Release notes for V11.0.6.0
Release Date: June 26th 2019
- Added - NEW Smart Reporting feature (Business Intelligence)
- Added - Employees selection to the job creation screen
- Added - Start date range to the time card list
- Added - New Vendor Certificate report
- Added - Additional address report
- Fixed - Customer portal to allow username names to be used more than once
- Fixed - Log note topics coming from Desktop
- Fixed - Title sync from PSA Desktop
- Fixed - Issue with Equipment sync when barcode is empty
- Added - Discounts to sync from PSA Desktop on costs
- Fixed - Financial screen to remove taxes from totals revenue
- Fixed - Subfolders containing special characters to sync
- Fixed - Add Reminder functionality on the Workflow Setup
- Fixed - The workflow log note created for end trigger without job date entered
- Fixed - Tax adjustments syncing from PSA Desktop
- Fixed - Issue with payments in QuickBooks Desktop that contain decimal places beyond two places
- Fixed - Allow up to 2 decimal places for Revenue % and Completed %
- Fixed - Issue with recover deleted work order on the web not re-sync to Desktop
- Fixed - Job type edit page to show only active categories
- Fixed - The Booking report
- Fixed - Hours by Job report to show all jobs
- Fixed - Job Completed report
- Fixed - Job Note report when trying to send via email
- Added - Mail Merge flow, creating snap shot of document and default font and font size
- Added - Time Card Approval report change start date format
V11.0.6.0 Release Notes
Release Date: June 26th 2019
- Added - NEW Smart Reporting feature (Business Intelligence)
- Added - Employees selection to the job creation screen
- Added - Start date range to the time card list
- Added - New Vendor Certificate report
- Added - Additional address report
- Fixed - Customer portal to allow username names to be used more than once
- Fixed - Log note topics coming from Desktop
- Fixed - Title sync from PSA Desktop
- Fixed - Issue with Equipment sync when barcode is empty
- Added - Discounts to sync from PSA Desktop on costs
- Fixed - Financial screen to remove taxes from totals revenue
- Fixed - Subfolders containing special characters to sync
- Fixed - Add Reminder functionality on the Workflow Setup
- Fixed - The workflow log note created for end trigger without job date entered
- Fixed - Tax adjustments syncing from PSA Desktop
- Fixed - Issue with payments in QuickBooks Desktop that contain decimal places
- Fixed - Allow up to 2 decimal places for Revenue % and Completed %
- Fixed - Issue with recover deleted work order on the web not re-sync to Desktop
- Fixed - Job type edit page to show only active categories
- Fixed - The Booking report
- Fixed - Hours by Job report to show all jobs
- Fixed - Job Completed report
- Fixed - Job Note report when trying to send via email
- Added - Mail Merge flow, creating snap shot of document and default font and font size
- Added - Time Card Approval report change start date format