March 2023 - Posts

• 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 for an inactive customer. (PL-40448) Fixes Transactions (Xero) - Fixed an issue where users could create transactions for inactive customers. (PL-37313) Sales Receipts - Fixed an issue where the New/Edit Sales Receipt screen layout was misaligned on small screens. (PL-37294) Regards, Ayushi Posted Mar 31 2023, 09:08 AM by Method_Ayushi with no comments

• 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. (PL-40309) Activities - Updated logic when dragging an Occurrence event on Calendar to give users the option to edit the Series. (PL-40308) Payments (Xero) - Fixed an issue where the amount field populated with an account's total balance, rather than the amount of the invoice to be payed. . (PL-37601) Fixes Donor Pages - Auto-populate the “Cause Title” with the Program name when no title is given. (PL-40416) Donations - Hide items grid when empty to be consistent with other versions - QBO Global Mobile . (PL-40451) Items - Added error messaging when trying to save an Item with a name that already exist in the list. (PL-37791) Regards, Khamil Posted Mar 30 2023, 10:00 AM by method_khamil with no comments

• Method Updates - March 28, 2023

  The following updates are now live for users of Method Fixes Field Crew - Fixed the All Time dropdown option to filter the grid of Work Orders for all time. (PL-40417) Regards, Nicolas Posted Mar 28 2023, 08:32 AM by Method_Nicolas with no comments

• Method Updates - March 27th, 2023

  The following updates are now live for users of Method New Features / Updates Donations - Removed the additional “Add Item” button from above the items grid on mobile. (PL-36652) Fixes Invoices - Fixed an issue where clicking on the Overdue Invoice screenlet redirected to the Shared Invoices grid rather than the Overdue Invoice grid. (PL-40241) Regards, Phil Posted Mar 27 2023, 09:39 AM by Method_Phil with no comments

• Method Updates- March 24, 2023

  The following updates are now live for users of Method Fixes Payments - Fixed an issue where some single payments were logged twice in the payments history page. (PL-40328) Regards, Ayushi Posted Mar 24 2023, 09:44 AM by Method_Ayushi with no comments

• Method Updates - March 23rd, 2023

  The following updates are now live for users of Method Fixes Multi-tenancy - Added clear error messaging when a tenant account tries to create a table. (PL-40158) Export - Fixed an issue where exporting any table sorted the records randomly. (PL-39697) Regards, Khamil Posted Mar 23 2023, 08:36 AM by method_khamil with no comments

• Method Updates - March 22, 2023

  The following updates are now live for users of Method New Features / Updates Invoices - Added logic to the Due Date calculation to support date driven terms. Regards, Hannah Posted Mar 22 2023, 08:46 AM by method_Hannah with no comments

• Method Updates - March 21st, 2023

  The following updates are now live for users of Method New Features / Updates Work Orders, Field Crew - Now available for Xero users. (PL-39971) Fixes Terms - Fixed several issues related to save buttons not functioning properly and missing validation. . (PL-40254) Payments - Fixed an issue where navigating to the Guest - Pay Now screen directly from an email resulted in an error in the balance. (PL-35936) Regards, Nicolas Posted Mar 21 2023, 08:40 AM by Method_Nicolas with no comments

• Method Updates - March 16th, 2023

  The following updates are now live for users of Method Fixes Payments - Fixed duplicate entries into Payment transaction log. (PL-40284) Proposals - Fixed editable grid not showing up properly on mobile. (PL-39658) Regards, Khamil Posted Mar 16 2023, 10:48 AM by method_khamil with no comments

• Method Updates - March 14th, 2023

  The following updates are now live for users of Method New Features / Updates Merge identity-server to ms-authenticaiton repo master branch . (PL-39882) Work Orders - Added option to filter by Cancelled work orders on reports screen. (PL-24037) Fixes Import- Fixed an issue where all tables were not available to select, modified Update/Import option to auto disable or enable depending on tables supporting edit/ insert . (PL-39763) Regards, Nicolas Posted Mar 14 2023, 08:19 AM by Method_Nicolas with no comments

• Method Updates- March 10, 2023

  The following updates are now live for users of Method Fixes QBDT - Fixed an issue where the line item quantity value was rounded after syncing to QuickBooks sales receipts (PL-38906) Export - Fixed an issue with JobType and JobStatus tables missing under Tables & Fields. (PL-40040) Regards, Ayushi Posted Mar 10 2023, 08:55 AM by Method_Ayushi with no comments

• Method Updates - March 8th, 2023

  The following updates are now live for users of Method New Features / Updates Work Orders, Field Crew - Changed the name of the calendar screens in these apps from just "Calendar" to "Work Order Calendar" and "Field Crew Calendar". (PL-40107) Fixes Screen Load - fixed an issue that caused screens to take longer than usual to load. (PL-40026) Editable Grid - Fixed an issue where updating a dropdown object on screen from the grid's row click event did not work. (PL-39904) Donor Pages - Program field is no longer required to be populated. (PL-16332) Regards, Hannah Posted Mar 08 2023, 08:45 AM by method_Hannah with no comments

• Method Updates- March 7th, 2023

  The following updates are now live for users of Method New Features / Updates Fixes Screen Load - fixed an issue that caused screens to take longer than usual to load. (PL-40026) Donor Pages - Program field is no longer required to be populated. (PL-16332) Regards, Nicolas Posted Mar 07 2023, 07:40 AM by Method_Nicolas with no comments

• Method Updates- March 3, 2023

  The following updates are now live for users of Method New Features / Updates Work Orders - Updated the Create Invoice button on New / Edit Work Orders, so if an invoice has already been created, the user gets redirected to the associated invoice. (PL-40049) Regards, Ayushi Posted Mar 03 2023, 11:53 AM by Method_Ayushi with no comments

• Method Updates - March 2nd, 2023

  The following updates are now live for users of Method New Features / Updates Portal Settings- Added an ability to navigate to Payment Settings directly and see the connected status of your gateway. (PL-39896) Fixes Multi-Tenancy - Fixed an issue where editable grids and the Save All action were not saving changes to cross-tenant records in the Users table. (PL-39440) Purchase Orders - Fixed an issue where description-only lines were allowed to be entered, despite it not being supported in the sync, and therefore resulting in a sync conflict (QBO only). (PL-38937) Sales Orders - Updated the print template to current version (Xero). . (PL-38187) Regards, Khamil Posted Mar 02 2023, 09:43 AM by method_khamil with no comments