Method Community

 

Release Notes

  • Method Updates - December 5th, 2016

    The following updates are now live for users of Method.

    Features

    • Introduced a new wizard to help users through the successful setup and connection of the Method Sync. (PL-4811)

    • Ability to test Email Server settings under Preferences -> Email. (PL-3479)

    Cheers

    Derek

  • Method Updates - November 24th, 2016

    The following updates are now live for users of Method.

    Features

    • Simplified workflow on download sync engine from email page (PL-8039)

    Fixes

    • Fixed issue where sync the authorization code sent to an existing method user was linked to the sender. It is now linked to the user sent the instructions (PL-7809)

    • Fixed issue where the user was not provided feedback that sync instructions were sent from the Email Sync Link and Instructions page (PL-7795)

    • Fixed issue with Intuit Payments preventing Method:Donor users from accepting payments (PL-8063)

    • Fixed issue where incorrect placeholder text was displayed in drop downs on mobile devices (PL-7375)

    • Fixed spacing issues on the date/time control so that full date and time is now visible (PL-7378)

    • Fixed an issue when a user launched a popup (e.g. to print at PDF) on a mobile device. New notification added on mobile devices to alert users when a pop-up fails to open (PL-8142)

    • Fixed issue with advanced search on mobile not disappearing after initiating a search (PL-5509)

    • Fixed styling issue with advanced search on mobile (PL-5363)

    • Fixed issue preventing users from enabling rights on custom apps (PL-8109)

    • Fixed issue causing the QBO ‘mobile’ field to be displayed for QBDT users (PL-8143)

    • Fixed issue where sync was deleting records from Method instead of archiving them (PL-7003)

    • Fixed issue preventing setting customer or vendor note field to blank for QBO (PL-7118)

    • Fixed issue with validating data when adding a TimeTracking entry via an insert statement (PL-7607)

    • Fixed issue preventing Group Items from unrolling on sales receipts (PL-8009)

    • Fixed issue that was forcing each changes-only sync to be a full sync for some QBO accounts (PL-8056)

    • Fixed issue forcing inventory assembly items to unroll on estimates (PL-8218)

    • Fixed issue preventing sign in to the sync engine with username instead of email (PL-8266)

    • Fixed issue preventing sign in to the sync engine in some cases for multi tenant accounts (PL-8263)
    • Improved messaging for Accounts on Hold for users of Method Classic. (PL-8133)


    Cheers

    Derek

  • Method Updates - November 10th, 2016

    The following updates are now live for users of Method.

    Features

    • Method Integration Engine installer has been renamed from Setup.exe to MethodSyncInstaller.exe. (PL-7246)

    • For Method QBDT users, the Method Integration Engine can now use an authorization code instead of account, email and password to synchronize. Please refer to Method Help for more details. (PL-6157)

    • New Google Calendar synchronization screen is available to check status and configure user preferences. (PL-6030)

    • For Method QBO users, Method now synchronizes Item Bundles. (PL-6658)

    Fixes

    • Fixed an issue with Google Calendar not syncing for some users (PL-6176)

    • Hide PurchaseOrderLineExpense and PurchaseOrderStatus tables for QBDT accounts as they are not in-use (PL-7479)

    • Fixed an issue where some QBO accounts were failing to synchronize. This was due to tokens not being renewed for some accounts (PL-7827)

    • Fixed issue with blank user tiles showing up for packs. (PL-7863)

    • Fixed issue with loading preferences for multi-tenant accounts. (PL-7884)

    • Removed access to Intuit Payments for QBDT Users (PL-7853)

    • Fixed issue preventing QBO Global users from updating the rate field on Bill line item (PL-7988)

    Cheers

    Derek

  • Method Updates - October 27th, 2016

    The following updates are now live for users of Method.

    Features

    • Added support for importing XLS and XLSX file types.(PL-7339)

    Fixes

    • Blank screen after signup. (PL-7768)
    • Info icon for Subscriptions not clickable on android devices. (PL-7584)
    • File/Image uploader is case sensitive on file extensions (PL-7242)
    • File/Image uploader is not correctly parsing filenames with multiple periods (PL-7790)

    Cheers

    Michael

  • Method Updates - October 13th, 2016

    The following updates are now live for users of Method.

