Method Community

 

Release Notes

  • Method Updates - Oct 31, 2018

    The following updates are now live for users of Method.

    Bug Fixes

      • Fixed an issue which was blocking Payments from syncing without any releated transactions (PL-19328)
      • Fixed an issue for QBO Global where Creating Invoice from an Estimate was duplicating line items (PL-19084)

    Regards,
    Laks

  • Method Updates - Oct 25, 2018

    The following updates are now live for users of Method.

    New Features

    • Web-To-Lead has been updated tenabling the ability to release and track multiple forms, and a number of general UX improvements. (PL-17962)

    Bugs

    • Fixed a couple of issues with the Estimate print template, adding missing labels, prefilling and "0.00" for values for consistency (PL-16829)
    • Fixed a couple of issues with Purchase Order print templates. where the currency symbol was missing for some instances, and vendor name was missing (PL-16844)
    • Fixed an issue with the customer balance not update for QuickBooks Desktop users on the contact screen, under specific circumstances (PL-18658)
    • Fixed an issue with customer sales tax cod on transaction screens filtering out Non and Tax values. (PL-17970)

    Cheers,

    Hector

  • Method Updates - Oct 24, 2018

    The following updates are now live for users of Method.

    New Feature

    • Updated the clear duplicates tool in AlocetSystem to support Leads and Wait for Sync Approval (PL-19178)
    • Re-enable Sync hyperlink after 30 minutes to handle timer issues (PL-18231)
    • Web-To-Lead has been updated enabling the ability to release multiple forms, and a number of general UX improvements. (PL-17962)


    Bug Fixes

    • Fixed issue where Sync was aborting when syncing Items and transactions with Saskatchewan taxes (PL-19073)
    • Fixed issue in QBO where Line items were not getting deleted/archived when transactions were deleted/archived (PL-19164)
    • Fixed an issue where transactions were running into conflicts when line item order is changed in QuickBooks Desktop (PL-19060)

    Regards,
    Laks

  • Method Updates - Oct 19, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue with Reminders where mobile links where not always being generated. (PL-14572)
    • Fixed issue with Reminders where links where pointing to View Activity instead of New / Edit Activity screen. (PL-18904)

    Cheers,

    Michael

  • Method Updates - Oct 17, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue within Donations where the customer name no longer appeared at the top of the biulling address (PL-18804)

    Cheers,


    Hector

  • Method Updates - Oct 16, 2018


    The following updates are now live for users of Method.

    New Feature

    • Improved Calendar widget load times. (PL-18853)

    Bug Fixes

    • Fixed an issue where the incorrect record count was being displayed on grids in some scenarios. (PL-18825)
    • Fixed an issue with attachments not working for multi-tenant accounts. (PL-16673)
    • Fixed an issue with App Ribbons where "New" was causing an error when Null values present. (PL-18646)
    • Fixed an issue with the left chevron not working on Calendar List view. (PL-17702)
    • Fixed an issue with back navigation causing the calendar to change months when in Month view. (PL-18852)
    • Fixed an issue with Calendars not always showing all events. (PL-18853)
    • Fixed an issue with Portal nav configuration. (PL-19089)
    • Fixed an issue with Method:Sidebar where support attachment types is case sensitive. (PL-18821)

    Regards,


    Michael

  • 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 10, 2018

    The following update is now live for users of Method.

    Bugs

    • Fixed an issue within Outlook Gadget where the alignment for transactions didn't look right (PL-15529)

    Cheers,

    Hector

  • 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

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