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
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
V10.0.11.0 Release Notes
July 4th 2018
- New: QuickBooks additional sync types – Credit Card Transactions and Write Cheques
- New: WOs for Vendor printout
- New: Option to attach WO to a schedule notification
- Fix: Syncing of employee type with PSA Desktop
- Fix: Time Clock Map displays clocked in employees
- Fix: Removed NaN and Infinity on Work Order Edit Screen
- Fix: PSA Desktop sync pulls updated default categories and selectors from job type on the desktop
- Fix: “Production Closed” populates correct time on job
- Fix: PSA Desktop sync transfers replies to log notes to PSA desktop
- Fix: Corrected Invoice QuickBooks report
- Fix: Photo created date reflects taken date instead of uploaded date on PSA Web and PSA Mobile
- Multiple fixes to “Add Note” screen
- Do not allow deletion of customers attached to a job
- Import employees icon changed on log note edit screen
- Move link for “Attach Last Moisture Mapper Report” to Moisture Mapper tab on Job
- Display notification when viewing job associated with an internal company
PSA WEB V10.0.6.0 RELEASE NOTES
(Release Date: April 17th 2018)
Jobs Management Updates:
Added - Separate security for job dates
Added – Button to allow sub trade agreed quote adjustments on work order
Added - Populate schedule subject with WO info if left empty
Added - Attach WO as (PDF) when scheduled activities are created/updated
Added- Attachments screen – added small thumbnail to list view
Fixed – On Financial review screen recalculate totals on filters (invoices/costs)
Fixed - Rounding discrepancies on financial screen between summary & cost
Fixed - Duplicated contact methods when importing from Policy Holder
Fixed - Load times in Notes section when “Must See Notes” is checked off
Fixed - Date searches to now prompt based on company selected (Time Zone)
Fixed - Issue with payment details remaining active when header is inactive in reports
Relationship Updates:
Added – (Option) To prevent a vendor from being attached to WO/Schedule
Added - Related contacts for property management feature
Added – Two way Sync of the property field from PSA Web & Desktop**
**(Must be requested to be turned on by support in the desktop)
Web Reports Updates:
Fixed - Hour totals in Time Card Style 2 Report
PSA WEB V10.0.1.0 RELEASE NOTES
(Release Date: February 7th 2018)
Job Management Updates:
· Added- Company address appears below when selecting customer on (Create/edit)
· Added - synchronization for Additional sites
· Added - Ability to fill recipients based on job role for log note templates
· Added - Re-activate (XA) assignment if deleted, but user exports it again.
· Added – Create attachment button saves (WO)to a (PDF) in job attachments
· Fixed - Issue with auto filling “Received Date” on job when created (option)
· Fixed – Issue when trying to delete additional sites on the job
· Fixed – Issue with past due notifications sending if job synced before workflow item was completed.
Miscellaneous Updates:
· Added - Modifications to customer portal notes screen must see notes & print option
· Added - Modification to Jobs, Companies & Contacts to prevent overwriting another user’s changes.
· Added – Ability to search for job attachments in schedule & log note popup
· Added – Total number of files in schedule & log note popup when selecting attachments
· Fixed - Sync issues when primary type is a built-in type
· Fixed - Label for timecard period to reflect that the day selected is the first day of the period not last.
Reports Updates:
·Added - Job Management Report - Grouping by employee
Moisture Mapper Integration:
·Added - Ability to “Unlink” a job from MM.
·Fixed - Importing jobs when Loss Description from MM is empty but exists in PSA Web.
QuickBooks Integration:
· Fixed - If a job is closed in PSA any changes in QB will not re-open it.