    Features

    • Android Mobile App (PL-7041) 

    Fixes

    • Update to filter views to prevent empty GUID’s from corrupting screens (PL-7253)
    • Developer accounts missing access to all accounting table views (PL-7517)
    • Data not displaying correctly in grids with no filters (PL-7525)
    • Tables & Fields not displaying data on initial load (PL-7558)
    • Authorization Codes grid poorly formatted in mobile (PL-7129)
    • Addressed issue with time zones when inviting new users. (PL-7279,PL-7572)
    • Changing display logo sometimes producing an error. (PL-7310)
    • Pressing enter to submit form on signup not working. (PL-7415)
    • Hovering over Subscription details info icon causing second scrollbar to appear. (PL-7431)
    Cheers
    Jon
  • Method Updates - Wednesday September 28, 2016

    The following updates are now live for users of Method.

    Features

    • Quick Invite: Add new users from the assigned to drop down within apps. (PL-6272)

    Fixes

    • User permissions not updating after being changed. (PL-7420)
    • Users getting stuck on a white screen after signup. (PL-7112,PL-7184)
    • Notification email missing on signup. (PL-7428)
    • Fixed an issue causing some MailChimp exports to fail (PL-6996, PL-7119)
    • Fixed an issue preventing the status field from syncing for QBO purchase orders on some accounts (PL-7249)
    • Fixed an issue preventing some accounts from installing the Purchase Order app (PL-7412)
    • Fixed an issue preventing some accounts from updating the Estimates, Sales Orders and Invoices apps (PL-7383)
    • Unable to perform advanced search for tags on grids (PL-7188)
    • Issue with sending email attachments of type txt, rtf, svg, bmp, csv (PL-7185)
    • Remove extra spacing on grids having footers / headers (PL-7261)
    • Payment Processing action not saving configuration correctly when using the payment widget (PL-7325)
    • Grids not displaying pagination not showing all records correctly (PL-7331)
    • Added missing “Have you moved?” page. (PL-7278)
    Cheers,

    Michael

  • Method Updates - Thursday September 15, 2016

    The following updates are now live for users of Method.

    Features

    • Implement UI for Authorization Code management (PL-6156)

    Fixes

    • No longer send start/end times to QBO for time activities due to QBO time zone bug (PL-6994, PL-6860)
    • Fixed a bug that was sending the incorrect markup info to QBO for bills (PL-6643)
    • Fixed rounding issues for sales orders, charges, credit memos, estimates, invoices, sales receipts, purchase orders, bills, checks, credit card charges, credit card credits, item receipts and vendor credits (PL-6995, PL-6855)
    • Gmail Gadget gets stuck at “searching for contacts” for some users (PL-6957)
    • Group sales tax calculations incorrect for QBO (PL-6974)
    • Method doesn’t generate PO numbers for QBO (PL-7008)
    • Remove above grid padding when view selector or search bar is hidden (PL-6988)
    • Set View Filter not copying correctly when placed in screen load actions (PL-6898)
    • Drop downs not searching % character (PL-7057)
    • Cannot retrieve sum from transactions table (PL-7056)
    • Value From Loop not available when placed in conditional statements (PL-6871)
    • Error loading newly created preferences (PL-7108)
    • Duplicate password validation errors on account signup. (PL-6928)

    Cheers,
    Audisho
  • Method Updates - September 1st, 2016

    The following updates are now live for users of Method.

