PSA Mobile App Version 4.2.8 - Release Notes

** IMPORTANT (MUST READ PRIOR TO UPDATE) **


PSA Mobile - Smart Tech 4.2.8  is being released tomorrow on both the IOS and Android devices. We recommend prior to update that users turn off their Auto-update features on their devices and manually perform the update. Please ensure your techs have completed the sync PRIOR to installing the update for PSA Smart Tech Mobile App version 4.2.8. Information not synced prior to update may not transfer to the new version of the app.

If you have auto updates turned off you will need to go into the store and manually download the new version. It is also recommended that the app is not running in the background when the update is taking place. If you have any questions or need assistance updating your app please contact our support centre at 866-992-2626 X2 or email support@canamsys.com 

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.

Updated Features include :

  • Added - Option to view jobs for upcoming week 
  • Added - Show Category in Time card Sync History
  • Added - On Time clock in screen selector will include category
  • Added - Alternate the Relationship contacts/companies background if there are multiple listed.
  • Fixed - Display the Time Properly in Custom forms

If you have any issues, please report them to support@canamsys.com before doing the update. Data loss, including time cards could be affected if information has not been synced to the web. 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. 

Release Notes V11.0.7.0 - August 21, 2019

Release Notes 

Release Date: Wednesday August 21st 2019

  • New - restricted type feature security on Company Types
  • New- Workflow Notifications will be held between time and sent out after the pause period.
  • New - expand feature for the Timecard Approval page on the description field
  • New - Ability to complete a task from the advanced schedule
  • New – WJM and QB Customers - Add invoice and voucher number to work order screen
  • New - Add Subtrade to work order screen – summary side
  • New - Add date total and order by date on timecard Signoff Reports
  • New - Add Report Type Column to Smart Report Screen – “Built-in” will not allow edits
  • Stop editing of static smart reports
  • New - Block deletion of Closed Work Orders
  • New - add checkbox; Schedule WO view; do not include subtrade
  • Fix - on the scanning of barcodes in Materials and Equipment
  • Fix - Attachments filename and folders to not allow special characters
  • Fix - Create/Edit Equipment will not allow duplicate bar codes
  • Fix - Control Center - now showing the correct data for paid, approved and not paid,
  • Fix - Control Center performance issues
  • Fix - Workflow end trigger that was showing a server error
  • Fix - Mail Merge displays error after the document was opened for 1-2 minutes and clears the fields, corrupting the file
  • Fix - Job Note report sent by email parameters
  • Fix - Labour costs are not in order of “date” on Actual Cost Report
  • Fixed issue when PSA Desktop has the same email twice on a log note the log note would not sync to PSA web
  • Fixed issue with Percent complete is syncing with decimal places to PSA desktop
  • Fix - Time Sheet Style2 not grouping and emailing correctly
  • Fix issue with Discounts on AR Payments
  • Fix Custom forms "Save To" do not set the last modified date so the job does not sync to desktop
  • Fix on the labor hours being duplicated on Job Hours by Category Report
  • Fix Workflow should be created only for the workflow setup with the right Parent
  • Fix on the formatting of the job numbers
  • Fix when replying to a log note that has inactive attachment, after click save button, error happens on the server side, and client got no response or message.
  • Fix on Inventory Marked Inactive in Desktop should sync as delete to Web

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

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