Method Community

The following updates are now live for users of Method New Features / Updates Fixes Estimates - Fixed the logic on the mobile "Save" button incorrectly acting as a 'back' button. (PL-47032) Regards, Nicolas

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 ...

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 ...

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 ...

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 - ...

The following updates are now live for users of Method New Features / Updates Proposals - Improved the column sizing on the View Proposal screen. (pl-46037) Fixes Purchase Transactions - Fixed an issue where the email button did not merge fields from the Vendor table. (PL-46612) Proposals - Fixed an issue where the required Terms field ...

The following updates are now live for users of Method Fixes Sales Transactions - Fixed an issue where the email button did not merge fields from the Customer table. (PL-46581) Cases - Fixed an error caused by setting the Default Case Status preference to empty. (PL-46680) Regards, Arshi