October 2025 - Posts
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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The following updates are now live for users of Method
Enhancements
- Enhance AppRoutine Action metrics. (PL-57298)
Regards,
John
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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
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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
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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
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