Release Notes - V10.0.12.0

Released - July 16th  2018

  • New - customer portal to allow contacts to create notes to a job
  • New  - thumbnail preview of job attachments when adding as an attachment to a log note
  • New  - “Salesperson” column on the customer and contact lookup
  • New - when adding contact, option to fill contact methods from customer
  • New  - option when creating jobs on the mobile to use a default company
  • New  - on Financials screen auto calculate gross margin which is based on the total actual costs
  • New  - Timecard approval report
  • New  - Work Order By Address report
  • Hours by Job report added Pay Rate Type
  • Fixes - when duplicating job a blank Work Order does not get added
  • Fixes to QuickBooks sync for the transferring of update invoices
  • Fixes to transferring credit memos as a positive value instead of negative
  • Fixes to the new feature of cheques and credit card charges and credits
  • Fixes to the log notes when adding email recipient to check for French translation “Courriel”
  • Fixed error when entering date and workflow is not completed for this date.
  • Fixes on Invoice QuickBooks report not working
  • Control Center schedule to have job name
  • Generate contact methods for customer when creating a new job
  • Form sign from customer portal as option

Release Notes V10.0.11.0

V10.0.11.0 Release Notes
Released - July 4th 2018

Job Management Report Updates 
 
New - QuickBooks additional sync types – Credit Card Transactions and Write Cheques
New - WOs for Vendor printout
New - Option to attach WO to a schedule notification
Fix - Syncing of employee type with PSA Desktop
Fix - Time Clock Map displays clocked in employees
Fix - Removed NaN and Infinity on Work Order Edit Screen
Fix - PSA Desktop sync pulls updated default categories and selectors from job type on the desktop
Fix - “Production Closed” populates correct time on job
Fix - PSA Desktop sync transfers replies to log notes to PSA desktop
Fix - Corrected Invoice QuickBooks report
Fix - Photo created date reflects taken date instead of uploaded date on PSA Web and PSA Mobile
Multiple fixes  to “Add Note” screen
 
Misc. Updates
Do not allow deletion of customers attached to a job
Import employees icon changed on log note edit screen
Move link for “Attach Last Moisture Mapper Report” to Moisture Mapper tab on Job
Display notification when viewing job associated with an internal company

Release Notes - V10.0.11.0

V10.0.11.0 Release Notes

July 4th  2018

  • New: QuickBooks additional sync types – Credit Card Transactions and Write Cheques
  • New: WOs for Vendor printout
  • New: Option to attach WO to a schedule notification
  • Fix: Syncing of employee type with PSA Desktop
  • Fix: Time Clock Map displays clocked in employees
  • Fix: Removed NaN and Infinity on Work Order Edit Screen
  • Fix: PSA Desktop sync pulls updated default categories and selectors from job type on the desktop
  • Fix: “Production Closed” populates correct time on job
  • Fix: PSA Desktop sync transfers replies to log notes to PSA desktop
  • Fix: Corrected Invoice QuickBooks report
  • Fix: Photo created date reflects taken date instead of uploaded date on PSA Web and PSA Mobile
  • Multiple fixes to “Add Note” screen
  • Do not allow deletion of customers attached to a job
  • Import employees icon changed on log note edit screen
  • Move link for “Attach Last Moisture Mapper Report” to Moisture Mapper tab on Job
  • Display notification when viewing job associated with an internal company

V10.0.11.0 Release Notes

V10.0.11.0 Release Notes

Released: July 4th 2018

  • New: QuickBooks additional sync types – Credit Card Transactions and Write Cheques
  • New: WOs for Vendor printout
  • New: Option to attach WO to a schedule notification
  • Fix: Syncing of employee type with PSA Desktop
  • Fix: Time Clock Map displays clocked in employees
  • Fix: Removed NaN and Infinity on Work Order Edit Screen
  • Fix: PSA Desktop sync pulls updated default categories and selectors from job type on the desktop
  • Fix: “Production Closed” populates correct time on job
  • Fix: PSA Desktop sync transfers replies to log notes to PSA desktop
  • Fix: Corrected Invoice QuickBooks report
  • Fix: Photo created date reflects taken date instead of uploaded date on PSA Web and PSA Mobile
  • Multiple fixes to “Add Note” screen
  • Do not allow deletion of customers attached to a job
  • Import employees icon changed on log note edit screen
  • Move link for “Attach Last Moisture Mapper Report” to Moisture Mapper tab on Job
  • Display notification when viewing job associated with an internal company

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