(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
PSA WEB V10.0.2.0 RELEASE NOTES
(Release Date: February 22nd 2018)
Jobs Management Updates:
· Added - Auto fill company & parent information when contact info is entered
· Added - Rights to create own timecard
· Added - Ability to select Job Roles in log note template
· Added - Do not display contacts linked to inactive companies
· Added - User fields to log note template
· Added - Policy holder field to custom forms
· Fixed - Performance when opening a job with multiple addresses
· Fixed - Keep original date/times when duplicating notes (Duplicate Job)
· Fixed - Layout of edit screen when policy holders name is too long
· Fixed - Make document search criteria case insensitive · Fixed – Date Filters in control center
· Fixed - Formatting of the line item notes in the work order
· Fixed - Display the correct audit information to reflect the work order selected
· Fixed - Issue when Auto filling date Received option · Fixed - Email replies coming back when reply address is (CC or BCC)
· Fixed – Requires at least one rate to be selected on the employee level (desktop only)
· Fixed - Date range selection for sending WOs · Fixed – Ability to Send WO details to sub-trade from Send WO button
Job Management Reports Updates:
· Added - Primary vendor information & hours to Open Work Order Report
· Added - Show latest log notes on Job Note Report - Open Jobs
· Added - Employee grouping and filtering in Referral Reports
· Fixed - Employee filter on Job Management Report
QuickBooks Integration: ·
Fixed - Company settings save when overwriting last Import date
· Fixed - Importing expenses from QuickBooks Online
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
PSA WEB V10.0.5 RELEASE NOTES
(Release Date: January 10th 2018)
Job Management Updates:
- Improved - Performance enhancements when switching attachment types
- Added - Contact relationships – included Company name as searchable
- Added - Company and Contacts now include address details in schedule dropdowns
- Added - Additional “addresses” tab on job relationships (optional)
- Added - Sequence column & removed the Note Column from the workflow list
- Update – Workflow attachments trigger no longer require specific labels to complete
- Update – Workflow attachments can still require a specific name as a selectable option
- Update – If workflow trigger is past due and an exception note is required the system will force a pop-up note to be entered before trigger can be completed
- Fixed - Dates entered in the workflow action box trigger the next workflow to start
- Fixed - Bad Request error when entering exception notes in workflow
- Fixed - Open/Close buttons no longer displayed for PSA linked databases
- Fixed - Server error when saving Job that requires workflow exception note and has an inactive referrer
- Fixed – Key word searches in attachments
- Fixed – Deletion of folder created with Auto Create Folders – By Date not recreating when uploading files to the date folder
Reports Updates:
- Fixed - Employee grouping in Job Management Report
- Fixed - Resize columns to display correctly for Work Order Report
Control Center Updates:
- Fixed - Filter by status in control center
- Fixed - Lengths of job types for proper graphing in Control Center
Work Order Updates:
- Added - Ability to copy work orders from open & closed jobs
- Added - Ability to duplicate work orders
Moisture Mapper Integration Updates:
- Added - Import screen to import/link existing Moisture Mapper projects
- Added - Logic to backend to pickup any missed create/updates to Moisture Mapper
- Updated – Date Sync with Moisture Mapper
- Moisture Mapper Job Start = PSA Estimated Start
- Moisture Mapper Job End = PSA Estimated Completion
- Updated –When importing jobs from Moisture Mapper
- Moisture Mapper Job Start date will fill PSA Estimated Start
- Moisture Mapper Job End date will fill PSA Estimated Completion
- Updated – Job Information Syncing from Moisture Mapper will override PSA job info
Miscellaneous Updates:
- Updated - Logikos update address field instead of description field
- Added - Support folder structure for PSA-> PSA Web upload utility
- Fixed – Allow clocking in on the web when selected work order has no line items
- Fixed - Double-clicking on save button will no longer create two timecards
RELEASE NOTES PSAWEB V10.0.0.4
Expected Release Date: December 19th, 2017
Jobs
- Removed folder creation and move button from customer portal view (attachments)
- Performance enhancements to work flow listing (Job Info & Control Center)
- Fix saving job when attached to workflow with employee & employee type matching the same employee
- Fixed upload file when a non-file triggered workflow attached to job
- Fixed synchronization of Notes (Job Log Note) from PSA Desktop incorrectly creating as Loss Description
- Added address to customer dropdown – searchable
- Added folder structure to log note attachments
Relationships:
- Corrected issues to synchronization of certificates from PSA Desktop
- Added folder structure to contact image uploads
- Do not allow deletion of certificate types if type is attached to active certificate
Reports
- Added root folder support to photo report
- Restrict photo report to only public pictures
- Fix created by field on Job Log Report – Open Jobs and Job Note Report
- Added Lost Filter Criteria to Referral Report
- Modified workflow report
Work Orders
- Added close Work Order option
QuickBooks Integration
- Performance enhancements
- Corrected updating of expenses from QuickBooks to PSA Web, including payable updates when added to expense (was not previously updating)
- Handle scenario when customer is changed to sub-customer or vice versa
- Not updating website attached to Customer, Sub-Customers and Vendors
Moisture Mapper Integration
- Added building type -> project mode linking
Copy functionality to fill-able forms
- Added Apply Filter button to Control Center
- Corrected search functionality for file name
- Fixed Select All Button in attachments tab
- Fixed multi file uploading to incorrect folder in attachments tab when uploads canceled from pending
- Fixed saving recurring schedule items
- Fix timecard transfer (period) list – not display timecard posting entries
- Replace file name with file description (if available) on Custom Form Photo
- Fix clearing state when entering country (and screen with address fields)