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V11.0.5.0 Release Notes
Release Date: April 30th 2019
- Created new Alternative Job Status feature
- Created new Date Type by Job Type feature
- Added totals to custom forms
- Added confirmation message when removing Employee if there is workflow
- Added possibility to enter several rows in Description field in Work Order Details
- Lock editing timecards Description after timecards have been transferred to costing or PSA Desktop
- Update Selector maximum field size to 100
- Fix on the schedule time not updating properly for the pdf email attachment
- Fix on schedule WO to updated date modified to sync back to integrations via API.
- Fix on PSA Desktop sync for equipment transfers to use the correct GL Accounts.
- Fix to block deleting employees if they have time cards that have not transferred to costing or PSA Desktop
- Fix on web pay rates security issue
- Fix on Hours by Job Report
- Remove compression banner/information for Job Attachments, related to compressed size
- Added the following Merge Fields :-
- Adjuster Information
- Agent Information
- Insurance Information
- Estimated Revenue
- Loss Description
- Reason For Close
- Work e-mail
- Work phone
- Mobile
- Lost Code
- Lost Comments
- Add attention field to Job Lookup
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V11.0.4.0 Release Notes
Release Date: April 3, 2019
- On Budget Hours Report From Date changed to current
- Added Work e-mail, work phone, mobile2, lost code and lost comments to Mail Merge
- Added the Closed button for Jobs that were lost
- Added "KEY ACCESS" to Log Note Template
- Added sending emails with Signature and Display Name
- Custom Form split DateTime Validation to Date and Time entity
- PSA Web to PSA desktop sync -Fixed renamed file
- Fix on Attachments (images, docs, etc.) randomly not transferring to Xact
- Improved performance for transferring Attachments (images, docs, etc.) to Xact
- Fix actual cost for closed jobs to display only closed jobs in job dropdown
- Added for More Floods on Platinum (Status) Column is not displayed in the Relationships Menu/ Contact and Relationships/ Companies/Contacts pages
- Fix on Edit Job Types, when trying to edit a job type by adding Categories, save did not work.
- Fix on QBO sync causing a problem with QB vendors where we were removing a 1099 flag that allows the client to track the vendor as a contractor.
- Fix on schedule notifications sending to inactive email contact methods
- Fix on Log Templates not pulling the correct Referral Company or Contact
- Fix on Lost Jobs that were closed, the job was not showing the Lost Code or comments
- Fixes on Control Center for button (Not Paid, Approved, WIP)
- Fix Employee Schedule Detail Report
- Release Flooring Estimate Date Report
- Fix on Job Type Edit page, show only active Categories
- Fix do not remove dates types from PSA Web If they do not exist in PSA Desktop
- When removing job contact and the contact has workflow attached, system will give message work flow will be removed
V11.0.4.0 Release Notes
Release Date: April 3 2019
- On Budget Hours Report From Date changed to current
- Added Work e-mail, work phone, mobile2, lost code and lost comments to Mail Merge
- Added the Closed button for Jobs that were lost
- Added "KEY ACCESS" to Log Note Template
- Added sending emails with Signature and Display Name
- Custom Form split DateTime Validation to Date and Time entity
- PSA Web to PSA desktop sync -Fixed renamed file
- Fix on Attachments (images, docs, etc.) randomly not transferring to Xact
- Improved performance for transferring Attachments (images, docs, etc.) to Xact
- Fix actual cost for closed jobs to display only closed jobs in job dropdown
- Added for More Floods on Platinum (Status) Column is not displayed in the Relationships Menu/ Contact and Relationships/ Companies/Contacts pages
- Fix on Edit Job Types, when trying to edit a job type by adding Categories, save did not work.
- Fix on QBO sync causing a problem with QB vendors where we were removing a 1099 flag that allows the client to track the vendor as a contractor.
- Fix on schedule notifications sending to inactive email contact methods
- Fix on Log Templates not pulling the correct Referral Company or Contact
- Fix on Lost Jobs that were closed, the job was not showing the Lost Code or comments
- Fixes on Control Center for button (Not Paid, Approved, WIP)
- Fix Employee Schedule Detail Report
- Release Flooring Estimate Date Report
- Fix on Job Type Edit page, show only active Categories
- Fix do not remove dates types from PSA Web If they do not exist in PSA Desktop
- When removing job contact and the contact has workflow attached, system will give message work flow will be removed