PSA Web
V11.0.13.0 Release Notes
May 12th 2020
- New Advanced Schedule Features
- Redesign of interface – Added an “Expand” button to fit full screen
- New Show/Hide column option – allows user to select which columns they would like to view
- Allow Sequence number to be edited in (1st) Column. This will change the order in which WO appear and the system will retain the resequencing when you refresh or return to the list.
- Allow users to hide WO’s they do not want to have appear on this list by selecting the delete button.
- Add additional phases for the same Work Order number on the schedule by clicking Add on the menu bar. The Add will create a second instance of the same Work Order.
- Add Hover details on appointments - displays work order details when you hover over with your mouse.
- Restrict the ability to schedule on “non workdays” – user can now restrict scheduling on predetermined non-work days.
- Added filter boxes & sorting arrows to each column. This feature provides the ability to sort data by ascending or descending order.
- Added Expected Start and Expected End dates. These have been added to the Advanced Schedule to include an option for expected dates.
- Change the order of columns – Users can now change the order of the columns by dragging and dropping them to suit individual preferences.
- The Advanced schedule now defaults to the date of the first appointment entered.
- Tasks can now be marked complete from the Advanced Schedule screen.
- When returning to advanced schedules, it will display the job information that was entered prior to exiting the screen.
- New Job Listing report - Displays jobs with calculated revenue and costs.
- Time Card Approval – Time Cards will now display all time cards even if the approver is not assigned to the job.
- Time Card Approval – The totals display move to display next to the employee name.
- Display in red deleted/inactive Company, Contact and Employee on the relationship tab Job
- PSA Desktop sync to transfer on customer contact and vendor contact method type Ext field
- In the company look up screen, the City, Province/State and Postal/Zip Code into company address is now displayed.
- Allow “Company Note” and “Contact Note” reports to run without selecting item in dropdown. A selection is no longer required.
- Fix - transferring data from QBO to Proven CRM
- Fix - On Xact import “Replace Loss Description” checkbox option is not visible after saving
- Fix - On completing a Workflow by using Save Work Flow Popup not working
- Fix -On Deleted company's related relationships will not be displayed.
- Users can now customize their look up screen Job related contacts, customers, and referrals.
- Fix - Xact import with no job selection the “Replace Loss Description” checkbox was not visible after saving.
Proven Job Management
V11.0.12.0 Release Notes
- Update - When a Related Relationship is added to one customer, that customer will now automatically be added a Related Relationship on other customer record as well; therefore, the related relationship is created in both records.
- Update - In User Settings > Configure Job Lookup Columns - the completed percent field has been added as a selectable column.
- Update - A column was added to the Actual Cost Report to show the amount of time equipment is on a job by "day".
- Update - Users can not longer create parents in Proven Job Management if linked to Proven Desktop
- Update - Limit job relationship to one per type for PSA Desktop syncing types
- Update – Integration-> Xactware: XactAnalysis (XA) job notes imported from a linked XA assignment will now reflect “Sync System” as the employee opposed to the name of the employee that linked the XA assignment in Proven Job Management (PSA Web).
- Report - Time Card Sign Off Report - A data set called "NOTE" was added to allow for customization. "NOTE" refers to the description note captured on a timecard.
- Fix - AR NSF returned payments now to sync to Proven Job Management from Proven Desktop
- Fix - Customers, Payments and Invoices from Quick Books that sync to Proven Job Management will now sync to Proven CRM automatically
- Fix - The vendor contact notes are not longer being duplicated when syncing from the Proven Desktop.
- Fix - On a past due workflow when the action is selected - when a date is required and an exception note is entered, the date will now save to the job.
- Fix - Salesperson is no longer being removed from the Contact in Proven Job Management when syncing from the desktop.
- Fix - Contact methods no longer being removed from Proven Job Management by the sync from Proven Desktop i.e. Extension.
- Fix - Time Card Date Range filter has been fixed.
- Fix - When approving timecards where the employee name is the same as final approval, the timecard can now be approved.
- Fix - If job relationships are removed in Proven Job Management, they will now update the job in Proven CRM.
