The following updates are now live for users of Method

Fixes

• Method AI - Fixed an issue where undoing a column change wasn't reflected in the grid until the page was refreshed. (NCNG-2492)
• Process Payment action - Fixed an issue where unchecking the entity hid the payment method selection options. (PL-64951)
• Email - Fixed an issue where sender verification failure notices went to the email's recipients instead of the sender. (PL-65971)
• App builder - Fixed an issue where the field edit icon appeared as a tiny cut-off line in Kanban and editable grid card settings. (PL-66363)
• Dashboard - Fixed an issue where the Insights dashboard didn't load when opened from a direct link. (GROW-661)
• Portal sign-in - Fixed an issue where the portal sign-in code email didn't show the account's branding. (GROW-578)

Regards,

John

The following updates are now live for users of Method

New Capabilities

• App Builder - Added support for calling and editing screen functions from the action editor. (PL-65695)
• App Builder - Added a Screen functions panel to create, rename, reorder and delete reusable actions. (PL-65696)
• App Builder - Added Convert to function, turning an existing event's actions into a reusable function. (PL-65813)

Enhancements

• Purchase Orders - Replaced the Purchase Order line-items grid with an improved editable grid and views. (PL-64211)
• Items - Updated Items list screens to use auto-height containers and tabs. (PL-66453)
• Method AI - Enhanced Method AI's Ask feature to explain actions that call a screen function. (PL-65945)
• App Builder - Ensured screen functions carry over correctly when copying a screen or publishing an app. (PL-66360)

Fixes

• App Ribbons - Fixed an issue where app ribbon tabs showed incorrect or missing record counts. (PL-65954)
• QBO - Fixed an issue where invoice and estimate amounts rounded incorrectly, causing QuickBooks sync errors. (PL-66505)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• List screens - Restyled the Accounts, Sales Orders, Payments, Invoices and Estimates lists with an updated background and layout. (PL-66005)

Fixes

• Email - Fixed an issue where attachments could be missing from emails sent in quick succession. (PL-66190)
• MailChimp - Fixed an issue where exporting contacts from a customized view could send zero contacts. (PL-65988)
• Payments - Fixed an issue where payments applied to a Journal Entry were always rejected on QuickBooks Desktop. (PL-65145)

Regards,

Courtney

The following updates are now live for users of Method

New Capabilities

• Actions - Added the ability to carry attachments to another screen using the Go To Screen action. (PL-64979)

Enhancements

• List Screens - Updated five list screens with a new background and container layout. (PL-66005)

Fixes

• Email - Fixed an issue where saving a Microsoft custom email server silently failed and reverted settings. (PL-65848)
• Mobile App - Fixed an issue where slow connections falsely showed an 'Unable to Load' error and signed users out. (PL-65980)
• Container - Fixed an issue where rounded corners clipped text in nested containers. (NCNG-2459)

Regards,

John

The following updates are now live for users of Method

Fixes

• DateTime Picker - Fixed V4 DateTime Pickers to use the account's configured date and time formats instead of a hard-coded default. (NCNG-2385)
• Currency Formatting - Fixed V4 negative currency amounts to use the account's minus-sign or brackets setting, not both at once. (NCNG-2384)
• Tags - Fixed V4 Tags to show an inline error when a tag is rejected instead of silently discarding it. (NCNG-2383)
• Editable Grid - Fixed an issue where grid rows entered before their parent record was saved were silently discarded. (NCNG-2376)
• Tabs - Added fixed and auto height sizing options when using tabs in the new building experience. (NCNG-2347)
• App Builder - Fixed App Builder to open on the subdomain the user is signed in on instead of switching hosts. (NCNG-2312)
• Container - Fixed App Builder containers to keep rounded corners when the border is turned off. (NCNG-2156)
• Canvas - Fixed the blank-canvas placeholder text to stay visible while the component palette is open. (NCNG-2141)
• Dropdown - Fixed Dropdown and Multi-select dropdown components so they can be deleted with the Delete key. (NCNG-2089)
• Email - Fixed an issue where an email's status stayed Not Sent even after it sent successfully on retry. (PL-65957)
• App Routines - Fixed an issue where app updates could unexpectedly resume a paused scheduled app routine. (PL-63926)
• Account Settings - Fixed an issue where the Invite teammates dialog required scrolling to see all its content. (PL-65922)
• REST API - Fixed an issue where REST API requests made with OAuth2 client credentials showed no user name in audit records. (PL-66152)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• Method AI - Enabled Method AI to set a screen-level Grid View as the default view. (NCNG-2344)
• Method AI - Fixed Method AI's Action Editor copilot replacing the wrong action in App Routines. (NCNG-2314)
• Method AI - Improved Method AI's error handling to show a friendly message instead of a raw error. (NCNG-2351)
• Method AI - Enabled Method AI's Action Editor Build mode by default for all accounts. (NCNG-2393)
• Audit Trail - Enhanced the audit trail to record every QuickBooks and Xero disconnect or permission change. (PL-65791)

