PSA Web V11.0.9.0 Release Notes

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 V11.0.6.0 June 26, 2019

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 

Release Notes V11.0.6.0 June 26, 2019

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 

Release Notes - V10.0.11.0

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

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

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.

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