Release Notes V11.0.6.0 June 26, 2019

Release notes for V11.0.6.0

Release Date: June 26th  2019

  • Added - NEW Smart Reporting feature (Business Intelligence)
  • Added -  Employees  selection to the job creation screen
  • Added - Start date range to the time card list
  • Added - New Vendor Certificate report
  • Added - Additional address report
  • Fixed - Customer portal to allow username names to be used more than once 
  • Fixed - Log note topics  coming from Desktop
  • Fixed - Title sync from PSA Desktop
  • Fixed - Issue with Equipment sync when barcode is empty
  • Added - Discounts to sync from PSA Desktop on costs
  • Fixed - Financial screen to remove taxes from totals revenue
  • Fixed - Subfolders containing special characters to sync
  • Fixed - Add Reminder functionality on the Workflow Setup 
  • Fixed - The workflow log note created for end trigger without job date entered
  • Fixed - Tax adjustments syncing from PSA Desktop
  • Fixed - Issue with payments in QuickBooks Desktop that contain decimal places beyond two places
  • Fixed - Allow up to 2 decimal places for Revenue % and Completed %
  • Fixed - Issue with recover deleted work order on the web not re-sync to Desktop
  • Fixed - Job type edit page to show only active categories
  • Fixed - The Booking report
  • Fixed - Hours by Job report to show all jobs
  • Fixed - Job Completed report
  • Fixed - Job Note report when trying to send via email
  • Added - Mail Merge flow, creating snap shot of document and default font and font size
  • Added - Time Card Approval report change start date format 

Release Notes V11.0.6.0 June 26, 2019

V11.0.6.0 Release Notes

Release Date:  June 26th  2019

  • Added - NEW Smart Reporting feature (Business Intelligence)
  • Added -  Employees  selection to the job creation screen
  • Added - Start date range to the time card list
  • Added - New Vendor Certificate report
  • Added - Additional address report
  • Fixed - Customer portal to allow username names to be used more than once 
  • Fixed - Log note topics  coming from Desktop
  • Fixed - Title sync from PSA Desktop
  • Fixed - Issue with Equipment sync when barcode is empty
  • Added - Discounts to sync from PSA Desktop on costs
  • Fixed - Financial screen to remove taxes from totals revenue
  • Fixed - Subfolders containing special characters to sync
  • Fixed - Add Reminder functionality on the Workflow Setup 
  • Fixed - The workflow log note created for end trigger without job date entered
  • Fixed - Tax adjustments syncing from PSA Desktop
  • Fixed - Issue with payments in QuickBooks Desktop that contain decimal places
  • Fixed - Allow up to 2 decimal places for Revenue % and Completed %
  • Fixed - Issue with recover deleted work order on the web not re-sync to Desktop
  • Fixed - Job type edit page to show only active categories
  • Fixed - The Booking report
  • Fixed - Hours by Job report to show all jobs
  • Fixed - Job Completed report
  • Fixed - Job Note report when trying to send via email
  • Added - Mail Merge flow, creating snap shot of document and default font and font size
  • Added - Time Card Approval report change start date format 

Release Notes - V11.0.5.0

 

V11.0.5.0 Release Notes

Release Date:  April 30th  2019

  • Created new Alternative Job Status feature
  • Created new Date Type by Job Type feature
  • Added totals to custom forms
  • Added confirmation message when removing Employee if there is workflow
  • Added possibility to enter several rows in Description field in Work Order Details
  • Lock editing timecards Description after timecards have been transferred to costing or PSA Desktop
  • Update Selector maximum field size to 100
  • Fix on the schedule time not updating properly for the pdf email attachment
  • Fix on schedule WO to updated date modified to sync back to integrations via API.
  • Fix on PSA Desktop sync for equipment transfers to use the correct GL Accounts.
  • Fix to block deleting employees if they have time cards that have not transferred to costing or PSA Desktop
  • Fix on web pay rates security issue
  • Fix on Hours by Job Report
  • Remove compression banner/information for Job Attachments, related to compressed size
  • Added the following Merge Fields :-
    • Adjuster Information
    • Agent Information
    • Insurance Information
    • Estimated Revenue
    • Loss Description
    • Reason For Close
    • Work e-mail
    • Work phone
    • Mobile
    • Lost Code
    • Lost Comments
  • Add attention field to Job Lookup

