V9.2.8.0 Release Notes

PSA Web

V9.2.8.0 Release Notes

Release Date: August 1st, 2017

Jobs

New:

  • Added ability to print Timeline
  • Added more information to display for WO on time line

Reports:

New:

  • Added room information to Equipment Location report

Miscellaneous:

New:

  • Add roles to user list screen

 

Version 9.2.7.0 Release Notes

PSA Web

V9.2.7.0 Release Notes

Release Date: July 18th, 2017

Jobs

New:

  • Automatically populate country when creating job (based on corporation site)
  • Added total calculations to Financials screen
  • Added ability to edit floors (Company Settings)

Reports:

New:

  • Added Job Number in filter for Invoice / QuickBooks Invoice reports
  • Added City and Region to Active Job Management Report
  • Added parent fields and select all option to KPI Report
  • Added Open Work Order Report

Miscellaneous:

New:

  • Added equipment history to equipment edit screen.
  • Only display edit rates screen when not synced with PSA Desktop
  • PDF exports now with “PSA” as producer when exporting
  • Added security to report dropdown in job attachments
  • Added text for missing security roles/groups
  • Added option for importing Loss Description from Xact

Version 9.2.6.0 Release Notes

PSA Web

V9.2.6.0 Release Notes

Effective July 5th, 2017

Jobs

New:

  • Added Date/Time to Job Timeline
  • Sort Job Listing by Date descending

Relationships

New:

  • Added ability to set End Date when changing rates on Internal Contact screen
  • Changed click-to-call and email to a separate button on Contact Edit screen

Reports:

New:

  • Added PM/Estimator address and phone# to Work Order Report
  • Added timestamp when signing report.
  • Added Revenue Overhead to cost/estimated cost column on Job Management Report
  • Added Job KPI Report to display status of KPIs

 

Miscellaneous:

New:

  • Added date/time to signature in fillable form
  • Added “Total Hours” to Total panel in Work Order screen.
  • Added ability to select/unselect all for Report Roles

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