Method Community

Method Updates - May 29th, 2026

Method_ Courtney — Fri, 29 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Multi-entity - Fixed UI inconsistencies on the setup flow, including consistent “Super Admin” labeling. (PL-61267)

Regards,

Courtney

Method Updates - May 27th, 2026

Method_Phil — Wed, 27 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Multi-Entity - Fixed an issue where records could fail to save with an invalid/missing TenantID error. (PL-62840)
Multi-Entity - Fixed a sizing issue in the Super Admin invite flow so the modal adjusts to content and scrolls when needed. (PL-61266)

Regards,

Phil

Method Updates - May 26th, 2026

Method_Arshi — Mon, 25 May 2026 20:08:00 GMT

The following updates are now live for users of Method

Enhancements

Sync Widget - Sync widget is now an available control within the show/hide action. (PL-62928)

Fixes

Editable Grid - Fixed an issue where the column visibility did not preview correctly in the app builder's mobile viewport. (PL-62466)

Regards,

Arshi

Method Updates - May 22nd, 2026

Method_ Courtney — Fri, 22 May 2026 18:46:00 GMT

The following updates are now live for users of Method

Enhancements

Customers & Leads, Vendors - Updated styling of buttons on the List screens. (PL-62234)
Editable Grid - Added the ability to format Card Column decimal and money fields as Currency, adding a currency symbol. (PL-62147)

Fixes

Multi-entity - Fixed spacing and alignment issues. (PL-59144)
Sign-in - Fixed keyboard accessibility issues on the 2FA page. (PL-61890)
Grids - Fixing cursor pointer over grid elements. (PL-62391)
Grids - Fixing a scroll-reset bug in Editable Grid v2's column visibility dropdown. (PL-62471)
Grids - Fixing cursor pointer over grid elements. (PL-62470)
Calendar - Fixed an issue where using the In List condition in a view filter criteria did not work as expected with the Day of Week operator for a date field. (PL-62633)
Work Orders - Fixed an issue where users could not create work orders if the Work Order activity type had been deactivated. (PL-62499)
Calendar - Fixed an issue where the Resource field mapping could not be changed successfully. (PL-62327)
Mobile - Fixed an issue where users were getting logged out when clicking an attachment. (PL-60399)
Payments - Fixed an issue where payments for customers with long Postal Code values did not appear in the PaymentTransactionLog (logging issue only, payment still processed successfully). (PL-62853)

Regards,

Courtney

Method Updates - May 19th, 2026

Method_Phil — Wed, 20 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Enhancements

Donations - Added currency symbol to the Thank You Letter body. (PL-61015)

Fixes

Classic - Fixed an issue where Subtotal line items could display incorrectly on transactions. (PL-62402)
Multi-entity - Fixed an issue where entity sync status could show “Unsynced” even when QuickBooks was connected. (PL-62335)

Regards,

Phil

Method Updates - May 15th, 2026

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

The following updates are now live for users of Method

Enhancements

Sales Orders - Improved List & Create Invoice screens (new grid component, button styling changes). (PL-61894)

Fixes

Tables & Fields - Fixing UpdateBundleView failure for PurchaseOrderLine view on InventoryQuantityInStock field. (NCNG-549)
Portals/Estimates - Fixing signature storage error preventing customers from signing and paying deposits on estimates. (PL-62183)
Work Orders - Fixed an issue where users encountered an error and could not create work orders if they deactivated the Work Order activity type. (PL-62613)
Payments - Fixed an issue where the App Routine selected in a Process Payment action errored out and did not run in some scenarios. (PL-62389)
Bills - Fixed an issue where the Ref numbers were not getting assigned even with "Let Method assign transaction numbers" enabled. (PL-62749)

Regards,

Courtney

Method Updates - May 14th, 2026

Method_Phil — Fri, 15 May 2026 01:53:00 GMT

The following updates are now live for users of Method

Fixes

QBDT Sync - Fixed an XML error on the Engine blocking the Sync. (PL-62748)
Items - Fixed an issue where import was causing the duplication of Items records (QBO). (PL-62354)
Tax Preferences - Fixed an issue with the Sales Tax discrepancies with QuickBooks Online when “Do not Estimate Taxes in Method” is enabled. (PL-62416)

Regards,

Phil

Method Updates - May 13th, 2026

Method_Phil — Wed, 13 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Enhancements

Estimates - Improved List screen experience (new grid component, button styling changes). (PL-61852)

Fixes

Field Crew - Fixed an issue where the mapping button referenced the customer shipping address rather than the jobsite address on the work order. (PL-62621)
Work Orders - Fixed an issue where work orders with a negative amount were not supported in the batch invoicing flow, despite the grand total of all selected work orders still being greater or equal to 0. (PL-62464)
Work Orders - Fixed an issue where the mapping & routing features referenced the customer shipping address rather than the jobsite address on the work order. (PL-62658)

