Release Notes

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

Method Updates - May 15th, 2026

Method_ Courtney — Fri, 15 May 2026 15:24:00 GMT

The following updates are now live for users of Method

Enhancements

Sales Orders - Improved List & Create Invoice screens (new grid component, button styling changes). (PL-61894)

Fixes

Tables & Fields - Fixing UpdateBundleView failure for PurchaseOrderLine view on InventoryQuantityInStock field. (NCNG-549)
Portals/Estimates - Fixing signature storage error preventing customers from signing and paying deposits on estimates. (PL-62183)
Work Orders - Fixed an issue where users encountered an error and could not create work orders if they deactivated the Work Order activity type. (PL-62613)
Payments - Fixed an issue where the App Routine selected in a Process Payment action errored out and did not run in some scenarios. (PL-62389)
Bills - Fixed an issue where the Ref numbers were not getting assigned even with "Let Method assign transaction numbers" enabled. (PL-62749)

Regards,

Courtney

Method Updates - May 14th, 2026

Method_Phil — Fri, 15 May 2026 01:53:00 GMT

The following updates are now live for users of Method

Fixes

QBDT Sync - Fixed an XML error on the Engine blocking the Sync. (PL-62748)
Items - Fixed an issue where import was causing the duplication of Items records (QBO). (PL-62354)
Tax Preferences - Fixed an issue with the Sales Tax discrepancies with QuickBooks Online when “Do not Estimate Taxes in Method” is enabled. (PL-62416)

Regards,

Phil

Method Updates - May 13th, 2026

Method_Phil — Wed, 13 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Enhancements

Estimates - Improved List screen experience (new grid component, button styling changes). (PL-61852)

Fixes

Field Crew - Fixed an issue where the mapping button referenced the customer shipping address rather than the jobsite address on the work order. (PL-62621)
Work Orders - Fixed an issue where work orders with a negative amount were not supported in the batch invoicing flow, despite the grand total of all selected work orders still being greater or equal to 0. (PL-62464)
Work Orders - Fixed an issue where the mapping & routing features referenced the customer shipping address rather than the jobsite address on the work order. (PL-62658)

Regards,

Phil

Method Updates - May 12th, 2026

Method_Arshi — Tue, 12 May 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Grids - Fixed an issue where dropdown chip filters didn’t return correct results for single/multi-select values, including comma-containing values. (PL-62134)
Grids - Fixed an issue where values beyond 10 decimal places were truncated instead of saving correctly. (PL-61866)
Attachments - Fixed an issue where uploads could fail silently by showing a clear error when the network drops. (PL-62251)
Estimates - Fixed an issue where duplicate approval emails were sent due to an extra send call in the signature widget. (PL-62283)

Regards,

Arshi

Method Updates - May 11th, 2026

Method_Harman — Mon, 11 May 2026 13:34:00 GMT

The following updates are now live for users of Method

Fixes

QBO - Fixed an issue where Invoices created from sales orders were not syncing with bundle items. (PL-62287)
Currency - Fixed an issue where Currency was unfilled before Sync on New / Edit [Sales Receipt, Purchase Order] screens. (PL-61679)
Tables & Fields - Fixed an issue where SalesTaxCode was not being display for the SalesReceiptLine table. (NCNG-1092)
App builder - Fixed an issue where drag handles where being displayed even if there was only one option. (NCNG-489)
Payments App- Fixed an issue where the payment applied to transactions were not visible after saved. (PL-62625)
Actions - Fixed an issue where the "Configure payment methods" selection was not respected for Method Pay, and the widget always displayed card & ACH. (PL-62648)
Grids - Fixed an issue where card columns inside an editable grid did not respect configured column sizing. (PL-61382)

Regards,

Harman

Method Updates - May 7th, 2026

Method_John — Thu, 07 May 2026 12:20:00 GMT

The following updates are now live for users of Method

Enhancements

Invoices - Improved List screen experience (new grid component, button styling changes). (PL-61893)

Fixes

Customers & Leads - Fixed an issue where the Contact Type selection did not persist when navigating from the Quick-Add Modal to the "full form" New Contact screen. (PL-62061)
Multi-entity - Fixed an issue where Super Admins could be missing access to apps and other features. (PL-61767)

Regards,

John

Method Updates - May 6th, 2026

Method_Phil — Wed, 06 May 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Multi-entity - Fixed an issue where Super Admin invites could intermittently fail in accounts that include inactive entities. (PL-62417)
Text Input - Fixed an issue where auto-fill data is not recognized by screens & actions (PL-61540)
Text Input - Fixed an issue where "Field Contains Malicious Values" error was unexpectedly triggered by certain characters. (PL-62016)

Regards,

Phil

Method Updates - May 5th, 2026

Method_Arshi — Tue, 05 May 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Toast Notifications - Updated and improved the alignment of icon and text within notifications. (PL-60806)
Editable Grid - The column alignment configuration now applies to the column header as well as the content. (PL-62112)

Fixes

Work Orders - Fixed an issue where the mapping and routing functionality was mapped to the Shipping Address fields on the customer record rather than the jobsite address fields on the work order. (PL-62247)

Regards,

Arshi

Method Updates - April 28th, 2026

Method_Arshi — Tue, 28 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Tables & Fields - FIxed a bug with creating dropdowns from a new table. (NCNG-1060)
Grids - Fixed an issue where you were able to set a negative value for "Rows on Add". (NCNG-797)
Purchase Orders - Fixed typo in preference screen where "Customer" was shown instead of "Vendor". (PL-54031)
Sales Orders - Fixed an issue where sales order emails open blank when no email notification template is selected (PL-60996)

Regards,

Arshi

Method Updates - April 27th, 2026

Method_Harman — Mon, 27 Apr 2026 13:40:00 GMT

The following updates are now live for users of Method

Enhancements

Editable Grid - Updated the column width calculation logic for Date/Time fields to more closely respect the Fixed width configuration. (PL-62092)
Opportunities - List screen improvements (Convert to editable grid, update default view filters, update button styling & position). (PL-61472)
Activities - List screen improvements (Convert to editable grid, update button styling & position). (PL-61436)

Fixes

Multi-entity - Fixed an issue where Super Admin invitations could fail to send in some accounts. (PL-62011)
Editable Grid - Fixed an issue where the "make default" star icon within Manage Views displayed incorrectly on mobile. (PL-62116)

Regards,

Harman

Method Updates - April 24th, 2026

Method_ Courtney — Fri, 24 Apr 2026 14:10:00 GMT

The following updates are now live for users of Method

Fixes

Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)

Regards,

Courtney

Method Updates - Apr 23rd, 2026

Method_John — Thu, 23 Apr 2026 12:48:00 GMT

The following updates are now live for users of Method

Enhancements

Editable Grids - Modified the column width logic for Date fields to more closely respect Fixed width configurations. (PL-62092)
Opportunities - List screen improvements (convert to an editable grid, updated view filters, button styling changes). (PL-61140)

Fixes

Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)
Editable Grids - Fixed an issue in Manage Views on mobile where the star icon was displayed incorrectly and a tooltip appeared when changing the default view. (PL-62116)

Regards,

John

Method Updates - April 22nd, 2026

Method_Phil — Wed, 22 Apr 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

QBDT Sync - Fixed an issue where the Method to QuickBooks sync was not working. (PL-62313)

Regards,

Phil

Method Updates - April 21st, 2026

Method_Arshi — Tue, 21 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

App Ribbon - Fixed an issue where "Back" and "Save & Back" buttons inside an app ribbon didn’t return the user to the previously opened screen (PL-62012)

Regards,

Arshi