Method Community

The following updates are now live for users of Method New Features / Updates Fixes Terms - Fixed an issue where terms previously used on transactions could be deleted, resulting in a sync conflict. (PL-46499) Time Tracking - Fixed validation to ensure a payroll item is selected for employees that need time entries transferred to paychecks ...

I'm not finding a method to create multiple invoices from an accepted (with deposit) estimate. I often bill in 1/3rds or 25%. Let's say I made an ESTIMATE for $1000 with a $500 deposit due. They accept and pay. So if I open the ESTIMATE and CREATE INVOICE, the new invoice only shows the entire amount due. So how do you ...

The following updates are now live for users of Method New Features / Updates Fixes Charts - Fixed an issue with loading charts when using 2+ relative date filters. (PL-46515) Regards, Harman

The following updates are now live for users of Method New Features / Updates Estimates, Sales Orders, Invoices - Added the ability to convert to a purchase order. (PL-45918) More Manual SMS Notifications - Release Ticket. (PL-46508) Proposals - Updated what statuses can be accessed from each stage of a proposal. ...

The following updates are now live for users of Method New Features / Updates Contacts - Updated 'Email Communications" header to include the SMS option. (PL-46337) Fixes Contacts - Fixed an issue where a validation message was thrown in the case of a duplicate Name value instead of FullName. (PL-46382) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Sales Receipts - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46128) Fixes Fixed a corruption for the 'Items' table for account oceanmarine. (PL-46264) V4 Designs - Advanced Settings page - ...

The following updates are now live for users of Method New Features / Updates SSO Integrations - Implement SSO for Zapier sign-in. (PL-46198) Invoices - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46120) Sales Orders - Updated the mobile view of the line item grid on the portal to include ...

The following updates are now live for users of Method New Features / Updates Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722) Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714) Proposals - Added an activity to log ...

The following updates are now live for users of Method Fixes Multi-Tenant - Fixed an issue where Transaction History was displaying across main and tenant Accounts. (PL-46221) Communications - Fixed an issue where loading the Email Details for failed emails. (PL-46032) Regards, Nicolas

The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Create Invoice button was missing from Estimates when converted from an Opportunity (Xero). (PL-46223) Proposals - Fix for "Recurring Invoices & Payments" app routine failure in Xero accounts. (PL-46073) Regards, Arshi