The following updates are now live for users of Method

New Features / Updates

• Email settings - Added a new provider summary page that provides advanced detail on email delivery. (PL-47390)

Fixes

• Actions - Fixed an issue where paste below was not working as expected. (PL-42724)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Donations - Updated the mobile grid columns to reduce crowding and show the most relevant information. (PL-36655)

Fixes

• Recurrence Widget - Fixed an issue where customers were unable to create recurring work orders. (PL-47253)
• Payments - Fixed issues experienced when attempting to apply a partial payment to an invoice. (PL-46434)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Time Tracking - Added logic to hide and show relevant button option for QBDT. (PL-42923)

Fixes

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Email Settings - Failure reason will now display when attempting to authenticate a domain. (PL-45308)

Fixes

• Estimates - Added logic when a deposit is paid to sync the transaction. (PL-47277)
• Activites - Fixed the Save & New experience to set focus on the first field after clicking. (PL-22427)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Domain Authentication - Admins will now receive an email notification when a new domain is successfully authenticated. (PL-46072)

Fixes

• Proposals - Fixed an issue where the recurring payment app routine would stop running if a proposal customer becomes inactive. (PL-47195)
• Send Email - Fixed an issue where the stock send email screen did not input the email contents on the Activity. (PL-47238)
• Work Orders - Fixed issues where when choosing a contact the details were not being populated on screen . (PL-47259)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Activities - Added tab view on the list screen. (PL-46303)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Work Orders, Field Crew - Added the ability for users to customize the SMS text messages. (PL-46843)

Fixes

• Reports & Print Templates - Fixed an issue where the copy tool was not using the name entered by the user. (PL-39355)
• New / Edit Work Order | "Email" button does not merge fields from the Customer table. (PL-46836)
• Items - Added filter for service items to exclude AR and AP accounts. (PL-47140)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

Fixes

• Communication Settings - Fixed issue with status column not appearing in search on the Email Senders table. (PL-46738)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

Fixes

• Actions - Fixed an issue where the show/hide action required a screen refresh to work as expected. (PL-46988)
• Payments - Fixed an issue where ReceivePayment record was not created for successful transactions . (PL-46620)
• Email Senders - Fixed an issue where retrieving from the Email Senders table gave an error. (PL-46408)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Edit Entity - Improved error message when a user is attempting to delete a customer with existing transactions on QBDT. (PL-46007)

Fixes

• Edit Entity - Fixed an issue where allowing a customer with an active sub-customer to become inactive caused a sync conflict. (PL-43056)
• Opportunities - Fixed logic in reorders flow causing an error when accessing customer portal. (PL-46997)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Sales Orders - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46861)
• Sales Orders - Fixed an issue that occurred when creating a copy of an invoiced sales order. (PL-46871)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Activities - Add comment to label the Proposal Payment Unsuccessful email activity. (PL-46979)
• Email Settings - Added note calling out when emails will be sent from notifications@mail.method.me. (PL-46177)
• Communications History - Updated delivery server display for increased specificity. (PL-46939)

Fixes

• Work Orders - Fixed an issue where customers were unable to create recurring work orders. (PL-46924)
• Purchase Orders - Fixed an issue where converting a sales transaction to a purchase order would pull in the item's Sales Price instead of the Purchase Cost. (PL-46958)
• Purchase Orders - Fixed an issue where the Sales Tax Code was not properly selected when converting a sales transaction to a purchase order. (PL-46980)
• Purchase Orders - Fixed an issue where the Sales Tax Code was not being pulled in properly when selecting an item (QBO Global only). (PL-46975)
• Sales Transactions - Fixed an issue where some Item dropdowns were not sorted alphabetically. (PL-46780)
• Estimates - Fixed an issue on the Preferences screen where the Deposit Item dropdown was hidden in the Advanced Settings section. (PL-46741)
• Sales Transactions - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46536)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Internal Notes - Added UX improvements to make the creation process faster. (PL-46324)
• Work Orders - Added logic when creating an invoice to include the discounts applied to the estimate. (PL-46302)
• Proposals - Added a filter to the notification email dropdown to only list recommended stock and custom email templates. (PL-45999)
• Portal - Added navigation from Invoice to related Proposal. (PL-40718)
• Work Orders - Added changes to make editing customer/contact info easier. (PL-46323)

Fixes

• Email Campaigns - Fixed an issue where the Send Campaign routine was failing in scenarios where inactive contacts were included as recipients. (PL-46868)
• Estimates - Fixed an issue on the Preferences screen where the Deposit Item dropdown was hidden under the Advanced Settings section. (PL-46741)
• Contacts - Fixed an issue where the Sales Tax Code was hidden on the Edit Entity screen for leads. (PL-45227)
• Estimates, Invoice - Fixed logic on Xero to allow changing the quantity of description-only line items. (PL-44657)
• Activities - Fixed an issue were the merge field Contacts.FirstName was not populating on click of View Sent Email. (PL-46441)
• Donor Pages - Fixed logic to not allow a test drive on the donor page until a minimum set-up is met. (PL-45102)
• Proposals - Fixed the app routine to ensure a check for active payment methods before retrying failed payments. (PL-46964)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Editable Grids - Added a new empty state when no records are found. (PL-46079)
• Xero - Added a feature to allow using negative line items on transactions. (PL-46589)
• Method Sync Engine - Added a feature to allow choosing QBXML version to fix XML text stream errors. (PL-45168)
• Work Orders - Updated one of the “Share” button menu items on the Work Order List screen from “Email Selected” to “Email Assignees”. (PL-46299)

Fixes

• QBO - Fix for sync conflict "TxnTaxDetail" on updating the shipping address on transactions. (PL-46730)
• Estimates - Fixed an issue where the email button in the email led contacts to an error page (QBO Global only). (PL-46904)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493)
• Sales Transactions - Updated the mobile view of the line item grid to include the item description. (PL-44876)

Fixes

• Sales Orders - Fixed an issue where the sales tax did not properly carry over from estimates, through sales orders, and onto invoices for QBO accounts. (PL-46251)
• Sales Orders - Fixed an issue where the "Make a Copy" button did not appear on mobile. (PL-45313)
• Bills - Fixed an issue where two "Add Item" buttons appeared on screen. (PL-45243)

Regards,

Hannah