We updated Heeros PSA to a new version on Wednesday 26.06.2024. Here's what was fixed and improved:
Sales quote row import
It is now possible to import sales quote rows via an Excel template – if you need to use a premade template or have your own, unique price calculations, this new feature will make creating new sales quotes a lot faster. Just open up a sales quote and from its "Actions" button select "Import quote rows". You'll be prompted to a dialog where you can download the template and just import the rows as you want. You can import headers, regular sales quote rows, product rows or description rows.
New reports improvements
- Excel & CSV exports have been greatly improved: now only the visible rows are exported as part of the Excel, and unnecessary unit information has been removed from the values to make Excel calculations easier. When exporting grouped data, the child rows are only exported if the group is expanded in PSA UI before the export – otherwise only the group rows will exported with their summed values.
- New relative timespan selections have been added: you can now choose "This year", "Last year", "Next year", "Yesterday", "Today" & "Tomorrow".
- Two new columns have been added to the "Scheduled invoicing" module: "Payment term (d)" and "Estimated due date". Payment term is the payment term of the account and estimated due date is calculated based on the invoice date of the row and the payment term of the client. These columns make estimating future cash flows even easier.
- Numeric values of custom text fields are now summed together on parent rows and the grand total row.
- The "Parent account" column now correctly displays information about the account's main unit or parent company. If the account of the row does not have a main unit or parent company, the account's name is displayed in the column to ensure that grouping based on this column works correctly.