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
(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.