Method Community

The following updates are now live for users of Method New Features / Updates Contacts - Updated contacts to display their currency on Xero when multi-currency is enabled. (PL-49544) Accounts - Added validation to ensure income accounts currently in use cannot be deleted. (PL-43039) Work Orders - Improved SMS preview for reminders when a ...

The following updates are now live for users of Method New Features / Updates Discover Hub - Added new quick demo for Email Marketing app package. (PL-49585) Proposals - Improvements for Xero. (pl-48948) Fixes Activities - Fixed an issue where the To and From fields were not populating on emails sent from the Send Transaction Email ...

The following updates are now live for users of Method New Features / Updates Purchase orders - Added the ability to edit purchase order emails and recipients before sending. (PL-49019) Fixes Grids - Fixed an issue column sizing when searching/filtering. (PL-46421) Send Email - Fixed issue where customer payment info was not being ...

The following updates are now live for users of Method New Features / Updates App Ribbons - Fixed issues with the cursors being used in the UI. (PL-49518) Donations - Added an 'Expired' status to indicate an expired payment method on a recurring donation. (pl-49745) Regards, Courtney

The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Reorder Rejection Email preference was not being respected. (PL-49945) Estimates - Fixed an issue where the Master Admin would be assigned the sales reps completed activity. (PL-49924) Web to lead - Fixed an issue with undesired scroll on ...

The following updates are now live for users of Method New Features / Updates Onboarding - Show jobs to be done list based on vertical and install related app bundles and quick demos. (PL-49627) Work Orders - Enhanced experience when setting reminders to clarify the send date and indicate if a reminder cannot be sent or changed due to timing ...

The following updates are now live for users of Method New Features / Updates Charts - Added support for drill down experience on mobile. (PL-49867) Fixes Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877) Purchase Transaction - ...

The following updates are now live for users of Method New Features / Updates Fixes Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877) Purchase Transaction - Fixed an issue where percentage rate items could be added to Bills and ...

The following updates are now live for users of Method New Features / Updates Donations - Updated recurring donations app routines with improved fail-safes and payment retry logic. (PL-47143) Donations - Updated recurring donation to recognize an expired payment method and notify the assign to. (PL-49313) Donations - Added an activity for ...

The following updates are now live for users of Method New Features / Updates Proposals - Added IncomeAccount linked field to ProposalLine table. (PL-49826) Regards, Arshi