- Fix - Policy Holder Address is now syncing to PSA Desktop
- Fix -Timeline will reflect special characters in name i.e. O'Toole
- Fix – Integration -> Xactware -> Import: An error message will now populate if no job is selected from the drop-down list prompting the user to make a selection.
- Fix – Integration -> Xactware: The import of the XactAnalysis assignment will no longer overwrite/replace the existing Loss Description on the job in Proven Job Management (PSA Web) unless the checkbox is applied to do so.
- Fix - When addresses are syncing over from customers and contacts in Proven Job Management they will automatically fill in the default address in Proven CRM
** Server Maintenance **
As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on Tuesday, February 25th, beginning at 11pm EST for approximately 60 minutes to update our psarcweb.com services.
Customers may experience some features / functionality to be delayed during this period.
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
PSA Web
V11.0.11.0 Release Notes
February 19th 2020
- New copy time card option
- New Autofill Salesperson from employee type option in Job Options
- New functionality - allow to edit job custom fields on closed jobs
- Add message and prevent user from checking Transfer timecard automatically at end of period in Company Setting
- Add Security option for replacing form PDF created from mobile
- Add new option to view all dates on job as a default view.
- Added functionality to sync job relationships to CRM when editing jobs in PSA Desktop
- Improved Performance of WO Conversion process
- Improved Performance of creating Logs from Templates
- Fix issue where Mobile app sometimes did not transfer correct line break in text for timecards
- Fixed issue with time clock where it was allowing users to clock into closed jobs
- Fixed layout issue with display ALL option in Job Relationships
- Fix to Timeline printing where the printout was getting cut off
- Fix for QuickBooks sync to automatically push jobs and customers created by importing from Xactimate
- New option on contact screen to import company details onto a contact when in edit mode
- Fix for workflow where notes were not auto sending when workflow is triggered
- Fix to correct display message when creating new organization to have date selection screens show as proper pop up screens for all browser
- Fix to CRM sync to properly update created-by and updated-by on job
- Fix on job date tab to show calendar pop up displaying behind workflow action box
- Fix on Time Card Approval screen to default dates to be from the earliest timecard that has not been approved to yesterday at 11:59pm
- Time Card page remembers From and To time
- Time Card Approval user interface improvement
- Time Card Approval - recalculate hours based on Start and End Time
- Fix to not allow to change transfer time cards setting from Automatic to Manual
- Remove autofill on job dates
- Remove inactive referrers from Integration Xactware
PSA Web
V11.0.11.0 Release Notes
February 19th 2020
- New copy time card option
- New Autofill Salesperson from employee type option in Job Options
- New functionality - allow to edit job custom fields on closed jobs
- Add message and prevent user from checking Transfer timecard automatically at end of period in Company Setting
- Add Security option for replacing form PDF created from mobile
- Add new option to view all dates on job as a default view.
- Added functionality to sync job relationships to CRM when editing jobs in PSA Desktop
- Improved Performance of WO Conversion process
- Improved Performance of creating Logs from Templates
- Fix issue where Mobile app sometimes did not transfer correct line break in text for timecards
- Fixed issue with time clock where it was allowing users to clock into closed jobs
- Fixed layout issue with display ALL option in Job Relationships
- Fix to Timeline printing where the printout was getting cut off
- Fix for QuickBooks sync to automatically push jobs and customers created by importing from Xactimate
- New option on contact screen to import company details onto a contact when in edit mode
- Fix for workflow where notes were not auto sending when workflow is triggered
- Fix to correct display message when creating new organization to have date selection screens show as proper pop up screens for all browser
- Fix to CRM sync to properly update created-by and updated-by on job
- Fix on job date tab to show calendar pop up displaying behind workflow action box
- Fix on Time Card Approval screen to default dates to be from the earliest timecard that has not been approved to yesterday at 11:59pm
- Time Card page remembers From and To time
- Time Card Approval user interface improvement
- Time Card Approval - recalculate hours based on Start and End Time
- Fix to not allow to change transfer time cards setting from Automatic to Manual
- Remove autofill on job dates
- Remove inactive referrers from Integration Xactware
** 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