Method Community

Method Updates - September 14th, 2026

Method_Arshi — Mon, 14 Sep 2026 15:30:00 GMT

The following updates are now live for users of Method

New Capabilities

Mobile App - Added a mandatory update screen that blocks outdated app versions from launching. (PL-64229)
Mobile App - Added a dismissible prompt letting users know when a newer app version is available. (PL-64490)

Fixes

Sync History - Fixed an issue where sync history stopped loading once a sync logged any details. (PL-65565)
Insights tile - Fixed an issue where the health score and lifetime value tiles showed zero for Leads. (PL-65562)
Mobile App - Fixed an issue where a brief connectivity hiccup could clear a user's saved screen. (PL-64450)
Mobile App - Fixed an issue where the Android app could crash when the loading spinner unmounted. (PL-65033)
User Management - Fixed an issue where adding or removing app bundles failed for inactive users. (PL-65730)
Import - Fixed an issue where the import completed email showed an extra empty bullet. (PL-65668)

Regards,

Arshi

Method Updates - September 11th, 2026

Method_ Courtney — Fri, 11 Sep 2026 13:01:00 GMT

The following updates are now live for users of Method

Enhancements

Sign-in - Updated the Intuit logo on the sign-in connections page to Intuit's current wordmark. (PL-65492)

Fixes

Email - Fixed an issue where legitimate emails with links to certain domains were held for review unnecessarily. (PL-65461)
App Routines - Fixed an issue where Date parameters were missing when testing an App Routine. (PL-55538)
App Routines - Fixed an issue where the Delete Records action showed a generic error instead of the actual cause of failure. (PL-65301)
App Routines - Fixed an issue where App Routine History showed the wrong app name for renamed or opted-out apps. (PL-57903)

Regards,

Courtney

Method Updates - September 9th, 2026

Method_Phil — Wed, 09 Sep 2026 13:46:00 GMT

The following updates are now live for users of Method

Enhancements

Method AI - Added an explanation for why Method AI chose a field when it was not an exact match. (NCNG-1974)

Fixes

Invoices - Fixed an issue where invoices could show duplicate line items after syncing with QuickBooks. (PL-65270)
Tables & Fields - Fixed an issue where internal QuickBooks Customer Projects tables incorrectly appeared in Tables & Fields. (PL-65503)
App Ribbon - Fixed an issue where a custom app ribbon did not populate its panel screen. (PL-65272)

Regards,

Phil

Method Updates - September 8th, 2026

Method_Arshi — Tue, 08 Sep 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Editable Grid - Redesigned card column configuration in the Editable Grid with per-field formatting options. (PL-65220)
Insights tile - Enhanced Refresh Controls to also update the Insights tile without reloading the screen. (PL-64103)

Fixes

Invoices - Fixed an issue where invoice email details showed a previously sent proposal's template. (PL-64991)
QuickBooks Desktop - Fixed an issue where taxable QuickBooks Desktop customers weren't getting tax calculated on estimates. (PL-65455)
Xero - Fixed an issue where Xero's Full Sync button performed only a changes-only sync. (PL-64487)
Tables & Fields - Fixed an issue where a custom field on the Users table stopped saving values. (PL-65219)

Regards,

Arshi

Method Updates - September 4th, 2026

Method_ Courtney — Fri, 04 Sep 2026 15:51:00 GMT

The following updates are now live for users of Method

Fixes

Send Email - Fixed an issue where CC and BCC addresses from an email template weren't carried over when editing a transaction email before sending. (PL-65138)
Send Email - Fixed an issue where Edit Details could show a previously sent transaction's email template and subject instead of the current one. (PL-64991)

Regards,

Courtney

Method Updates - September 3rd, 2026

Method_John — Thu, 03 Sep 2026 12:48:00 GMT

The following updates are now live for users of Method

New Capabilities

REST API - Added REST API endpoints to list account tables and their field schemas. (PL-65244)

Enhancements

Estimates - Migrated the Estimate List screen to the new app builder. (PL-63090)

Fixes

Mobile App - Fixed an issue where a brief connectivity blip showed the offline screen and discarded unsaved work. (PL-65254)
Mobile App - Fixed an issue where a app session restore could sign users out unexpectedly. (PL-65258)
Send Transaction Email - Fixed an issue where sending a transaction email could load the wrong email template and subject from a prior send. (PL-64991)

Regards,

John

Method Updates - September 2nd, 2026

Method_Phil — Wed, 02 Sep 2026 17:08:00 GMT

The following updates are now live for users of Method

Fixes

Custom Apps - Fixed an issue where creating a custom app failed with an error for some accounts. (PL-65274)
Editable Grid - Fixed an issue where Enable/Disable Cell actions didn't work on button and checkbox grid columns. (PL-65080)

Regards,

Phil

Method Updates - September 1st, 2026

Method_Arshi — Tue, 01 Sep 2026 13:08:00 GMT

The following updates are now live for users of Method

Fixes

App Marketplace - Fixed an issue where saving app or user permissions triggered an unnecessary unsaved-changes warning. (GROW-457)

Regards,

Arshi

Method Updates - August 31st, 2026

Method_Arshi — Mon, 31 Aug 2026 15:30:00 GMT

The following updates are now live for users of Method

New Capabilities

App Builder - Added a Banner component for displaying contextual, themed messages with icons and actions. (PL-63858)

Fixes

App Builder - Fixed an issue where the multi-select dropdown field picker suggested an action builders couldn't take. (PL-64987)
App Builder - Fixed an issue where the multi-select dropdown component could be added to a screen more than once. (PL-64989)
App Builder - Fixed an issue where the multi-select dropdown appeared in multiple Components panel categories. (PL-64990)
App Builder - Fixed an issue where the multi-select dropdown was offered on screens that couldn't support it. (PL-64988)
Editable Grid - Fixed an issue where action results could reference loop data outside of a loop action. (PL-64964)

Regards,

Arshi

Method Updates - August 27th, 2026

Method_John — Thu, 27 Aug 2026 12:47:00 GMT

The following updates are now live for users of Method

Fixes

Editable Grid - Fixed an issue where the tooltip jumped position when selecting a default view. (PL-62302)
Dropdown - Fixed an issue where the dropdown clear icon didn't appear at default browser zoom. (PL-64638)

Regards,

John

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