March 2024 - Posts

• Method Updates - March 27th, 2024

  The following updates are now live for users of Method Fixes Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844) Payments - Fixed an issue where the payment record did not get logged correctly when paying more than one invoice on the portal in some scenarios. (PL-45858) Regards, Hannah Posted Mar 27 2024, 08:16 AM by method_Hannah with no comments

• Method Updates - March 26th, 2024

  The following updates are now live for users of Method New Features / Updates Send Email Action - Will now include the option to flag emails as Marketing and append an unsubscribe link in the header on supported email providers. (PL-45138) Fixes Charts - Fixed an issue where saving a chart was slow. (PL-45860) Regards, Nicolas Posted Mar 26 2024, 08:01 AM by Method_Nicolas with no comments

• Method Updates - March 25th, 2024

  The following updates are now live for users of Method New Features / Updates Insights Dashboard - Updates to the stock screenlets featuring Charts to leverage the new drill-down functionality. (PL-45816) Fixes QBO - Fix for the 'IsPrintItemsInGroup' field not holding the expected values at the transaction line level. (PL-45838) Regards, Arshi Posted Mar 25 2024, 09:45 AM by Method_Arshi with no comments

• Method Updates - March 20th, 2024

  The following updates are now live for users of Method Fixes Purchase Orders and Bills - Updated logic on dropdowns that caused inventory items to be filtered out. (PL-45815) Estimates - Updated preferences on Xero to show the approvals tab. (PL-45748) Work Orders. - Fixed issue that caused work order created on the invoice app ribbon to not include the customer. (PL-45541) Regards, Hannah Posted Mar 20 2024, 08:41 AM by method_Hannah with no comments

• Method Updates - March 19th, 2024

  The following updates are now live for users of Method New Features / Updates Payments - Removed inactive proposal types from the dropdown. (PL-44716) Invoices - Removed inactive proposal types from the dropdown. (PL-44715) Fixes Regards, Nicolas Posted Mar 19 2024, 12:05 PM by Method_Nicolas with no comments

• Method Updates - March 15th, 2024

  The following updates are now live for users of Method New Features / Updates Proposals Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45565) Fixes App Updates - Fixed issues with app update performance. (PL-44909) Estimates - Fixed an issue where the dates shown in the customer email incorrectly included a time instead of only showing a date. (PL-45452) Xero stability - Fixed a Null reference exception on receive payment. (PL-45106) Regards, Harman Posted Mar 15 2024, 08:33 AM by Method_Harman with no comments

• Method Updates - March 13th, 2024

  The following updates are now live for users of Method New Features / Updates Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567) Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off the SalesReceipt table. (PL-45566) Purchase Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45563) Sales Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45562) Payment Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45560) Invoice Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45559) Opportunities Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45558) Activity Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45557) Estimate Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45554) Fixes Proposals - Fixed an issue where Category item types were available to select as proposal service items which caused sync conflicts. (PL-45590) Proposals -  Removed inaccurate time from the transaction date field on the email templates. (PL-45477) Regards, Nicolas Nicolas Posted Mar 13 2024, 07:45 AM by Method_Nicolas with no comments

• Method Updates - March 11th, 2024

  The following updates are now live for users of Method New Features / Updates Email Campaigns - Converted the Email From users-based dropdown to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44936) New/Edit Email Template - Converted the Email From text input to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44831) Send Email - Converted the Email From text input to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44826) Regards, Arshi Posted Mar 11 2024, 12:55 PM by Method_Arshi with no comments

• Method Updates - March 8th, 2024

  The following updates are now live for users of Method New Features / Updates Fixes Xero Stability- Fixed an issue where creating Customer was causing an 'Unable to sync Entity' Error. (PL-45579) Purchase Orders - Removed inaccurate time from the transaction date field on the email templates. (pl-45499) Items - Fixed a bug where enabling the print item group was reset after refreshing the screen. (PL-45463) QBO -Fixed an issue where the "ShippingAddress" table was showing up. (PL-43854) Sales Orders - Removed inaccurate time from the transaction date field on the email templates. . (pl-45507) Regards, Harman Posted Mar 08 2024, 08:37 AM by Method_Harman with 2 comment(s)

• Method Updates - March 6th, 2024

  The following updates are now live for users of Method New Features / Updates Fixes Payments - Removed the inaccurate time from the transaction date field on the email templates. (PL-45503) Sales Orders - Updated logic so peer-to-peer permissions are applied on Open Sales Order view and Closed Sales Order view. (PL-45451) Payments - Fixed an issue where the PaymentMethod was not always being populated on payments made via the Portal. (PL-45071) Regards, Hannah Posted Mar 06 2024, 08:08 AM by method_Hannah with no comments

• Method Updates - March 1st, 2024

  The following updates are now live for users of Method Fixes Gmail Sidebar - Fixed an issue where the users were unable to create records from the sidebar. (PL-45494) QuickBooks Desktop - Fixed an ambiguous column name BillRef error on sync engine. (PL-45532) Outlook Gadget - Fixed an issue where records were getting saved in main account instead of tenant. (PL-45512) Sales Receipts - Fixed an issue where the TxnDate included in the email would include a time instead of only the date. (PL-45520) Opportunities - Fixed an issue where line items with a total amount of 0 were not allowed to be saved. (PL-45246) Opportunities - Fixed an issue where converting an opportunity to another transaction would not properly populate the Sales Tax Code. (PL-45228) Regards, Harman Posted Mar 01 2024, 09:23 AM by Method_Harman with no comments