PSA WEB V10.0.0.6 RELEASE NOTES
(Release Date: January 24th 2018)
Jobs Management Updates:
- Improved - Enhancements on attachment tab when user does not have secured files rights
- Improved - Updates to additional sites screen and functionality
- Added - Option to view full note details on job file
- Added – Minimize button for loss description on Job Info screen
- Added - Option to allow multiple type selection for company/employees on Job
- Added - Types for additional sites
- Added - Option to auto fill the received date when a job is created
- Added – Option to print log notes report from the log notes tab
Workflow Updates:
- Added - Duplicate workflow option when duplicating a job
- Added – Option on workflow tab within the Control Center to sort jobs by all or open
- Fixed - Issue when trying to save workflow setup when fields are correctly populated
- Fixed - Issue with log notes duplication upon workflow activation
- Fixed - Issue when workflow item was completed & status didn’t changed
Work Orders Updates:
- Added - Open Work Order report to include job number
- Added - Open Work Order report to include option to select all open work orders
- Fixed - Adjusted scrolling in work orders when description dropdown is selected
Moisture Mapper Integration Updates:
- Added - Option to sync/not sync dates to/from Moisture Mapper
- Fixed - validation message display when validating data to sync to Moisture Mapper
- Fixed - Issue when adding new locations to account
- Fixed - Server error when adding room to job linked to Moisture Mapper
QuickBooks Integration Updates:
- Added – The ability to use default tax in QuickBooks
- Fixed - Issue with notes field being erased in QB when saving customer/vendor/job in PSA Web
- Fixed - Saving a customer/vendor/job in PSA Web no longer wipes out main note in QuickBooks.
Miscellaneous Updates:
- Added – Now requires primary type to be selected in order to sync with desktop
- Added - Job Notifications setup in PSA Desktop will no longer be editable in PSA Web.
- Added - Security rights to Create Own Timecard
- Added - Floor selection on sketch field in custom form edit
- Removed - “Make Private” button on attachments
- Updated - formatting of messaging on Certificate expiry notification
- Fixed - Issue not recreating sub folders in attachments if they were deleted on the same day.
- Fixed - When changing timecard periods default time set to midnight for reset.
- Fixed - Restricted editing Job Notifications in PSA web that were created in the desktop
Customer Portal Updates:
- Removed - Must see notes from the customer portal section
- Removed - Visibility column on notes page & expand notes field
PSA WEB V10.0.5 RELEASE NOTES
(Release Date: January 10th 2018)
Job Management Updates:
- Improved - Performance enhancements when switching attachment types
- Added - Contact relationships – included Company name as searchable
- Added - Company and Contacts now include address details in schedule dropdowns
- Added - Additional “addresses” tab on job relationships (optional)
- Added - Sequence column & removed the Note Column from the workflow list
- Update – Workflow attachments trigger no longer require specific labels to complete
- Update – Workflow attachments can still require a specific name as a selectable option
- Update – If workflow trigger is past due and an exception note is required the system will force a pop-up note to be entered before trigger can be completed
- Fixed - Dates entered in the workflow action box trigger the next workflow to start
- Fixed - Bad Request error when entering exception notes in workflow
- Fixed - Open/Close buttons no longer displayed for PSA linked databases
- Fixed - Server error when saving Job that requires workflow exception note and has an inactive referrer
- Fixed – Key word searches in attachments
- Fixed – Deletion of folder created with Auto Create Folders – By Date not recreating when uploading files to the date folder
Reports Updates:
- Fixed - Employee grouping in Job Management Report
- Fixed - Resize columns to display correctly for Work Order Report
Control Center Updates:
- Fixed - Filter by status in control center
- Fixed - Lengths of job types for proper graphing in Control Center
Work Order Updates:
- Added - Ability to copy work orders from open & closed jobs
- Added - Ability to duplicate work orders
Moisture Mapper Integration Updates:
- Added - Import screen to import/link existing Moisture Mapper projects
- Added - Logic to backend to pickup any missed create/updates to Moisture Mapper
- Updated – Date Sync with Moisture Mapper
- Moisture Mapper Job Start = PSA Estimated Start
- Moisture Mapper Job End = PSA Estimated Completion
- Updated –When importing jobs from Moisture Mapper
- Moisture Mapper Job Start date will fill PSA Estimated Start
- Moisture Mapper Job End date will fill PSA Estimated Completion
- Updated – Job Information Syncing from Moisture Mapper will override PSA job info
Miscellaneous Updates:
- Updated - Logikos update address field instead of description field
- Added - Support folder structure for PSA-> PSA Web upload utility
- Fixed – Allow clocking in on the web when selected work order has no line items
- Fixed - Double-clicking on save button will no longer create two timecards
RELEASE NOTES PSAWEB V10.0.0.4
Expected Release Date: December 19th, 2017
Jobs
- Removed folder creation and move button from customer portal view (attachments)
- Performance enhancements to work flow listing (Job Info & Control Center)
- Fix saving job when attached to workflow with employee & employee type matching the same employee
- Fixed upload file when a non-file triggered workflow attached to job
- Fixed synchronization of Notes (Job Log Note) from PSA Desktop incorrectly creating as Loss Description
- Added address to customer dropdown – searchable
- Added folder structure to log note attachments
Relationships:
- Corrected issues to synchronization of certificates from PSA Desktop
- Added folder structure to contact image uploads
- Do not allow deletion of certificate types if type is attached to active certificate
Reports
- Added root folder support to photo report
- Restrict photo report to only public pictures
- Fix created by field on Job Log Report – Open Jobs and Job Note Report
- Added Lost Filter Criteria to Referral Report
- Modified workflow report
Work Orders
- Added close Work Order option
QuickBooks Integration
- Performance enhancements
- Corrected updating of expenses from QuickBooks to PSA Web, including payable updates when added to expense (was not previously updating)
- Handle scenario when customer is changed to sub-customer or vice versa
- Not updating website attached to Customer, Sub-Customers and Vendors
Moisture Mapper Integration
- Added building type -> project mode linking
Copy functionality to fill-able forms
- Added Apply Filter button to Control Center
- Corrected search functionality for file name
- Fixed Select All Button in attachments tab
- Fixed multi file uploading to incorrect folder in attachments tab when uploads canceled from pending
- Fixed saving recurring schedule items
- Fix timecard transfer (period) list – not display timecard posting entries
- Replace file name with file description (if available) on Custom Form Photo
- Fix clearing state when entering country (and screen with address fields)
PSA WEB V10.0 RELEASE NOTES
Jobs:
· NEW - Added Workflow Functionality to replace Existing KPIs section
Note: Existing KPI’s that are setup will be merged into workflow
· New - Added two way integration with Moisture Mapper
· New - Added the ability to create Sub Folders in attachments section
· Update –Group rooms by floor in room list.
Relationships:
· New - Added Salesperson field into company/contact record
Note: When contact is selected on job automatically add salesperson
· Update - Added Attention (field) & Last day on job (Date) to log note templates
Reports:
· Update – Modified filter criteria in the Contact List Report
· Update - Adjusted columns in the Actual Cost Report
· New – Added Photo report
Company Settings:
· New - Option in settings to autofill salesperson on job (default is no)
· New - Added license/certificate functionality to vendors & employees
· Update - Added rights for editing employees
QuickBooks Integration:
· Update - Added Performance enhancements to import
Released Nov 20th - 2017
Added new button to Schedule edit to Open job work orders
Added “Not Paid” button to Control Center
Added Note field to Work Order Estimate report
To be released for Android and Apple - Monday October 16th.
