V11.0.3.0 Release Notes - Feb 26 2019

PSA Web
V11.0.3.0 Release Notes
Release Date: February 26th 2019

  • Add new Mail-Merge feature
  • On the Work Order section-> Create Attachment button->a popup dialog the value of the Show Cost drop down should be set according to the value set in Company Settings
  • Changed from date to today on the Time Card Approval report
  • Improve performance on the Actual Cost report
  • Fixes to the Actual Cost report showing correct amounts.
  • Fix do not delete customers in PSA inactive in QB desktop
  • Fix on the More Floods feature for Year Built structure to on allow numeric entries
  • Fix on the “Transfer time card automatically at end of period” checkbox in Company Settings disappear after Save and appears after page refresh
  • Fix on the Employee schedule “All Day” events, therefore, it shows up at the top of the calendar, which made it difficult to view the tasks that are scheduled at specific times on the same day.
  • Apply a warning message when trying to remove all time card approval setup records, thus go back to transfer process from approval, if there are time cards in the Posted time card periods not fully approved
  • Fix to the Time Card Approval report
  • Fix to the QuickBooks Online updating Vendors with 1099 to wrong option
  • Fix on the PSA Web to PSA desktop sync -When renaming file
  • Fixed to the Control Center in relation to the buttons
  • Fixed to the customer portal to add message if the username already exists.
  • Fix in Settings -> Company Settings -> Jobs tab -> Edit Job Types, when try to edit a job type by adding Categories, save does not work, for PSA Desktop client, it should not be allowed to edit Categories and Selectors.
  • Add reply Email for schedule appointments

FEB 1 2018 - Release notes - QuickBooks Desktop and PSA Web Sync Update -

Expected Release Date" Feb 1, 2019

Due to feedback from many of our customers, the following changes will be implemented. 

NOTE:  This update will only affect companies using PSAWEB and Quickbooks DESKTOP versions only !!.

Sync of Job Address and Contact Method Data on “Updates”

The following list of job information will continue to sync as it has been, when a New Job is created in PSA Web or QuickBooks Desktop, and these items will sync both ways .    The revised sync functionality will no longer sync between QB or PSA Web when an update/edit is done to job phone, email or job address information.  

Update #1 - New Job Created– will sync as current existing process works.  

PSA Web                             Sync       QuickBooks                                       

  • Home Phone             < ->        Main Phone                                      
  • Work Phone               < ->        Alt Phone           
  • Work Email                < ->        Main Email         
  • Work Fax                    < ->        Fax        
  • Job address              < ->        Job Ship To Address
  • Customer Address   < ->        Job Bill To Address

Updated JobNo updates will sync

PSA Web                             Sync       QuickBooks                                       

  • Home Phone             x              Main Phone                                      
  • Work Phone               x              Alt Phone           
  • Work Email                x              Main Email         
  • Work Fax                    x              Work Fax            
  • Job address              x              Job Ship To Address
  • Customer Address   x              Job Bill To Address

Update #2 - Job Inactive and Job Closed Status

 A QuickBooks Customer or Job being marked as “Inactive” will no longer “Close” the job or Delete/Inactivate the Customer in PSA Web.  

A QuickBooks Customer or Job being marked as “Active”, if it had been previously inactivated will no longer “Open” the job in PSA Web. 

“Closing” a Job (with Close button)  in PSA Web will no longer sync to QuickBooks Desktop and mark this Customer or Job as “Inactive.”

Update # 3 - Handling of job address information if one customer has over 50 jobs

Job Ship To Addresses will sync from PSA Web to QuickBooks on creation of jobs, until 50 jobs (ship to addresses) exist in QuickBooks.  Due to limitation in QuickBooks, additional jobs over limit of 50 for one customer will have to be manually updated with job address information.

 

V11.0.2.0 Release Notes - January 23rd 2019

V11.0.2.0 Release Notes

Released January 23rd  2019

  • Add Note field into the Employee Schedule Report Style 2
  • Add Job Name to Job Number column in Control center/Work Flow
  • Add Referral Company/Contact to Job creation screen
  • Improved performance on the loading of the schedule screen
  • Contact Method Types Create/Edit page, allow user to edit
  • Actual Cost No Rates Report now have Invoice Details band
  • Fix on the “Delete Own” right
  • View events by day on Schedule screen to have all day view
  • Fix on timecard approval screen that was not compatible with IE 11
  • Fix on the JOB Screen, do not hide the Attach button in the Note tab if the user has no E-mail privilege
  • Fix on the Timecard Style 2 report for time conversion on dates
  • Fix on the WO view tab, it was showing schedules for different days
  • Fix on Job Policy Holder to not create more than one additional address from job customer
  • Fix on Attachments renamed at PSA Web should now rename on PSA Desktop
  • Fix on Custom Forms fill from TaxID to fix not puling from correct place
  • Fix on Work Order Estimate report to display PM Phone Number
  • Fixes to the Control Centre Schedule Tab – filter options not working
  • Fix on the exporting of certain date field from Xact, time not displaying correctly
  • Sync Custom Field Date Fields as Date Type to PSA Web
  • Photo report download link added for pictures

PSA Mobile Release V4.0.3 - IMPORTANT MESSAGE -

*****IMPORTANT UPDATE*****
Please read below

It has come to our attention that there are a number of mobile users that are experiencing issues and in some cases lost data in the mobile app post the Version 4.0.3.  Prior to the update of 4.0.3, we recommended that users turn off automatic updates prior to the new release. 

