-
The following updates are now live for users of Method
New Features / Updates
- Editable Grids - Added a new empty state when no records are found. (PL-46079)
- Xero - Added a feature to allow using negative line items on transactions. (PL-46589)
- Method Sync Engine - Added a feature to allow choosing QBXML version to fix XML text stream errors. (PL-45168)
- Work Orders - Updated one of the “Share” button menu items on the Work Order List screen from “Email Selected” to “Email Assignees”. (PL-46299)
Fixes
- QBO - Fix for sync conflict "TxnTaxDetail" on updating the shipping address on transactions. (PL-46730)
- Estimates - Fixed an issue where the email button in the email led contacts to an error page (QBO Global only). (PL-46904)
Regards,
Phil
|
-
The following updates are now live for users of Method
New Features / Updates
- QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493)
- Sales Transactions - Updated the mobile view of the line item grid to include the item description. (PL-44876)
Fixes
- Sales Orders - Fixed an issue where the sales tax did not properly carry over from estimates, through sales orders, and onto invoices for QBO accounts. (PL-46251)
- Sales Orders - Fixed an issue where the "Make a Copy" button did not appear on mobile. (PL-45313)
- Bills - Fixed an issue where two "Add Item" buttons appeared on screen. (PL-45243)
Regards,
Hannah
|
-
The following updates are now live for users of Method
New Features / Updates
- Proposals - Improved the column sizing on the View Proposal screen. (pl-46037)
Fixes
- Purchase Transactions - Fixed an issue where the email button did not merge fields from the Vendor table. (PL-46612)
- Proposals - Fixed an issue where the required Terms field did not display a red "required" asterisk. (pl-45255)
Regards,
Nicolas
|
-
The following updates are now live for users of Method
Fixes
- Sales Transactions - Fixed an issue where the email button did not merge fields from the Customer table. (PL-46581)
- Cases - Fixed an error caused by setting the Default Case Status preference to empty. (PL-46680)
Regards,
Arshi
|
-
The following updates are now live for users of Method
New Features / Updates
- Email Campaigns - Automatically add unsubscribe links and headers to marketing emails. . (PL-45150)
Fixes
- Email Campaigns - Fixed an issue where inactive entities could be included in a campaign, resulting in errors. (PL-46482)
- Opportunities - Fixed an issue where a lead was being converted to a customer when converting an opportunity to a sales transaction. (PL-46671)
Regards,
Harman
|
-
The following updates are now live for users of Method
Fixes
- Contacts - Fixed an issue where clicking Email Contact on an activity would create a new activity even if you didn’t end up sending the email. (PL-46435)
- Time Tracking - Added a show message to explain QBO's Has Been Billed status if manually selected. (PL-44359)
- Portal - Fixed the count on the Service Agreement tile to exclude completed proposals. (PL-44243)
Regards,
Courtney
|
-
The following updates are now live for users of Method
New Features / Updates
- Communication History - Changed "sent" status to "pending" for better accuracy and clarity. (PL-45110)
Fixes
- Editable Grids - Fixed an issue where grids weren't displaying in app ribbon panels in certain scenarios. (PL-46584)
- Editable Grids - Fixed an issue where no results found message was not being displayed in certain scenarios. (PL-46623)
- Email Settings - Fixed an issue where disconnecting Gmail OAuth was not working correctly. (PL-46095)
Regards,
Hannah
|
-
The following updates are now live for users of Method
New Features / Updates
Fixes
- Terms - Fixed an issue where terms previously used on transactions could be deleted, resulting in a sync conflict. (PL-46499)
- Time Tracking - Fixed validation to ensure a payroll item is selected for employees that need time entries transferred to paychecks (QBDT). (PL-44230)
Regards,
Arshi
|
-
The following updates are now live for users of Method
New Features / Updates
Fixes
- Charts - Fixed an issue with loading charts when using 2+ relative date filters. (PL-46515)
Regards,
Harman
|
-
The following updates are now live for users of Method
New Features / Updates
- Estimates, Sales Orders, Invoices - Added the ability to convert to a purchase order. (PL-45918)
- More Manual SMS Notifications - Release Ticket. (PL-46508)
- Proposals - Updated what statuses can be accessed from each stage of a proposal. (PL-45009)
Regards,
Nicolas
|
-
The following updates are now live for users of Method
New Features / Updates
- Contacts - Updated 'Email Communications" header to include the SMS option. (PL-46337)
Fixes
- Contacts - Fixed an issue where a validation message was thrown in the case of a duplicate Name value instead of FullName. (PL-46382)
Regards,
Courtney
|
-
The following updates are now live for users of Method
New Features / Updates
- Sales Receipts - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46128)
Fixes
- Fixed a corruption for the 'Items' table for account oceanmarine. (PL-46264)
- V4 Designs - Advanced Settings page - Hyperlinking chat and email option. (PL-46243)
- Bills - Fixed an issue where the RecordID column was formatted as a Date field. (PL-46209)
Regards,
Arshi
|
-
The following updates are now live for users of Method
New Features / Updates
- SSO Integrations - Implement SSO for Zapier sign-in. (PL-46198)
- Invoices - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46120)
- Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)
Fixes
- QuickBooks Online - Fixed where Items were not available in dropdown when creating a Purchase Orders. (PL-46282)
- Contacts - Improved the error message for QBDT users that appears when attempting to delete an entity that has transactions associated to it. (PL-45985)
Regards,
Harman
|
-
The following updates are now live for users of Method
New Features / Updates
- Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722)
- Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714)
- Proposals - Added an activity to log automatic external email notification. (PL-44712)
- Proposals - Added a prepare for accounting action when payment is received. (PL-44708)
- Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)
- Estimates - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46108)
Fixes
- Bills - Added a copy button on the New/Edit bill screen for the mobile view. (PL-46234)
- Proposals - Fixed an issue to ensure the proposal is checking the active status of the customer before running the app routine. (PL-45081)
- Estimates - Fixed an issue where sales receipts received as a deposit on an estimate did not immediately sync to QuickBooks. (PL-46021)
- Estimates - Fixed an issue on the Estimate Acceptance and Estimate Rejection email templates where information about the customer contact was displayed instead of the internal Method user. (PL-45929)
Regards,
Courtney
|
-
The following updates are now live for users of Method
Fixes
- Multi-Tenant - Fixed an issue where Transaction History was displaying across main and tenant Accounts. (PL-46221)
- Communications - Fixed an issue where loading the Email Details for failed emails. (PL-46032)
Regards,
Nicolas
|
More Posts Next page »
|
|
|