The latest version of our PSA and Small Business software will be updated on Wednesday, April 19th 2023 at 18:00 (UTC+2).
A break from using the software is recommended around the time of the update because temporary issues can appear during it.
Here's what's new:
Improved notifications
Notifications are getting a complete overhaul. The notification settings are clarified and made easier to use, and it is now possible to get notified via e-mail in addition to the already existing in-app notification center. Lots of new notifications are added for tasks, expenses, hours, bills and activities.
Read more here
SSO for Microsoft accounts
Logging in to PSA/SB is now quick and easy if your username is a Microsoft account. Just click the "Login with a Microsoft account" button, activate SSO for use, and the next time you can use this single-sign-on feature to login easily and safely with just one click.
Read more here
Exporting quote rows
You can now export selected quote rows to an Excel file to process them further.
Read more here
Integration updates
Heeros Sales Invoices & Heeros Purchase Invoices
The integration now supports using multiple dimensions on invoices, setting default dimensions for products and syncing eInvoice addresses.
Read more here
Coming soon
Features that we are currently working on and that will be launched with the upcoming releases:
- Sales quote's billing schedule
- Expenses & travel expenses update
We are also continuing our process of integrating Heeros PSA & Small Business into the Heeros product family.