Canam is happy to announce the release of the latest version of PSA
Release Date: November 14th 2019
- New Xactimate integration via Web Services
- Added option to sync PSA Dates to XactAnalysis
- Added timecard "delete own" security option
- Added sort option on job attachment list view screen
- Added Matterport iframe to Job Edit
- Added ability to reopen closed Work Order for QuickBooks integrated companies
- Improve performance on timecard approval screen
- Fixed issue where you could not search by description in Timecard screen
- Fixed "Employee Type" and "Employee" filters on open Work Order Report
- Fixed Restriction ability on Advance schedule for “non workdays”
- Advance Schedule added ability to re-sequence
- Fixed error when auto-filling received date from workflow notification for employee type
- Fixed Merge Work Order to not allow merge when Work Order is converted/locked
- Fixed Actual Cost/Actual Cost No Rates Report, corrected Actual Revenue amount
- Fixed Open Work Order not filtering when emailed
- Display warning message for QuickBooks integrated companies when converting a Work Order for a job linked to the internal company
- Fixed printing notes from job
- Fixed Workflow setup where making changes to the workflow caused duplicate log notes
- Fixed issue with Floors and Rooms not importing properly from XactAnalysis
- Modify Company Note Report to be able to run for all companies
** Server Maintenance **
As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on Tuesday, October 8th, beginning at 10 pm EST for approximately 180 minutes to update our psarcweb.com services.
During this time, 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
** 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
Canam Systems is happy to announce the upcoming release for our Smart Tech Mobile App 4.2.8. This latest version will be available on the IOS market or Google Play Store for download on 10/9/2019.
Release Notes:
- 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.
- Added default topic now configurable and set when adding new log note
- Added feature to the Additional Status screen allowing additional statuses to be entered from dates and lost codes
- Fix Open WO report, to not show deleted work orders
- Time Cards Screen - Added category column
- Fixed Time Card Approval Page - time card category and selector not saving correctly
- Performance improvements on job add/update on API
- Performance improvements on the "Actual Cost No Rates" and "Actual Cost" reports
- Performance improvements on time clock listing screen
- Fix on Job screen that was displaying another user has edited this record, cause by the Loss Description being created/edited
- Fix on WO Screen where it would not load when not all work order details are converted
- Fix on time card - sign off not emailing
- Fix to not show inactive employees on the equipment location drop down list
- Fix Job Management Style 2 where employee/employee type filtered incorrectly
- Fix on the auto populate of the sales person on the Job create screen
- Fixed the workflow where it was creating duplicate log notes
- Remove delete button on Smart Report screen
- Fix on Smart Reports to display filter for Ad-hoc reports
- Recover report associated with custom form only recovers the report and not the actual form
- Added Time To Complete for Alternative Statuses
Canam is happy to announce the release of the latest version of PSA
October 8th 2019
- Added default topic should be configurable and set when adding new log note
- Added features to the Additional Status’ screen to Additional status’ to be entered from dates and lost code
- Fix Open WO report,do not show deleted WO.
- Time Cards Screen - Add category column
- Time Card Approval Page - update the value of time card category and selector not saving correctly
- Performance improvements on job add/update on API
- Performance improvements on the Actual Cost No Rates and Actual Cost reports
- Performance improvements on time clock listing screen
- Fix on Job screen that was displaying another user has edited this record, cause by the Loss Description being created/edited
- Fix on WO Screen does not load when not all workorder details are converted
- Fix on timecard signoff not emailing
- Fix to not show inactive employees on the equipment location dropdown
- Fix Job Management Style 2 employee/employeetype filters incorrectly
- Fix on the auto populate of the sales person Job create screen
- Fix on the workflow creating duplicate log notes
- Remove delete button on Smart Report screen
- Fix on Smart Reports to display filter for Ad hoc reports
- Recover report associated with custom form only recovers the report and not the actual form
- Time To Complete for Alternative Statuses
** 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.