We updated Heeros PSA to a new version on Thursday 26.09.2024. Here's what was fixed and improved:
New Modules for New Reports
We’re thrilled to introduce four powerful new modules to our new reporting tool: Sales, Activities, Accounts, and Forecast! These modules are designed to help you unlock deeper insights and make the most of your data.
💰 Sales
Access sales quote rows across your entire organization! Filter reports by quote creation date or project funnel and status change dates. Plus, for the first time, you can fetch data for “All time” to get a full view of your sales pipeline in one go.
📊 Activities
View all your organization’s activity rows, grouped and filtered to your liking! We've also added a new “Activity date” field that you can use to easily create activities for any day, not just today.
🏢 Accounts
See all your accounts in one place, with detailed columns showing basic account info and the same material data you’re familiar with from the project module.
📅 Forecast
Visualize monthly project values with breakdowns of margins, costs, and revenue, giving you the clearest picture of your future financial performance.
We can’t wait to hear your feedback on these new modules—and there’s even more on the way! 🎉 You can manage the visibility of these new modules in the permission settings, and more detailed information on how to use them can be found here.
Defining the Billability of Jobtypes
Managing billable and non-billable work just got a whole lot easier! You can now define the billability of your jobtypes, allowing you to effortlessly distinguish between paid and non-paid work. With a simple toggle in the global settings, you can switch between billable and non-billable values. But that’s of course not all — you can also override this setting on the account or project level for even more flexibility.
Whenever users track their hours, the entries will automatically be marked as billable (they'll still follow the project's invoicing settings) or non-billable based on the jobtype they choose and your settings – this way it's very easy to keep everything organized and accurate! More information can be found here.
Other Updates
New Reports
- There's now a new button in the new reports toolbar that lets you expand or close all row groups at once.
Invoicing
- You can now choose whether you want the material timespan to be shown on invoices – you can define the default value in settings, but can change this on individual invoices.
Time Tracking
- Hour entry descriptions now support multiple lines, and more space has been reserved for them in the entry creation view.
Integrations
- It is now possible to manage the behavior of the Heeros Sales Invoices integration in PSA's integration settings.