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

Release Notes - V9.3.0.5

Released Nov 20th - 2017

Added new button to Schedule edit to Open job  work orders

Added “Not Paid” button to Control Center

Added Note field to Work Order Estimate report

Mobile version 3.5 update for Apple and Android - FIllable forms support

To be released for Android and Apple - Monday October 16th.

V9.3.0.3 Release Notes - Oct 11th 2017

  • Added Must See NotesĀ option to job
  • Added support for recurring and multi-day schedules to Filtered Work Order Report
  • Added search functionality and attendees on Work Order Screen
  • Added locations and handling deleted invoices/vouchers/credit memos, expenses and payments from QuickBooks

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