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

The following updates are now live for users of Method

Fixes

• Send Transaction Email/SMS - Fixed an issue where the ReceivePaymentRecordID was not referenced correctly. (PL-48369)
• Signature Widget - Fixed an issue where radio button selections were not remaining after signature capture. (PL-47464)
• Email - Fixed an issue where emails sent via Microsoft OAuth were not appearing in the Outlook Sent Folder. (PL-48394)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Terms - Added the synced default to the Terms field on Opportunities, Bills and Purchase Orders Apps. (PL-48303)

Fixes

• Email Campaigns - Fixed an issue where attachments with commas were causing errors. (PL-48318)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• HTML Editor - Fixed an issue where converting HTML to PDF occasionally resulted in a blank first page. (PL-48230)

Regards

Hannah

The following updates are now live for users of Method

New Features / Updates

• Transactions - Added the ability to edit emails/SMS messages and recipients before sending a transaction notification. (PL-47458)
• Estimates - Removed confirmation modal when clicking to pay a deposit. (PL-48034)

Fixes

• Work Orders - Added missing tax input field for items on mobile. (PL-48213)
• Work Orders - Fixed logic to stop users from invoicing a recurrence schedule. (PL-48128)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Donor Pages - Fixed an issue with the Anonymous Donation checkbox being on by default. (PL-47949)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Items - Added logic to filter for only specific accounting types to avoid sync conflicts. (PL-47557)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Transactions - Fixed sync conflict issues on new/edit estimate and sales order caused by negative rates and negative quantities on the grid. (PL-47684)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Charts - Added the ability to sort by X or Y axis. (PL-47395)
• Proposals - Fields exclusive to recurring items are now hidden when no recurring items are present on a proposal. (PL-47385)

Fixes

• Designer - Fixed an issue where saving would sometimes cause customizations to disappear. (PL-47904)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• UI - Fixed an issue where autoscroll behaviour on iPad caused issues when accessing Method via Safari . (PL-46039)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Proposals - Added new recurring invoice frequency options: Days, Weeks, Months and Years. (PL-43122)

Fixes

• Deposits - Added logic to prevent users from applying discounts which was leading to inaccurate invoicing. (PL-47703)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• QBDT - Fixed an issue where the description for the group items was not syncing from QuickBooks to Method. (PL-47472)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Charts - Fixed a UI issue that prevented some users from selecting filters. (PL-45461)
• Work Orders - Fixed issue where the follow-up activity was not being shown in the app ribbon. (PL-47693)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Added logic so attachments that are selected will be sent to the customer when emailed. (PL-47427)

Fixes

• Opportunities - Fixed an issue where the Add Item button was disabled in some scenarios on mobile. (PL-47631)
• Estimates - Added validation so shipping amounts cannot be negative. (PL-47679)
• Estimates - Added logic to avoid deposit amounts that resulted in invoices that couldn't be synced. (PL-47345)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Performance - Improved the overall rendering performance of screens. (PL-47091)

Fixes

• Grids - Fixed an issue with looping hidden grids. (PL-47668)
• Time Tracking - Fixed an issue where opening a running time entry would not show you the timer controls. (PL-47361)

Regards,

Arshi