Release Notes V10.0.11.0

V10.0.11.0 Release Notes
Released - July 4th 2018

Job Management Report Updates 
 
New - QuickBooks additional sync types – Credit Card Transactions and Write Cheques
New - WOs for Vendor printout
New - Option to attach WO to a schedule notification
Fix - Syncing of employee type with PSA Desktop
Fix - Time Clock Map displays clocked in employees
Fix - Removed NaN and Infinity on Work Order Edit Screen
Fix - PSA Desktop sync pulls updated default categories and selectors from job type on the desktop
Fix - “Production Closed” populates correct time on job
Fix - PSA Desktop sync transfers replies to log notes to PSA desktop
Fix - Corrected Invoice QuickBooks report
Fix - Photo created date reflects taken date instead of uploaded date on PSA Web and PSA Mobile
Multiple fixes  to “Add Note” screen
 
Misc. Updates
Do not allow deletion of customers attached to a job
Import employees icon changed on log note edit screen
Move link for “Attach Last Moisture Mapper Report” to Moisture Mapper tab on Job
Display notification when viewing job associated with an internal company

Release Notes - V10.0.11.0

V10.0.11.0 Release Notes

July 4th  2018

  • New: QuickBooks additional sync types – Credit Card Transactions and Write Cheques
  • New: WOs for Vendor printout
  • New: Option to attach WO to a schedule notification
  • Fix: Syncing of employee type with PSA Desktop
  • Fix: Time Clock Map displays clocked in employees
  • Fix: Removed NaN and Infinity on Work Order Edit Screen
  • Fix: PSA Desktop sync pulls updated default categories and selectors from job type on the desktop
  • Fix: “Production Closed” populates correct time on job
  • Fix: PSA Desktop sync transfers replies to log notes to PSA desktop
  • Fix: Corrected Invoice QuickBooks report
  • Fix: Photo created date reflects taken date instead of uploaded date on PSA Web and PSA Mobile
  • Multiple fixes to “Add Note” screen
  • Do not allow deletion of customers attached to a job
  • Import employees icon changed on log note edit screen
  • Move link for “Attach Last Moisture Mapper Report” to Moisture Mapper tab on Job
  • Display notification when viewing job associated with an internal company

V10.0.11.0 Release Notes

V10.0.11.0 Release Notes

Released: July 4th 2018

  • New: QuickBooks additional sync types – Credit Card Transactions and Write Cheques
  • New: WOs for Vendor printout
  • New: Option to attach WO to a schedule notification
  • Fix: Syncing of employee type with PSA Desktop
  • Fix: Time Clock Map displays clocked in employees
  • Fix: Removed NaN and Infinity on Work Order Edit Screen
  • Fix: PSA Desktop sync pulls updated default categories and selectors from job type on the desktop
  • Fix: “Production Closed” populates correct time on job
  • Fix: PSA Desktop sync transfers replies to log notes to PSA desktop
  • Fix: Corrected Invoice QuickBooks report
  • Fix: Photo created date reflects taken date instead of uploaded date on PSA Web and PSA Mobile
  • Multiple fixes to “Add Note” screen
  • Do not allow deletion of customers attached to a job
  • Import employees icon changed on log note edit screen
  • Move link for “Attach Last Moisture Mapper Report” to Moisture Mapper tab on Job
  • Display notification when viewing job associated with an internal company

Release Notes V10.0.10.0

PSA Web

V10.0.10.0 Release Notes

Release date: June 19th 2018


Job Management Report Updates

Added - Company setting add option to attach WO to schedule
Added - Job lost will put a production closed date
Added - spinner/loading animation when scheduling a work order
Added - Schedule display change the month from short to full
Added - Always show “Auto Create Folders Based On” option in company settings
Added - Sync KPI Date between PSA and PSA Web

Fixed – Remove barcode from work order screen
Fixed - Time clock Map issues that caused people who are not clocked in not to appear
Fixed – When dividing by zero not to display on the Work Order
Fixed – Issues on saving job no longer requires a refresh to multiple jobs
Fixed – Issues when changing jobs log note template updated
Fixed - Log note sync issue when logs are created by non-employees
Fixed – Issues converting work order to invoice/voucher, still allowing user to edit after initially converting the work order
Fixed - Topic types to now remove (loss description, notes, etc.) from topic dropdown for notes on companies/contacts

Job Management Report Updates

Added - New Performance Indicator summary report
Added - New additional addresses to the log note email recipient drop down
Added - New Time to complete report
Added - Print Contact Logs report that prints all notes assumes the note formatting with spaces to allow for readability

Release Notes - V10.0.9.0

PSA Web V10.0.9.0 Release Notes
(Released on May 30th, 2018)

Jobs Management Updates:

Added - User definable Job Lookup screen
Added – Automatically enter received date when creating job from mobile
Added – Option when duplicating job to copy “Policy Holder & Additional Info”
Added - Save & edit option when creating a new Company
Added – Moisture Mapper report import link on job information screen
Added – Message Prompt when Property Company on Job is different (from original) Property Owner, if the Property Owner should be replaced

Fixed - Do not allow topics to be deleted that have previously been used 
Fixed - Loss Description refresh when added, updated or deleted
Fixed - Workflow & log note sending email to inactive contacts
Fixed – When clicking the add button in log note screen if email is empty
Fixed - Data Mining issues when import from templates
Fixed - Job Notification to allow multiple Job Contacts to be selected
Fixed - Show default work order on Schedule Create/Edit screen dropdown
Fixed - Show the actual email recipient on log note replies
Fixed - Log note create/edit when importing job contacts and/or employees
Fixed - Active Job Management report with address 

Release Notes - V10.0.8.0

PSA Web V10.0.8.0 Release Notes
(Released on May 16th. 2018)

Jobs Management Updates:
Added - Search by Work Order option on job list (open job or work order)
Added - Security to Prevent deletion of contact titles that are in use
Added - Alphabetically sort forms in job attachment dropdown
Added - Prevent WO for lost jobs from displaying in the schedule list 
Added - Increase subject line displayed for log notes from 50 to 100 characters
Added - Keep attachments in email chain when sending/receiving replies
Added – New Screen to create a note for a job without having to open
Added - Warning to prevent a company from being assigned to itself
Added - Option to deduce duplication of customers by name & address
Added – Option to show/hide/total dollars when sending work orders
Added - Allow download of log attachments from log edit/create
Added - Display more email types in log note recipients
Added - Ability to Role Security for “Select All” on date security

Fixed - Filter by room on equipment history/job equipment screens
Fixed - The note field changing the page layout for closed work orders
Fixed - The default location on time clock to be based on company location
Fixed - Error message when filling a contact address on job with no address
Fixed - Remain on selected WO after using the Sub-Trade Agreed Quote button
Fixed - Duplication in company list when company has two or more similar types

Removed - Topics used by the system from the topic list to prevent edit/deletion
 
Web Report Updates:
Added - Job Management Active with Address report
Added - Timesheet report to put each employee on its own page
Added - Weekly payroll time report
Added - Job Management Reports to Change Closed date to Production Closed

Fixed - Property management report by related site

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