PSA Web V11.0.10.0 Release Notes

PSA Web

V11.0.10.0 Release Notes

December 12th, 2019 

  • New OAuth2 authentication application to work with new API for QuickBooks Online.   
    •  PSA support will call all clients affected to facilitate use of the new connection.
  • New Job Date Interface change to show all available date fields
  • Add Alternative Status on Job Create if the Received Date is filled
  • Add confirmation bar when trying to make a log note public
  • Added Job Lost Description to the Proven CRM integration
  • Fix issue with creating a log note added when changing Alternative Status
  • Fix for the Time Card screen where the description was not showing in the list
  • Fixed ability to set attachments as Secured
  • Fixed issue with synching Lost/Closed and deleted jobs to Proven CRM
  • Fixed issue with Payments and Invoices not updating Amount Paid and Outstanding amount in CRM
  • Add in company setup option to replace Form PDF with Last form PDF uploaded from mobile
  • Add “All” option on job relationship tab

PSA Web V11.0.9.0 Release Notes

November 14th  2019

  • New Xactimate integration via Web Services
  • Added option to sync PSA Dates to XactAnalysis
  • Added timecard "delete own" security option
  • Added sort option on job attachment list view screen
  • Added Matterport iframe to Job Edit
  • Added ability to reopen closed Work Order for QuickBooks integrated companies
  • Improve performance on timecard approval screen
  • Fixed issue where you could not search by description in Timecard screen
  • Fixed "Employee Type" and "Employee" filters on open Work Order Report 
  • Fixed Restriction ability on Advance schedule for “non workdays”
  • Advance Schedule added ability to re-sequence
  • Fixed error when auto-filling received date from workflow notification for employee type
  • Fixed Merge Work Order to not allow merge when Work Order is converted/locked
  • Fixed Actual Cost/Actual Cost No Rates Report, corrected Actual Revenue amount
  • Fixed Open Work Order not filtering when emailed
  • Display warning message for QuickBooks integrated companies when converting a Work Order for a job linked to the internal company
  • Fixed printing notes from job
  • Fixed Workflow setup where making changes to the workflow caused duplicate log notes
  • Fixed issue with Floors and Rooms not importing properly from XactAnalysis
  • Modify Company Note Report to be able to run for all companies

PSA Web Server maintenance window Wednesday November 13th, 2019. 11PM - 1AM EST

** Server Maintenance **

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on Tuesday, November 13th, beginning at 11 pm EST for approximately 120 minutes to update our psarcweb.com services.

During this time, customers may experience some features / functionality to be delayed during this period. 

We have selected this time to minimize the impact to our customers.  The reliability of our services is our highest priority and this maintenance window is a key step on our path to improved stability and productivity of our products and services.

We apologize for any inconvenience this may cause.

Michael Hogan

Technical Support Manager

PSA Web V11.0.9.0 Release Notes

Canam is happy to announce the release of the latest version of PSA

Release Date: November 14th  2019

  • New Xactimate integration via Web Services
  • Added option to sync PSA Dates to XactAnalysis
  • Added timecard "delete own" security option
  • Added sort option on job attachment list view screen
  • Added Matterport iframe to Job Edit
  • Added ability to reopen closed Work Order for QuickBooks integrated companies
  • Improve performance on timecard approval screen
  • Fixed issue where you could not search by description in Timecard screen
  • Fixed "Employee Type" and "Employee" filters on open Work Order Report 
  • Fixed Restriction ability on Advance schedule for “non workdays”
  • Advance Schedule added ability to re-sequence
  • Fixed error when auto-filling received date from workflow notification for employee type
  • Fixed Merge Work Order to not allow merge when Work Order is converted/locked
  • Fixed Actual Cost/Actual Cost No Rates Report, corrected Actual Revenue amount
  • Fixed Open Work Order not filtering when emailed
  • Display warning message for QuickBooks integrated companies when converting a Work Order for a job linked to the internal company
  • Fixed printing notes from job
  • Fixed Workflow setup where making changes to the workflow caused duplicate log notes
  • Fixed issue with Floors and Rooms not importing properly from XactAnalysis
  • Modify Company Note Report to be able to run for all companies

 

PSA Web server maintenance Tuesday October 8th, 11PM - 1AM EDT

** Server Maintenance **

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on Tuesday, October 8th, beginning at 10 pm EST for approximately 180 minutes to update our psarcweb.com services.

During this time, customers may experience some features / functionality to be delayed during this period. 

We have selected this time to minimize the impact to our customers.  The reliability of our services is our highest priority and this maintenance window is a key step on our path to improved stability and productivity of our products and services.

We apologize for any inconvenience this may cause.

Michael Hogan

Technical Support Manager

PSA - Mobile - Smart Tech V4.2.8 Update

** IMPORTANT (MUST READ PRIOR TO UPDATE) **


PSA Mobile - Smart Tech 4.2.8  is being released tomorrow on both the IOS and Android devices. We recommend prior to update that users turn off their Auto-update features on their devices and manually perform the update. Please ensure your techs have completed the sync PRIOR to installing the update for PSA Smart Tech Mobile App version 4.2.8. Information not synced prior to update may not transfer to the new version of the app.

If you have auto updates turned off you will need to go into the store and manually download the new version. It is also recommended that the app is not running in the background when the update is taking place. If you have any questions or need assistance updating your app please contact our support centre at 866-992-2626 X2 or email support@canamsys.com 

 

Canam Systems is happy to announce the upcoming release for our Smart Tech Mobile App 4.2.8. This latest version will be available on the IOS market or Google Play Store for download on 10/9/2019.

Release Notes:

  • Added - Option to view jobs for upcoming week 
  • Added - Show Category in Time card Sync History
  • Added - On Time clock in screen selector will include category
  • Added - Alternate the Relationship contacts/companies background if there are multiple listed.
  • Fixed - Display the Time Properly in Custom forms

If you have any issues, please report them to support@canamsys.com before doing the update. Data loss, including time cards could be affected if information has not been synced to the web. To install the latest version of the PSA Smart Tech Mobile App go to either Google Play or the Apple App Store and search for PSA Mobile App to check for availability. User Guides for PSA Smart Tech Mobile App can be found on the Canam Systems website under the Customer Portal. 

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