PSA WEB V10.0.2.0 RELEASE NOTES

PSA WEB V10.0.2.0 RELEASE NOTES 

(Release Date: February 22nd 2018)

Jobs Management Updates:

· Added - Auto fill company & parent information when contact info is entered

· Added - Rights to create own timecard

· Added - Ability to select Job Roles in log note template

· Added - Do not display contacts linked to inactive companies

· Added - User fields to log note template

· Added - Policy holder field to custom forms

· Fixed - Performance when opening a job with multiple addresses

· Fixed - Keep original date/times when duplicating notes (Duplicate Job)

· Fixed  - Layout of edit screen when policy holders name is too long

· Fixed - Make document search criteria case insensitive · Fixed – Date Filters in control center

· Fixed - Formatting of the line item notes in the work order

· Fixed - Display the correct audit information to reflect the work order selected

· Fixed - Issue when Auto filling date Received option · Fixed - Email replies coming back when reply address is (CC or BCC)

· Fixed – Requires at least one rate to be selected on the employee level (desktop only)

· Fixed - Date range selection for sending WOs · Fixed – Ability to Send WO details to sub-trade from Send WO button  

Job Management Reports Updates:

· Added -  Primary vendor information & hours to Open Work Order Report

· Added - Show latest log notes on Job Note Report - Open Jobs

· Added - Employee grouping and filtering in Referral Reports

· Fixed -  Employee filter on Job Management Report

  QuickBooks Integration: ·

Fixed - Company settings save when overwriting last Import date

· Fixed - Importing expenses from QuickBooks Online 

PSA WEB V10.0.1.0 RELEASE NOTES

PSA WEB V10.0.1.0 RELEASE NOTES 

(Release Date: February 7th 2018)

Job Management Updates:
· Added- Company address appears below when selecting customer on (Create/edit)
· Added - synchronization for Additional sites
· Added - Ability to fill recipients based on job role for log note templates
· Added - Re-activate (XA) assignment if deleted, but user exports it again.
· Added – Create attachment button saves (WO)to a (PDF) in job attachments
· Fixed - Issue with auto filling “Received Date” on job when created (option)
· Fixed – Issue when trying to delete additional sites on the job
· Fixed – Issue with past due notifications sending if job synced before workflow item was completed.
 
Miscellaneous Updates:
· Added - Modifications to customer portal notes screen must see notes & print option
· Added - Modification to Jobs, Companies & Contacts to prevent overwriting another user’s changes.
· Added – Ability to search for job attachments in schedule & log note popup
· Added – Total number of files in schedule & log note popup when selecting attachments
· Fixed - Sync issues when primary type is a built-in type
· Fixed - Label for timecard period to reflect that the day selected is the first day of the period not last.
 
Reports Updates:
·Added - Job Management Report - Grouping by employee
 
Moisture Mapper Integration:
·Added - Ability to “Unlink” a job from MM.
·Fixed - Importing jobs when Loss Description from MM is empty but exists in PSA Web.
 
QuickBooks Integration:
· Fixed - If a job is closed in PSA any changes in QB will not re-open it.

PSA WEB V10.0.0.6 RELEASE NOTES

PSA WEB V10.0.0.6 RELEASE NOTES 

(Release Date: January 24th 2018)

Jobs Management Updates:
- Improved - Enhancements on attachment tab when user does not have secured files rights
- Improved - Updates to additional sites screen and functionality
- Added - Option to view full note details on job file
- Added – Minimize button for loss description on Job Info screen
- Added - Option to allow multiple type selection for company/employees on Job
- Added - Types for additional sites
- Added - Option to auto fill the received date when a job is created
- Added – Option to print log notes report from the log notes tab
 
Workflow Updates:
- Added - Duplicate workflow option when duplicating a job
- Added – Option on workflow tab within the Control Center to sort jobs by all or open
- Fixed - Issue when trying to save workflow setup when fields are correctly populated  
- Fixed - Issue with log notes duplication upon workflow activation
- Fixed - Issue when workflow item was completed & status didn’t changed 
 
Work Orders Updates:
- Added - Open Work Order report to include job number
- Added - Open Work Order report to include option to select all open work orders
- Fixed - Adjusted scrolling in work orders when description dropdown is selected
 
Moisture Mapper Integration Updates:
- Added - Option to sync/not sync dates to/from Moisture Mapper
- Fixed - validation message display when validating data to sync to Moisture Mapper
- Fixed - Issue when adding new locations to account
- Fixed - Server error when adding room to job linked to Moisture Mapper
 
QuickBooks Integration Updates:
- Added – The ability to use default tax in QuickBooks
- Fixed - Issue with notes field being erased in QB when saving customer/vendor/job in PSA Web
- Fixed - Saving a customer/vendor/job in PSA Web no longer wipes out main note in QuickBooks.

