Method Community

 

Release Notes

  • Method Updates - Oct 11, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support tool for removing duplicates for customers uploading data multiple times when converting from QBDT to QBO (PL-18846).

    Bug Fixes

    • Fixed an issue where PO lines are not deleted for QBDT accounts (PL-18835)
    • Fixed an issue where Bill lines are not deleted for QBDT accounts (PL-19011)
    • Updated Closing date conflict message for QBDT accounts (PL-18756)
    • Fixed an issue where Customer balance was not updated on Invoice/Payment creation for QBO accounts(PL-18261)

    Regards,
    Laks

  • Method Updates - Oct 4, 2018

    The following updates are now live for users of Method.

    New Feature

    • The Send Email application has had numerous user experience improvements (PL-14758)
    • A preference for the Email Campaigns app has been added to toggle whether or not "Create Acticity on Send" is checked by default (PL-17388)
    • The Attachment Widget has been added to the New/Edit Email template screen (PL-17765)


    Bug Fixes

    • Fixed an issue to update captions for Bills and Purchase Orders (PL-15640)
    • Fixed an issue where the "My Profile" button did not work in emails (PL-17600)
    • Fixed an issue when creating an activity from email campaign where the status of "not started" and is not "complete" (PL-18022).

    Regards,
    Hector

  • Method Updates - Oct 02, 2018

    The following updates are now live for users of Method.

    New Feature

    • Allow transactions with Bundled items to sync if bundle item header was removed from the transaction (PL-18603).


    Bug Fixes

    • Fixed an issue where Selecting Invoices will pay all Invoices even before Save (PL-18837)
    • Fixed an issue where SendToDesktopV2 API endpoint was not pushing records to sync through API for QBDT accounts (PL-18189).
    • Fixed an issue where Shipping and Billing address on Sales transaction screens kept coming back after deletion (PL-18249).

    Regards,
    Laks

  • Method Updates - Sept 26, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue with rounding some values that had 4 decimal places (PL-18794)
    • Fixed issue with File widget where file names where be truncated due to special characters (PL-18662)
    • Fixed issue with Attachment widget where files where not being displayed/go missing (PL-17966,PL-18823)
    • Fixed issue where an invalid error message was being displayed when trying to save transactions with no line items (PL-15733)

    Cheers,

    Michael

  • Method Updates - Sept 27, 2018

    The following updates are now live for users of Method.

    New Features

    • QBDT - New sync engine with updated version number that triggers the update option for customers from their current versions to the new version V24 (PL-18590).
    • Partial Payments can now be made on the guest portal (PL-10985)
    • A Payment buttion has been added to the Invoice Screen, which takes users to the Payments App (PL-17495)
    • The Invoice - Send Email action, BCC and CC fields are now accessable (PL-16259)
    Bug Fixes

    • Fixed an issue with Guest Payments where values were not being presented in a show message action (PL-18687)
    • Fixed an issue where in the Payments App was wrongsly displays a "Amounts do not match" error (PL-17520)
    • Fixed an issue where clicking "New Vendor" takes you to the New Contact screen, but didn't change the entity type to Vendor (PL-9376)
    • Fixed an issue wen converting a Vendor Lead to Vendor, the incorrect message was being displayed (PL-17451)
    • Fixed a bug where clicking "Save & New" or "Clear & New" on New/Edit invoice screen was showing an editable grid (PL-17035)

    Regards,

    Laks

  • Method Updates - Sept 19, 2018

    The following updates are now live for users of Method

    New Features

    • Enable Method Support to Reset Quickbooks file from AlocetSystem for any account and disable the option for users (PL-18367)

    Bug Fixes

    • Fixed an issue where sync is logging more calls to sync logs than necessary (PL-18802)

    • Fixed an issue where item was a required field for description only line items for Bills (PL-17342)

    Regards

    Laks

  • Method Updates - Sept 13, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed an issue where names with special characters were not displaying profile pictures. (PL-15055)
    • Fixed an issue where Recently View Contacts was not working for tenants of a multi-tenant account. (PL-17073)
    • Fixed an alignment issue on the invite user screen. (PL-17489)
    • Fixed issue where users invited on multi-tenant accounts were not getting the correct TenantID (PL-17569)
    • Fixed issue with Math Function action where on occasion it was incorrectly rounding values (PL-18103)
    • Fixed issue where incorrect sync conflict message was being presented to users for Payments. (PL-18192)
    • Fixed issue where pagination was not working when viewing Sync Conflicts. (PL-18735)

    Cheers,

    Michael

  • Method Updates - Sept 12th, 2018

    The following updates are now live for users of Method.

    New Features

    • Removed (hide) the Sales Tax Code dropdown from New Contact screens for Customers and Leads for QBO US users only (PL-17635)

    Bug Fixes

    • Fixed an issue with QuickBooks Desktop where Sales Tax Code was showing the same values in Sales Tax Item on the New Contact screen (PL-16716)

    Cheers,

    Hector

  • Method Updates - Sept 6th, 2018

    The following updates are now live for users of Method.

