V10.0.14.0 Release Notes
August 15th 2018
- Added - for QuickBooks desktop integration Service List Items to sync to products
- Added - for QuickBooks desktop option to send the category as part of a timecard entry
- Added - for QuickBooks desktop syncing Vendor Credits from QB to PSA Web
- Added - for QuickBooks desktop new integration sync option to transfer companies
- Added - double click dates on job screen will fill the current date time
- Added - new security to view Estimated Revenue on the Job and Work Order screen
- Added - preview image when attaching to note
- Added - a “Business Development Type” field to Contacts
- Added - Block delete of attachments for emailed log notes
- Fixed - on duplicating notes to add the attached file
- Fixed - Job Notifications create log notes in the system
- Fixed - do not allow the user to enter the same work order number multiple times
- Fixed - display edit button properly on job list screen
- Fixed - removal of the convert button on the Work Order screen
- Fixed - Customer portal user should not see reply links from other contacts unless they are public
- Fixed - Add note page, the email address is not showing after saving
- Remove “Title” restriction on contacts
V10.0.13.0 Release Notes
August 1st 2018
Job Management Updates
- Added - Security on the convert work order button
- Added - Button on log notes to import job and additional site emails
- Added - Back to List button to (Edit Notices, Edit Default Number) and many others
- Added – Edit Job Sub Type to allow sub types to apply to all job types
- Added - Directions Field on job now fill (3) lines of text
- Fixed - Work Order sorting
- Fixed - Workflow notifications to now send reminders after overdue
- Fixed – To allow log topics to be delete (PSA Web only users)
- Fixed - Security for job edit/view in customer portal
- Fixed - Customer portal access for customers to edit log notes
- Fixed - Updating jobs from PSA Web to QuickBooks Desktop
- Fixed - Sync tables used for invoices and vouchers for QuickBooks Desktop sync
- Fixed Creating/editing payments with a ref number already in the QuickBooks sync
Job Report Updates
Added - Job Listing report to show results in company based on time zone