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
PSA Web
V10.0.10.0 Release Notes
Release date: June 19th 2018
Job Management Report Updates
Added - Company setting add option to attach WO to schedule
Added - Job lost will put a production closed date
Added - spinner/loading animation when scheduling a work order
Added - Schedule display change the month from short to full
Added - Always show “Auto Create Folders Based On” option in company settings
Added - Sync KPI Date between PSA and PSA Web
Fixed – Remove barcode from work order screen
Fixed - Time clock Map issues that caused people who are not clocked in not to appear
Fixed – When dividing by zero not to display on the Work Order
Fixed – Issues on saving job no longer requires a refresh to multiple jobs
Fixed – Issues when changing jobs log note template updated
Fixed - Log note sync issue when logs are created by non-employees
Fixed – Issues converting work order to invoice/voucher, still allowing user to edit after initially converting the work order
Fixed - Topic types to now remove (loss description, notes, etc.) from topic dropdown for notes on companies/contacts
Job Management Report Updates
Added - New Performance Indicator summary report
Added - New additional addresses to the log note email recipient drop down
Added - New Time to complete report
Added - Print Contact Logs report that prints all notes assumes the note formatting with spaces to allow for readability
PSA Web V10.0.9.0 Release Notes
(Released on May 30th, 2018)
Jobs Management Updates:
Added - User definable Job Lookup screen
Added – Automatically enter received date when creating job from mobile
Added – Option when duplicating job to copy “Policy Holder & Additional Info”
Added - Save & edit option when creating a new Company
Added – Moisture Mapper report import link on job information screen
Added – Message Prompt when Property Company on Job is different (from original) Property Owner, if the Property Owner should be replaced
Fixed - Do not allow topics to be deleted that have previously been used
Fixed - Loss Description refresh when added, updated or deleted
Fixed - Workflow & log note sending email to inactive contacts
Fixed – When clicking the add button in log note screen if email is empty
Fixed - Data Mining issues when import from templates
Fixed - Job Notification to allow multiple Job Contacts to be selected
Fixed - Show default work order on Schedule Create/Edit screen dropdown
Fixed - Show the actual email recipient on log note replies
Fixed - Log note create/edit when importing job contacts and/or employees
Fixed - Active Job Management report with address
PSA Web V10.0.8.0 Release Notes
(Released on May 16th. 2018)
Jobs Management Updates:
Added - Search by Work Order option on job list (open job or work order)
Added - Security to Prevent deletion of contact titles that are in use
Added - Alphabetically sort forms in job attachment dropdown
Added - Prevent WO for lost jobs from displaying in the schedule list
Added - Increase subject line displayed for log notes from 50 to 100 characters
Added - Keep attachments in email chain when sending/receiving replies
Added – New Screen to create a note for a job without having to open
Added - Warning to prevent a company from being assigned to itself
Added - Option to deduce duplication of customers by name & address
Added – Option to show/hide/total dollars when sending work orders
Added - Allow download of log attachments from log edit/create
Added - Display more email types in log note recipients
Added - Ability to Role Security for “Select All” on date security
Fixed - Filter by room on equipment history/job equipment screens
Fixed - The note field changing the page layout for closed work orders
Fixed - The default location on time clock to be based on company location
Fixed - Error message when filling a contact address on job with no address
Fixed - Remain on selected WO after using the Sub-Trade Agreed Quote button
Fixed - Duplication in company list when company has two or more similar types
Removed - Topics used by the system from the topic list to prevent edit/deletion
Web Report Updates:
Added - Job Management Active with Address report
Added - Timesheet report to put each employee on its own page
Added - Weekly payroll time report
Added - Job Management Reports to Change Closed date to Production Closed
Fixed - Property management report by related site
PSA WEB V10.0.7.0 RELEASE NOTES (Release Date: May 1st 2018) Jobs Management Updates: Added - Salesperson type always available on job relationships dropdown Added - Ability to change how many items are displayed per-page Added - Page numbers to upload/log attachment screens Added - Ability to select all attachments – set page limit to all Added – Security Lockdown for custom form template Fixed - Job Financials – Invoice tab –to always show full amount outstanding Fixed - Drag & drop from Desktop to PSA Web Fixed - Performance of equipment tracking list screen Fixed - Delete Job button to allow delete of jobs with history (PSA Web only) Fixed - Label of “Closed” date to “Production Closed” date Web Report Updates: Added - Property Management Report – by related companies Added - Property Management Report – by site Added - Estimator and Sales columns to Job Listing New Report
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PSA WEB V10.0.7.0 RELEASE NOTES (Release Date: May 1st 2018) Jobs Management Updates: Added - Salesperson type always available on job relationships dropdown Added - Ability to change how many items are displayed per-page Added - Page numbers to upload/log attachment screens Added - Ability to select all attachments – set page limit to all Added – Security Lockdown for custom form template Fixed - Job Financials – Invoice tab –to always show full amount outstanding Fixed - Room dropdown when files are dragged into subfolder to upload Fixed - Performance of equipment tracking list screen Fixed - Delete Job button to allow delete of jobs with history (PSA Web only) Fixed - Label of “Closed” date to “Production Closed” date Web Report Updates: Added - Property Management Report – by related companies Added - Property Management Report – by site Added - Estimator and Sales columns to Job Listing New Report
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