The following updates are now live for users of Method

New Features / Updates

• Edit Entity - Improved error message when a user is attempting to delete a customer with existing transactions on QBDT. (PL-46007)

Fixes

• Edit Entity - Fixed an issue where allowing a customer with an active sub-customer to become inactive caused a sync conflict. (PL-43056)
• Opportunities - Fixed logic in reorders flow causing an error when accessing customer portal. (PL-46997)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Sales Orders - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46861)
• Sales Orders - Fixed an issue that occurred when creating a copy of an invoiced sales order. (PL-46871)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Activities - Add comment to label the Proposal Payment Unsuccessful email activity. (PL-46979)
• Email Settings - Added note calling out when emails will be sent from notifications@mail.method.me. (PL-46177)
• Communications History - Updated delivery server display for increased specificity. (PL-46939)

Fixes

• Work Orders - Fixed an issue where customers were unable to create recurring work orders. (PL-46924)
• Purchase Orders - Fixed an issue where converting a sales transaction to a purchase order would pull in the item's Sales Price instead of the Purchase Cost. (PL-46958)
• Purchase Orders - Fixed an issue where the Sales Tax Code was not properly selected when converting a sales transaction to a purchase order. (PL-46980)
• Purchase Orders - Fixed an issue where the Sales Tax Code was not being pulled in properly when selecting an item (QBO Global only). (PL-46975)
• Sales Transactions - Fixed an issue where some Item dropdowns were not sorted alphabetically. (PL-46780)
• Estimates - Fixed an issue on the Preferences screen where the Deposit Item dropdown was hidden in the Advanced Settings section. (PL-46741)
• Sales Transactions - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46536)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Internal Notes - Added UX improvements to make the creation process faster. (PL-46324)
• Work Orders - Added logic when creating an invoice to include the discounts applied to the estimate. (PL-46302)
• Proposals - Added a filter to the notification email dropdown to only list recommended stock and custom email templates. (PL-45999)
• Portal - Added navigation from Invoice to related Proposal. (PL-40718)
• Work Orders - Added changes to make editing customer/contact info easier. (PL-46323)

Fixes

• Email Campaigns - Fixed an issue where the Send Campaign routine was failing in scenarios where inactive contacts were included as recipients. (PL-46868)
• Estimates - Fixed an issue on the Preferences screen where the Deposit Item dropdown was hidden under the Advanced Settings section. (PL-46741)
• Contacts - Fixed an issue where the Sales Tax Code was hidden on the Edit Entity screen for leads. (PL-45227)
• Estimates, Invoice - Fixed logic on Xero to allow changing the quantity of description-only line items. (PL-44657)
• Activities - Fixed an issue were the merge field Contacts.FirstName was not populating on click of View Sent Email. (PL-46441)
• Donor Pages - Fixed logic to not allow a test drive on the donor page until a minimum set-up is met. (PL-45102)
• Proposals - Fixed the app routine to ensure a check for active payment methods before retrying failed payments. (PL-46964)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Editable Grids - Added a new empty state when no records are found. (PL-46079)
• Xero - Added a feature to allow using negative line items on transactions. (PL-46589)
• Method Sync Engine - Added a feature to allow choosing QBXML version to fix XML text stream errors. (PL-45168)
• Work Orders - Updated one of the “Share” button menu items on the Work Order List screen from “Email Selected” to “Email Assignees”. (PL-46299)

Fixes

• QBO - Fix for sync conflict "TxnTaxDetail" on updating the shipping address on transactions. (PL-46730)
• Estimates - Fixed an issue where the email button in the email led contacts to an error page (QBO Global only). (PL-46904)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493)
• Sales Transactions - Updated the mobile view of the line item grid to include the item description. (PL-44876)

Fixes

• Sales Orders - Fixed an issue where the sales tax did not properly carry over from estimates, through sales orders, and onto invoices for QBO accounts. (PL-46251)
• Sales Orders - Fixed an issue where the "Make a Copy" button did not appear on mobile. (PL-45313)
• Bills - Fixed an issue where two "Add Item" buttons appeared on screen. (PL-45243)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Proposals - Improved the column sizing on the View Proposal screen. (pl-46037)

Fixes

• Purchase Transactions - Fixed an issue where the email button did not merge fields from the Vendor table. (PL-46612)
• Proposals - Fixed an issue where the required Terms field did not display a red "required" asterisk. (pl-45255)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Sales Transactions - Fixed an issue where the email button did not merge fields from the Customer table. (PL-46581)
• Cases - Fixed an error caused by setting the Default Case Status preference to empty. (PL-46680)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Email Campaigns - Automatically add unsubscribe links and headers to marketing emails. . (PL-45150)

Fixes

• Email Campaigns - Fixed an issue where inactive entities could be included in a campaign, resulting in errors. (PL-46482)
• Opportunities - Fixed an issue where a lead was being converted to a customer when converting an opportunity to a sales transaction. (PL-46671)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Contacts - Fixed an issue where clicking Email Contact on an activity would create a new activity even if you didn’t end up sending the email. (PL-46435)
• Time Tracking - Added a show message to explain QBO's Has Been Billed status if manually selected. (PL-44359)
• Portal - Fixed the count on the Service Agreement tile to exclude completed proposals. (PL-44243)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Communication History - Changed "sent" status to "pending" for better accuracy and clarity. (PL-45110)

Fixes

• Editable Grids - Fixed an issue where grids weren't displaying in app ribbon panels in certain scenarios. (PL-46584)
• Editable Grids - Fixed an issue where no results found message was not being displayed in certain scenarios. (PL-46623)
• Email Settings - Fixed an issue where disconnecting Gmail OAuth was not working correctly. (PL-46095)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Terms - Fixed an issue where terms previously used on transactions could be deleted, resulting in a sync conflict. (PL-46499)
• Time Tracking - Fixed validation to ensure a payroll item is selected for employees that need time entries transferred to paychecks (QBDT). (PL-44230)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Charts - Fixed an issue with loading charts when using 2+ relative date filters. (PL-46515)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Estimates, Sales Orders, Invoices - Added the ability to convert to a purchase order. (PL-45918)
• More Manual SMS Notifications - Release Ticket. (PL-46508)
• Proposals - Updated what statuses can be accessed from each stage of a proposal. (PL-45009)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Contacts - Updated 'Email Communications" header to include the SMS option. (PL-46337)

Fixes

• Contacts - Fixed an issue where a validation message was thrown in the case of a duplicate Name value instead of FullName. (PL-46382)

Regards,

Courtney