Method Community

The following updates are now live for users of Method New Capabilities QBO - Implemented an email notification for disconnection of sync. (PL-55076) Enhancements Onboarding - Updated the demo booking experience to check for incomplete bookings. (PL-55143) Fixes Account Settings - Fixed incorrect spacing between inputs on the ...

The following updates are now live for users of Method New Capabilities QBO - Added a feature to send email notifications for first time successful sync completion. (PL-55074) Fixes Grids - Fixed an issue with formulas that required all fields to be added to the grid. (PL-55862) HTML Editor - Fixed an issue causing the HTML editor to ...

The following updates are now live for users of Method Enhancements Add EDA routes to gateway. (PL-55762) Fixes Bills - Resolved a sync conflict error when inventory products added to bills are dated earlier than the Inventory Start Date for products. (PL-54852) Work Orders - Fixed issue where cancelled work orders were appearing on the ...

The following updates are now live for users of Method Fixes Sync System Pages - Fixed an issue where the Integrations page was not showing up correctly for QBDT. (PL-53572) Grid builder - Fixed an issue where in some scenarios references fields was not working as expected when working with formulas. (PL-53628) Grid builder - Fixed an ...

The following updates are now live for users of Method New Features / Updates Email - Fixed an issue where email history was removed after trial period. (PL-47019) Fixes Sales Orders, Proposals - Fixed an issue where the SMS character limit was not properly validated. (PL-52899) Invoice - Resolved an issue where customer emails were ...

The following updates are now live for users of Method New Features / Updates Fixes Estimates - Fixed an issue where converting to invoice was not carrying over line items. (PL-52511) Invoices - Fixed an issue where wait for sync approval was not being respected. (PL-51871) Reports - Fixed an issue where date/time fields in reports were ...

The following updates are now live for users of Method Fixes Sales Reps - Fixed an issue where the Name dropdown became unfiltered upon clicking Save & New. (PL-52155) Attachments - Fixed an issue where the Add Attachment to RecordID action caused errors in some scenarios. (PL-52054) Sync Conflict - Fixed an issue where the unlink ...

The following updates are now live for users of Method New Features / Updates Classes - Added validation to prevent duplicate names. (PL-50407) Sales Reps - Added validation to prevent duplicate names. (PL-50406) Contacts - Added logic to disable the editing of inactive synced customers to avoid sync conflicts. (PL-49090) Fixes Work ...

The following updates are now live for users of Method New Features / Updates Field validation - Improved malicious values detection. (PL-50101) Estimates - Added a push notification when a customer approves or rejects within the portal. (PL-50312) Fixes Contacts - Added logic to make the Work Orders tile number clickable on the portal ...

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 ...