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Method Updates - June 19th, 2026

Method_ Courtney — Fri, 19 Jun 2026 16:39:00 GMT

The following updates are now live for users of Method

Fixes

Grids - Fixed an issue where money-formatted grid columns returned incorrect values when used in math calculations. (PL-63570)

Regards,

Courtney

Method Updates - June 16th, 2026

Method_Arshi — Tue, 16 Jun 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Tables & Fields - Fixed an issue where a new drop-down field didn't appear in the table without manually refreshing. (NCNG-1422)
Xero - Fixed an issue where saving changes to an Account caused sync validation errors with Xero. (PL-63005)
Signature - Fixed an issue where the signature pop-up didn't appear inside an app ribbon on mobile. (PL-63006)
Mobile App - Fixed an issue where the mobile app logged users out when switching to another app on iPhone. (PL-62995)
Report Designer - Fixed an issue where emailed PDF report names were truncated at the first dash character. (PL-63497)
Sign-in - Fixed an issue where browser autofill incorrectly triggered the bot-detection block during password reset. (PL-63081)

Regards,

Arshi

Method Updates - June 11th, 2026

Method_John — Thu, 11 Jun 2026 19:30:00 GMT

The following updates are now live for users of Method

Fixes

Export - Fixed an issue where grid export failed after navigating away from and back to a screen due to selection state being cleared on reload. (PL-62939)

Regards,

John

Method Updates - June 10th, 2026

Method_Phil — Wed, 10 Jun 2026 14:20:00 GMT

The following updates are now live for users of Method

New Capabilities

Actions - Added a Trim function to Text Functions actions with configurable options to remove leading and trailing whitespace, collapse internal spaces, preserve newlines, and treat tabs as spaces. (PL-62792)

Enhancements

QBO - Added bidirectional sync support for the Ship From Address field on Invoice, Estimate, and Sales Receipt transactions in QuickBooks Online. (PL-62908)

Fixes

Attachments - Fixed an issue where placing a full-width Attachments widget on a custom screen could push the App Ribbon off the screen. (PL-62942)
Accounting / Business Logic - Fixed an issue where creating a Vendor Bill from a Purchase Order on accounts using auto-assigned reference numbers showed a cryptic error when an existing Reference Number was too large, replacing it with an actionable save warning that identifies the offending value. (PL-63058)

Regards,

Phil

Method Updates - June 9th, 2026

Method_Arshi — Tue, 09 Jun 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Email Campaigns - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62757)
Web To Lead - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62754)

Fixes

Grids
- Fixed an issue where the "View selected records" toggle in editable grids did nothing and could blank out the grid after repeated clicks. (PL-63023)
- Fixed an issue where searching transactions by reference number returned no results in the mobile app. (PL-62918)
Multi-Select - Fixed an issue where on-change, focus, and lose-focus events did not fire on multi-select dropdowns. (PL-63026)
Portal sign-in - Fixed an issue where some end customers hit a 401 error and could not load the customer portal. (PL-62838)
Proposals - Fixed an issue where recurring proposal invoices due on the last day of a contract were skipped because the date check compared time instead of date. (PL-63040)
Purchase Orders - Fixed an issue where copying a closed Purchase Order created the new order in a Closed status instead of Open. (PL-59851)

Regards,

Arshi

Re: Report Issue

Method_Inderdeep — Fri, 05 Jun 2026 13:33:01 GMT

Hi Espoir,

You don’t need a custom field for this. Put the Quantity field into the group footer (the band that summarizes that group), then apply a summary to it.

Steps:

Add a GroupFooter for the item group (so you have a place to show totals).
Move the Quantity field from Details into that GroupFooter.
Select the Quantity field, open its Summary settings, set Running to Group, and Function to Sum.

That will print one line per item description with the summed quantity.

Best,

Inder

Report Issue

Espoir — Wed, 03 Jun 2026 19:27:49 GMT

Hello,

I am trying to create a report that takes items with the same description, groups them,adds their quantities, and prints the sum on the report.

I was able to group the Items using the Group Header section in the report, but adding their quantity and print sum has given a lot of issues. I tried creating custom fields, but it is not working.

Any suggestions here?

Method Updates - June 3rd, 2026

Method_Phil — Wed, 03 Jun 2026 15:18:00 GMT

The following updates are now live for users of Method

Fixes

Editable Grid - Fixed an issue where the grid sorting button was unexpectedly hidden in some scenarios on mobile. (PL-62832)
Internal Notes - Fixed an issue where Internal Note was presented as an option in the Quick-Add button, despite this not being a valid flow and presenting an error. (PL-62924)
Web To Lead - Fixed an issue where users were not successfully redirected to the specified URL after form submission. (PL-62767)
Actions - Fixed an issue where the "Compare as" options didn't work as expected when used in criteria against date fields in the EmailsSent table. (PL-61633)

Regards,

Phil

Method Updates - June 2nd, 2026

Method_Arshi — Tue, 02 Jun 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Sign In - Added clear UI messaging when a password can’t be reused, across reset and change-password flows. (PL-62771)
Payments - List screen improvements (convert to editable grid, styling updates to buttons). (PL-62027)
Cases - List screen improvements (convert to editable grid, styling updates to buttons). (PL-62760)

Fixes

Estimates - Fixed an issue where payment gateway was still appearing after deposit has been collected (PL-62689)
Estimates - Fixed an issue where category items were a selected filter inside deposit items within estimate preferences screen (PL-62737)
Donations - Fixed an issue where recurring donation plans could be reverted to inactive saved payment methods in some scenarios. (PL-62976)
Web To Lead - Fixed an issue where users were not successfully redirected to the specified URL after form submission. (PL-62767)
Actions - Fixed an issue where the "Compare as" options didn't work as expected when used in criteria against date fields in the EmailsSent table. (PL-61633)

Regards,

Arshi

Method Updates - May 29th, 2026

Method_ Courtney — Fri, 29 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Multi-entity - Fixed UI inconsistencies on the setup flow, including consistent “Super Admin” labeling. (PL-61267)

Regards,

Courtney