PSA WEB V10.0.2.0 RELEASE NOTES

PSA WEB V10.0.2.0 RELEASE NOTES 

(Release Date: February 22nd 2018)

Jobs Management Updates:

· Added - Auto fill company & parent information when contact info is entered

· Added - Rights to create own timecard

· Added - Ability to select Job Roles in log note template

· Added - Do not display contacts linked to inactive companies

· Added - User fields to log note template

· Added - Policy holder field to custom forms

· Fixed - Performance when opening a job with multiple addresses

· Fixed - Keep original date/times when duplicating notes (Duplicate Job)

· Fixed  - Layout of edit screen when policy holders name is too long

· Fixed - Make document search criteria case insensitive · Fixed – Date Filters in control center

· Fixed - Formatting of the line item notes in the work order

· Fixed - Display the correct audit information to reflect the work order selected

· Fixed - Issue when Auto filling date Received option · Fixed - Email replies coming back when reply address is (CC or BCC)

· Fixed – Requires at least one rate to be selected on the employee level (desktop only)

· Fixed - Date range selection for sending WOs · Fixed – Ability to Send WO details to sub-trade from Send WO button  

Job Management Reports Updates:

· Added -  Primary vendor information & hours to Open Work Order Report

· Added - Show latest log notes on Job Note Report - Open Jobs

· Added - Employee grouping and filtering in Referral Reports

· Fixed -  Employee filter on Job Management Report

  QuickBooks Integration: ·

Fixed - Company settings save when overwriting last Import date

· Fixed - Importing expenses from QuickBooks Online 

PSA WEB V10.0.1.0 RELEASE NOTES

PSA WEB V10.0.1.0 RELEASE NOTES 

(Release Date: February 7th 2018)

Job Management Updates:
· Added- Company address appears below when selecting customer on (Create/edit)
· Added - synchronization for Additional sites
· Added - Ability to fill recipients based on job role for log note templates
· Added - Re-activate (XA) assignment if deleted, but user exports it again.
· Added – Create attachment button saves (WO)to a (PDF) in job attachments
· Fixed - Issue with auto filling “Received Date” on job when created (option)
· Fixed – Issue when trying to delete additional sites on the job
· Fixed – Issue with past due notifications sending if job synced before workflow item was completed.
 
Miscellaneous Updates:
· Added - Modifications to customer portal notes screen must see notes & print option
· Added - Modification to Jobs, Companies & Contacts to prevent overwriting another user’s changes.
· Added – Ability to search for job attachments in schedule & log note popup
· Added – Total number of files in schedule & log note popup when selecting attachments
· Fixed - Sync issues when primary type is a built-in type
· Fixed - Label for timecard period to reflect that the day selected is the first day of the period not last.
 
Reports Updates:
·Added - Job Management Report - Grouping by employee
 
Moisture Mapper Integration:
·Added - Ability to “Unlink” a job from MM.
·Fixed - Importing jobs when Loss Description from MM is empty but exists in PSA Web.
 
QuickBooks Integration:
· Fixed - If a job is closed in PSA any changes in QB will not re-open it.

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