Miscellaneous Updates:
- Added – Now requires primary type to be selected in order to sync with desktop
- Added - Job Notifications setup in PSA Desktop will no longer be editable in PSA Web.
- Added - Security rights to Create Own Timecard
- Added - Floor selection on sketch field in custom form edit 
- Removed - “Make Private” button on attachments
- Updated - formatting of messaging on Certificate expiry notification
- Fixed - Issue not recreating sub folders in attachments if they were deleted on the same day.
- Fixed - When changing timecard periods default time set to midnight for reset.
- Fixed - Restricted editing Job Notifications in PSA web that were created in the desktop
 
Customer Portal Updates:
- Removed - Must see notes from the customer portal section
- Removed - Visibility column on notes page & expand notes field

Release Notes V10.0.0.5

PSA WEB V10.0.5 RELEASE NOTES 

(Release Date: January 10th 2018)

Job Management Updates: 
- Improved - Performance enhancements when switching attachment types
- Added - Contact relationships – included Company name as searchable
- Added - Company and Contacts now include address details in schedule dropdowns
- Added - Additional “addresses” tab on job relationships (optional)
- Added - Sequence column & removed the Note Column from the workflow list
- Update – Workflow attachments trigger no longer require specific labels to complete
- Update – Workflow attachments can still require a specific name as a selectable option
- Update – If workflow trigger is past due and an exception note is required the system will force a pop-up note to be entered before trigger can be completed
- Fixed - Dates entered in the workflow action box trigger the next workflow to start
- Fixed - Bad Request error when entering exception notes in workflow
- Fixed - Open/Close buttons no longer displayed for PSA linked databases
- Fixed - Server error when saving Job that requires workflow exception note and has an inactive referrer
- Fixed – Key word searches in attachments
- Fixed – Deletion of folder created with Auto Create Folders – By Date not recreating when uploading files to the date folder
 
Reports Updates:
- Fixed - Employee grouping in Job Management Report
- Fixed - Resize columns to display correctly for Work Order Report
 
Control Center Updates: 
- Fixed - Filter by status in control center
- Fixed - Lengths of job types for proper graphing in Control Center
 
Work Order Updates: 
- Added - Ability to copy work orders from open & closed jobs
- Added - Ability to duplicate work orders
 
Moisture Mapper Integration Updates: 
- Added - Import screen to import/link existing Moisture Mapper projects
- Added - Logic to backend to pickup any missed create/updates to Moisture Mapper
- Updated – Date Sync with Moisture Mapper
                 - Moisture Mapper Job Start = PSA Estimated Start
                 - Moisture Mapper Job End = PSA Estimated Completion
- Updated –When importing jobs from Moisture Mapper
                 - Moisture Mapper Job Start date will fill PSA Estimated Start
                 - Moisture Mapper Job End date will fill PSA Estimated Completion
- Updated – Job Information Syncing from Moisture Mapper will override PSA job info

Miscellaneous Updates: 
- Updated - Logikos update address field instead of description field
- Added - Support folder structure for PSA-> PSA Web upload utility
- Fixed – Allow clocking in on the web when selected work order has no line items
- Fixed - Double-clicking on save button will no longer create two timecards

Release Notes - Version V10.0.0.4

RELEASE NOTES PSAWEB V10.0.0.4

Expected Release Date: December 19th, 2017

Jobs

  • Removed folder creation and move button from customer portal view (attachments)
  • Performance enhancements to work flow listing (Job Info & Control Center)
  • Fix saving job when attached to workflow with employee & employee type matching the same employee
  • Fixed upload file when a non-file triggered workflow attached to job
  • Fixed synchronization of Notes (Job Log Note) from PSA Desktop incorrectly creating as Loss Description
  • Added address to customer dropdown – searchable
  • Added folder structure to log note attachments

 Relationships:

  • Corrected issues to synchronization of certificates from PSA Desktop
  • Added folder structure to contact image uploads
  • Do not allow deletion of certificate types if type is attached to active certificate

 Reports

  • Added root folder support to photo report
  • Restrict photo report to only public pictures
  • Fix created by field on Job Log Report – Open Jobs and Job Note Report
  • Added Lost Filter Criteria to Referral Report
  • Modified workflow report

Work Orders

  • Added close Work Order option

QuickBooks Integration

  • Performance enhancements
  • Corrected updating of expenses from QuickBooks to PSA Web, including payable updates when added to expense (was not previously updating)
  • Handle scenario when customer is changed to sub-customer or vice versa
  • Not updating website attached to Customer, Sub-Customers and Vendors

 Moisture Mapper Integration

  • Added building type -> project mode linking

 Copy functionality to fill-able forms

  • Added Apply Filter button to Control Center
  • Corrected search functionality for file name
  • Fixed Select All Button in attachments tab
  • Fixed multi file uploading to incorrect folder in attachments tab when uploads canceled from pending
  • Fixed saving recurring schedule items
  • Fix timecard transfer (period) list – not display timecard posting entries
  • Replace file name with file description (if available) on Custom Form Photo
  • Fix clearing state when entering country (and screen with address fields)

PSA WEB V10 Release Notes

PSA WEB V10.0 RELEASE NOTES 

Jobs:
·         NEW - Added Workflow Functionality to replace Existing KPIs section
                      Note: Existing KPI’s that are setup will be merged into workflow
·         New - Added two way integration with Moisture Mapper
·         New - Added the ability to create Sub Folders in attachments section
·         Update –Group rooms by floor in room list.
 
Relationships:
·         New - Added Salesperson field into company/contact record
                    Note: When contact is selected on job automatically add salesperson
·         Update  - Added Attention (field) & Last day on job (Date) to log note templates
 
Reports:
·         Update – Modified filter criteria in the Contact List Report
·         Update - Adjusted columns in the Actual Cost Report
·         New – Added Photo report
 
Company Settings:
·         New - Option in settings to autofill salesperson on job (default is no)
·         New - Added license/certificate functionality to vendors & employees
·         Update - Added rights for editing employees
 
QuickBooks Integration:
·         Update - Added Performance enhancements to import

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