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Release Notes

September 2026 - Posts

  • Method Updates - September 9th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Method AI - Added an explanation for why Method AI chose a field when it was not an exact match. (NCNG-1974)

    Fixes

    • Invoices - Fixed an issue where invoices could show duplicate line items after syncing with QuickBooks. (PL-65270)
    • Tables & Fields - Fixed an issue where internal QuickBooks Customer Projects tables incorrectly appeared in Tables & Fields. (PL-65503)
    • App Ribbon - Fixed an issue where a custom app ribbon did not populate its panel screen. (PL-65272)

    Regards,

    Phil

  • Method Updates - September 8th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Editable Grid - Redesigned card column configuration in the Editable Grid with per-field formatting options. (PL-65220)
    • Insights tile - Enhanced Refresh Controls to also update the Insights tile without reloading the screen. (PL-64103)

    Fixes

    • Invoices - Fixed an issue where invoice email details showed a previously sent proposal's template. (PL-64991)
    • QuickBooks Desktop - Fixed an issue where taxable QuickBooks Desktop customers weren't getting tax calculated on estimates. (PL-65455)
    • Xero - Fixed an issue where Xero's Full Sync button performed only a changes-only sync. (PL-64487)
    • Tables & Fields - Fixed an issue where a custom field on the Users table stopped saving values. (PL-65219)

    Regards,

    Arshi

  • Method Updates - September 4th, 2026

    The following updates are now live for users of Method

    Fixes

    • Send Email - Fixed an issue where CC and BCC addresses from an email template weren't carried over when editing a transaction email before sending. (PL-65138)
    • Send Email - Fixed an issue where Edit Details could show a previously sent transaction's email template and subject instead of the current one. (PL-64991)

    Regards,

    Courtney

  • Method Updates - September 3rd, 2026

    The following updates are now live for users of Method

    New Capabilities

    • REST API - Added REST API endpoints to list account tables and their field schemas. (PL-65244)

    Enhancements

    • Estimates - Migrated the Estimate List screen to the new app builder. (PL-63090)

    Fixes

    • Mobile App - Fixed an issue where a brief connectivity blip showed the offline screen and discarded unsaved work. (PL-65254)
    • Mobile App - Fixed an issue where a app session restore could sign users out unexpectedly. (PL-65258)
    • Send Transaction Email - Fixed an issue where sending a transaction email could load the wrong email template and subject from a prior send. (PL-64991)

    Regards,

    John

  • Method Updates - September 2nd, 2026

    The following updates are now live for users of Method

    Fixes

    • Custom Apps - Fixed an issue where creating a custom app failed with an error for some accounts. (PL-65274)
    • Editable Grid - Fixed an issue where Enable/Disable Cell actions didn't work on button and checkbox grid columns. (PL-65080)

    Regards,

    Phil

  • Method Updates - September 1st, 2026

    The following updates are now live for users of Method

    Fixes

    • App Marketplace - Fixed an issue where saving app or user permissions triggered an unnecessary unsaved-changes warning. (GROW-457)

    Regards,

    Arshi

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