August 2026 - Posts
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The following updates are now live for users of Method
Fixes
- Editable Grid - Fixed an issue where custom view filters lost their sorting, filtering, and pagination after an editable grid refreshed. (PL-64637)
- Home - Fixed an issue where Home Insight cards opened grids without their saved view and filters applied. (GROW-452)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Dropdown - Fixed an issue where selecting a custom action from a dropdown could incorrectly change its selected value. (PL-63654)
Regards,
Courtney
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The following updates are now live for users of Method
New Capabilities
- App Builder - Added a native Divider component to the App Builder palette for separating sections. (PL-63529)
- Grids - Added the ability to enable or disable individual grid cells, not just whole columns. (PL-63846)
Fixes
- Inputs - Fixed an issue where read-only input fields didn't align with other read-only fields. (PL-64543)
- Attachments - Fixed an issue where the Attachments label didn't match other input labels on V4 screens. (PL-64910)
- Editable Grid - Fixed an issue where the V2 editor couldn't filter by dropdown columns on editable grids. (PL-64382)
- Payments - Fixed an issue where portal payments could default to a deleted payment method and fail to sync. (PL-64607)
- User Management - Fixed an issue where deactivating an account's last Admin showed a generic error instead of explaining why. (PL-64864)
Regards,
John
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The following updates are now live for users of Method
Enhancements
- Process Payment action - Added an allowed-payment-method setting (card, ACH, or both) to the Pre-Authorization action. (PL-64505)
Fixes
- Email Senders - Fixed an issue where the Email Senders field list failed with a server error. (NCNG-1722)
Regards,
Arshi
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The following updates are now live for users of Method
Enhancements
- Multi-entity - Invited users no longer need to set a username when a Super Admin already assigned one. (PL-58304)
Fixes
- QBO - Fixed an issue where invoices sometimes didn't sync to QuickBooks until a manual sync was run. (PL-64840)
- Import Tool - Fixed an issue where importing multiple contacts for one company used the last record's address instead of the first. (PL-64575)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Contacts - Fixed an issue where updating a contact's name in QuickBooks Desktop didn't sync to the Main Contact in Method. (PL-64190)
- QBO - Fixed an issue where invoices didn't update to Paid status after payment sync from QuickBooks Online. (PL-64614)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Report Designer - Fixed an issue where an Admin Access Required pop-up briefly appeared when closing the Report Designer. (PL-64658)
- Multi-entity - Fixed an issue where repeatedly enabling Multi-entity could cause errors loading account data. (PL-63072)
Regards,
John
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The following updates are now live for users of Method
Enhancements
- Merge Contacts and Entities - Updated the merge screen's help link to point to clearer documentation on how merging works. (PL-64593)
Fixes
- QBO - Fixed an issue where applying a credit memo to an invoice failed with a required-field error. (PL-64574)
- Editable Grid - Fixed an issue where a custom action on an Estimate or Invoice grid line lost its line-level record reference. (PL-64663)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- Text Field - Fixed an issue where saving a number to a text field showed as NaN after refreshing. (PL-64384)
- Billing - Fixed an issue where billing receipt emails came from the wrong sender or were replaced by a confusing failure notice. (PL-64452)
- Email - Fixed an issue where the "send from company server" checkbox was incorrectly disabled in some scenarios. (PL-64555)
Regards,
Arshi
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The following updates are now live for users of Method
Enhancements
- Invoices - Migrated the Invoice List screen to the App Builder. (PL-63088)
- Xero - Enhanced Changes Only sync so edits made in Method now push to Xero automatically during the hourly background sync. (PL-61514)
Fixes
- QBO Sync - Fixed an issue where invoices didn't sync to QuickBooks in real time until a manual sync was run. (PL-64601)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Editable Grid - Fixed an issue where saving an editable grid failed if a money field was left blank. (PL-64576)
Regards,
Courtney
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The following updates are now live for users of Method
Enhancements
- Payments - Migrated the Payments List screen to the new app builder. (PL-63093)
Fixes
- Sync Widget - Fixed an issue where the sync detail panel was cut off inside a container. (PL-64539)
Regards,
John
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The following updates are now live for users of Method
Enhancements
- Sales Orders - Migrated the Sales Order List screen to the new App Builder. (PL-63091)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- QBO - Fixed an issue where certain custom field values caused First Sync to fail. (PL-63540)
- Email Campaigns - Fixed an issue where opening a sent campaign with many recipients showed an error. (PL-64401)
- Actions - Fixed an issue where updating many records at once could show a database error. (PL-64518)
Regards,
Arshi
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