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

The following updates are now live for users of Method

New Features / Updates

• Sync - Fixed an issue where a conflict was not being created for Items with a cost value that exceeds what is supported by Method. (PL-40235)
• Work Orders - Updated logic when dragging an Occurrence event on Calendar to give users the option to edit the Series. (PL-40309)
• Activities - Updated logic when dragging an Occurrence event on Calendar to give users the option to edit the Series. (PL-40308)
• Payments (Xero) - Fixed an issue where the amount field populated with an account's total balance, rather than the amount of the invoice to be payed. . (PL-37601)

Fixes

• Donor Pages - Auto-populate the “Cause Title” with the Program name when no title is given. (PL-40416)
• Donations - Hide items grid when empty to be consistent with other versions - QBO Global Mobile . (PL-40451)
• Items - Added error messaging when trying to save an Item with a name that already exist in the list. (PL-37791)

Regards,

Khamil

The following updates are now live for users of Method

Fixes

• Field Crew - Fixed the All Time dropdown option to filter the grid of Work Orders for all time. (PL-40417)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Donations - Removed the additional “Add Item” button from above the items grid on mobile. (PL-36652)

Fixes

• Invoices - Fixed an issue where clicking on the Overdue Invoice screenlet redirected to the Shared Invoices grid rather than the Overdue Invoice grid. (PL-40241)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Payments - Fixed an issue where some single payments were logged twice in the payments history page. (PL-40328)

Regards,

Ayushi

The following updates are now live for users of Method

Fixes

• Multi-tenancy - Added clear error messaging when a tenant account tries to create a table. (PL-40158)
• Export - Fixed an issue where exporting any table sorted the records randomly. (PL-39697)

Regards,

Khamil

The following updates are now live for users of Method

New Features / Updates

• Invoices - Added logic to the Due Date calculation to support date driven terms.

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Work Orders, Field Crew - Now available for Xero users. (PL-39971)

Fixes

• Terms - Fixed several issues related to save buttons not functioning properly and missing validation. . (PL-40254)
• Payments - Fixed an issue where navigating to the Guest - Pay Now screen directly from an email resulted in an error in the balance. (PL-35936)

Regards,

Nicolas