Method Community

The following updates are now live for users of Method New Features / Updates Payments - Changes for Xero: Added a new button to "Sync to Xero", after which the payment enters read-only mode. (PL-37429) Fixes Payments - Fixed an issue for Xero accounts where attempts to log a payment through the portal would result in an error. ...

The following updates are now live for users of Method New Features / Updates Export - Added multi-tenant support. (PL-37114) Fixes Donations - Fixed a UI issue within the app header. (PL-37892) Proposals - Fixed an issue with the styling of the navigation tabs. (PL-37537) Regards, Khamil

The following updates are now live for users of Method New Features / Updates Activities - Added ability to make default activity statuses inactive. (PL-37865) Regards, Phil

No, we can't sync with outside sales tax systems through the API. Essentially even if you try when it syncs to QuickBooks, we would just use whatever QuickBooks calculates as the tax. Method isn't an accounting software, we are just set up to use whatever QuickBooks gives us and anything outside of that is not good accounting ...

The following updates are now live for users of Method New Features / Updates Send Email - New/Edit Email Template screen's buttons are now condensed into a button menu, featuring Save, Save & Back, Save & New. (PL-34072) Fixes App routines - Fixed an issue where scheduled app routines were still being run for deleted apps. ...

The following updates are now live for users of Method Fixes Actions - Fixed an issue for Xero accounts where one session variable still incorrectly mentioned QuickBooks. (PL-37281) Activities - Fixed an issue for multi-tenant accounts where reminder email notifications would always display the main tenant account name instead of the ...

The following updates are now live for users of Method Fixes Import - Fixed an issue where the 'skip conflicts' prompt was showing even after the conflict was fixed. (PL-37869) Regards, Phil

The following updates are now live for users of Method Fixes Donations, Work Orders, Field Crew - Fixed an issue where users could enter an invalid state by refreshing the Add/Edit item screen. (PL-37761) Regards, Mamoon

The following updates are now live for users of Method Fixes Grids - Fixed an issue on Safari with advanced search where some date field comparison options would cause the grid to freeze. (PL-37702) Editable Grid - Fixed an issue on Safari where a focus ring would incorrectly display on columns in some scenarios. (PL-33628) Chart - Fixed an ...

The following updates are now live for users of Method Fixes Switch Accounts - Fix for users being redirected to a blank screen when attempting to switch accounts on mobile web. (PL-37570) Regards, Khamil