    Features

    • Update Image Placeholders (PL-6882)
    • Purchase Transaction Apps (Apps will be available week of Sept 5th) (PL-7067)
    • Updated font colours to be darker (PL-6809)
    • Removed Dashboard header from Dashboard. (PL-6789)

    Fixes

    • Subscription buttons showing up for non-billing contacts. (PL-6480)
    • Filters are being cleared on accounts screen when back is clicked (PL-6993)
    • Unable to loop through grid when search results are displayed (PL-6868)
    • Unable to create activity or transaction from Israel timezone (PL-6802)
    • Incorrectly assigning value of 0 to drop downs that are blanked out (PL-6869)
    • Reports showing incorrect timestamps (PL-6805)
    • Unable to process payments through Intuit Payments for QBD (PL-6755)
    • Added % rate field to Estimates (PL-6980)
    • Error message when % rate field is unchecked (PL-6977)
    • Updated NP_AggregateReport(V2) & Donations By Year to sort based on Transaction Date (PL-6959)
    • Updated Activities List to avoid known issue with EmailBody (PL-6958)
    • Updated Bill Address Fields in QBO for Estimates (PL-6976, PL-5864)
    • Updated the New State on Estimates, Invoices & Sales Orders (PL-6983)
    • Corrected issue some users were experiencing with screen not clearing when Saving Invoices and Estimates (PL-6861)
    • Updated Parent Customer Fields (PL-6978)
    • Sales Order App Ribbon is not pre-filling customer details when accessed from Opportunities (PL-6981)
    • Sales Receipt App Ribbon is not pre-filling customer details when accessed from Opportunities (PL-6989)
    • Updated Consistently of New State on Transactions (PL-6983)
    • Clicking New / Edit Activity Type clearing contact dropdown (PL-7007)
    • Accounts App being refresh on Back (PL-6993)
    • Inventory Start Date not being populated in all scenarios for (QBO & QBO Global) - (PL-7022)
    • Unable to view time time tracking conflict in New (QBO) (PL-6488)
    • Conflicts occurs when changing tax calculation field in Method (QBO Global) (PL-6847)
    • Added additional logging to troubleshoot large number of errors with QBO API calls (PL-6949)
    • Non-Inventory creating a conflict when syncing with QBD (PL-7050)
    • URL’s taking user to Dashboard after signing in if they were not signed in. (PL-5400)
    • Method Admin’s not being able to select tables when trying to import. (PL-6772)
    Cheers
    Jon
  • Method Update - August 17, 2016

    The following updates are now live for users of Method.

    Features

    • Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848)
    • Method now syncs with QBO Purchase Orders (PL-3247)
    • General Transaction Screen Updates and Improvements (PL-6790, PL 6794, PL-6812)
    • Ability to convert and Estimate to Invoice (QBO) (PL-3678)

    Fixes

    • Sync results time in grid off by 1 hour (PL-5415)
    • QBDT: Sync results source, destination and count errors (PL-5342)
    • QBO Global: Unable to modify time activity / time tracking in Method (PL-5052)
    • QBO Global: Unable to delete time activity from Method (PL-5053)
    • Account exceeding maximum API usage on some toggled partner accounts (PL-6818)
    • New bill doesn't push to QBO on first save (PL-6637)
    • Unable to set line to taxable in Method (PL-6640)
    • QBO Global: Modifying cost of line on Bill results in $0 cost (PL-5039)
    • Deleting a Bill from QBO does not remove it from Method (PL-5038)
    • Can't clear location, or terms in Method for QBO Bill (PL-6745)
    • QBO Global: Error saving SalesTaxCode on expense line (PL-6748)
    • Google Calendar Service - Query optimization (PL-6267)
    • (Google Calendar) Improve error handling and messaging (PL-6024)
    • CustomerEquipment - ServerTimeModified has wrong type (PL-6557)
    • Donor Summary Report Error on Generation (PL-6192)
    • Improved validation on saving company and user preferences (PL-6740)
    • Drop Downs have endless scrolling (PL-6631)
    • Ensure Drop Down fields can only be created from unique columns (PL-6477)
    • Hidden grid fields not showing when setting view filters from OnScreenLoad (PL-6205)
    • Cannot change resource field on calendar (PL-6684)
    • Removing grid columns from ‘search fields’ causes grid not to load (PL-6683)
  • Method Updates - August 4, 2016

    The following updates are now live for users of Method.

