RELEASE NOTES PSAWEB V10.0.0.4
Expected Release Date: December 19th, 2017
Jobs
- Removed folder creation and move button from customer portal view (attachments)
- Performance enhancements to work flow listing (Job Info & Control Center)
- Fix saving job when attached to workflow with employee & employee type matching the same employee
- Fixed upload file when a non-file triggered workflow attached to job
- Fixed synchronization of Notes (Job Log Note) from PSA Desktop incorrectly creating as Loss Description
- Added address to customer dropdown – searchable
- Added folder structure to log note attachments
Relationships:
- Corrected issues to synchronization of certificates from PSA Desktop
- Added folder structure to contact image uploads
- Do not allow deletion of certificate types if type is attached to active certificate
Reports
- Added root folder support to photo report
- Restrict photo report to only public pictures
- Fix created by field on Job Log Report – Open Jobs and Job Note Report
- Added Lost Filter Criteria to Referral Report
- Modified workflow report
Work Orders
- Added close Work Order option
QuickBooks Integration
- Performance enhancements
- Corrected updating of expenses from QuickBooks to PSA Web, including payable updates when added to expense (was not previously updating)
- Handle scenario when customer is changed to sub-customer or vice versa
- Not updating website attached to Customer, Sub-Customers and Vendors
Moisture Mapper Integration
- Added building type -> project mode linking
Copy functionality to fill-able forms
- Added Apply Filter button to Control Center
- Corrected search functionality for file name
- Fixed Select All Button in attachments tab
- Fixed multi file uploading to incorrect folder in attachments tab when uploads canceled from pending
- Fixed saving recurring schedule items
- Fix timecard transfer (period) list – not display timecard posting entries
- Replace file name with file description (if available) on Custom Form Photo
- Fix clearing state when entering country (and screen with address fields)
PSA WEB V10.0 RELEASE NOTES
Jobs:
· NEW - Added Workflow Functionality to replace Existing KPIs section
Note: Existing KPI’s that are setup will be merged into workflow
· New - Added two way integration with Moisture Mapper
· New - Added the ability to create Sub Folders in attachments section
· Update –Group rooms by floor in room list.
Relationships:
· New - Added Salesperson field into company/contact record
Note: When contact is selected on job automatically add salesperson
· Update - Added Attention (field) & Last day on job (Date) to log note templates
Reports:
· Update – Modified filter criteria in the Contact List Report
· Update - Adjusted columns in the Actual Cost Report
· New – Added Photo report
Company Settings:
· New - Option in settings to autofill salesperson on job (default is no)
· New - Added license/certificate functionality to vendors & employees
· Update - Added rights for editing employees
QuickBooks Integration:
· Update - Added Performance enhancements to import