The following updates are now live for users of Method

New Features / Updates

• Items - Added the ability to disable reorder functionality for specific items. (PL-44449)

Fixes

• Work Orders - Added logic for customers to use the price levels when adding items. (PL-44473)
• Charts - Fixed an issue with selecting text fields as filter criteria. (PL-44481)
• Charts - Fixed an issue selecting a screen when drill down is enabled. (PL-44482)
• Charts - Fixed an issue with filter criteria not appearing in some scenarios. (PL-44505)
• Xero - Added a validation for AccountID on invoice lines. (PL-44361)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Opportunities - Fixed an issue where converting an Opportunity to a transaction did not update the sales pipeline.  (PL-43741)
• Opportunities - Fixed an issue where contact information was not updating correctly. (PL-43612)
• Gmail Sidebar - To support uploading attachments of up to 25 MB. (PL-44468)
• Estimates- Removed unnecessary action on the portal screen. (PL-43841)
• Deposits- Added logic to prevent the deposit amount exceeding the total estimate amount. (PL-43761)
• Deposits- Fixed issue where the generated sales receipt was missing relevant information. (PL-43621)
• Estimates - Fixed issue where email templates were not populating with the correct currency symbol. (PL-43327)
• SalesTaxTotal is marked as Unique on the Purchase Order Table in Fields and Tables. (PL-43693)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• QuickBooks Desktop- Fixed an issue where SalesTax items were being taxed on transactions causing incorrect Tax Calculation. (PL-44273)
• Xero Sync - Added support to sync DefaultCurrency from Xero contact to Entity CurrencyRef. (PL-44328)

Fixes

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

Fixes

• Proposals - Fixed an issue where the currency field was showing unnecessarily. (PL-44310)
• Payments - Fixed an issue where payment methods did not get updated. (PL-43893)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Adding More Tables and Fields Error for the Alert Systems Error. (PL-44066)
• Work Orders and Field Crew - SMS notifications. (PL-44247)
• QBO Sync Conflicts- Added a resolution and customer-understandable message for conflicts: TxnTaxDetail.TaxLineDetail.TaxLine.TaxRateRef. (PL-44331)
• Charts - Added additional date filter options in the criteria builder. (PL-44312)

Fixes

• App Ribbons - Fixed an issue where custom app ribbons were affecting screen load. (PL-42250)
• Actions - Fixed an issue where the change event on text input objects was not working as expected. (PL-36658)
• Audit Trail - Updated to show logs for the CustomerPaymentInfo table. (PL-43839)
• Map - Fixed an issue where the navigation arrow was not pointing to the correct address on mobile. (PL-41735)
• Charts - Fixed an issue issue with toggling yes/no fields in the criteria builder. (PL-44311)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• SMS - Ability to send SMS messages. (PL-44259)

Fixes

• App Routines - Fixed an issue preventing app routines from publishing. (PL-43844)
• Permissions - Fixed an issue where user permissions were not being applied correctly in Multi-Tenant accounts. (PL-43846)
• Estimates - Fixed an issue where Approvals section was not appearing in Estimate Preferences. (PL-43591)
• Notifications - Fixed an issue where for Activity Follow up email reminders, the Company name was not shown in the email subject line. (PL-38103)
• Text Input Fields - Fixed an issue where the disabled state was inconsistent for different field types. (PL-43830)
• Proposals - Fixed an issue where the required currency record was not available in the proposal to invoice flow for Xero users. (PL-44078)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Accounting/Business Logic - Fixed an issue where the Discount value is incorrect on invoices. (PL-32062)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Guest - New Order Request | Order Request & New Order Request screen title is in the center of the screen. (PL-44028)
• Reorders - Added the ability to disabled reordering for individual items. (PL-43993)
• Opportunity Preferences - New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43751)
• New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43750)
• Reorders - When turning on the Reorders feature, users will no longer be required to set a default stage for new opportunities. (PL-42971)

Fixes

• Proposals - Fixed an issue were only 5 previous Invoices were accessible on the View Proposal invoice grid. (PL-44113)
• Proposals - Fixed an issue where an error was stopping the proposal status from changing on Xero accounts. (PL-44091)
• Reorders - Fixed an issue where titles were not centred on the screen. (PL-43921)
• Reorders - Fixed an issue where price levels were not accurately reflected in order requests. (PL-43150)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Payments - Improved the way we handle scenarios where the Shuttle API is down or returning unexpected exceptions. (PL-43851)

Fixes

• Payments - Added redirect logic to navigate the user to the proper integrations/paymentgateways screen if they somehow landed on the wrong one. (PL-43973)
• Gmail Sidebar - Fixed a sign-in issue using Gmail. (PL-44209)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

Fixes

• API - Fixed an issue where API keys were missing in the account. (PL-44085)
• Reports - Fixed an issue where some reports were displaying dates incorrectly after the recent time change. (PL-43966)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Text input - Fixed an issue where the keyboard was not properly appearing when clicking into some text input fields on iOS 17. (PL-44055)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

Fixes

• Fixed an issue with action execution error on create contacts screen for new sub tenant accounts. (PL-44094)
• QuickBooks Desktop - Fixed an issue with transactions Rounding off by $0.01 after Sync. (PL-18201)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• QBO API Upgrade -Version 34: Support for Tax Classification Service. (PL-42902)

Fixes

• Manage Apps - Fixed an issue where the Last Modified Date of screen versions was inaccurate. (PL-42483)
• Invoices - Fixed an issue where users were receiving a 404 error when trying to print invoices. (PL-43285)
• Opportunities - Fixed an issue where the stage list dropdown was not loading when accessed through the App Ribbon. (PL-43068)
• Opportunities - Fixed an issue where copying an opportunity also duplicated all the activities of the original. (PL-43470)
• Proposals - Fixed an issue where missed auto-payments were not being attempted again on the next run of the app routine. (PL-43465)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Reorders - Added logic to update the reorder opportunity to "Closed Won" when a related estimate is converted to an invoice. (PL-43515)

Fixes

• Estimates - Added link for method user to access signed estimate pdf. (PL-43788)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Portals - Updated homepage to accurately show 0 counts on navigation tiles. (PL-41725)
• Opportunities - Fixed an issue where the opportunity stage was not populating automatically for order requests. (PL-42971)
  

Regards,

Harman