PSA Web QuickBooks Desktop (QBD) sync only!! - V1.0.1.3

V1.0.1.3  - PSA Web QBD – QuickBooks Desktop (QBD) sync only!!

Release Notes V1.0.1.3

September 11th 2018

  • QBD -> PSA Web syncing of Credit Card Credits
  • QBD -> PSA Web syncing of Credit Card Charges
  • QBD -> PSA Web syncing of Cheques
  • QBD -> PSA Web syncing of Vendor Credits
  • QBD -> PSA Web Sync Service Item option (default to off, customer needs to inform support to switch it on) to sync QBD Service Items to PSA Web products
  • PSA Web -> QBD if Sync Service Item option above is switched on Category on timecards in PSA Web to transfer to Service Item on timesheet
  • PSA Web -> QBD if Sync Service Item option above is switched on Location on timecards in PSA Web to transfer Class on timesheet
  • PSA Web -> QBD option to sync companies

PSAWEB Release – V10.0.15.0 - Special Note -

PSAWEB Release – V10.0.15.0 - Special Note - Security Features for Mobile App 3.75 affected.

Please be advised additional security has been added to the PSA Mobile App users, which will require updates to PSA Web Roles.   The settings for each Role which uses the Mobile App features should be reviewed, and updated as necessary.  Please be aware that the Role settings will enable the functionality for both PSA Mobile App and PSA Web.

Role Settings can be adjusted on the PSA Web Settings menu. In order for your PSA Mobile App users to have the same permissions they had prior to this security update, all of the following settings should be reviewed and modified as applicable.   Please note that until these settings have been updated you will receive errors when trying to sync your mobile device.  DO NOT CHOOSE CLEAR ERRORS.  This will delete any entries you will have made on your device.  CHOOSE RETRY ERRORS.

Clock In/Out – to allow users to clock in and out on the PSA Mobile App the permission setting is:  “o Clock In/Out”. 

Role setting location:  Jobs -> Time Clock -> Clock In/Out

Create Job – to allow users to create jobs in the PSA Mobile App the permission setting is:  “o Create”.

Role setting location:  Jobs -> Jobs -> Create

Add Note – to allow users to create log notes in the PSA Mobile App the permission setting is: “o Create”

Role setting location:  Relationships -> Logs -> Create

 Upload Attachment – to allow users to upload attachments in the PSA Mobile App the permission setting is:  “o Upload File”

Role setting location:  General -> Files -> Upload File

 Transfer Equipment – to allow users to transfer equipment in the PSA Mobile App the permission setting is:  “o Edit”

Role setting location:  Inventory -> Equipment Tracking -> Edit

 Custom Form – to allow users to upload custom forms in the PSA Mobile App the permission required on the role is “o View”

Role setting location:  General -> Custom Form -> View

On a separate note:   An additional update this week for affected users who clock in through PSA Web, using the “Clock In” button at top right corner of PSA Web screen beside Log Out button.  The default is set to Not Show Maps.  Users have been receiving clock in errors indicating that the GPS location services have been enabled and to turn on GPS on your device.  This has been identified to be related to the default to Not Show Maps.  For users which this applies to, follow these steps, to avoid receiving an error when clocking in through PSA Web: 

  1. Click on Clock In button, and Clock In screen will open
  2. Click on Toggle to Show Map
  3. Proceed to Clock In

 We appreciate your patience, as we continue to strive to improve our PSA Products each and every day and we apologize for any inconvenience.

Stephane McLaughlin

Customer Service Manager

Canam Systems

Release Notes - V10.0.15.0

V10.0.15.0 Release Notes

September 5th  2018

  • Added 2 new security options view and edit own employee
  • Added Business Development Types to the contact lookup
  • Added “Relationship Types” search on the schedule screen
  • Added “Processing” spinner on duplicate jobs, if job takes longer than usual to duplicate
  • Added “Processing” spinner on Work Order screen, if WO takes longer than usual to load
  • Added dropdown criteria buttons for Work Orders on schedule screen
  • “Restrict to only Work Orders on the job”
  • “Open selected Work Order”
  • Added Show/Hide Map functionality for Clock In/Out and Edit Time Cards screen
  • Added Equipment Model and Manufacturing to PSA Desktop sync
  • Added Contacts by Business Development Types report
  • Added WO Closed report (PSA Web Only)
  • Added Notes by address report
  • Added Received Date to Open Jobs without Log report
  • Security ->Job ->Financial->do not show rate->hide column qty and cost
  • Job-Schedule added Create, Advance, Complete buttons
  • Changed the PSA Web “Help” link to the full web library
  • Fix alignment for the dropdown recipient on the job log note create/edit page
  • Fix to prevent Topic List to return duplicate entries
  • Fix prevent creating/editing contact method types that already exist
  • Fix prevent deleting contact method type if in use
  • Fix if schedule has been deleted to allow “Split Material”
  • Fix to remove system users from the Stock Location list for equipment
  • Fix to remove “Automatic Time Card Transfer” option for PSA Web Only database as it will never apply to these customers
  • Fix on Job Workflow report when emailing it shows all employees

** Server Maintenance **

** Server Maintenance **

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on Wednesday, September 5th 2018, beginning at 10 pm EST for approximately 3 hours to update our services to version V10.0.15.0.

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.

Stephane McLaughlin, Customer Service Manager

Release Notes - V10.0.14.0

V10.0.14.0 Release Notes
August 15th  2018

  • Added - for QuickBooks desktop integration Service List Items to sync to products
  • Added - for QuickBooks desktop option to send the category as part of a timecard entry
  • Added - for QuickBooks desktop syncing Vendor Credits from QB to PSA Web
  • Added - for QuickBooks desktop new integration sync option to transfer companies
  • Added - double click dates on job screen will fill the current date time
  • Added - new security to view Estimated Revenue on the Job and Work Order screen
  • Added - preview image when attaching to note
  • Added - a “Business Development Type” field to Contacts
  • Added - Block delete of attachments for emailed log notes
  • Fixed - on duplicating notes to add the attached file
  • Fixed - Job Notifications create log notes in the system
  • Fixed - do not allow the user to enter the same work order number multiple times
  • Fixed - display edit button properly on job list screen
  • Fixed - removal of the convert button on the Work Order screen
  • Fixed - Customer portal user should not see reply links from other contacts unless they are public
  • Fixed - Add note page, the email address is not showing after saving
  • Remove “Title” restriction on contacts

Release Notes V10.0.13.0

V10.0.13.0 Release Notes
August 1st 2018
Job Management Updates

  • Added - Security on the convert work order button
  • Added - Button on log notes to import job and additional site emails
  • Added - Back to List button to (Edit Notices, Edit Default Number) and many others
  • Added – Edit Job Sub Type to allow sub types to apply to all job types
  • Added - Directions Field on job now fill (3) lines of text
  • Fixed - Work Order sorting
  • Fixed - Workflow notifications to now send reminders after overdue
  • Fixed – To allow log topics to be delete (PSA Web only users)
  • Fixed - Security for job edit/view in customer portal
  • Fixed - Customer portal access for customers to edit log notes
  • Fixed - Updating jobs from PSA Web to QuickBooks Desktop
  • Fixed - Sync tables used for invoices and vouchers for QuickBooks Desktop sync
  • Fixed Creating/editing payments with a ref number already in the QuickBooks sync

Job Report Updates

Added - Job Listing report to show results in company based on time zone


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