If your device has been updated 4.0.3 before syncing all existing data back into the web you may need to contact support for further assistance, If the below instructions do not solve your issue.

STEP ONE - Verify your version
To check your app version from the main menu screen select the link in the bottom right corner "About PSA Mobile" it will list the version number at the top of that screen. 

STEP TWO - Check you sync status 
If you have not updated to 4.0.3 please follow the Instructions below, if your version has automatically updated your sync screen will show the app trying to sync, but the re-try sync buttons will be greyed out. Contact our support center for further instruction.

Email: support@canamsys.com 
Phone: 866-992-2626 X2

STEP THREE - Clear Cashed Data, Delete & Re-Install the App  
Once the information has sync'd please clear data, delete PSA mobile app and re-install the latest version. Any data that is unable to sync from the PSA mobile app to the web when the update occurs will be lost and will need to be manually re-entered.

INSTRUCTIONS TO MANUALLY UPDATE PSA MOBILE VERSION 4.0.3 
This latest version of our Mobile App will require users to download the PSA Smart Tech Mobile App from either the Apple Store or Google Play Store the app. We recommend that users turn off their Auto-update features on their devices and Manually perform the update. 

 1. Users need to ensure that they have completed a sync Prior to installing PSA Smart Tech Mobile App version 4.0.3.  Information not synced may not transfer to the new version of the app.

2. If you have any issues, please report to support@canamsys.com BEFORE doing the update. Data Loss, including time cards could be affected.

3a. If you are on Android, a clean install may need to be performed, by clearing data from settings prior to uninstalling and re-installing from the Play Store. 

3b. On iOS devices, simply uninstalling and re-installing should be sufficient.

 To install the latest version of the PSA Smart Tech Mobile App go to either

Google Play Store or the Apple App Store and search for PSA Mobile App to check for availability.

User Guides for PSA Smart Tech Mobile App can be found on the Canam Systems Customer Portal: http://canamsys.com/login.php

 

PSA Mobile 4.0.3 - Update Release -

Canam Systems is happy to announce the latest version of our Smart Tech Mobile App. Version 4.0.3 will soon be released to App stores for your users to download.

Expected Official Release Date is December 20th 2018 but is determined by Apple and the Google Play store, pending their approvals.

The fixes we have included in this release are :

  • Add jobs Icon not appearing on some devices.

This latest version of our Mobile App will require users to download the PSA Smart Tech Mobile App from either the Apple Store or Google Play Store the app.

IMPORTANT NOTE: We recommend that users turn off their Auto-update features on their devices and Manually perform the update.  Users need to ensure that they have completed a sync Prior to installing Smart Tech Mobile App version 4.0.3.  Information not synced may not transfer to the new version of the app.

If you have any issues, please report to support@canamsys.com BEFORE doing the update. Data Loss, including time cards could be affected.

To install the latest version of the PSA Smart Tech Mobile App go to either Google Play or the Apple App Store and search for PSA Mobile App to check for availability.

User Guides for PSA Smart Tech Mobile App can be found on the Canam Systems Customer Portal: http://canamsys.com/login.php

Release Notes - PSAWEB V11.0.1.0 -

PSA Web

V11.0.1.0 Release Notes

Release Date: December 18th  2018

  • Remove password reset after 90 days
  • Add zip/postal code as option to the Job Listing
  • Added more than 40 colors for the Color Picker on Edit Teams and Schedule Status’
  • Ability to “hide” tabs within jobs i.e. moisture mapper, has been added to Security Roles
  • Added area to input American Profit Recovery credentials
  • Added TAX ID to corporation
  • Add invoiced date to the Job Management Report
  • Add warning when removing all partially approved time cards – Timecard Approval Setup
  • Sync custom field dates as date type to PSA Web
  • tab moves between fields and does not stay in the in “note” box
  • Fix on Schedule performance when “Team” is selected in the Organized By section
  • Fixed issue with schedule screen when using IE 11
  • Fixed issue with Timecard Approval screen and the display of date/time to show actual database time zone instead of UTC
  • Fix on the Advanced Schedule screen that was giving a server error
  • Fix on Company Settings page that resets API Key for PSA Desktop
  • Fix on the Company Schedule report
  • Fix on the Employee Schedule report
  • Fix on the Employee Schedule report Style 2
  • Fix on the Job Schedule report
  • Fix on the Job Management Inactive report

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