PSA Web V11.0.11.0 Release Notes

PSA Web

V11.0.11.0 Release Notes

February 19^th  2020 

• New copy time card option
• New Autofill Salesperson from employee type option in Job Options
• New functionality - allow to edit job custom fields on closed jobs
• Add message and prevent user from checking Transfer timecard automatically at end of period in Company Setting
• Add Security option for replacing form PDF created from mobile
• Add new option to view all dates on job as a default view.
• Added functionality to sync job relationships to CRM when editing jobs in PSA Desktop
• Improved Performance of WO Conversion process
• Improved Performance of creating Logs from Templates
• Fix issue where Mobile app sometimes did not transfer correct line break in text for timecards
• Fixed issue with time clock where it was allowing users to clock into closed jobs
• Fixed layout issue with display ALL option in Job Relationships
• Fix to Timeline printing where the printout was getting cut off
• Fix for QuickBooks sync to automatically push jobs and customers created by importing from Xactimate
• New option on contact screen to import company details onto a contact when in edit mode
• Fix for workflow where notes were not auto sending when workflow is triggered
• Fix to correct display message when creating new organization to have date selection screens show as proper pop up screens for all browser
• Fix to CRM sync to properly update created-by and updated-by on job
• Fix on job date tab to show calendar pop up displaying behind workflow action box
• Fix on Time Card Approval screen to default dates to be from the earliest timecard that has not been approved to yesterday at 11:59pm
• Time Card page remembers From and To time
• Time Card Approval user interface improvement
• Time Card Approval - recalculate hours based on Start and End Time
• Fix to not allow to change transfer time cards setting from Automatic to Manual
• Remove autofill on job dates
• Remove inactive referrers from Integration Xactware