Method Community

Method Updates - August 26th, 2026

Method_Phil — Wed, 26 Aug 2026 14:03:00 GMT

The following updates are now live for users of Method

Fixes

Sign-in - Fixed an issue where some sign-ins intermittently failed with a server error under heavy load. (PL-64914)
Manage Apps - Fixed an issue where custom apps couldn't be deleted in multi-entity accounts. (PL-64976)
Billing - Fixed an issue where subscribing after a trial ended could result in being billed twice in the same month. (GROW-45)
QuickBooks Online sync - Fixed an issue where the Return to Method button closed the tab instead of navigating back after connecting QuickBooks. (GROW-391)

Regards,

Phil

Method Updates - August 25th, 2026

Method_Arshi — Tue, 25 Aug 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Mobile App - Unified the mobile app's poor-connectivity experience with a single status indicator and auto-retry. (PL-64424)

Regards,

Arshi

Method Updates - August 24th, 2026

Method_Arshi — Mon, 24 Aug 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Editable Grid - Fixed an issue where custom view filters lost their sorting, filtering, and pagination after an editable grid refreshed. (PL-64637)
Home - Fixed an issue where Home Insight cards opened grids without their saved view and filters applied. (GROW-452)

Regards,

Arshi

Method Updates - August 21st, 2026

Method_ Courtney — Fri, 21 Aug 2026 14:45:00 GMT

The following updates are now live for users of Method

Fixes

Dropdown - Fixed an issue where selecting a custom action from a dropdown could incorrectly change its selected value. (PL-63654)

Regards,

Courtney

Method Updates - August 20th, 2026

Method_John — Thu, 20 Aug 2026 12:58:00 GMT

The following updates are now live for users of Method

New Capabilities

App Builder - Added a native Divider component to the App Builder palette for separating sections. (PL-63529)
Grids - Added the ability to enable or disable individual grid cells, not just whole columns. (PL-63846)

Fixes

Inputs - Fixed an issue where read-only input fields didn't align with other read-only fields. (PL-64543)
Attachments - Fixed an issue where the Attachments label didn't match other input labels on V4 screens. (PL-64910)
Editable Grid - Fixed an issue where the V2 editor couldn't filter by dropdown columns on editable grids. (PL-64382)
Payments - Fixed an issue where portal payments could default to a deleted payment method and fail to sync. (PL-64607)
User Management - Fixed an issue where deactivating an account's last Admin showed a generic error instead of explaining why. (PL-64864)

Regards,

John

Method Updates - August 18th, 2026

Method_Arshi — Tue, 18 Aug 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Process Payment action - Added an allowed-payment-method setting (card, ACH, or both) to the Pre-Authorization action. (PL-64505)

Fixes

Email Senders - Fixed an issue where the Email Senders field list failed with a server error. (NCNG-1722)

Regards,

Arshi

Method Updates - August 17th, 2026

Method_Arshi — Mon, 17 Aug 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Multi-entity - Invited users no longer need to set a username when a Super Admin already assigned one. (PL-58304)

Fixes

QBO - Fixed an issue where invoices sometimes didn't sync to QuickBooks until a manual sync was run. (PL-64840)
Import Tool - Fixed an issue where importing multiple contacts for one company used the last record's address instead of the first. (PL-64575)

Regards,

Arshi

Method Updates - August 14th, 2026

Method_ Courtney — Fri, 14 Aug 2026 13:11:00 GMT

The following updates are now live for users of Method

Fixes

Contacts - Fixed an issue where updating a contact's name in QuickBooks Desktop didn't sync to the Main Contact in Method. (PL-64190)
QBO - Fixed an issue where invoices didn't update to Paid status after payment sync from QuickBooks Online. (PL-64614)

Regards,

Courtney

Method Updates - August 13th, 2026

Method_John — Thu, 13 Aug 2026 12:43:00 GMT

The following updates are now live for users of Method

Fixes

Report Designer - Fixed an issue where an Admin Access Required pop-up briefly appeared when closing the Report Designer. (PL-64658)
Multi-entity - Fixed an issue where repeatedly enabling Multi-entity could cause errors loading account data. (PL-63072)

Regards,

John

Method Updates - August 12th, 2026

Method_Phil — Wed, 12 Aug 2026 20:59:00 GMT

The following updates are now live for users of Method

Enhancements

Merge Contacts and Entities - Updated the merge screen's help link to point to clearer documentation on how merging works. (PL-64593)

