We updated Heeros PSA to a new version on Monday 22.01.2024. Here's what was fixed and improved:
Multi-Currency Support for Sales Quotes
We are excited to announce a new feature in Heeros PSA: the ability to create sales quotes in different currencies. This enhancement is designed to provide more flexibility and efficiency for businesses operating in the global marketplace. Below are the key features and functionalities of this update:
- It is now possible to select a currency different from the company’s default currency for each sales quote.
- The feature utilizes the list of currencies and currency rates defined in the invoicing settings.
- This ensures consistency and ease of management across different parts of the software.
- The currency rate for each sales quote can also be individually adjusted, offering flexibility to meet specific deal requirements.
- The currency value is prominently displayed in various areas of the software, including the sales quote view, project list, and project card.
- This feature is only available when the currency add-on is activated and multi-currency sales quotes are enabled in the settings (admin rights required).
We believe these enhancements will significantly benefit our users engaging in international business. This feature is a step towards more comprehensive and adaptable multi-currency support in Heeros PSA.
For detailed instructions on how to use this new feature, please refer to the user manual here or contact our support team.
Other Fixes and Improvements with the Update:
- Editing projects in the middle of a project tree now works correctly in all cases
- Selecting a whole tree now works in the "Add filter" section dropdowns by Cmd+click on Mac and Ctrl+click on other devices
- The styling of "Add filter" section dropdowns has been fixed
- The accounting view of bills now shows only the correct dimensions
- Header rows are now transferred to Fennoa in the correct format
- Netvisor types are now shown correctly when creating new allowance rows in expense settings