Release Notes V10.0.13.0

V10.0.13.0 Release Notes
August 1st 2018
Job Management Updates

  • Added - Security on the convert work order button
  • Added - Button on log notes to import job and additional site emails
  • Added - Back to List button to (Edit Notices, Edit Default Number) and many others
  • Added – Edit Job Sub Type to allow sub types to apply to all job types
  • Added - Directions Field on job now fill (3) lines of text
  • Fixed - Work Order sorting
  • Fixed - Workflow notifications to now send reminders after overdue
  • Fixed – To allow log topics to be delete (PSA Web only users)
  • Fixed - Security for job edit/view in customer portal
  • Fixed - Customer portal access for customers to edit log notes
  • Fixed - Updating jobs from PSA Web to QuickBooks Desktop
  • Fixed - Sync tables used for invoices and vouchers for QuickBooks Desktop sync
  • Fixed Creating/editing payments with a ref number already in the QuickBooks sync


Job Report Updates

Added - Job Listing report to show results in company based on time zone

Release Notes - V10.0.12.0

Released - July 16th  2018

  • New - customer portal to allow contacts to create notes to a job
  • New  - thumbnail preview of job attachments when adding as an attachment to a log note
  • New  - “Salesperson” column on the customer and contact lookup
  • New - when adding contact, option to fill contact methods from customer
  • New  - option when creating jobs on the mobile to use a default company
  • New  - on Financials screen auto calculate gross margin which is based on the total actual costs
  • New  - Timecard approval report
  • New  - Work Order By Address report
  • Hours by Job report added Pay Rate Type
  • Fixes - when duplicating job a blank Work Order does not get added
  • Fixes to QuickBooks sync for the transferring of update invoices
  • Fixes to transferring credit memos as a positive value instead of negative
  • Fixes to the new feature of cheques and credit card charges and credits
  • Fixes to the log notes when adding email recipient to check for French translation “Courriel”
  • Fixed error when entering date and workflow is not completed for this date.
  • Fixes on Invoice QuickBooks report not working
  • Control Center schedule to have job name
  • Generate contact methods for customer when creating a new job
  • Form sign from customer portal as option

Release Notes V10.0.11.0

V10.0.11.0 Release Notes
Released - July 4th 2018

Job Management Report Updates 
 
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
 
Misc. Updates
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

Release Notes - V10.0.11.0

V10.0.11.0 Release Notes

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

V10.0.11.0 Release Notes

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

Release Notes V10.0.10.0

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

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