Method Community

 

Release Notes

  • Method Updates - Oct 22nd, 2025

    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

  • Method Updates - October 21st, 2025

    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

  • Method Updates - October 17th, 2025

    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

  • Method Updates - October 16th, 2025

    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

  • Method Updates - Oct 15th, 2025

    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

  • Method Updates - October 14th, 2025

    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

  • Method Updates - October 10th, 2025

    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

  • Method Updates - October 9th, 2025

    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

  • Method Updates - October 8th, 2025

    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

  • Method Updates - October 2nd, 2025

    The following updates are now live for users of Method

    Enhancements

    • Enhance AppRoutine Action metrics. (PL-57298)

    Regards,

    John

  • Method Updates - Oct 6th, 2025

    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

  • Method Updates - October 3rd, 2025

    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

  • Method Updates - October 1st, 2025

    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

  • Method Updates - September 30th, 2025

    The following updates are now live for users of Method

    Fixes

    • Mobile App - Fixed issue when using attachments widget causing the app to crash. (PL-57201)
    • Mobile App - Fixed issue where customers with a single account were still prompted to choose an account (Android). (PL-57068)

    Regards,

    Arshi

  • Method Updates - September 26th, 2025

    The following updates are now live for users of Method

    Fixes

    • Opportunities - Resolved hard deleting opportunity stock stages (PL-57058)

    Regards,

    Courtney

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