    Features

    • Tags - Improvements to mobile experience and error messaging (PL-6254)

    Fixes

    • Subscription buttons showing up for non-billing contacts. (PL-6480)
    • Notifications not closing when clicked on. (PL-6428)
    • “Have you moved?” prompt displaying for users who have not changed time zone. (PL-6479)
    • Conflict created for time activity when end date is the following day (PL-6487)
    • Deleting a bill from Method does not delete the lines items or expense lines (PL-6636)
    • Method attempts to sync bills even when no changes have been made (PL-6635)
    • Gmail gadget displays deleted contacts (PL-6539)
    • Clear screen does not clear tag list (PL-6619)
    • TagList is not displaying tags correctly (PL-6638)
    • Tag list is not case insensitive (PL-6569)
    • Image filenames containing spaces prevent screens from being copied (PL-6546)
    • Modifying grid filters within the screen load action causes grids to load blank (PL-6519)
    • Screen navigation is resetting grid filters & views (PL-6456)
    • Public Page not displaying the correct Live version for users (PL-6223)
    • Sales Order Template not handling percentages correctly (PL-6618
    • Estimate App - Update to support multi-tenant conflicts (PL-6622)

    Classic

    • Fixed issue with saving sync preferences for Multi-tenant accounts(PL-6523)
    Cheers,

    Michael

  • Method Updates - July 20, 2016

    The following updates are now live for users of Method.

    Features

    • Global Tags - Tags have received a fresh new look and are now global across all tables & apps(PL-4252)
    • Improved UI and content for Getting Started with Method steps. (PL-6105)

    Fixes

    • Update 302 redirects for IE compatibility (PL-5847)
    • Update Drop Down UI style (PL-6299)
    • Performance Improvements on runtime pages (PL-6305)
    • Cannot add a pack on a mobile device (PL-6255)
    • Issue with uploading PDFs with special characters (PL-6324)
    • Bound money fields not displaying negative numbers (PL-6419)
    • Tax removed from sales receipts when saved in Method (QBDT) (PL-6177)
    • Unable to remove customer from Bill Line Item (QBDT) (PL-6418)
    • Unable to complete sync when duplicate Unit of Measure exists (QBDT) (PL-6421)
    • Error importing into some Method tables. (PL-6343)
    • Public Pages now use correct time zone (PL-6120) 
    • Customer Balance field visible for “Customer Only” filters on Contacts App (PL-6217)
    • Hidden fields on Contacts App Listed in Alphabetical Order (PL-6550)
    • Update Import Hyperlink Contacts App (PL-6498)
    • Update to default Accounts Receivable Dropdown on Invoices (PL-6500)
    • Send Email Snapshot Updated to Edit Templates (PL-3695)
    • Ability to re-submit a payment on Donate Now (PL-6217)
    • Activity “Other” event not showing Due End (PL-3406)
    • General Screen Updates to Support Global Tags (PL-6309)
    • View Contact not refreshing after Edit (PL-6545)

    Classic

    • Copying Field Service screen between accounts causing errors. (PL-6342)
  • Method Update - July 7th, 2016

    The following updates are now live for users of Method.

    Features

    • Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848)

    Fixes

    • Drop down search results are not consistent on when searching large datasets (PL-5605)
    • App Ribbon errors when screen has no active record ID (PL-5917)
    • Activity comments are being displayed in blue on grids (PL-5918)
    • Image uploader throws multiple error validations (PL-5893)
    • Drop downs use mobile behaviour when displayed in a narrow webform (PL-5977)
    • Users lose app developer permissions (PL-6228)
    • Session.ActiveRecordID is returning incorrect values when called from a screen with no active recordID (PL-5870)
    • Hidden grid fields are not showing when using OnScreenLoad action to change a view filter (PL-6205)
    • Designer sections display incorrectly when load state set to disabled (PL-6178)
    • M:New user receives permissions error when logging into Report Designer (PL-6204)
    • Tweak Date Picker mobile selection sensitivity to allow scrolling (PL-6091)
    • Images not saving on screen when uploaded (PL-5978)
    • Credit card processing action validating hidden fields (PL-6243)
    • QBDT - Discount not being calculated correctly on Sales Receipts (PL-6220)
    • QBDT - History settings not matching Method:Classic (PL-6148)
    • QBDT - Sync results source, destination and count errors (PL-5342)
    • QBO - Error refetching conflicts (PL-4877)
    • Conflicts: Delete from method does not work (PL-5785)
    • Fix Reminder service (PL-6236)
    • Public Pages now use correct time zone (PL-6120)
    • Clicking on field headers gives focus to the fields input (PL-5584)
    • Right menu now shows full Company Account name. (PL-6090)
    • Fixed issue with users being directed to sign in when trying to sign in to gadget. (PL-5925)
  • Method Updates - June 22, 2016

    The following updates are now live for users of Method.

