Method Community

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

The following updates are now live for users of Method New Features / Updates Email Campaigns - Automatically add unsubscribe links and headers to marketing emails. . (PL-45150) Fixes Email Campaigns - Fixed an issue where inactive entities could be included in a campaign, resulting in errors. (PL-46482) Opportunities - Fixed an issue ...

The following updates are now live for users of Method Fixes Contacts - Fixed an issue where clicking Email Contact on an activity would create a new activity even if you didn’t end up sending the email. (PL-46435) Time Tracking - Added a show message to explain QBO's Has Been Billed status if manually selected. ...

The following updates are now live for users of Method New Features / Updates Communication History - Changed "sent" status to "pending" for better accuracy and clarity. (PL-45110) Fixes Editable Grids - Fixed an issue where grids weren't displaying in app ribbon panels in certain scenarios. (PL-46584) Editable ...

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 ...

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