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Release Notes

  • Method Updates - June 7th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • 2FA- Added the ability to authenticate via SMS. (PL-39087)

    Regards,

    Hannah

  • Method Updates - June 6th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Work Orders - Added logic on the Outlook Gadget to only allow users to edit a work order if they have permission to edit. (PL-27889)

      Regards,

      Nicolas

    • Method Updates - June 1st, 2023

      The following updates are now live for users of Method

      Fixes

      • Dropdowns - Fixed an issue where a scrollbar was included unnecessarily. (PL-25341)
      • Date/time picker - Fixed an issue where re-clicking a specific date was required to confirm a change in month or year. (PL-39928)

      Regards,

      Courtney

    • Method Updates - May 31st, 2023

      The following updates are now live for users of Method

      Fixes

      • Picture - Fixed an issue where the caption configuration for this object did not work. (PL-29965)
      • Xero - Fixed an issue with data not syncing between Method and Xero account. (PL-41268)

      Regards,

      Hannah

    • Method Updates - May 30th, 2023

      The following updates are now live for users of Method

        Fixes

        • Items - Fixed an issue where line sort order is changing after sync specifically for Items with category. (PL-41276)
        • Estimate App - Fixed an issue where line items are changing the line order upon sync. (PL-41220)
        • Sales Orders - Fixed an issue where Sales Order numbers were not displaying correctly. (PL-41291)

        Regards,

        Nicolas

      • Method Updates - May 25th, 2023

        The following updates are now live for users of Method

        Fixes

        • Date/Time Picker - Fixed an issue when manually editing the date would change the year in some scenarios. (PL-24510)
        • Date/Time Picker - Fixed an issue when typing a year would select Dec 31st of the year prior to the one that was typed. (PL-39712)
        • Xero - Fixed a sync issue where data was not syncing with Method. (PL-41218)

        Regards,

        Courtney

      • Method Updates - May 24th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • QBO/QBDT - Added a feature to update the quantity of a Bundle/Group item, will also update the quantity of its child items. (PL-41109)

        Regards,

        Hannah

      • Method Updates - May 23rd, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Sync Conflicts - Added an Unlink Button on the sync conflicts system page to fix Bills 'LinktoTxn' conflicts. (PL-40996)

        Fixes

        • QBO - Fixed an issue for being unable to update the purchase price on Inventory Items. (PL-41200)
        • Work Orders - Fixed an issue where a user could not create an invoice from a copied Work Order. (PL-41032)

        Regards,

        Nicolas

      • Method Updates - May 16, 2023

        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

      • Method Updates - May 11th, 2023

        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

        • Method Updates - May 10th, 2023

          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

        • Method Updates - May 4th, 2023

          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

          • Method Updates - May 3rd, 2023

            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

          • Method Updates - April 27th, 2023

            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

            • Method Updates - April 26th, 2023

              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

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