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.
PSA WEB V10.0.0.6 RELEASE NOTES
(Release Date: January 24th 2018)
Jobs Management Updates:
- Improved - Enhancements on attachment tab when user does not have secured files rights
- Improved - Updates to additional sites screen and functionality
- Added - Option to view full note details on job file
- Added – Minimize button for loss description on Job Info screen
- Added - Option to allow multiple type selection for company/employees on Job
- Added - Types for additional sites
- Added - Option to auto fill the received date when a job is created
- Added – Option to print log notes report from the log notes tab
Workflow Updates:
- Added - Duplicate workflow option when duplicating a job
- Added – Option on workflow tab within the Control Center to sort jobs by all or open
- Fixed - Issue when trying to save workflow setup when fields are correctly populated
- Fixed - Issue with log notes duplication upon workflow activation
- Fixed - Issue when workflow item was completed & status didn’t changed
Work Orders Updates:
- Added - Open Work Order report to include job number
- Added - Open Work Order report to include option to select all open work orders
- Fixed - Adjusted scrolling in work orders when description dropdown is selected
Moisture Mapper Integration Updates:
- Added - Option to sync/not sync dates to/from Moisture Mapper
- Fixed - validation message display when validating data to sync to Moisture Mapper
- Fixed - Issue when adding new locations to account
- Fixed - Server error when adding room to job linked to Moisture Mapper
QuickBooks Integration Updates:
- Added – The ability to use default tax in QuickBooks
- Fixed - Issue with notes field being erased in QB when saving customer/vendor/job in PSA Web
- Fixed - Saving a customer/vendor/job in PSA Web no longer wipes out main note in QuickBooks.
Miscellaneous Updates:
- Added – Now requires primary type to be selected in order to sync with desktop
- Added - Job Notifications setup in PSA Desktop will no longer be editable in PSA Web.
- Added - Security rights to Create Own Timecard
- Added - Floor selection on sketch field in custom form edit
- Removed - “Make Private” button on attachments
- Updated - formatting of messaging on Certificate expiry notification
- Fixed - Issue not recreating sub folders in attachments if they were deleted on the same day.
- Fixed - When changing timecard periods default time set to midnight for reset.
- Fixed - Restricted editing Job Notifications in PSA web that were created in the desktop
Customer Portal Updates:
- Removed - Must see notes from the customer portal section
- Removed - Visibility column on notes page & expand notes field