Fixes

• Method AI - Fixed an issue where Runtime AI's Build-mode decline message implied Ask mode. (NCNG-2363)
• Method AI - Fixed an issue where Method AI edited the wrong action step after a nested If or Loop. (NCNG-2390)
• Method AI - Fixed an issue where Method AI failed to add steps that declare and use a new action result together. (NCNG-2391)
• Xero Sync - Fixed an issue where Refetch from Xero did not resolve invoice sync conflicts. (PL-65960)
• Toggle - Fixed an issue where toggle switches couldn't be turned on with the Enter key. (PL-63667)
• Editable Grid - Fixed an issue where a numeric Text Area column could crash the Editable Grid. (PL-65477)
• User Management - Fixed an issue where resending an invitation wasn't rate-limited on single-entity accounts. (PL-66156)

Regards,

Arshi

The following updates are now live for users of Method

New Capabilities

• Kanban Board - Added the Kanban board component to App Builder for all users. (PL-65233)

Fixes

• Users - Fixed an issue where resending an invitation reported the wrong error instead of the real failure. (PL-65113)
• App Ribbon - Fixed an issue where the edit menu on View Contact was hidden behind the App Ribbon. (PL-65795)
• Sync Conflicts - Fixed an issue where Refetch from Xero did not resolve invoice sync conflicts. (PL-65960)
• Time Tracking - Fixed an issue where saving a time entry failed for vendor or employee contacts on Xero accounts. (PL-65989)
• Time Tracking - Fixed an issue where some Xero vendor entities didn't appear in the Employee/Contractor dropdown. (PL-66034)
• Email Campaigns - Fixed an issue where sent email campaigns showed no analytics despite emails being delivered or opened. (PL-65894)
• App Builder - Fixed an issue where Method AI couldn't add, change, or remove tooltips on screen components. (PL-65955)
• Grids - Fixed an issue where the grid footer's controls overlapped or split across lines in narrow grids. (PL-53206)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Xero Sync - Fixed an issue where a customer's balance stayed nonzero after a Xero invoice was paid in full. (PL-65834)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Grids - Fixed an issue where the month label was off-center in a grid filter's date picker. (PL-65688)

Regards,

Arshi

The following updates are now live for users of Method

New Capabilities

• Actions - Added Convert to Unix Timestamp and Convert Date to Unix Timestamp functions to Date Functions for web service calls. (PL-65568)

Fixes

• Date/Time Picker - Fixed an issue where screen readers couldn't read a date picker's label or validation state. (PL-65476)
• Work Orders - Fixed an issue where Work Order reminder emails failed to send when unassigned. (PL-65824)
• Portal - Fixed an issue where signing an estimate in the customer portal failed with an error. (PL-65961)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Tag List - Fixed an issue where creating a new tag on a Tag List with no record open failed to save. (PL-65863)
• QBO - Fixed an issue where the total sales tax on Estimates and Invoices didn't recalculate after syncing with QuickBooks Online. (PL-64745)
• Xero - Fixed an issue where Estimates deleted in Xero were duplicated on every Full Sync. (PL-65819)

Regards,

John

The following updates are now live for users of Method

Fixes

• Notifications - Fixed an issue where the Notifications settings page could become stuck and unable to save for some accounts. (PL-65462)
• Xero - Fixed an issue where the Name field's maximum length validation was incorrect on Xero item screens, causing sync conflicts. (PL-65882)
• Sales Tax - Fixed an issue where sales tax could be calculated far higher than the correct amount on invoices, estimates, sales receipts, and refund receipts. (PL-65780)

Regards,

Phil

The following updates are now live for users of Method

New Capabilities

• QBO Sync - Added two-way sync of Deposits between Method and QuickBooks Online for US accounts. (PL-65093)

Fixes

• Mobile App - Fixed an issue where returning to the app after backgrounding could unexpectedly land on the dashboard instead of the previous screen. (PL-65303)
• Mobile App - Fixed an issue where brief connectivity drops showed a "No internet connection" screen and reloaded the app. (PL-65759)
• Purchase Orders / Sales Orders - Fixed an issue where saving a Purchase Order or Sales Order could fail with a platform error. (PL-64161)
• REST API - Fixed an issue where invoice and bill totals didn't calculate when line items were added in a separate API call. (PL-65746)
• QBO Sync - Fixed an issue where an unrecognized payment method name could abort QuickBooks Online sync. (PL-65844)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Tooltips - Fixed an issue where a tooltip inside a container was clipped and could not be read. (PL-65753)
• QBO sync - Fixed an issue where a customer's name or project details could be lost during a QuickBooks sync failure. (PL-65588)

Regards,

Courtney

The following updates are now live for users of Method

New Capabilities

• Mobile App - Added a mandatory update screen that blocks outdated app versions from launching. (PL-64229)
• Mobile App - Added a dismissible prompt letting users know when a newer app version is available. (PL-64490)

Fixes

• Sync History - Fixed an issue where sync history stopped loading once a sync logged any details. (PL-65565)
• Insights tile - Fixed an issue where the health score and lifetime value tiles showed zero for Leads. (PL-65562)
• Mobile App - Fixed an issue where a brief connectivity hiccup could clear a user's saved screen. (PL-64450)
• Mobile App - Fixed an issue where the Android app could crash when the loading spinner unmounted. (PL-65033)
• User Management - Fixed an issue where adding or removing app bundles failed for inactive users. (PL-65730)
• Import - Fixed an issue where the import completed email showed an extra empty bullet. (PL-65668)

Regards,

Arshi