Release Notes

Method Updates - June 25th, 2026

Method_John — Thu, 25 Jun 2026 20:33:00 GMT

The following updates are now live for users of Method

Fixes

Multi-entity - Fixed an issue where super admins could not be selected in the Assigned To field when working in an entity. (PL-63585)

Regards,

John

Method Updates - June 24th, 2026

Method_Phil — Wed, 24 Jun 2026 14:20:00 GMT

The following updates are now live for users of Method

Enhancements

Vendors - Replaced the Vendors List with editable grids featuring search, filtering, sorting, and CSV export. (PL-62631)

Fixes

Account Settings - Fixed an issue where the Communication screen showed a failed retrieval error on billing day. (PL-63702)

Regards,

Phil

Method Updates - June 23rd, 2026

Method_Arshi — Tue, 23 Jun 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Editable Grid - Fixed an issue where Sales Receipts sharing the same date sorted by hidden time-of-day instead of consistently by record ID. (PL-63721)

Regards,

Arshi

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

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

Method Updates - May 27th, 2026

Method_Phil — Wed, 27 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Multi-Entity - Fixed an issue where records could fail to save with an invalid/missing TenantID error. (PL-62840)
Multi-Entity - Fixed a sizing issue in the Super Admin invite flow so the modal adjusts to content and scrolls when needed. (PL-61266)

Regards,

Phil

Method Updates - May 26th, 2026

Method_Arshi — Mon, 25 May 2026 20:08:00 GMT

The following updates are now live for users of Method

Enhancements

Sync Widget - Sync widget is now an available control within the show/hide action. (PL-62928)

Fixes

Editable Grid - Fixed an issue where the column visibility did not preview correctly in the app builder's mobile viewport. (PL-62466)

Regards,

Arshi

Method Updates - May 22nd, 2026

Method_ Courtney — Fri, 22 May 2026 18:46:00 GMT

The following updates are now live for users of Method

Enhancements

Customers & Leads, Vendors - Updated styling of buttons on the List screens. (PL-62234)
Editable Grid - Added the ability to format Card Column decimal and money fields as Currency, adding a currency symbol. (PL-62147)

Fixes

Multi-entity - Fixed spacing and alignment issues. (PL-59144)
Sign-in - Fixed keyboard accessibility issues on the 2FA page. (PL-61890)
Grids - Fixing cursor pointer over grid elements. (PL-62391)
Grids - Fixing a scroll-reset bug in Editable Grid v2's column visibility dropdown. (PL-62471)
Grids - Fixing cursor pointer over grid elements. (PL-62470)
Calendar - Fixed an issue where using the In List condition in a view filter criteria did not work as expected with the Day of Week operator for a date field. (PL-62633)
Work Orders - Fixed an issue where users could not create work orders if the Work Order activity type had been deactivated. (PL-62499)
Calendar - Fixed an issue where the Resource field mapping could not be changed successfully. (PL-62327)
Mobile - Fixed an issue where users were getting logged out when clicking an attachment. (PL-60399)
Payments - Fixed an issue where payments for customers with long Postal Code values did not appear in the PaymentTransactionLog (logging issue only, payment still processed successfully). (PL-62853)

Regards,

Courtney

Method Updates - May 19th, 2026

Method_Phil — Wed, 20 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Enhancements

Donations - Added currency symbol to the Thank You Letter body. (PL-61015)

Fixes

Classic - Fixed an issue where Subtotal line items could display incorrectly on transactions. (PL-62402)
Multi-entity - Fixed an issue where entity sync status could show “Unsynced” even when QuickBooks was connected. (PL-62335)

Regards,

Phil