Release Notes

Method Updates - July 16th, 2026

Method_John — Thu, 16 Jul 2026 13:07:00 GMT

The following updates are now live for users of Method

Enhancements

Email - Updated the policy infraction notification emails sent to customers with refreshed content. (PL-64111)

Fixes

Price Levels - Fixed an issue where not all price levels assigned to an item synced from QuickBooks Desktop. (PL-63977)
Sales Orders - Fixed an issue where lines from archived or deleted transactions still appeared in grids and reports. (PL-63943)
Refund Receipts - Fixed an issue where refund receipts didn't reflect a newly set QuickBooks Online custom field. (PL-63938)
Gallery - Fixed an issue where clicking a Gallery tile cleared the screen's active record. (PL-63946)
User Management - Fixed an issue where the MethodSupport user's role could be changed or demoted. (PL-63873)

Regards,

John

Method Updates - July 15th, 2026

Method_Phil — Wed, 15 Jul 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Price Levels - Fixed an issue where some assigned price levels didn't fully sync from QuickBooks Desktop. (PL-63977)
Sales Orders - Fixed an issue where line items from deleted or archived orders still appeared in grids and reports. (PL-63943)
Refund Receipts - Fixed an issue where refund receipts could show outdated data after renaming a custom sales field. (PL-63938)
Multi-Select - Fixed an issue where multi-select field values could appear blank in grids and exports. (PL-64003)

Regards,

Phil

Method Updates - July 8th, 2026

Method_Phil — Wed, 08 Jul 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Payment Gateways - Fixed an issue where transaction history showed payments from other entities in a multi-entity account. (PL-63887)
Calendar - Fixed an issue where duplicate resource names could appear in the resource list. (PL-63976)
Email - Fixed an issue where reconnecting a Microsoft sender could disconnect other senders' accounts. (PL-63832)
Action Editor - Added a Display option for editable grid dropdown columns in condition and filter builders. (PL-63518)
Action Editor - Fixed an issue where grid columns couldn't be selected for validation, letting blank required fields save. (PL-63901)

Regards,

Phil

Method Updates - July 7th, 2026

Method_Arshi — Tue, 07 Jul 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

App Routines - Fixed an issue where copying actions into an App Routine failed if the source included a Show Toast Notification action. (PL-63884)
Proposals - Fixed an issue where accepting a proposal in the portal could fail with a push notification error. (PL-63831)
Tags List - Fixed an issue where the Tags dropdown loaded slowly for accounts with very large tag lists. (PL-63605)
Price Levels - Fixed an issue where percentage-based per-item price levels from QuickBooks Desktop weren't applied to sales order line items. (PL-63974)

Regards,

Arshi

Method Updates - July 2nd, 2026

Method_John — Thu, 02 Jul 2026 19:50:00 GMT

The following updates are now live for users of Method

Fixes

User Management - Fixed an issue where 'Same as Existing User' copied only the user role without applying the source user's app and bundle permissions. (PL-63041)
Home - Fixed an issue where the Home screen To-dos activities showed for field crew users who did not have the Activities app installed. (GROW-403)

Regards,

John

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