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