Method Community

 

Release Notes

Method Pro Services Updates - September 22, 2011

 Budget / Contracts

  • Fix - budgeted amount is auto calculated when adding new line items on budget / contract when clicking Save & Close or Save & New.
  • New - customer name is a click-able link pointing back to the customer list screen.
  • Fix - pop up message adjusted when deleting budget / contracts.
  • New - removed unnecessary refresh buttons as this is built into grids.


Converting Budget / Contact to Invoices

  • Fix - adjusted the logic used to calculate retainers so it does not include amount on sales orders for available retainer.
  • Fix - changes made to calculate retainer to two decimals only.


Activities

  • Fix - updated actions on ‘Complete & Enter Time as Scheduled’ to call actions Save function rather than Save & Close.
  • Update - on screen load & on pop up close actions to better work with time tracking.


Time Tracking

  • Update - all buttons that save to better work with activities.


Invoices

  • New - cosmetic changes to the screen for retainer.
  • New - removed unnecessary refresh buttons as this is built into grids.


Expenses

  • Fix - adjusted actions on ‘Submit Selected...’ button to loop through item lines only and not include expense lines.
  • New - removed unnecessary refresh buttons as this is built into grids.



Thanks,

Val

Comments

No Comments

About Method_Valbon

A proud member of the Method team, Valbon has been very active in learning the particulars of Method. He has been involved with a number of contributions during his time including assistance in managing the Method Solution Provider (MSP) program, app building, customization jobs, preparing Method documentation, webinars and more. As a young and aspiring individual with an education in Information Technology Management complementing his tech-savvy personality, Valbon is eager to provide you with the insight you need to meet your business goals and challenges. Valbon joined the Method Integration team as a Business Systems Consultant.

This Blog

Syndication