Release Notes V11.0.32.0

Release Notes Proven Jobs V11.0.32.0

  • New Feature – Symbility feature to enable dates to sync – Click below to view updated guide
  • New Feature – Third Party Administration Parent Automation from XA Parent XA Automation
  • Enhancement – An “Add Job Type” parameter has been added to the AR Aging Report.
  • Enhancement – Job - Add assigned person in the email body of ToDo feature
  • Enhancement – Additional Mail merge fields have been added to Log Note Template fields including Building Type, Policy Holder, Policy Holder Address and Project number.
  • Enhancement – Job Name and Time Completed columns have been added to the Job Workflow Report.
  • Enhancement – A company setup option as been added to look up the job address on Google before creating the job. This feature will incur usage charges and must be turned on in

    Settings>Company Settings> Jobs> Enable Google Verify Job Address. 

Click below for detailed instructions

Google Verify Instructions

  • Enhancement – Send notification of completed - To-Do the completed notification will get sent to all recipients, as opposed to just the creator of the To-Do.
  • Enhancement – Switch buttons on Change Schedule.
  • Bug Fix – Time Card, when deleting a timecard when you return to the same page the deleted timecard was located.
  • Bug Fix – Photo Album needs to show pictures with the same order it is shown in job attachments.
  • Bug Fix – To-do is not opening if came from reply.
  • Bug Fix – Uncaught TypeError when adding a template to To-Do note replies
  • Bug Fix – To make files Secured When making a folder Secured.
  • Bug Fix – PSA Desktop sync on 0-hour labour cost is being created as quantity 1.
  • Bug Fix – Does not allow you to close a job if someone is clocked into it.
  • Bug Fix – PSA Desktop sync to transfer a Ship To on the customer created in PJM.
  • Bug Fix – Incentive Package should qualify jobs with 0 or less than 0 Days.
  • Bug Fix – Issue with opening of folder that contains apostrophes.
  • Bug Fix – Workflow- Selected file should match to the document type of the job attachment.
  • Bug Fix – Remove inactive contact methods from log note recipients list.
  • Bug Fix – Ability to toggle fields off if to-do is past due.
  • Bug Fix – Block deleting jobs in PJM if it has cost, timecards, equipment, or Invoices. -
  • Bug Fix – Timecard Exceptions - Lunch Break in Company Setting.
  • Enhancement – “Paid Jobs by Referrer” add Actual Revenue column has been added.
  • Bug Fix – Trigger the Job Workflow when a file is uploaded to a job.
  • Bug Fix – Payments syncing incorrectly when invoice is created during sync cycle PSA Desktop -> Proven Jobs.
  • Bug Fix – When a closed job is re-opened, only the Accounting Closed date is removed, not the Production Closed date.
  • Bug Fix – Jobs sync for mobile transferring inactive schedule jobs

Proven Jobs Release Notes

V11.0.32.0

Releseed Jan 17th 2022

  • New Feature – Symbility feature to enable dates to sync – Click below to view updated guide
  • New Feature – Third Party Administration Parent Automation from XA Parent XA Automation
  • Enhancement – An “Add Job Type” parameter has been added to the AR Aging Report.
  • Enhancement – Job - Add assigned person in the email body of ToDo feature
  • Enhancement – Additional Mail merge fields have been added to Log Note Template fields including Building Type, Policy Holder, Policy Holder Address and Project number.
  • Enhancement – Job Name and Time Completed columns have been added to the Job Workflow Report.
  • Enhancement – A company setup option as been added to look up the job address on Google before creating the job. This feature will incur usage charges and must be turned on in

               Settings>Company Settings> Jobs> Enable Google Verify Job Address. 

 

  • Enhancement – Send notification of completed - To-Do the completed notification will get sent to all recipients, as opposed to just the creator of the To-Do.
  • Enhancement – Switch buttons on Change Schedule.
  • Bug Fix – Time Card, when deleting a timecard when you return to the same page the deleted timecard was located.
  • Bug Fix – Photo Album needs to show pictures with the same order it is shown in job attachments.
  • Bug Fix – To-do is not opening if came from reply.
  • Bug Fix – Uncaught TypeError when adding a template to To-Do note replies
  • Bug Fix – To make files Secured When making a folder Secured.
  • Bug Fix – PSA Desktop sync on 0-hour labour cost is being created as quantity 1.
  • Bug Fix – Does not allow you to close a job if someone is clocked into it.
  • Bug Fix – PSA Desktop sync to transfer a Ship To on the customer created in PJM.
  • Bug Fix – Incentive Package should qualify jobs with 0 or less than 0 Days.
  • Bug Fix – Issue with opening of folder that contains apostrophes.
  • Bug Fix – Workflow- Selected file should match to the document type of the job attachment.
  • Bug Fix – Remove inactive contact methods from log note recipients list.
  • Bug Fix – Ability to toggle fields off if to-do is past due.
  • Bug Fix – Block deleting jobs in PJM if it has cost, timecards, equipment, or Invoices. -
  • Bug Fix – Timecard Exceptions - Lunch Break in Company Setting.
  • Enhancement – “Paid Jobs by Referrer” add Actual Revenue column has been added.
  • Bug Fix – Trigger the Job Workflow when a file is uploaded to a job.
  • Bug Fix – Payments syncing incorrectly when invoice is created during sync cycle PSA Desktop -> Proven Jobs.
  • Bug Fix – When a closed job is re-opened, only the Accounting Closed date is removed, not the Production Closed date.

Bug Fix – Jobs sync for mobile transferring inactive schedule jobs

PSA Web V11.0.9.0 Release Notes

Canam is happy to announce the release of the latest version of PSA

Release Date: November 14th  2019

  • New Xactimate integration via Web Services
  • Added option to sync PSA Dates to XactAnalysis
  • Added timecard "delete own" security option
  • Added sort option on job attachment list view screen
  • Added Matterport iframe to Job Edit
  • Added ability to reopen closed Work Order for QuickBooks integrated companies
  • Improve performance on timecard approval screen
  • Fixed issue where you could not search by description in Timecard screen
  • Fixed "Employee Type" and "Employee" filters on open Work Order Report 
  • Fixed Restriction ability on Advance schedule for “non workdays”
  • Advance Schedule added ability to re-sequence
  • Fixed error when auto-filling received date from workflow notification for employee type
  • Fixed Merge Work Order to not allow merge when Work Order is converted/locked
  • Fixed Actual Cost/Actual Cost No Rates Report, corrected Actual Revenue amount
  • Fixed Open Work Order not filtering when emailed
  • Display warning message for QuickBooks integrated companies when converting a Work Order for a job linked to the internal company
  • Fixed printing notes from job
  • Fixed Workflow setup where making changes to the workflow caused duplicate log notes
  • Fixed issue with Floors and Rooms not importing properly from XactAnalysis
  • Modify Company Note Report to be able to run for all companies

 

Release Notes V11.0.6.0 June 26, 2019

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 

Release Notes V11.0.6.0 June 26, 2019

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 

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

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