Release Notes
Release Date: Wednesday August 21st 2019
- New - restricted type feature security on Company Types
- New- Workflow Notifications will be held between time and sent out after the pause period.
- New - expand feature for the Timecard Approval page on the description field
- New - Ability to complete a task from the advanced schedule
- New – WJM and QB Customers - Add invoice and voucher number to work order screen
- New - Add Subtrade to work order screen – summary side
- New - Add date total and order by date on timecard Signoff Reports
- New - Add Report Type Column to Smart Report Screen – “Built-in” will not allow edits
- Stop editing of static smart reports
- New - Block deletion of Closed Work Orders
- New - add checkbox; Schedule WO view; do not include subtrade
- Fix - on the scanning of barcodes in Materials and Equipment
- Fix - Attachments filename and folders to not allow special characters
- Fix - Create/Edit Equipment will not allow duplicate bar codes
- Fix - Control Center - now showing the correct data for paid, approved and not paid,
- Fix - Control Center performance issues
- Fix - Workflow end trigger that was showing a server error
- Fix - Mail Merge displays error after the document was opened for 1-2 minutes and clears the fields, corrupting the file
- Fix - Job Note report sent by email parameters
- Fix - Labour costs are not in order of “date” on Actual Cost Report
- Fixed issue when PSA Desktop has the same email twice on a log note the log note would not sync to PSA web
- Fixed issue with Percent complete is syncing with decimal places to PSA desktop
- Fix - Time Sheet Style2 not grouping and emailing correctly
- Fix issue with Discounts on AR Payments
- Fix Custom forms "Save To" do not set the last modified date so the job does not sync to desktop
- Fix on the labor hours being duplicated on Job Hours by Category Report
- Fix Workflow should be created only for the workflow setup with the right Parent
- Fix on the formatting of the job numbers
- Fix when replying to a log note that has inactive attachment, after click save button, error happens on the server side, and client got no response or message.
- Fix on Inventory Marked Inactive in Desktop should sync as delete to Web
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
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
|
V11.0.5.0 Release Notes
Release Date: April 30th 2019
- Created new Alternative Job Status feature
- Created new Date Type by Job Type feature
- Added totals to custom forms
- Added confirmation message when removing Employee if there is workflow
- Added possibility to enter several rows in Description field in Work Order Details
- Lock editing timecards Description after timecards have been transferred to costing or PSA Desktop
- Update Selector maximum field size to 100
- Fix on the schedule time not updating properly for the pdf email attachment
- Fix on schedule WO to updated date modified to sync back to integrations via API.
- Fix on PSA Desktop sync for equipment transfers to use the correct GL Accounts.
- Fix to block deleting employees if they have time cards that have not transferred to costing or PSA Desktop
- Fix on web pay rates security issue
- Fix on Hours by Job Report
- Remove compression banner/information for Job Attachments, related to compressed size
- Added the following Merge Fields :-
- Adjuster Information
- Agent Information
- Insurance Information
- Estimated Revenue
- Loss Description
- Reason For Close
- Work e-mail
- Work phone
- Mobile
- Lost Code
- Lost Comments
- Add attention field to Job Lookup
|
|
|
V11.0.4.0 Release Notes
Release Date: April 3, 2019
- On Budget Hours Report From Date changed to current
- Added Work e-mail, work phone, mobile2, lost code and lost comments to Mail Merge
- Added the Closed button for Jobs that were lost
- Added "KEY ACCESS" to Log Note Template
- Added sending emails with Signature and Display Name
- Custom Form split DateTime Validation to Date and Time entity
- PSA Web to PSA desktop sync -Fixed renamed file
- Fix on Attachments (images, docs, etc.) randomly not transferring to Xact
- Improved performance for transferring Attachments (images, docs, etc.) to Xact
- Fix actual cost for closed jobs to display only closed jobs in job dropdown
- Added for More Floods on Platinum (Status) Column is not displayed in the Relationships Menu/ Contact and Relationships/ Companies/Contacts pages
- Fix on Edit Job Types, when trying to edit a job type by adding Categories, save did not work.
- Fix on QBO sync causing a problem with QB vendors where we were removing a 1099 flag that allows the client to track the vendor as a contractor.
- Fix on schedule notifications sending to inactive email contact methods
- Fix on Log Templates not pulling the correct Referral Company or Contact
- Fix on Lost Jobs that were closed, the job was not showing the Lost Code or comments
- Fixes on Control Center for button (Not Paid, Approved, WIP)
- Fix Employee Schedule Detail Report
- Release Flooring Estimate Date Report
- Fix on Job Type Edit page, show only active Categories
- Fix do not remove dates types from PSA Web If they do not exist in PSA Desktop
- When removing job contact and the contact has workflow attached, system will give message work flow will be removed
V11.0.4.0 Release Notes
Release Date: April 3 2019
- On Budget Hours Report From Date changed to current
- Added Work e-mail, work phone, mobile2, lost code and lost comments to Mail Merge
- Added the Closed button for Jobs that were lost
- Added "KEY ACCESS" to Log Note Template
- Added sending emails with Signature and Display Name
- Custom Form split DateTime Validation to Date and Time entity
- PSA Web to PSA desktop sync -Fixed renamed file
- Fix on Attachments (images, docs, etc.) randomly not transferring to Xact
- Improved performance for transferring Attachments (images, docs, etc.) to Xact
- Fix actual cost for closed jobs to display only closed jobs in job dropdown
- Added for More Floods on Platinum (Status) Column is not displayed in the Relationships Menu/ Contact and Relationships/ Companies/Contacts pages
- Fix on Edit Job Types, when trying to edit a job type by adding Categories, save did not work.
- Fix on QBO sync causing a problem with QB vendors where we were removing a 1099 flag that allows the client to track the vendor as a contractor.
- Fix on schedule notifications sending to inactive email contact methods
- Fix on Log Templates not pulling the correct Referral Company or Contact
- Fix on Lost Jobs that were closed, the job was not showing the Lost Code or comments
- Fixes on Control Center for button (Not Paid, Approved, WIP)
- Fix Employee Schedule Detail Report
- Release Flooring Estimate Date Report
- Fix on Job Type Edit page, show only active Categories
- Fix do not remove dates types from PSA Web If they do not exist in PSA Desktop
- When removing job contact and the contact has workflow attached, system will give message work flow will be removed