We updated Heeros PSA to a new version on Wednesday 12.03.2025. Here's what was fixed and improved:
Project colors 🎨
You can now assign colors to projects – this improves project distinction and visual clarity throughout the system. Colors help categorize projects or can simply be used to enhance the look of your workspace. More clarity and customization for project management!
Other improvements and fixes
Projects
- When a sales quote is sent via email directly from the system, the company name in the email is now correctly retrieved from the project instead of the user’s company. (Applies only to Enterprise+ customers.)
- “Invoiced” values are now also displayed in the chart at the top of the revenue recognition view.
Invoicing
- The sales values of travel expenses and expenses may have remained zero on invoices generated through automatic invoicing since February 26. This issue has now been fixed.
Activities
- When an activity is added without a due date in the future, it is no longer automatically marked as completed upon creation.
New reports
- The account business ID is now visible in reports.
- The project account group is now visible in reports.
- Quantity and unit price are now visible in invoicing reports.
- Margin, margin percentage, and the date of the latest activity are now visible in sales reports.
- Product code and product category are now visible in invoicing reports.
- CPQ row product column values are now displayed correctly in invoicing reports.
- Various improvements have been made to the pivot mode functionality.
Notifications
- Travel expenses can now have their notifications enabled in the same way as expenses.
Integrations
- The bill “Comment” field is now only displayed when the Netvisor or Heeros integration is active. This value is used exclusively for these two integrations.