Fixes

QBO - Fixed an issue where applying a credit memo to an invoice failed with a required-field error. (PL-64574)
Editable Grid - Fixed an issue where a custom action on an Estimate or Invoice grid line lost its line-level record reference. (PL-64663)

Regards,

Phil

Method Updates - August 11th, 2026

Method_Arshi — Tue, 11 Aug 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Text Field - Fixed an issue where saving a number to a text field showed as NaN after refreshing. (PL-64384)
Billing - Fixed an issue where billing receipt emails came from the wrong sender or were replaced by a confusing failure notice. (PL-64452)
Email - Fixed an issue where the "send from company server" checkbox was incorrectly disabled in some scenarios. (PL-64555)

Regards,

Arshi

Method Updates - August 10th, 2026

Method_Arshi — Mon, 10 Aug 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Invoices - Migrated the Invoice List screen to the App Builder. (PL-63088)
Xero - Enhanced Changes Only sync so edits made in Method now push to Xero automatically during the hourly background sync. (PL-61514)

Fixes

QBO Sync - Fixed an issue where invoices didn't sync to QuickBooks in real time until a manual sync was run. (PL-64601)

Regards,

Arshi

Method Updates - August 7th, 2026

Method_ Courtney — Fri, 07 Aug 2026 13:09:00 GMT

The following updates are now live for users of Method

Fixes

Editable Grid - Fixed an issue where saving an editable grid failed if a money field was left blank. (PL-64576)

Regards,

Courtney

Method Updates - August 6th, 2026

Method_John — Thu, 06 Aug 2026 15:29:00 GMT

The following updates are now live for users of Method

Enhancements

Payments - Migrated the Payments List screen to the new app builder. (PL-63093)

Fixes

Sync Widget - Fixed an issue where the sync detail panel was cut off inside a container. (PL-64539)

Regards,

John

Method Updates - August 5th, 2026

Method_Phil — Wed, 05 Aug 2026 16:53:00 GMT

The following updates are now live for users of Method

Enhancements

Sales Orders - Migrated the Sales Order List screen to the new App Builder. (PL-63091)

Regards,

Phil

Method Updates - August 4th, 2026

Method_Arshi — Tue, 04 Aug 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

QBO - Fixed an issue where certain custom field values caused First Sync to fail. (PL-63540)
Email Campaigns - Fixed an issue where opening a sent campaign with many recipients showed an error. (PL-64401)
Actions - Fixed an issue where updating many records at once could show a database error. (PL-64518)

Regards,

Arshi

Method Updates - July 31st, 2026

Method_ Courtney — Fri, 31 Jul 2026 14:00:00 GMT

The following updates are now live for users of Method

New Capabilities

Actions - Added Strip HTML and HTML Decode options to the Character Function action. (PL-64250)

Fixes

Sign-in - Fixed an issue where sign-in and password-reset requests could intermittently hang for several seconds. (PL-64427)
Vendors - Fixed an issue where importing vendors could create duplicate records sharing the same QuickBooks List ID. (PL-62690)
Actions - Fixed an issue where the Find in JSON character function couldn't handle JSON keys containing spaces. (NCNG-1248)
Editable Grid - Fixed an issue where editable grids sometimes failed to load line items until manually refreshed. (PL-64457)
DateTime Picker - Fixed an issue where the DateTime Picker retained a previous record's value on a blank date field. (PL-64348)
Reports - Fixed an issue where item names were missing from the Subtotal by Item chart. (PL-64293)
Field Crew - Fixed an issue where field crew users without Create permission could still create new Work Orders on mobile. (PL-64327)
Calendar - Fixed an issue where the Calendar showed an incorrect time range when the workday end time was before the start time. (PL-64282)
App Routine - Fixed an issue where selecting a Character Function action inside an App Routine showed no selection highlight. (PL-64262)

Regards,

Method Updates - July 30th, 2026

Method_John — Thu, 30 Jul 2026 12:47:00 GMT

The following updates are now live for users of Method

Enhancements

Email unsubscribe - Improved keyboard accessibility on the email unsubscribe page. (PL-64171)

Fixes

Grids - Fixed an issue where custom grid views didn't persist or apply correctly after reloading on mobile. (PL-64351)
Invoices - Fixed an issue where editing invoice email details showed a previously sent proposal's template instead. (PL-64160)
Grids - Fixed an issue where HTML formatting in legacy grid cells displayed as plain text instead of rendering. (PL-64520)

