The following updates are now live for users of Method

Fixes

• Jobs - Fixed formatting of the grid on estimate and invoices list screen panels. (PL-56700)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Sales Receipts - Removed an additional "*" symbol on the required Date field. (PL-57638)
• Email Campaigns - Fixed an issue where the analytics section was still visible for campaigns sent via custom servers, displaying incorrect stats. (PL-57835)
• Calendar - Fixed issue where no events were being shown for mult-entity. (PL-57942)
• Payments - Fixed some padding issues on the New/Edit Payment screen. (PL-56252)
• Payments - Added a missing space to the Exchange Rate caption on the New/Edit Payment screen. (PL-56249)
• Payments - Removed an additional "*" symbol on the required Date field. (PL-57856)
• Customers & Leads - Some accounts with customizations have received the update. (PL-57809)

Regards,

John

The following updates are now live for users of Method

Enhancements

• QBO - Added a read-only indicator for the “Custom transaction numbers” setting, showing whether it’s enabled or disabled. (PL-57313)

Fixes

• Payments - Fixed an issue where Receive Payment records were created for Pending ACH payments, despite customers needing to verify with their bank in order for the payment to process. (PL-57954)

Regards,

Nicolas

The following updates are now live for users of Method

Enhancements

• QBO Sync - Added read-only “Custom Transaction Numbers (Enabled/Disabled)” field under Advanced Settings to reflect QBO preferences. (PL-57313)
• Work Orders - Added support when creating a work order in the stock experience for an optional start datee. (PL-57698)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• Work Orders - Added logic to support start date no longer being required. (PL-57698)

Fixes

• Invoices - Fixed an issue where the logic in the Send Email button was set up in a way where activities were being created before the email was sent. (PL-57591)
• Send Email - Fixed an issue on the Send Transaction Email screen where the email limit exceeded error appeared even for accounts on the paid tier. (PL-57372)
• Accounts - Fixed an issue where accounts with duplicate Names were allowed to be created. (PL-57226)
• Estimates - Fixed an issue where the logic in the Send Email button was set up in a way where activities were being created before the email was sent. (PL-57390)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Invoices - Fixed an issue where the logic in the Send Email button was set up in a way where activities were being created before the email was sent. (PL-57591)
• Send Email - Fixed an issue on the Send Transaction Email screen where the email limit exceeded error appeared even for accounts on the paid tier. (PL-57372)

Regards,

John

The following updates are now live for users of Method

Enhancements

• Work Orders - Made the start date no longer required. (PL-57048)

Fixes

• Grids - Resolved issue where download options fail for images stored in Editable Grid. (PL-56642)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Fixed an issue where some users received "undefined" errors when loading screens in Method. (PL-57701)
• Estimates - Fixed an issue where the Estimate Deposit Notification email was not sent, when the estimate was assigned to a Sales Rep that is not linked to a Method user. (PL-57092)
• Xero – Fixed the Item Code & Estimate Status Sync Conflicts for the account. . (PL-56766)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• App Routines - Fixed an issue where the same app routine was able to run multiple times at once. (PL-57605)
• Portal - Fixed an issue where some portal visitors would encounter vague "Oops, something went wrong" error messages. (PL-53651)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Xero - Fixed an issue where the Invoices and Payments were not syncing from Xero to Method. (pl-57173)

Regards,

John

The following updates are now live for users of Method

Fixes

• Payments - Fixed an issue where some customers would receive a "Please review payment" error when attempting to process a payment via the portal. (PL-57614)
• Import - Fixed an issue where conflict exports included non-conflict records. (PL-46004)

Regards,

Nicolas

The following updates are now live for users of Method

Enhancements

• Enhance AppRoutine Action metrics. (PL-57298)

Regards,

John

The following updates are now live for users of Method

New Capabilities

• QBO Sync - Adding Custom Transaction Numbers as an account preference to sync with. (PL-44792)

Fixes

• Contacts App- Fix where customers were not able to blank out the Company Name field. (PL-57279)
• Editable Grids - Fixed an issue where hidden grid columns were no longer available in search & filtering after saving a custom view. (PL-56772)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Account Settings - Fixed an issue where the description mentioned the ability to set up an email signature, despite this having moved to a different page. (PL-35473)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Editable Grids - UI improvements to the view selector dropdown. (PL-56631)

Fixes

• Actions - Fixed an issue where the Go To Screen action was not correctly displaying the screen. (PL-56848)

Regards,

Nicolas