The following updates are now live for users of Method

Fixes

• Sync - Fixed an issue with the description of Group Items getting erased after Sync on POs and Bills. (PL-41095)
• Sync - Fixed an issue with invoices not providing a clear message when no line items are present. (PL-39683)
• REST API - Fixed an issue that was preventing the API system page to load in some scenarios. (PL-41135)
• Sync - Fixed issue an issue with supporting single-character email addresses. (PL-39018)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Signature - Made slight improvements to the performance of the signature widget on mobile devices. (PL-39337)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Xero - Fixed an issue that prevented sync from completing for some accounts. (PL-41086)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Duplicate Entities with the same ListIds issue resolved. (PL-37354)
• Contacts - Fixed an issue where users were able to save contacts with duplicate email addresses. (PL-40109)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Tables & Fields - Added audit trail logging for any field changes. (PL-40738)
• Payments - Improved handling of Deposit To Account and Payment Method. (PL-40978)

Fixes

• Sync - Fixed an issue where sync was generating an error if there were no active currencies for an account. (PL-40771)
• Import - Added ability to update to blank values via new import tool . (PL-39021)
• App Routines - Fixed an issue where some app routines were permanently stuck in a "Queued" status. (PL-40879)
• Grid - Fixed an issue where the "select all records" functionality didn't work properly in some scenarios. (PL-40635)
• Date/Time Picker - Fixed an issue where the field didn't appear disabled anymore while its change event was processing. (PL-40130)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Sync - Fixed an issue with AccountCode that was preventing some accounts from syncing. (PL-40765)
• Proposals - Fixed an issue with recurring invoices not sending on the proposal end date. (PL-40752)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Email Campaigns - Added the ability to filter grid in a Sent Email Campaign based on status. (PL-40666)
• Contacts - Added lead source on customers who are converted from a lead. . (PL-40665)
• Donations - Added “Make a Copy” button and improved designs on mobile. (PL-36619)

Fixes

• Sync - Fixed an issue with syncing update to Inventory Site for QBDT. (PL-40845)
• Sync - Fixed an issue where change-only and full sync where not being logged in the audit trail. (PL-37063)
• Date Picker - fixed an issue where date picker left padding was misaligned. (PL-40875)
• Sync - Fixed an issue where shipping cost was not considered when determining if an estimate total would be a negative number. (PL-29285)
• Payments - Updating error messaging. (PL-40191)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Bills - Updated filters on Bills List screen. (PL-40014)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Sync Conflicts- Improved unlink sales order from invoice to unlink all line items. (PL-40017)
• Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. (PL-40193)
• Donor Pages - Improved ability to set the default Deposit Account. (PL-33946)

Fixes

• Items - Fixed an issue with QBO where newly created items were always being marked as purchase items. (PL-40496)
• Items - Removed the '%' option for all items besides Discount and Other Charge. (PL-40678)
• Contacts - Fixed an error in the show message when editing an Entity. (PL-40486)
• Payments - Added a message to New/Edit payment screen if the user is trying to process a payment and there is something in the references field. (PL-40191)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Editable Grids - Fixed an issue where changes entered in text columns were not always being saved on some tablets. (PL-40432)
• Validation Rules - Fixed an issue where validation rules applied to decimal fields would not work. (PL-40128)
• Xero - Fixed an issue with tax rates which prevented sync from completing. (PL-40632)
• Display settings - Fixed an issue where saving uploaded log for the first time was resulting in an error. (PL-40648)
• Import tool - Fixed an issue where fields were auto converted that were not meant to be converted. (PL-39880)
• Import tool - Fixed an issue where last name field was mapping without the field actually being present on the file. (PL-37231)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Added a Make a Copy option in the More Actions button menu. (PL-40222)

Fixes

• Portals - Fixed an issue where clicking on portal screens grid record was linking to dashboard instead of manage screen security. (PL-38446)
• Proposals - Fixed error message on "Clear & New" button on mobile. (PL-40579)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• App routine system page - Fixed an issue that caused the status pill size to change. (PL-40551)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Contacts - Changed the default view filter to Shared - Active Customers and Leads. (PL-40173)
• Contacts - Added a tab to the Contact List screen that shows a list of Companies. (PL-39891)

Fixes

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• 2FA - Introducing two-factor authentication for all users. (PL-40503)
• Gallery - New component is now generally available in screen designer. (PL-38113)
• Proposals - Updated logic to not allow a proposal requiring payment for acceptance to be sent, if the payment gateway is not setup. (PL-39264)

Fixes

• Export tool - Added a feature under filtering option to be able to sort based on any field in ascending or descending order. (PL-40470)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Sales Orders - Able to create transactions for an inactive customer. (PL-40450)
• Invoices - Able to create transactions for an inactive customer. (PL-40448)

Fixes

• Transactions (Xero) - Fixed an issue where users could create transactions for inactive customers. (PL-37313)
• Sales Receipts - Fixed an issue where the New/Edit Sales Receipt screen layout was misaligned on small screens. (PL-37294)

Regards,

Ayushi