We updated Heeros PSA to a new version on Wednesday 19.06.2024. Here's what was fixed and improved:
New reports
- A new "Scheduled invoicing" module has been added to new reports – this module shows all "open" (billable but not yet billed) scheduled invoices.
- "Billable hours" and "Non-billable hours" values have now been fixed in the "Hours" module, and should show correct values that are similar to old reports.
- The order of "Month" and "Quarter" column values is now fixed and correctly shows the values chronologically.
- Margin columns are unified and made more clear in the "Projects" module.
- The timespan selection has been improved with the pop up showing correctly on smaller screens and no longer disappearing between start and end date selection.
- Table filters no longer reset when changing the report timespan.
- Numeric values of "Text" type custom fields are now summed together on parent rows and the grand total row.
Bills
- Accounting date can now be used to target bills costs to months in Heeros PSA. There's a setting in the "Invoicing & Bills" section that let's admin users select which date – bill date or the accounting date – is used for cost targeting.
Integrations
- VAT codes can now be selected for individual invoice rows when using Netvisor.
- Unnecessary errors are no longer shown when sending invoices to another integration when the Heeros Purchase Invoices integration is also active.
- Event data is now also updated on won deal information updates when using Eventos.
- A space was added between the "Osasto" and "Tila" values when sending data to Eventos.
- A project custom field "Yhteyshenkilön sähköposti" is now used as the exhibitors e-mail address in Eventos.