We updated Heeros PSA to a new version on Wednesday 20.11.2024. Here's what was fixed and improved:
New Modules for New Reports
We’re excited to introduce three new modules to the new reporting tool: Resourcing, Contacts, and Revenue Recognition! These modules are here to help you unlock deeper insights and make the most of your data.
🔍 Resourcing
Access tasks across your entire organization! Filter by task start and end dates, or skip the time filter to view all existing data in one place.
📇 Contacts
Easily view all of your organization’s contacts and their relationships. Group and filter them however you like for a fully customizable view.
💰 Revenue Recognition
See monthly recognition values for your projects at a glance. Plus, you can now view sales agent splits you’ve defined during revenue recognition for even more detailed insights.
Some modules and lots of improvements are still on the way for the new reports. You can manage the visibility of these new modules in the permission settings – more detailed information on how to use these new modules can be found here.
Other Updates
General UI/UX
- The layout of hour entry calendar blocks has been simplified – you can now easily view the account, project, duration and description of the entry at a glance. Rest of the information becomes visible just by hovering on the block.
- The tab bar has been made more responsive all around Heeros PSA. Tabs that cannot fit the screen are grouped under a "More" tab that works as a simple dropdown.
- The terminology for archiving accounts has been unified.
- The terminology for locking users has been unified.
Travel Expenses
- The error text has been improved when trying to create a daily allowance row that doesn't include more than six hours.
Bills
- The bills view now opens up correctly in cases when there are some 0 values on the bill.