Heeros PSA Help Center
Categories
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Release Note 23.04.2025
Current articles
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- Customer support not available Mar 27
- Exceptions in service times and changes to VAT rates at the turn of the year 2024-2025
- The new layout in PSA Help Center
- PSA customer support not available Nov 29 afternoon and Dec 6
- NOTE: Maintenance break in sending sales invoices to Talenom, Nov 21-22 night
- NOTE: Maintenance break in sending sales invoices to Talenom Nov 5, 8pm - 12am (midnight)
- Finnish VAT Rate Increase in PSA 2024 / SERVICE RELEASE 2/2
- Finnish VAT Rate Increase in PSA 2024 / SERVICE RELEASE 1/2 Show more
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- Release Note 23.04.2025
- Release Note 09.04.2025
- Release Note 26.03.2025
- Release Note 12.03.2025
- Release Note 26.02.2025
- Release Note 12.02.2025
- Version update 11.12.2024
- Version update 20.11.2024
- Version update 13.11.2024
- Version update 06.11.2024
- Version update 09.10.2024
- Version update 26.09.2024 Show more
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- Projects list view
- Create a new project in Heeros PSA
- Create a copy of an existing project
- Sub-projects
- Pipeline - Overview
- Pipeline stages and probability percentages
- Project overview
- Project specific invoicing details
- Accounts and projects' invoicing addresses
- Activities
- Manage activities in the Kanban view
- Build forms to collect project data
- Create sales quotes and estimates
- Sending quote for approval
- Create quote copies and build templates
- Sales quote's proposals
- Create scheduled invoices from quote
- Convert a sales quote to an invoice
- Scheduled invoicing
- Automatic invoicing
- Note to the invoice creator
- Project hours report Show more
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- Adding company details
- Add, edit and lock users
- User's working hours and hour balance
- Groups
- Permissions
- Freelancer users
- Manage subscription and licenses (charge by card payment)
- Manage subscription and licenses (charge by invoice)
- Define your account settings
- Import existing accounts to PSA
- Activity types
- Expenses' payment types, types and currency rates
- Travel expenses' mileage, daily allowances and additional allowances
- Invoicing & Bills settings
- Configure project settings
- Define invoicing method for won deals
- Product settings - categories and units
- Product import
- Time tracker settings
- Employment templates
- Job types, professional titles and users' hourly rates
- Hour balance
- Overtime and overtime balance
- Manage hour balance & notifications
- Resourcing Settings
- Goals (budgeting) settings
- Tag management Show more
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- Accounting software integrations
- Heeros Sales Invoices and Heeros Purchase Invoices Integration
- Datev integration
- eFina integration
- Fortnox integration
- Maventa integration
- Google Calendar integration with Taimer
- Office 365 integration to Taimer
- Electronic invoicing integrations
- DocuSign Integration with Taimer
- HubSpot integration to Heeros PSA Show more
