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The following updates are now live for users of Method
Fixes
Invoices - Fixed a spacing issue on the Invoice Reports screen. (PL-56341)
Classes - Fixed an issue with the duplicate class name validation logic. (PL-56346)
Sales Receipt - Fixed an issue where the wording on the email verification message was unclear. (PL-56905)
Payments - ...
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The following updates are now live for users of Method
Enhancements
Audit Trail - Updated Audit Trail retention policy. (PL-53709)
Fixes
Grids - Fixed images not downloading on editable grids. (PL-56642)
DateTime Picker - Fixed placement of default date format in screen designer. (PL-56697)
DateTime Picker - Added default date format ...
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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 ...
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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
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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 ...
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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 ...
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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 ...
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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 ...
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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
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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
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