Method Community

The following updates are now live for users of Method New Features / Updates Fixes Sales Orders - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46861) Sales Orders - Fixed an issue that occurred when creating a ...

The following updates are now live for users of Method New Features / Updates Activities - Add comment to label the Proposal Payment Unsuccessful email activity. (PL-46979) Email Settings - Added note calling out when emails will be sent from notifications@mail.method.me. (PL-46177) Communications History - Updated delivery server display ...

Hi lloy0076, Welcome to Method Community! Pledge tracking is indeed not a built-in feature. However, Method is fully customizable, and we can certainly help you achieve this functionality. Our professional services team can assist you in building a custom solution for pledge tracking. This session can also serve as a learning opportunity, ...

The following updates are now live for users of Method New Features / Updates Sales Order - Added the ability to create a Work Order. (PL-46301) Fixes Grids - Fixed an issue where some users were unable to scroll the list of filter views. (PL-46646) Audit Trail - Time activity creation to be recorded in the Audit trail. ...

The following updates are now live for users of Method New Features / Updates Internal Notes - Added UX improvements to make the creation process faster. (PL-46324) Work Orders - Added logic when creating an invoice to include the discounts applied to the estimate. (PL-46302) Proposals - Added a filter to the notification email dropdown to ...

Hello Support ,   We are retrieving records fine when limited to Top 10. I changed the 10 to 100 and we get 401 unauthorized , can you please advise how we can increase the limit on both Top and skip without being blocked.   From documentation it says ……. The default value of ...

The following updates are now live for users of Method New Features / Updates Proposals - Added functionality that will automatically retry failed auto-payments the following day. (PL-45241) Proposals - Made improvements to the app routine by removing duplicate actions, cleaning up logic and separating functionality into new app routines. ...

The following updates are now live for users of Method New Features / Updates Editable Grids - Added a new empty state when no records are found. (PL-46079) Xero - Added a feature to allow using negative line items on transactions. (PL-46589) Method Sync Engine - Added a feature to allow choosing QBXML version to fix XML text stream ...

It appears that pledge tracking is not a built in feature; however the Method Team have suggested one could do very basic pledge tracking with a custom field. We will be syncing from QuickBooks Desktop 2019 to Method; this works, and the donations are tracked correctly. Has anyone already done this, or are there any online resources/guides for ...

The following updates are now live for users of Method New Features / Updates QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493) Sales Transactions - Updated the mobile view of the line item grid to include the item description. (PL-44876) Fixes Sales Orders - ...