PSA WEB Release notes - V10.0.4.0


(Release Date: March 21st 2018)

Jobs Management Updates
Added – “Save as PDF” button to e-forms that directly add into job attachments
Added – Pop-up Notifications while saving job in the web
Added – ACT column added to WO main view
Added - Product default price/cost auto population based on product setup
Added - Ability to “Send WO” to also select subcontractor
Added - Ability to download selected attachments to local drive as a zip fil
Added - Default marketing positions for new databases (web only clients)
Fixed - Job numbering sequence that allowed duplicates when creating job
Fixed - Log note “reply” functionality in PSA Web
Fixed – Log notes to use actual created date when syncing to the desktop.
Fixed - Notifications from desktop that did not contain name/number when synced
Fixed - Display of created/updated dates on attachment screens
Fixed – Attachments  appear sequentially based on the order they were uploaded
Fixed - Control Center date ranges for both the workflow and schedule tabs
Fixed – The sorting and re-ordering in Control Center Workflow tab
Fixed - Synchronization of certificate updates PSA Web
Fixed - Schedule to have mouse over functionality to display all event 

XactAnalysis Integration Updates:
Fixed - Import failing when no contact name presented
Fixed - Note duplication when unlink/relink a job into PSA web 

QuickBooks Integration Updates:
Fixed - Issue on invoices with not taxed line items
Upgraded PSA Web to .NET 4.6.1 for QuickBooks Online integration

PSA Web V10.0.3.0 Release Notes March 6th, 2018

(Release Date: March 6th, 2018)

  • Job Management Updates:
  • Added – Additional Security privileges for accessing General Notes
  • Added – If two users update the same job, system prompts a message that changes have been applied
  • Fixed – Issue on desktop when renaming files caused duplicates copies to appear in web
  • Fixed – If general notes are removed in desktop they will also remove in web
  • Fixed - Auto folder creations to not appear in contacts/companies tab
  • Fixed – Issue where “Next” option was not working in logs & attachments.
  • Fixed – When selecting timecard rounding seconds are no longer included
  • Fixed - Security on employee to lock down only rates table
  • Fixed – Issue with replying to emails in log notes
  • Fixed – Job counts in control center No Paid/Complete buttons
  • Fixed - Control Center not displaying the correct (#) of Job for selected status
  • Fixed - Workflow triggers with ZIP or COUNTY as info criteria
  • Fixed - Workflow triggers when duplicating job
  • Fixed – Error message display when Job Sub Type is cleared after Past Due Trigger is entered.
  • Restricted - Customer; Vendor & Internal types from showing in relationship dropdown


  • Report Update:
  • Added - Referral & Paid Job by Referrer option to sort by Employee, Type & grouping By Employee
  • Xactanalysis Integration
  • Fixed – Importing issue when estimated have an ampersands in customer name


  • Moisture Mapper Integration
  • Added - Filter closed/lost jobs from un-linked list in the moisture mapper import screen
  • Restricted - Sync With Moisture Mapper for closed/lost jobs unless previously linked



Month List