Release Notes - Version V10.0.0.4

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 Release Notes

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

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