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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 on the New/Edit Payment screen. (PL-48749)
- Work Orders - Updated the bulk invoicing logic to pull in the default Terms set in QuickBooks Online. (PL-43304)
Regards,
Nicolas
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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 orders created from the sidebar showing the wrong date and time on the calendar. (PL-48781)
Regards,
Arshi
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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 the transaction screens. (PL-48726)
Regards,
Courtney
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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 accessing Method via Safari . (PL-48269)
Regards,
Hannah
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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 - Fixed an issue where the screen load was triggering a payment method update creating a sync conflict. (PL-48584)
Regards,
Arshi
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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 to set automated offer expiry dates. (PL-43477)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Grids - Fixed an issue where chips filters can overflow onto the screen. (PL-48436)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- Estimates - Fixed an issue where the Deposit Item dropdown still appeared on the Estimate Preferences screen when a user lacking the necessary permissions attempted to enable the Deposits feature. (PL-48602)
- Send Email, Email Campaigns - Fixed an issue where the Email From Name did not get populated properly when selecting an Email From address. (PL-47034)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- Activities - Fixed an issue where activities created within the Work Orders app ribbon did not save the contact information. (PL-48532)
- Estimates - Fixed an issue where a deposit Sales Receipt would references the estimate RecordID rather than the RefNumber. (PL-48411)
- Invoices - Fix an issue where logic was blocking a single day date range from generating a report. (PL-48499)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Invoices - Fixed an issue where logic was blocking a single day date range from generating a report. (PL-48499)
Regards,
Hannah
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The following updates are now live for users of Method
Fixes
- Send Transaction Emails/SMS - Fixed an issue where the generated activity was not linked to the transaction. (PL-48481)
Regards,
Nicolas
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The following updates are now live for users of Method
Fixes
- Charts - Fixed an issue with filtering drill downs that caused grid to disappear. (PL-48117)
- Charts - Fixed an issue with icons not displaying in drill downs. (PL-45378)
- Grids - Fixed an issue with grids sizing on smaller screens. (PL-48271)
- Sync - Fixed an issue where the customer was not able to connect to QuickBooks. (PL-48029)
Regards,
Arshi
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The following updates are now live for users of Method
New Features / Updates
- Grids - Advanced Search and Simple search now work together. (PL-46391)
Fixes
- Grids - Fixed an issue where the top headers overflow when grids in a small section. (PL-48165)
- Grids - Fixed issue where fixed width was not being respected. (PL-46485)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
- Terms - Added the synced default to the Terms field on Sales Orders, Invoices and the Time Tracking app routine. (PL-48373)
Regards,
Nicolas
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