Search results for 'import''

Method Updates - October 8th, 2025

Method_Nicolas — Wed, 08 Oct 2025 15:31:00 GMT

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 - Sept 3rd, 2024

Method_Harman — Tue, 03 Sep 2024 15:17:00 GMT

The following updates are now live for users of Method

New Features / Updates

Fixes

Contacts app - Fixed an issue where users were not able to upload an image. (PL-48406)
QBDT Items - Fixed an issue to restrict the update of purchase details for non-inventory items during import. (PL-48493)

Regards,

Harman

Method Updates - August 31st, 2023

Method_ Courtney — Thu, 31 Aug 2023 13:53:00 GMT

The following updates are now live for users of Method

New Features / Updates

Import - Added the ability for customers to import date/time field in their specified timezone . (PL-41112)

Fixes

Export - Added the ability for export tool to respect the User Specified Time Zone in Display Setting. (PL-39445)

Regards,

Courtney

Method Updates - Aug 04th, 2023

Method_Harman — Fri, 04 Aug 2023 13:47:00 GMT

The following updates are now live for users of Method

New Features / Updates

Purchase Order - removed the extra "Add Item" button on the edit screen. (PL-42144)

Fixes

Import - Fixed an issue where the success message was misleading users and not highlighting the error values. (PL-38746)
Import- Fixed an issue where the display message on creating new fields in the Import tool was incorrect. (PL-41674)
Payments - Fixed an issue where some payments were not properly logged in the Payment History page in some scenarios. (PL-41815)
Tags - Fixed an issue where navigating back after opening the Manage Tags panel would kick the user out of their session. (PL-42109)

Regards,

Harman

Method Updates- May 05, 2023

Method_Ayushi — Fri, 05 May 2023 13:53:00 GMT

The following updates are now live for users of Method

New Features / Updates

Send Email - Expanded the size of the Email Body section for easier editing. (PL-40923)
Sales Orders - Added view filters for Open/Closed Sales Orders. (PL-40680)

Fixes

Group Items - Fixed an issue where the group header item description was being reverted after a sync. (PL-40289)
Purchase orders - Fixed an issue where group items were not displayed until after a sync. (PL-39715)
Import - Fixed an issue where the Date/Time type custom field couldn't be left blank even if there were not required. (PL-40890)
Transactions - Fixed an issue where deleting a discount value did not update the balance due. (PL-39001)

Regards,

Ayushi

Method Updates - May 3rd, 2023

method_Hannah — Wed, 03 May 2023 13:42:00 GMT

The following updates are now live for users of Method

New Features / Updates

Tables & Fields - Added audit trail logging for any field changes. (PL-40738)
Payments - Improved handling of Deposit To Account and Payment Method. (PL-40978)

Fixes

Sync - Fixed an issue where sync was generating an error if there were no active currencies for an account. (PL-40771)
Import - Added ability to update to blank values via new import tool . (PL-39021)
App Routines - Fixed an issue where some app routines were permanently stuck in a "Queued" status. (PL-40879)
Grid - Fixed an issue where the "select all records" functionality didn't work properly in some scenarios. (PL-40635)
Date/Time Picker - Fixed an issue where the field didn't appear disabled anymore while its change event was processing. (PL-40130)

Regards,

Hannah

Method Updates - April 18th, 2023

Method_Nicolas — Tue, 18 Apr 2023 13:01:00 GMT

The following updates are now live for users of Method

Fixes

Editable Grids - Fixed an issue where changes entered in text columns were not always being saved on some tablets. (PL-40432)
Validation Rules - Fixed an issue where validation rules applied to decimal fields would not work. (PL-40128)
Xero - Fixed an issue with tax rates which prevented sync from completing. (PL-40632)
Display settings - Fixed an issue where saving uploaded log for the first time was resulting in an error. (PL-40648)
Import tool - Fixed an issue where fields were auto converted that were not meant to be converted. (PL-39880)
Import tool - Fixed an issue where last name field was mapping without the field actually being present on the file. (PL-37231)

Regards,

Nicolas

Method Updates - March 14th, 2023

Method_Nicolas — Tue, 14 Mar 2023 13:19:00 GMT

The following updates are now live for users of Method

New Features / Updates

Merge identity-server to ms-authenticaiton repo master branch . (PL-39882)
Work Orders - Added option to filter by Cancelled work orders on reports screen. (PL-24037)

Fixes

Import- Fixed an issue where all tables were not available to select, modified Update/Import option to auto disable or enable depending on tables supporting edit/ insert . (PL-39763)

Regards,

Nicolas

Method Updates - February 8th, 2023

method_Hannah — Wed, 08 Feb 2023 15:00:00 GMT

The following updates are now live for users of Method

New Features / Updates

Proposals - Added a dropdown to set the Engagement Letter Template preference. (PL-39641)
Proposals - Updated the portal screen to use a stepper instead of tabs. (PL-39631)
Accounts - Added the FullName field to the Accounts list for QBDT Accounts. (PL-39732)

Fixes

Import/Export- Reduced the number of API calls from export and imposed limitations on import file parsing to prevent service interruptions. (PL-39694)
Proposals - Fixed an issue where the Previous button was missing on the Terms step when creating a proposal. (PL-39822)

Regards,

Hannah

Method Updates - January 12th, 2023

method_khamil — Thu, 12 Jan 2023 16:02:00 GMT

The following updates are now live for users of Method

New Features / Updates

Sync - Updates to Method-only fields no longer trigger a sync for QBO and QBDT accounts. (PL-37968)
Mobile - Eslint and Typescript. (PL-39040)

Fixes

Import- Fixed an issue where update required multiple tries. (PL-38801)
Import - Fixed an issue where fields were not mapping automatically when updating fields into the table. (PL-38736)

Regards,

Khamil