** Smart Reports Maintenance **

** Smart Reports Maintenance **

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on Sunday, February 9th, beginning at 1 pm EST for approximately 180 minutes to update our Smarty Reports engine.

During this time, the Smarty Reports functionality will not be accessible and customers may experience some functionality to be delayed .

We have selected this time to minimize the impact to our customers. The reliability of our services is our highest priority and this maintenance window is a key step on our path to improved stability and productivity of our products and services.

We apologize for any inconvenience this may cause.

Michael Hogan

Technical Support Manager

Smart Report Maintenance

** Smart Reports Maintenance **

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on Sunday, February 9th, beginning at 1 pm EST for approximately 180 minutes to update our Smarty Reports engine.

During this time, the Smarty Reports functionality will not be accessible and customers may experience some functionality to be delayed . 

We have selected this time to minimize the impact to our customers.  The reliability of our services is our highest priority and this maintenance window is a key step on our path to improved stability and productivity of our products and services.

We apologize for any inconvenience this may cause.

Michael Hogan

Technical Support Manager

Smart Reports Maintenance

** Smart Reports Maintenance **

As part of our ongoing efforts to improve our products and services, we upgrading the Smart Reports engine on Sunday, February 9th, beginning at 1 pm EST for approximately 180 minutes.

During this time, customers will not be able to access the Smart Reporting functionality of PSA Web and may experience some delays in other areas.

We have selected this time to minimize the impact to our customers.  The reliability of our services is our highest priority and this maintenance window is a key step on our path to improved stability and productivity of our products and services.

We apologize for any inconvenience this may cause.

Michael Hogan

Technical Support Manager

Emergency Hot Fix released January 9, 2020

There was an emergency patch released last night 01/09/20 which included the following updates.

• Time Card Page From and To date are retained when editing time cards
• Time Card Approval Page From and To date to default to include all dates where there are unapproved time cards
• Fix actual cost summary report where it was not loading for specific jobs
• Log Note Template updated to include Marketing Position Contact Methods
• Emailed Log Notes to include senders email if the user is set to receive Log note notifications (user setting)
• Fix for updating CRM when merging customers in PSA desktop

 

PSA Web V11.0.10.0 Release Notes

PSA Web

V11.0.10.0 Release Notes

December 12th, 2019 

  • New OAuth2 authentication application to work with new API for QuickBooks Online.   
    •  PSA support will call all clients affected to facilitate use of the new connection.
  • New Job Date Interface change to show all available date fields
  • Add Alternative Status on Job Create if the Received Date is filled
  • Add confirmation bar when trying to make a log note public
  • Added Job Lost Description to the Proven CRM integration
  • Fix issue with creating a log note added when changing Alternative Status
  • Fix for the Time Card screen where the description was not showing in the list
  • Fixed ability to set attachments as Secured
  • Fixed issue with synching Lost/Closed and deleted jobs to Proven CRM
  • Fixed issue with Payments and Invoices not updating Amount Paid and Outstanding amount in CRM
  • Add in company setup option to replace Form PDF with Last form PDF uploaded from mobile
  • Add “All” option on job relationship tab

PSA Web V11.0.9.0 Release Notes

November 14th  2019

  • New Xactimate integration via Web Services
  • Added option to sync PSA Dates to XactAnalysis
  • Added timecard "delete own" security option
  • Added sort option on job attachment list view screen
  • Added Matterport iframe to Job Edit
  • Added ability to reopen closed Work Order for QuickBooks integrated companies
  • Improve performance on timecard approval screen
  • Fixed issue where you could not search by description in Timecard screen
  • Fixed "Employee Type" and "Employee" filters on open Work Order Report 
  • Fixed Restriction ability on Advance schedule for “non workdays”
  • Advance Schedule added ability to re-sequence
  • Fixed error when auto-filling received date from workflow notification for employee type
  • Fixed Merge Work Order to not allow merge when Work Order is converted/locked
  • Fixed Actual Cost/Actual Cost No Rates Report, corrected Actual Revenue amount
  • Fixed Open Work Order not filtering when emailed
  • Display warning message for QuickBooks integrated companies when converting a Work Order for a job linked to the internal company
  • Fixed printing notes from job
  • Fixed Workflow setup where making changes to the workflow caused duplicate log notes
  • Fixed issue with Floors and Rooms not importing properly from XactAnalysis
  • Modify Company Note Report to be able to run for all companies

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