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



(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



(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.



(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


Month List

Category List