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  • Multiple records

    Since there is a 50 record limit when initially creating say an invoice, and invoice lines, whats the best way to insert the rest of the lines? Are you able to just include 50 more lines as a single transaction to the invoiceline endpoint or do I need to do a separate transaction for each line?
    Posted to Method:API Q&A (Forum) by sp9001 on 05-02-2023
  • Method Updates - April 27th, 2023

    The following updates are now live for users of Method Fixes Sync - Fixed an issue with AccountCode that was preventing some accounts from syncing. (PL-40765) Proposals - Fixed an issue with recurring invoices not sending on the proposal end date. (PL-40752) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-27-2023
  • Method Updates - April 26th, 2023

    The following updates are now live for users of Method New Features / Updates Email Campaigns - Added the ability to filter grid in a Sent Email Campaign based on status. (PL-40666) Contacts - Added lead source on customers who are converted from a lead. . (PL-40665) Donations - Added &ldquo;Make a Copy&rdquo; button and improved designs on ...
    Posted to Release Notes (Weblog) by method_Hannah on 04-26-2023
  • Method Updates - April 24th, 2023

    The following updates are now live for users of Method New Features / Updates Proposals - Showing Total Proposal Value and improved calculation. (PL-25446, PL-40760, PL-40761) Regards, Brian
    Posted to Blog (Weblog) by Method_Brian on 04-24-2023
  • Method Updates - April 20th, 2023

    The following updates are now live for users of Method New Features / Updates Bills - Updated filters on Bills List screen. (PL-40014) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-20-2023
  • Method Updates - April 19th, 2023

    The following updates are now live for users of Method New Features / Updates Sync Conflicts- Improved unlink sales order from invoice to unlink&nbsp;all line items. (PL-40017) Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. (PL-40193) Donor Pages - Improved ability to set the default Deposit Account. ...
    Posted to Release Notes (Weblog) by method_Hannah on 04-19-2023
  • Method Updates - April 18th, 2023

    The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where changes entered in text columns were not always being saved on some tablets. (PL-40432) Validation Rules - Fixed an issue where validation rules applied to decimal fields would not work. (PL-40128) Xero - Fixed an issue with tax rates which ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 04-18-2023
  • Method Updates - April 14th, 2023

    The following updates are now live for users of Method New Features / Updates Work Orders - Added a Make a Copy option in the More Actions button menu. (PL-40222) Fixes Portals&nbsp;- Fixed an issue where clicking on portal screens grid record was linking to dashboard instead of manage screen security. (PL-38446) Proposals -&nbsp;Fixed ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-14-2023
  • Method Updates - April 10th, 2023

    The following updates are now live for users of Method Fixes Transactions- Fixed an issue where users could create transactions for inactive customers.&nbsp;(PL-40545) Work Orders - Fixed an issue where a custom view filter was being applied to multiple grids. (PL-40321) Regards, Brian
    Posted to Blog (Weblog) by Method_Brian on 04-10-2023
  • Method Updates - April 6th, 2023

    The following updates are now live for users of Method Fixes App routine system page - Fixed an issue that caused the status pill size to change. (PL-40551) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-06-2023
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