Method Community

The following updates are now live for users of Method New Features / Updates Email Campaigns - Added additional email address validation to the Send process to prevent errors. (PL-35415) Fixes Xero - Estimate doesn't sync if it's for a lead. (PL-31717) Xero Gmail Sidebar - Click View Transactions redirecting to error screen. ...

The following updates are now live for users of Method New Features / Updates Sync conflicts page (QBDT) - Added a button to ‘unlink’ LinkToTxn conflicts that occur when an invoice has an invalid link to a sales order. (PL-34307) Error Message - Now shows the routine name that an error is generated from. (PL-34269) Error Message ...

The following updates are now live for users of Method New Features / Updates QBO sync - Added 'Converted' as a new estimate status. (PL-33500) Fixes New/Edit Purchase Order screen - Fixed screen to allow description-only line items (QBO Global). (PL-33371) Work Orders - Support for description-only line items. ...

The following updates are now live for users of Method New Features / Updates Activities App - Improved empty state for the list screen. (PL-32014) Editable Grids - Added the ability to export. (PL-25704) Public Pages - URL of public pages to show as the URL put in the Portal. (PL-32588) Audit Trail - Released a new design for the Audit ...

The following updates are now live for users of Method New Features / Updates Radio Button - Accessibility improvements. (PL-30627) Dialog component - Accessibility improvements. (PL-30946) Reports System Page - Display 'Copy to an account' feature to all users. (PL-31054) Field Services - Field Technician Discount. ...

The following updates are now live for users of Method New Features / Updates Radio Button - Accessibility imporvements. (PL-30627) Fixes Insert Records into Table action - Fixed issue where EntityType was blank after duplicating an Entity. (PL-30432) New Contact screen - Added logic to prevent users from creating sub-customers ...

The following updates are now live for users of Method New Features / Updates Proposals - Added logic to leverage Edit and Delete permissions. (PL-24417) App Routine - Pop-up confirmation added when deleting a draft. (PL-30351) Invoices - Added logic so the Bill Email now appears in QuickBooks for invoices that were created in Method. ...

The following updates are now live for users of Method New Features / Updates Automated Emails - Sender of automated emails from Method can now be set via the Email From field on Email Templates.. (PL-29606) Transaction Notification Emails - Better handling of international and multi-currency scenarios.. (Pl-30086) New/Edit ...

The following updates are now live for users of Method New Features / Updates Automated Emails - Sender of automated emails from Method can now be set via the Email From field on Email Templates.. (PL-29606) Transaction Notification Emails - Better handling of international and multi-currency scenarios.. (Pl-30086) New/Edit ...

The following updates are now live for users of Method. Bug fixes Fix an issue where Search is failing on Bills and Purchase Orders. Fix an issue where Sales transactions are not syncing with Shipping rate for QBO Australia. Fix an issue where Merging an entity is throwing an error. Fix an issue where sync is aborting when Bill ...