** 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
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
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