Method Team Blogs
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The following updates are now live for users of Method New Features / Updates Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756) Proposals - Updated the send proposal show message if settings are requiring...
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The following updates are now live for users of Method New Features / Updates New/Edit Items & P ayments - Updated screens to ensure inactive income accounts cannot be selected. ( PL-43624 ) Work Orders - Added the ability send automated customer...
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The following updates are now live for users of Method Fixes Sales Orders - Fixed an issue where line item quantity did not use the correct quantity when creating an invoice. (PL-49105) Regards, Arshi
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The following updates are now live for users of Method New Features / Updates Charts - Improved the UI for when charts aren't correctly setup. (PL-42510) Grids - Improved the UI for when no records are found in editable grids. (PL-48421) Chips - Fixed...
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The following updates are now live for users of Method New Features / Updates QBO - Fixed the issue where the order of the line items was changing after adding the Group Items. (PL-48505) Gmail Sidebar - Added a feature for the Xero SSO option enabled...
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The following updates are now live for users of Method New Features / Updates System Pages - Improved grid styles. (PL-48517) Send Transaction Email - Updated logic to pull the EmailSenderName from the EmailSender table. (PL-48912) Guest Payment - Ensured...
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The following updates are now live for users of Method New Features / Updates Proposals - Updated the list screen with the expiry date column for relevant filters and improved the email activity comments. (PL-48729) Show new Invite User email template...
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The following updates are now live for users of Method New Features / Updates Items - Removed the IsAvailableForReorder checkbox for item types that are not applicable in the reorders flow. (PL-48810) Payments - The Payment Method field is no longer required...
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The following updates are now live for users of Method New Features / Updates Gmail Sidebar - Added a feature for the new sign-in UI and SSO options (Intuit, Google, Apple, Microsoft) enabled. (PL-46810) Fixes Gmail Sidebar - Fixed an issue with work...
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The following updates are now live for users of Method Fixes Sales Transactions - Fixed an issue where the Make a Copy button did not copy description-only lines to the new transaction. (PL-48706) Guest Portal - Fixed an issue with overlapping text on...
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The following updates are now live for users of Method New Features / Updates Proposals - Added editing capabilities to the proposal notification email flow. (PL-48338) Fixes Platform - Fixed an issue where autoscroll behaviour on iPad caused issues when...
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The following updates are now live for users of Method New Features / Updates Outlook Gadget - Added a feature for the new sign-in UI and SSO options (Xero, Intuit, Google, Apple) enabled. (PL-46808) Regards, Nicolas
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The following updates are now live for users of Method Fixes Xero - Fixed a general error on the sync due to which the data was not syncing. (PL-48704) Payments - Fixed an issue where the assign to field was showing inactive users. (PL-48589) Payments...
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The following updates are now live for users of Method New Features / Updates Outlook Gadget - Added a feature to include all SSO Sign-options. (PL-46835) Send Transaction Email/SMS - Added the ability to add and edit Contact details and email templates...
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The following updates are now live for users of Method New Features / Updates Reports - Added the ability to create single date reports for Donations, Cases and Work Orders apps . (PL-48512) Proposals - Added insights for sent proposals and the ability...
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