    Features

    • Added Intuit QuickBooks Payments to our list of supported payment gateways  (PL-3615)
    • Updated design for Method sign in screens. (PL-5762)

    Bugs

    • Right and left nav stuck open on iOS 8. (PL-6005)
    • “Have you moved page?” displaying with every sign in for Arizona. (PL-5895)
    • Overdue accounts asking users to re-subscribe to Method. (PL-6080)
    • Duplicate sales tax codes for QBDT users. (PL-5937)
    • QBO Global invoice lines rounded to the closed dollar (PL-6045)
    • Incorrect grouping count on API Limits page (PL-5872)
    • QBDT: Sync results source, destination and count errors (PL-5342)
    • Duplicate Sales Tax Codes (PL-6108)
    • QBDT: Error saving QB prefs (PL-5868)
    • Move QBO Changes-Only Sync to be every hour, now that we have web-hooks. (PL-5889)
    • Reminder Service Clean up + Monitoring (PL-5234)
    Cheers,
    Michael

  • Method Updates - June 8, 2016

    The following updates are now live for users of Method.

    Features

    • Image / File uploader - Improve validation when linking images or files (PL-5180)

    Fixes

    • Issue with setting active record ID in a conditional statement (PL-5846)
    • App updates are not updating changes to starting screens (PL-5581)
    • Grid filtering not converting from UTC when using screen controls (PL-5837)
    • Load state not working on images (PL-2725)
    • Tables & Fields modals are misaligned on mobile devices (PL-5465)
    • Sales Rep table is visible in QBO accounts (PL-5648)
    • Changes to Section objects are not recognized by Designer (PL-5510)
    • Updates to file uploader style in Fire Fox (PL-5373)
    • Scroll speed on Dashboard (PL-5212)
    • Unable to save Email preferences. (PL-5876)
    • QBDT Sync - Handle closing date conflicts when syncing from Method (PL-3484)
    • Error on Gmail Gadget preferences page (PL-5641)
    • Handle syncs results with no EndDate (PL-5799)
    • Sales Receipt Subtotal calculation incorrect for QBDT (PL-5650)

    Classic

    • Newly created tenants are now visible to user who created tenant. (PL-4989)
    • Unable to change Customer on existing Estimates for QBO. (PL-5796)
  • Method Update - May 26, 2016

    The following updates are now live for users of Method.

    Features

    • QBDT History Per Transactions Preferences (PL-4221)
    • Web Hooks for Add,Mod,Delete allow syncing from QBO to Method within 5 minutes (PL-5379)
    • Method:API - Usage/Limits report (PL-5192)
    • Ability to subscribe to Method in-product. (PL-4238)
    • Drop Downs - Mobile Improvements II (PL-5500)

    Fixes

    • Gmail Gadget settings don't work for Method:New (PL-5569)
    • Reminder Failure fix (PL-5234)
    • User not being taken to dashboard after connecting QBDT sync. (PL-5742)
    • Users unable to save app snapshot filters (PL-5357)
    • Screen actions not reverting correctly when users click cancel (PL-5385)
    • Cannot filter grid using Active Record ID (PL-5672)
    • Cannot set navigation menu on Portal Navigation object (PL-5673)
    • Unable to perform advanced grid search based on Month for a given date field (PL-5232)
    • Payment widget fields not cleared when using Clear Screen action (PL-5491)
    • Enable/Disable drop down control now functioning correctly (PL-5599)

    Classic

    • Unable to copy screens between accounts. (PL-5523)
    • Unable to downgrade account. (PL-5670)
    • Stock Method screen displaying as editable. (PL-5578)
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