We updated Heeros PSA to a new version on Wednesday 15.01.2025. Here's what was fixed and improved:
Introducing: Quick Search 🔍✨
The long awaited global search tool is here – with quick search you'll navigate Heeros PSA faster than ever before! You can search information from multiple modules of PSA and perform quick actions. Read more here.
Other improvements and fixes
Invoicing
- In Enterprise+ multi-company installations default VAT values are now correctly fetched according to the project's company's settings (not user's company's settings) when creating a scheduled invoice row.
- Credit invoices and credited invoices are now removed from the "Profit & Loss" dashboard, because they zero each other out.
- Material invoice period row is no longer duplicated in the invoice view, when saving drafts as regular invoices.
- Newly added description rows now stay visible after saving an invoice.
Time tracking
- The default billability of an hour entry is now correctly determined by the jobtype even after editing the entry's jobtype.
New reports
- Margin values per hour are now calculated correctly even when the report data is grouped.
- Month, quarter and year order is now correct when using these columns in pivot mode.
Settings
- Visiting addresses are now correctly marked as default when importing accounts with the import tool.
- Contact information is now saved correctly when importing accounts with contacts with the import tool.
Integrations
- Partial foreign daily allowances are now correctly sent to Netvisor.
- Bill currencies are now shown correctly in revenue recognition when the bills have been fetched from Merit Aktiva.