Method Community

The following updates are now live for users of Method New Features / Updates QBO/Xero Sync - Added to the audit trail when disconnect (Sync) button is clicked. (PL-54341) Fixes Sales Receipt - Resolved an error when trying to review a donation via customer portal. (PL-53475) Attachments - Resolved attachments not opening on Mobile ...

The following updates are now live for users of Method New Features / Updates Fixes Editable Grid - Fixed an issue where the "Select all records" and "Clear selection" links did not appear when selecting records in some scenarios. (PL-51781) Send SMS - Fixed an issue where the action threw a formatting validation error ...

The following updates are now live for users of Method New Features / Updates Fixes Sync System Pages - Fixed an issue where users were unable to run" Changes only Sync" from Method browser. (PL-52602) Proposals - Resolved issue where images and links were not displaying on templates . (PL-52994) Payments - Fixed an issue where ...

The following updates are now live for users of Method New Features / Updates Activities - Improved the experience when viewing out-of-the-box Activity Type and Status records, for which updates are not supported. (PL-51015) Fixes Bills - Fixed a "B001 - fnSetAccounting_CleanUp" error when saving a Bill record. (PL-51634) Sync ...

The following updates are now live for users of Method New Features / Updates Chips - The cursor now focuses on the search field to remove the need for having to click on the field. (PL-48419) Sync System V4 Pages - Fixed the sentence case for all headings and titles. (PL-46631) Fixes Grids - Fixed an issue with grid sizing when used in ...

The following updates are now live for users of Method Fixes Xero - Fixed a general error on the sync due to which the data was not syncing. (PL-48704) Payments - Fixed an issue where the assign to field was showing inactive users. (PL-48589) Payments - Fixed an issue where the screen load was triggering a payment method update creating a ...

The following updates are now live for users of Method New Features / Updates Editable Grids - Added a new empty state when no records are found. (PL-46079) Xero - Added a feature to allow using negative line items on transactions. (PL-46589) Method Sync Engine - Added a feature to allow choosing QBXML version to fix XML text stream ...

The following updates are now live for users of Method New Features / Updates QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493) Sales Transactions - Updated the mobile view of the line item grid to include the item description. (PL-44876) Fixes Sales Orders - ...

The following updates are now live for users of Method New Features / Updates Sales Receipts - Removed the "from" section in the email preview for Email Security. (PL-45272) Email Campaigns - The email analytics will no longer display on the View Campaign screen for campaigns sent via non-Method, custom email servers. ...

The following updates are now live for users of Method New Features / Updates Items - Adding messaging to the New/Edit Group Item screen for QBO users to notify that portal reorders cannot be enabled for group items. (PL-44818) Fixes Xero Sync - Fixed a dependency error on deleted transactions that use deleted line items. ...