Method Community

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

The following updates are now live for users of Method New Features / Updates QBDT Sync - Update "Email Instructions" to use new e-mail template. (PL-49149) Work Orders - Added improvements to Work Order creation. (PL-48734) Fixes Proposals - Fixed an issue where the signature was not showing on the sent PDF agreement. ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

The following updates are now live for users of Method New Features / Updates Grids - Fixed an issue where initial avatars are not showing up when using card columns. (PL-49039) Donations - Added a payment method status field to the recurring donations screen. (PL-49533) Invoices - Added error handling when sending SMS over 160 characters. ...

Matthew, I saw your website Quick Quote and it looks perfect to me. I read through the comments above and couldn't quite figure out the steps to set it up myself. How did you end up doing it? We have a company that delivers storage containers and we base the price on delivery zip-code. Thanks in advance for your help, Ross

The following updates are now live for users of Method New Features / Updates Proposals - Improved the preview, editing and duplication experience for engagement letter templates. (PL-46704) Proposals - Updated the terms tab to include preview and editing views of the engagement letter. (PL-46709) Estimates - Added error handling when ...