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  • Method Updates - September 19th, 2025

    The following updates are now live for users of Method Fixes Payments - Fixed an issue where the wording on the email verification message was unclear. (PL-53777) Payments - Fixed an issue where the Payment Method dropdown included inactive options. (PL-56821) Payments - Fixed an issue where the Guest - View Payment screen showed incorrect ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 09-19-2025
  • Method Updates - Sept 18th, 2025

    The following updates are now live for users of Method Fixes Calendar - Fixed an issue where a formula used for the Event Title also displayed for the Event Description. (PL-56585) Tables & Fields - Fixed an issue where Yes/No fields on the Customer table weren’t appearing in the UI. (PL-57098) Regards, John
    Posted to Release Notes (Weblog) by Method_John on 09-18-2025
  • Method Updates - September 17th, 2025

    The following updates are now live for users of Method Enhancements Sync Widget - Added widget component on Credit Memo, Item Receipt, Vendor Credit, Journal Entry base tables. (PL-55917) Multi-entity - Updated UI terminology from “Sub-entity” to “Entity/Entities” (PL-56704) Fixes Cases - Fixed an issue where ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 09-17-2025
  • Method Updates - September 16th, 2025

    The following updates are now live for users of Method Enhancements Sync Widget - Added widget component on Credit Memo, Item Receipt, Vendor Credit, Journal Entry base tables. (PL-55917) Multi-entity - Updated UI terminology from “Sub-entity” to “Entity/Entities” (PL-56704) Fixes Cases - Fixed an issue where ...
    Posted to Release Notes (Weblog) by Method_Arshi on 09-16-2025
  • Method Updates - September 12th, 2025

    The following updates are now live for users of Method Fixes Opportunity - Resolved primary assignment sales rep flow for Opportunities created from a reorder request. (PL-56420) Dropdown - Resolved dropdown search issue that selected first option when hitting enter (PL-53784) Cases - Fixed an issue where email sender on New/Edit Case ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 09-12-2025
  • Re: Estimate Subtotal/Tax/Total Calculation

    You are on to the answer with your sub-question #1 - the Estimate total is set to update when it syncs to QuickBooks, and as far as I know you can't call a Prepare for Accounting or Send an Email via a Method API call.   our workarounds are to calculate the Estimate Total ourselves if we need it right away (we do this ...
    Posted to Method:API Q&A (Forum) by v.cameron on 09-11-2025
  • Method Updates - September 11th, 2025

    The following updates are now live for users of Method Fixes Portal - Fixed an issue where verification codes were not being sent to some users. (PL-56859) Regards, John
    Posted to Release Notes (Weblog) by Method_John on 09-11-2025
  • Method Updates - Sept 10th, 2025

    The following updates are now live for users of Method Fixes App builder - Fixed an issue with clearing out required fields for components. (PL-54169) Designer - Fixed a spelling issue with charts. (PL-56806) Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 09-10-2025
  • Re: Estimate Subtotal/Tax/Total Calculation

    And last sub-question, can we also trigger Send Email from the API?
    Posted to Method:API Q&A (Forum) by frederichoule on 09-08-2025
  • Re: Estimate Subtotal/Tax/Total Calculation

    Also, as a sub-question, how can I trigger a sync with Quickbooks from the API?
    Posted to Method:API Q&A (Forum) by frederichoule on 09-08-2025
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