time Tracking

New - the Name dropdown list now displays the currency in the third column. (QBD)
New - the Customer:Job dropdown list now displays the currency in the third column. (QBD)
New - when selecting a time tracking entry, you will now be automatically taken to the Date field. (QBD & QBO)
New - when the screen initially opens, you will now be taken to the Date field automatically. (QBD & QBO)
New - when selecting a customer in the Customer:Job dropdown list, we’ve now added an additional check to prevent time entries turning leads into customers prematurely. (QBD & QBO)
- If the customer is a lead, the “Wait for Sync Approval?” will be checked.
- If the customer is not a lead, the “Wait for Sync Approval?” will be unchecked.
New - added additional verification for required fields including Date, Name and Duration. (QBD & QBO)
New - Class dropdown list now has the ability to add new or edit classes by clicking the ( … ) next to the dropdown list. (QBD)
New - existing filter views now support Shared Lists. (QBD & QBO)
New - the following filter views have been added to the Existing Time Tracking Entries grid. (QBD & QBO)
- My Billable Time Tracking - displaying all time tracking with a “Billable” status for the logged in user.
- My Non-Billable Time Tracking - displaying all time tracking with a “NotBillable” status for the logged in user.
- My Non-Posted Time Tracking - displaying all time tracking not posted to QuickBooks for the logged in user.
- My Time Tracking from Today - I think this one is pretty self explanatory. :)
- My Time Tracking that Has Been Billed - displaying all time tracking with a “HasBeenBilled” status for the logged in user.
- My Time Tracking Waiting for Sync Approval - displaying all time tracking with “Wait for Sync Approval” checked for the logged in user.
- Shared Billable Time Tracking - displaying all time tracking with a “Billable” status for the logged in users shared lists.
- Shared Non-Billable Time Tracking - displaying all time tracking with a “NotBillable” status for the logged in users shared lists.
- Shared Non-Posted Time Tracking - displaying all time tracking not posted to QuickBooks for the logged in users shared lists.
- Shared Time Tracking from Today - I think this one is pretty self explanatory. :)
- Shared Time Tracking that Has Been Billed - displaying all time tracking with a “HasBeenBilled” status for the logged in users shared lists.
- Shared Time Tracking Waiting for Sync Approval - displaying all time tracking with “Wait for Sync Approval” checked for the logged in users shared lists.
Fix - when clicking on the Name link in the Existing Time Entries grid, the tab links were not loading correctly. Now when this is clicked, the Edit Vendor or Edit Employee screen will appear. (QBD & QBO)
Fix - when clicking on the Customer:Job in the Existing Time Entries grid the Edit Customer or Edit Lead screen will load depending on the entity type. (QBD & QBO)

Cheers,

Danny

Release Notes : QuickBooks Time Tracking

Method CRM Updates - August 30 - September 6, 2011

Time Tracking