Regards,

Phil

Method Updates - May 12th, 2026

Method_Arshi — Tue, 12 May 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Grids - Fixed an issue where dropdown chip filters didn’t return correct results for single/multi-select values, including comma-containing values. (PL-62134)
Grids - Fixed an issue where values beyond 10 decimal places were truncated instead of saving correctly. (PL-61866)
Attachments - Fixed an issue where uploads could fail silently by showing a clear error when the network drops. (PL-62251)
Estimates - Fixed an issue where duplicate approval emails were sent due to an extra send call in the signature widget. (PL-62283)

Regards,

Arshi

Method Updates - May 11th, 2026

Method_Harman — Mon, 11 May 2026 13:34:00 GMT

The following updates are now live for users of Method

Fixes

QBO - Fixed an issue where Invoices created from sales orders were not syncing with bundle items. (PL-62287)
Currency - Fixed an issue where Currency was unfilled before Sync on New / Edit [Sales Receipt, Purchase Order] screens. (PL-61679)
Tables & Fields - Fixed an issue where SalesTaxCode was not being display for the SalesReceiptLine table. (NCNG-1092)
App builder - Fixed an issue where drag handles where being displayed even if there was only one option. (NCNG-489)
Payments App- Fixed an issue where the payment applied to transactions were not visible after saved. (PL-62625)
Actions - Fixed an issue where the "Configure payment methods" selection was not respected for Method Pay, and the widget always displayed card & ACH. (PL-62648)
Grids - Fixed an issue where card columns inside an editable grid did not respect configured column sizing. (PL-61382)

Regards,

Harman

Method Updates - May 7th, 2026

Method_John — Thu, 07 May 2026 12:20:00 GMT

The following updates are now live for users of Method

Enhancements

Invoices - Improved List screen experience (new grid component, button styling changes). (PL-61893)

Fixes

Customers & Leads - Fixed an issue where the Contact Type selection did not persist when navigating from the Quick-Add Modal to the "full form" New Contact screen. (PL-62061)
Multi-entity - Fixed an issue where Super Admins could be missing access to apps and other features. (PL-61767)

Regards,

John

Method Updates - May 6th, 2026

Method_Phil — Wed, 06 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Multi-entity - Fixed an issue where Super Admin invites could intermittently fail in accounts that include inactive entities. (PL-62417)
Text Input - Fixed an issue where auto-fill data is not recognized by screens & actions (PL-61540)
Text Input - Fixed an issue where "Field Contains Malicious Values" error was unexpectedly triggered by certain characters. (PL-62016)

Regards,

Phil

Method Updates - May 5th, 2026

Method_Arshi — Tue, 05 May 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Toast Notifications - Updated and improved the alignment of icon and text within notifications. (PL-60806)
Editable Grid - The column alignment configuration now applies to the column header as well as the content. (PL-62112)

Fixes

Work Orders - Fixed an issue where the mapping and routing functionality was mapped to the Shipping Address fields on the customer record rather than the jobsite address fields on the work order. (PL-62247)

Regards,

Arshi

Method Updates - April 28th, 2026

Method_Arshi — Tue, 28 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Tables & Fields - FIxed a bug with creating dropdowns from a new table. (NCNG-1060)
Grids - Fixed an issue where you were able to set a negative value for "Rows on Add". (NCNG-797)
Purchase Orders - Fixed typo in preference screen where "Customer" was shown instead of "Vendor". (PL-54031)
Sales Orders - Fixed an issue where sales order emails open blank when no email notification template is selected (PL-60996)

Regards,

Arshi

Method Updates - April 27th, 2026

Method_Harman — Mon, 27 Apr 2026 13:40:00 GMT

The following updates are now live for users of Method

Enhancements

Editable Grid - Updated the column width calculation logic for Date/Time fields to more closely respect the Fixed width configuration. (PL-62092)
Opportunities - List screen improvements (Convert to editable grid, update default view filters, update button styling & position). (PL-61472)
Activities - List screen improvements (Convert to editable grid, update button styling & position). (PL-61436)

Fixes

Multi-entity - Fixed an issue where Super Admin invitations could fail to send in some accounts. (PL-62011)
Editable Grid - Fixed an issue where the "make default" star icon within Manage Views displayed incorrectly on mobile. (PL-62116)

Regards,

Harman

Method Updates - April 24th, 2026

Method_ Courtney — Fri, 24 Apr 2026 14:10:00 GMT

The following updates are now live for users of Method

Fixes

Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)