PSA WEB Releases Notes - V11.0.4.0 - April 3rd 2019

V11.0.4.0 Release Notes

Release Date: April 3, 2019

  • On Budget Hours Report From Date changed to current
  • Added Work e-mail, work phone, mobile2, lost code and lost comments to Mail Merge
  • Added the Closed button for Jobs that were lost
  • Added "KEY ACCESS" to Log Note Template
  • Added sending emails with Signature and Display Name
  • Custom Form split DateTime Validation to Date and Time entity
  • PSA Web to PSA desktop sync -Fixed renamed file
  • Fix on Attachments (images, docs, etc.) randomly not transferring to Xact
  • Improved performance for transferring Attachments (images, docs, etc.) to Xact
  • Fix actual cost for closed jobs to display only closed jobs in job dropdown
  • Added for More Floods on Platinum (Status) Column is not displayed in the Relationships Menu/ Contact and Relationships/ Companies/Contacts pages
  • Fix on Edit Job Types, when trying to edit a job type by adding Categories, save did not work.
  • Fix on QBO sync causing a problem with QB vendors where we were removing a 1099 flag that allows the client to track the vendor as a contractor.
  • Fix on schedule notifications sending to inactive email contact methods
  • Fix on Log Templates not pulling the correct Referral Company or Contact
  • Fix on Lost Jobs that were closed, the job was not showing the Lost Code or comments
  • Fixes on Control Center for button (Not Paid, Approved, WIP)
  • Fix Employee Schedule Detail Report
  • Release Flooring Estimate Date Report
  • Fix on Job Type Edit page, show only active Categories
  • Fix do not remove dates types from PSA Web If they do not exist in PSA Desktop
  • When removing job contact and the contact has workflow attached, system will give message work flow will be removed

Release Notes - V11.0.4.0 - April 3rd 2019

V11.0.4.0 Release Notes

Release Date: April 3 2019

  • On Budget Hours Report From Date changed to current
  • Added Work e-mail, work phone, mobile2, lost code and lost comments to Mail Merge
  • Added the Closed button for Jobs that were lost
  • Added "KEY ACCESS" to Log Note Template
  • Added sending emails with Signature and Display Name
  • Custom Form split DateTime Validation to Date and Time entity
  • PSA Web to PSA desktop sync -Fixed renamed file
  • Fix on Attachments (images, docs, etc.) randomly not transferring to Xact
  • Improved performance for transferring Attachments (images, docs, etc.) to Xact
  • Fix actual cost for closed jobs to display only closed jobs in job dropdown
  • Added for More Floods on Platinum (Status) Column is not displayed in the Relationships Menu/ Contact and Relationships/ Companies/Contacts pages
  • Fix on Edit Job Types, when trying to edit a job type by adding Categories, save did not work.
  • Fix on QBO sync causing a problem with QB vendors where we were removing a 1099 flag that allows the client to track the vendor as a contractor.
  • Fix on schedule notifications sending to inactive email contact methods
  • Fix on Log Templates not pulling the correct Referral Company or Contact
  • Fix on Lost Jobs that were closed, the job was not showing the Lost Code or comments
  • Fixes on Control Center for button (Not Paid, Approved, WIP)
  • Fix Employee Schedule Detail Report
  • Release Flooring Estimate Date Report
  • Fix on Job Type Edit page, show only active Categories
  • Fix do not remove dates types from PSA Web If they do not exist in PSA Desktop
  • When removing job contact and the contact has workflow attached, system will give message work flow will be removed

PSA Mobile 4.0.5 – Maintenance Release - coming soon!

 

PSA Mobile 4.0.5 – Maintenance Release -

Canam Systems is happy to announce an important maintenance release for our Smart Tech Mobile App. Version 4.0.5 will soon be released to App stores for your users to download. Expected Official Release Date is March 31st 2019 but is determined by Apple and the Google Play store, pending their approvals.

The fixes we have included in this release are :

  • Error handling to prevent problems to sync time cards with slow connections.
  • Added functionality to rebuild the database automatically when new version is detected - preventing users having to reinstall the app.

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: This is a pre-release to our Mobile version 4.2, and is not to be confused with the next major version due out the 3rd week in April.  A list of those new features will be coming shortly.

  • 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 PSA Smart Tech Mobile App version 4.0.5.  as information not synced may not transfer to the new version of the app.

If you have any issues, please report them 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 website under the Customer Portal. 

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