May 2024 - Posts

• Method Updates - May 31st, 2024

  The following updates are now live for users of Method New Features / Updates Activities - Add comment to label the Proposal Payment Unsuccessful email activity. (PL-46979) Email Settings - Added note calling out when emails will be sent from notifications@mail.method.me. (PL-46177) Communications History - Updated delivery server display for increased specificity. (PL-46939) Fixes Work Orders - Fixed an issue where customers were unable to create recurring work orders. (PL-46924) Purchase Orders - Fixed an issue where converting a sales transaction to a purchase order would pull in the item's Sales Price instead of the Purchase Cost. (PL-46958) Purchase Orders - Fixed an issue where the Sales Tax Code was not properly selected when converting a sales transaction to a purchase order. (PL-46980) Purchase Orders - Fixed an issue where the Sales Tax Code was not being pulled in properly when selecting an item (QBO Global only). (PL-46975) Sales Transactions - Fixed an issue where some Item dropdowns were not sorted alphabetically. (PL-46780) Estimates - Fixed an issue on the Preferences screen where the Deposit Item dropdown was hidden in the Advanced Settings section. (PL-46741) Sales Transactions - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46536) Regards, Harman Posted May 31 2024, 08:27 AM by Method_Harman with no comments

• Method Updates - May 27th, 2024

  The following updates are now live for users of Method New Features / Updates Internal Notes - Added UX improvements to make the creation process faster. (PL-46324) Work Orders - Added logic when creating an invoice to include the discounts applied to the estimate. (PL-46302) Proposals - Added a filter to the notification email dropdown to only list recommended stock and custom email templates. (PL-45999) Portal - Added navigation from Invoice to related Proposal. (PL-40718) Work Orders - Added changes to make editing customer/contact info easier. (PL-46323) Fixes Email Campaigns - Fixed an issue where the Send Campaign routine was failing in scenarios where inactive contacts were included as recipients. (PL-46868) Estimates - Fixed an issue on the Preferences screen where the Deposit Item dropdown was hidden under the Advanced Settings section. (PL-46741) Contacts - Fixed an issue where the Sales Tax Code was hidden on the Edit Entity screen for leads. (PL-45227) Estimates, Invoice - Fixed logic on Xero to allow changing the quantity of description-only line items. (PL-44657) Activities - Fixed an issue were the merge field Contacts.FirstName was not populating on click of View Sent Email. (PL-46441) Donor Pages - Fixed logic to not allow a test drive on the donor page until a minimum set-up is met. (PL-45102) Proposals - Fixed the app routine to ensure a check for active payment methods before retrying failed payments. (PL-46964) Regards, Arshi Posted May 27 2024, 09:19 AM by Method_Arshi with no comments

• Method Updates - May 16th, 2024

  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 errors. (PL-45168) Work Orders - Updated one of the “Share” button menu items on the Work Order List screen from “Email Selected” to “Email Assignees”. (PL-46299) Fixes QBO - Fix for sync conflict "TxnTaxDetail" on updating the shipping address on transactions. (PL-46730) Estimates - Fixed an issue where the email button in the email led contacts to an error page (QBO Global only). (PL-46904) Regards, Phil Posted May 16 2024, 12:43 PM by Method_Phil with no comments

• Method Updates - May 15th, 2024

  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 - Fixed an issue where the sales tax did not properly carry over from estimates, through sales orders, and onto invoices for QBO accounts. (PL-46251) Sales Orders - Fixed an issue where the "Make a Copy" button did not appear on mobile. (PL-45313) Bills - Fixed an issue where two "Add Item" buttons appeared on screen. (PL-45243) Regards, Hannah Posted May 15 2024, 08:18 AM by method_Hannah with no comments

• Method Updates - May 14th, 2024

  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 did not display a red "required" asterisk. (pl-45255) Regards, Nicolas Posted May 14 2024, 08:06 AM by Method_Nicolas with no comments

• Method Updates - May 13th, 2024

  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 Posted May 13 2024, 10:52 AM by Method_Arshi with no comments

• Method Updates - May 10th, 2024

  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 where a lead was being converted to a customer when converting an opportunity to a sales transaction. (PL-46671) Regards, Harman Posted May 10 2024, 08:34 AM by Method_Harman with no comments

• Method Updates - May 9th, 2024

  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. (PL-44359) Portal - Fixed the count on the Service Agreement tile to exclude completed proposals. (PL-44243) Regards, Courtney Posted May 09 2024, 09:25 AM by Method_ Courtney with no comments

• Method Updates - May 8th, 2024

  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 Grids - Fixed an issue where no results found message was not being displayed in certain scenarios. (PL-46623) Email Settings - Fixed an issue where disconnecting Gmail OAuth was not working correctly. (PL-46095) Regards, Hannah Posted May 08 2024, 08:02 AM by method_Hannah with no comments

• Method Updates - May 6th, 2024

  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 (QBDT). (PL-44230) Regards, Arshi Posted May 06 2024, 10:04 AM by Method_Arshi with no comments

• Method Updates - May 3rd, 2024

  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 Posted May 03 2024, 08:02 AM by Method_Harman with no comments