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  • Method Updates - April 5th, 2023

    The following updates are now live for users of Method New Features / Updates Contacts - Changed the default view filter to Shared - Active Customers and Leads. (PL-40173) Contacts - Added a tab to the Contact List screen that shows a list of Companies. (PL-39891) Fixes Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 04-05-2023
  • Re: Some Questions and Issue in the API

    In addition to what I mentioned above, you could also make another call to grab the rate of the items. You would have to make two separate calls, 1. Call to get the item rate. 2. Call to add the line item with that rate. Then, you can use them on the InvoiceLineItems.&nbsp; Hope this helps!
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 04-05-2023
  • Re: Filters not working with API Key

    Hi Bradvb123, Thanks for reaching out to Method! I was able to use the same query and able to fetch the desired results. One thing to make sure to add APIKey in front of your key.&nbsp;Below is a screenshot of what it looks like: Please try that and let me know if you are still running into the issue. You can email me the error at ...
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 04-04-2023
  • Re: Some Questions and Issue in the API

    Hi smandolare, Thank you for reaching out. After reviewing your request, I can confirm that you&nbsp;need to manually update the rate of the items in your request. Unfortunately, at the moment we do not grab the rates from&nbsp;the &ldquo;Items table&rdquo;, so this would have to be done manually. Hope this helps! -Inder
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 04-04-2023
  • Filters not working with API Key

    Hello,&nbsp; I am trying to pull invoices between a range of dates using the API, but when I add the&nbsp;filter parameter to the url&nbsp;I&nbsp;receive&nbsp;curl error #3 indicating the the url is a bad format or is missing.&nbsp; Should I be able to use an API key get filtered results?&nbsp; Here is an example of the URL I am trying to ...
    Posted to Method:API Q&A (Forum) by Bradvb123 on 04-04-2023
  • Method Updates - April 4th, 2023

    The following updates are now live for users of Method New Features / Updates 2FA - Introducing two-factor authentication for all users. (PL-40503) Gallery - New component is now generally available in screen designer. (PL-38113) Proposals - Updated logic to not allow a proposal requiring payment for acceptance to be sent, if the payment ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 04-04-2023
  • Re: Some Questions and Issue in the API

    I too am having a similar problem with the InvoiceLine Item rate. Is there a way to create the InvoiceLine Item using the stored item rate without having to specify it in the request? If I create a Line with an Item and no rate, it is added to the Invoice as $0. How do I get the line added with the database stored rate? { &quot;Customer&quot;: ...
    Posted to Method:API Q&A (Forum) by smandolare on 04-03-2023
  • Method Updates - April 3rd, 2023

    The following updates are now live for users of Method Fixes Guest Payments - Updated error messaging.&nbsp;(PL-40406) Regards, Brian
    Posted to Blog (Weblog) by Method_Brian on 04-03-2023
  • Method Updates- March 31, 2023

    The following updates are now live for users of Method New Features / Updates Sales Orders - Able to create transactions for an inactive customer. (PL-40450) Invoices - Able to create transactions&nbsp;for an inactive customer. (PL-40448) Fixes Transactions (Xero) - Fixed an issue where users could create transactions for inactive ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 03-31-2023
  • Method Updates - March 30th, 2023

    The following updates are now live for users of Method New Features / Updates Sync - Fixed an issue where a conflict was not being created for Items with a cost value that exceeds what is supported by Method. (PL-40235) Work Orders - Updated logic when dragging an Occurrence event on Calendar to give users the option to edit the Series. ...
    Posted to Release Notes (Weblog) by method_khamil on 03-30-2023
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