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  • Method Updates - Sept 1st, 2023

    The following updates are now live for users of Method: Fixes Sync Conflicts - Improvements when customers attempt to sync transactions without line items. (PL-42423) Grids - Fixed an issue where the &quot;Clear Selection&quot; link didn&#39;t clear checkboxes in all scenarios. (PL-42684) Xero - Improvements around Invoices Inclusive of Tax ...
    Posted to Release Notes (Weblog) by Method_Harman on 09-01-2023
  • Method Updates - August 31st, 2023

    The following updates are now live for users of Method New Features / Updates Import&nbsp;- Added the ability for customers to import date/time field in their specified timezone . (PL-41112) Fixes Export -&nbsp;Added the ability for export tool to respect the User Specified Time Zone in Display Setting. (PL-39445) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 08-31-2023
  • Method Updates- August 29th, 2023

    The following updates are now live for users of Method New Features / Updates Icon - Added 2 new Chat Bubble icons. (PL-42336) Insights Dashboard - Created a new Open Cases Screenlet. (PL-40620) Fixes Fix signup bug for SSO. (PL-42588) Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 08-29-2023
  • Method Updates - Aug 28th, 2023

    The following updates are now live for users of Method New Features / Updates Fixes Sync Conflict Improvements - Display a warning message to customers attempting to log a negative amount of transactions. (PL-42421) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 08-28-2023
  • Method Updates - August 24th, 2023

    The following updates are now live for users of Method New Features / Updates Insights Dashboard - Created a new Open Cases Screenlet. (PL-40620) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 08-24-2023
  • Method Updates - August 23rd, 2023

    The following updates are now live for users of Method New Features / Updates Fixes Deposits - Fixed an issue where the&nbsp;Work Order To Invoice flow was incorrectly adding a negative item. (PL-42480) Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 08-23-2023
  • Method Updates - August 22nd, 2023

    The following updates are now live for users of Method Fixes App Routine - Fixed an issue where scheduled routines would still try to run after all users were removed from an app, causing an error. (PL-38818) Report Designer - Fixed some minor UI issues. (PL-39931) Items - Fixed issue where inventory items could not be updated. ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 08-22-2023
  • Re: Best Practices for recording and applying payment to invoices

    Hi sp9001, It is the same as&nbsp;creating a payment via actions/UI. You can either just insert a ReceivePayment record and set IsAutoApply = true or if you want to assign a specific invoice, insert ReceivePayment with IsAutoApply=false&nbsp;and&nbsp;ReceivePaymentAppliedtoTxn&nbsp;that references the specific transaction. Today our API actions ...
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 08-21-2023
  • Method Updates - August 18th, 2023

    The following updates are now live for users of Method New Features / Updates Contacts - Updated the tab UI for consistency on the platform. (PL-40658) Fixes QBO - Fixed an issue with webhooks where it was not working properly for Payments. (PL-39218) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 08-18-2023
  • Method Updates - August 16th, 2023

    The following updates are now live for users of Method New Features / Updates QBO upgrade - Updated to minor version 33 of QBO API. (PL-42211) Sales Orders - Added ability to include deposit information on Sales Orders. (PL-41018) Fixes Editable Grids - Fixed an intermittent issue where clicking into a column would hide the data in ...
    Posted to Release Notes (Weblog) by method_Hannah on 08-16-2023
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