We updated Heeros PSA to a new version on Wednesday 26.03.2025. Here's what was fixed and improved:
Activities on user & contact card ✅
Now, activities are displayed on user and contact cards! A new “Activities” tab can be found on both the user and contact cards, and it shows the correct list of activities based on the viewed contact or user. Read more here.
Editing the selling prices of manually added costs 💰
Users can now edit the selling price of manually added costs in the “Actual costs” view. This improvement ensures better cost control and invoicing accuracy. The default selling price value for new rows is 0, and needs to be changed if the cost is to be billed.
Other improvements and fixes
- Fixes to project colors: Fixes have been made to project color indicators in some drop downs. The project color column is also removed from the Excel export of the project list.
- Free meal support for foreign daily allowances: Free meals can now also be added for trips from Finland to foreign countries, and they reduce the amount of daily allowances. Read more here.
- Revenue recognition in reports: Resolved an issue where revenue recognition values displayed inconsistencies due to duplication errors.
- Copy sales quote fix: Fixed a bug preventing the copying of quotes that contained single quotation marks in their names.
- Project list search performance: Optimized project search performance, significantly reducing latency for customers with large amounts of project-related material.
- New reports pivot mode filter fix: Improved filtering logic in new pivot mode reports, addressing inconsistencies in how data was displayed and recalculated.
- New reports column sorting fix: Ensured report columns in English are sorted correctly, rather than being arranged by their Finnish translations.
- Account card permissions: Disabled the address editing button on account cards for users without the required permissions.
- Travel expenses in billable material: Adjusted travel expenses processing to use the end date rather than the creation date when fetching billable materials.