Regards,

John

Method Updates - July 28th, 2026

Method_Arshi — Tue, 28 Jul 2026 16:40:00 GMT

The following updates are now live for users of Method

Enhancements

App Builder - Moved input field labels to a fixed position above the field in every state. (PL-63820)

Fixes

Activities - Fixed an issue where activity comments containing HTML could break the Activities list. (PL-64036)
Calendar - Fixed an issue where the event card button showed "Edit" instead of its configured label. (PL-64328)
Reports - Fixed an issue where generating a report could hang or fail during heavy load. (PL-64230)

Regards,

Arshi

Method Updates - July 27th, 2026

Method_Arshi — Mon, 27 Jul 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Email Campaigns - Fixed an issue where the mobile Actions menu showed "Archive" instead of "Unarchive" for archived campaigns. (PL-64336)
Customer Portal - Fixed an issue where the guest Work Orders portal screen showed duplicate tab headers on first visit. (PL-64263)
App Routines - Fixed an issue where the Send SMS action could fail app routines with a Service Unavailable error. (PL-49824)
Outlook Gadget - Fixed an issue where the Outlook Gadget let users without create permission add new Customers, Leads, or Vendors. (PL-64309)

Regards,

Arshi

Method Updates - July 24th, 2026

Method_ Courtney — Fri, 24 Jul 2026 15:00:00 GMT

The following updates are now live for users of Method

Fixes

Sync Engine - Fixed an issue where some users couldn't sign in to the Sync Engine during setup. (PL-64337)
Sales Orders - Fixed an issue where emailing a Sales Order sometimes returned an unexpected error. (PL-64281)

Regards,

Courtney

Method Updates - July 23rd, 2026

Method_John — Thu, 23 Jul 2026 19:33:00 GMT

The following updates are now live for users of Method

Enhancements

Accounts - Replaced the Accounts List grid with an editable grid and added quick navigation buttons. (PL-63799)

Fixes

Editable Grid - Fixed an issue where card columns showed no data in grids built with the new builder. (PL-64143)
Grids - Fixed an issue where custom views couldn't be saved after showing or hiding columns. (PL-62676)
Audit Trail - Fixed an issue where saving a record with no tag changes added a blank row to the Audit Trail. (PL-64236)

Regards,

John

Method Updates - July 16th, 2026

Method_John — Thu, 16 Jul 2026 13:07:00 GMT

The following updates are now live for users of Method

Enhancements

Email - Updated the policy infraction notification emails sent to customers with refreshed content. (PL-64111)

Fixes

Price Levels - Fixed an issue where not all price levels assigned to an item synced from QuickBooks Desktop. (PL-63977)
Sales Orders - Fixed an issue where lines from archived or deleted transactions still appeared in grids and reports. (PL-63943)
Refund Receipts - Fixed an issue where refund receipts didn't reflect a newly set QuickBooks Online custom field. (PL-63938)
Gallery - Fixed an issue where clicking a Gallery tile cleared the screen's active record. (PL-63946)
User Management - Fixed an issue where the MethodSupport user's role could be changed or demoted. (PL-63873)

Regards,

John

Method Updates - July 15th, 2026

Method_Phil — Wed, 15 Jul 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Price Levels - Fixed an issue where some assigned price levels didn't fully sync from QuickBooks Desktop. (PL-63977)
Sales Orders - Fixed an issue where line items from deleted or archived orders still appeared in grids and reports. (PL-63943)
Refund Receipts - Fixed an issue where refund receipts could show outdated data after renaming a custom sales field. (PL-63938)
Multi-Select - Fixed an issue where multi-select field values could appear blank in grids and exports. (PL-64003)

Regards,

Phil

Method Updates - July 8th, 2026

Method_Phil — Wed, 08 Jul 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Payment Gateways - Fixed an issue where transaction history showed payments from other entities in a multi-entity account. (PL-63887)
Calendar - Fixed an issue where duplicate resource names could appear in the resource list. (PL-63976)
Email - Fixed an issue where reconnecting a Microsoft sender could disconnect other senders' accounts. (PL-63832)
Action Editor - Added a Display option for editable grid dropdown columns in condition and filter builders. (PL-63518)
Action Editor - Fixed an issue where grid columns couldn't be selected for validation, letting blank required fields save. (PL-63901)

Regards,

Phil