Regards,

Courtney

Method Updates - Apr 23rd, 2026

Method_John — Thu, 23 Apr 2026 12:48:00 GMT

The following updates are now live for users of Method

Enhancements

Editable Grids - Modified the column width logic for Date fields to more closely respect Fixed width configurations. (PL-62092)
Opportunities - List screen improvements (convert to an editable grid, updated view filters, button styling changes). (PL-61140)

Fixes

Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)
Editable Grids - Fixed an issue in Manage Views on mobile where the star icon was displayed incorrectly and a tooltip appeared when changing the default view. (PL-62116)

Regards,

John

Method Updates - April 22nd, 2026

Method_Phil — Wed, 22 Apr 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

QBDT Sync - Fixed an issue where the Method to QuickBooks sync was not working. (PL-62313)

Regards,

Phil

Method Updates - April 21st, 2026

Method_Arshi — Tue, 21 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

App Ribbon - Fixed an issue where "Back" and "Save & Back" buttons inside an app ribbon didn’t return the user to the previously opened screen (PL-62012)

Regards,

Arshi

Method Updates - April 20th, 2026

Method_Harman — Mon, 20 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Process Payment Action - Updated the trigger and timing of the App Routine selected in the action to run when the payment is Pending. (PL-61493)

Fixes

QBDT Sync – Fixed an issue where deleted Price Levels were still showing in Method. (PL-62138)
Grids - Fixed an issue on legacy grids where grid redundantly reloads data on record click before navigating (PL-62008)
Runtime - Fixed an issue where lag is experienced when switching apps and opening records. (PL-62055)
Editable Grid - Fixed an issue where some session variables were not available to be used as references. (PL-55939)

Regards,

Harman

Method Updates - April 17th, 2026

Method_ Courtney — Fri, 17 Apr 2026 14:30:00 GMT

The following updates are now live for users of Method

Fixes

Editable Grid - Fixed an issue where currency-formatted fields were disappearing on an update. (PL-62054)
Modal - Fixed an issue where modals and show messages persisted after clicking browser back/forward buttons. (PL-61670)

Regards,

Courtney

Method Updates - April 15th, 2026

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

The following updates are now live for users of Method

Fixes

Grids - Fixed an issue where selectable rows on save appeared frozen (PL-61568)
Grids - Fixed an issue where grids display a load behaviour on click before navigation (PL-61717)
Multi-entity - Added breadcrumbs back to the management page for clearer navigation within Account Settings. (PL-58199)

Regards,

Phil

Method Updates - April 14th, 2026

Method_Arshi — Tue, 14 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Home - Fixed error when attempting to navigate to an activity from the To do list modal. (GROW-195)
Invoices - Fixed an issue where access permission settings not working correctly within sales rep dropdown in invoice reports (PL-61693)

Regards,

Arshi

Method Updates - April 13th, 2026

Method_Harman — Mon, 13 Apr 2026 15:00:00 GMT

The following updates are now live for users of Method

Enhancements

Sales Orders - Introducing the Quick-Add Customer Modal experience to the New/Edit Sales Order screen for QBO users. (PL-61810)
Tables & Fields - Exposed the PaymentStatus field in the PaymentTransactionLog table. (PL-61687)

Fixes

Customers & Leads - Fixed some mobile design and layout issues on the Modal - New Contact screen. (PL-61457)
Customers & Leads - Fixed an issue on the Modal - New Contact screen where the Name in QuickBooks did not default to the CompanyName if one was entered. (PL-61791)
Cases - Fixed an issue where, after creating a new contact via the quick-add modal, the new contact was not selected in the dropdown. (PL-61793)
Actions - Fixed an issue where the Process Payment Setup Action raises an error when there are no records in the PaymentGateway table. (PL-60025)
Home - Fixed error when attempting to navigate to an activity from the To do list modal. (GROW-195)

Regards,

Harman

Method Updates - April 7th, 2026

Method_Arshi — Tue, 07 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Recurrence Widget - Fixed an issue where an extra occurrence was being generate inside a work order (PL-61296)
Recurrence Widget - Fixed an issue of incorrect dates inside recurrence widget (PL-61358)
Multi-Select - Fixed an issue where multi-select was no longer selectable within the calendar resource selection. (PL-61719)
Multi-Select - Fixed an issue where multi-select component view showing inside screen designer properties panel (PL-61718)
Donations - Fixed an issue in the recurring donations logic causing some recurring donations to be processed twice due to the Daylight Savings time change. (PL-61606)
Opportunities - Fixed an issue where some stock Lead Source options could be deleted, causing errors in the Reorder workflows. (PL-61662)
Send Email - Fixed an issue where Xero users experienced a "No matching records found" error when sending an email. (PL-61722)

Regards,

Arshi