    New Features

    • Payment Processing has been added to Donations (PL-3674)

    Bugs

    • Fixed an issue with the Donor Pages email templates (PL-15137)
    • Fixed an issue where the New/Edit Donation screen had missing functions (PL-18086)

    Cheers,

    Hector

  • Method Updates - Sept 5, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue where button colours were not correct in all instances. (PL-17623)
    • Fixed issue where Select All Records bar was missing from grids. (PL-18656)
    • Fixed issue where transaction dates are going back by a day for users in Australia (PL-15593)
    • Fixed an issue where apps were not loading for some QBDT customers on sign up (PL-18223)
    • Fixed an issue in Method API where deleted records were not syncing to QuickBooks (PL-18252)
    • Fixed an issue where transactions were not getting deleted in Method if deleted in QuickBooks (PL-18238)

    Cheers,

    Michael

  • Method Updates - Sept 4, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue where editable grid change event was being fired twice (PL-17650
    • Fixed issue where mini calendar icon was missing for the calendar on tablet devices (PL-17160)
    • Fixed issue where "Select All" yellow banner was not being displayed (PL-18599)
    • Fixed issue where Method:Sidebar links for classic where asking you to select an account (PL-17436)
    • Fixed issue where Method:Sidebar was not accepting "$" in Opportunity amount field (PL-17729)
    • Fixed issue where Method:Sidebar was not trimming blank lines when displaying records in the list cards (PL-17745)
    • Fixed issue where Method:Sidebar was displaying correct error when the Due Date field is invalid (PL-18008)
    • Fixed issue where Method:Sidebar was not always correctly showing the Contact avatar (PL-18595)
    • Fixed issue where Method:Sidebar was throwing an error if duplicate entities exist (PL-18066)
    • About section is now being displayed for Method:Sidebar (PL-17799)

    Cheers,

    Michael

  • Method Updates - Aug 30th, 2018

    The following updates are now live for users of Method.

    New Features

    • For Sync Engine,

      • Added a new pop-up screen to improve user experience on the initial set-up of the sync engine

      • Improved initial sync from 31 to 180 days and sync all open transactions outside of the 180 day range

      • Improved handling of archiving and syncing transactions outside of the date range set in Method.

      • Improved logging on the engine to have more transparent sync status

      • Added the ability to queue sync with a pop-up when a sync is already in progress

      • Added the ability to connect from Sync Menu and sync even when disconnected

      • Added the ability to drag engine from the top menu

      • Added the option to go to Help Center from the Engine


    Bug Fixes

    • Fixed an issue where Sync Engine was not showing up on initial load

    • Fixed an issue where Sync Engine was deleting records on disconnected syncs

    • Fixed an issue where Sync Engine was doing full sync on startup

    • Fixed an issue in Sync Engine with outdated copyright

    • Fixed an issue where Sync Engine was crashing on Disconnect

    • Fixed an issue with text display for Minimize button on the Sync Engine

    • Fixed an issue in Sync Engine where Customers were not coming over from Quickbooks to Method on the initial sync

    • Fixed an issue where Sync Engine MSI was showing incorrect version number on the Windows Control Panel

    • Fixed an issue where method icon was missing on the Method Listener in the Windows Control Panel

    • Fixed an issue where warning message to activate Method Listener was missing on the Sync Engine

    • Fixed an issue in Sync Engine to not log noises on the log files in Customer machines

    • Fixed an issue in Sync Engine where sync was processing records twice

    • Fixed an issue in Sync Engine where we were syncing with the wrong account for customers with multiple account pointing to the same Quickbooks file

    • Fixed an issue in Transaction History where Sync Engine was not archiving records when history is set to None

    • Fixed an issue in Sync Engine for Method Push to work on all unsubscriptions

    • Fixed an issue with the Sync Engine where Change Only sync was not delayed when there are regular changes

    • Fixed an issue in Sync Engine to remove “Note:a requested record no longer exists” logging

    Regards,
    Laks

  • Method Updates - Aug 29, 2018

    The following updates are now live for users of Method.

    Features

    • Method:Sidebar will now show contact profile pictures (PL-16911)
    • Method:Sidebar now supports adding attachments for Method:New (PL-17165)
    • Method:Donations now has the ability to process payments (PL-3674)

    Bugs

    • Fixed issue with Method:Sidebar showing up multiple times under Profile > Connected Apps (PL-17440)
    • Fixed an issue where users were able to remove access to Contact Management (PL-17918)
    • Fixed issue with Outlook gadget that caused OtherName entity types to cause errors (PL-18071)
    • Fixed issue with URL redirects being cleared if an incorrect password was entered on login. (PL-5116)
    • Fixed an issue with Editable Grids where losing focus action executed twice (PL-18007)
    • Fixed an issue where activities assigned to usernames containing non-alphanumeric characters did not appear on the Method calendar object (PL-18001)
    • Fixed an issue when using Mozilla Firefox Date/Time was not displaying properly when changing the view filter (PL-17999)
    • Fixed an issue where the calendar was not showing all the hours in the day (PL-17971)
    • Fixed an issue where table actions did not load in the action editor when the entity table was selected (PL-17899)
    • Fixed an issue when uploading through attachment object, the file name changed (PL-17616)
    • Fixed an issue when adding a button column to an editable grid an error was produced when triggering a clear screen for new entry action (PL-17260)
    • Fixed an issue where the save all action on a change event for a column in an editable grid caused an error message (PL-16881)
    • Fixed an issue with the add tag field where validation is missing for duplication (PL-6252)
    • Fixed an issue where file validation messages were not providing user reason for file upload failure (PL-5890)

    Cheers,

    Michael

  • Method Updates - Aug 21st, 2018

    The following updates are now live for users of Method.

    Bug Fixes

    • Fixed an issue where Auto apply payments were not linking to Invoices when processed through Payment Gateway (SYN-372)
    Best Regards,

    Laks
  • Method Updates - Aug 13th, 2018

    The following updates are now live for users of Method.


    New Features

    • Improved the merging of records for Quickbooks Desktop accounts. Data will not be merged until accepted. (SYN-327)
    • Improved the Method Sync Engine to not sync archived/out of date range records. (SYN-323)


    Bug Fixes

    • Fixed an issue where Full Sync On Date Range fails on Vehicle Mileage. (SYN-1)
    • Fixed an issue where the date of first Full Sync was updated with every Full Sync. (SYN-348)


     

    Best Regards,

    Ashur
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