The latest version of our PSA and Small Business software will be updated on Wednesday, January 18th 2023 at 18:00 (UTC+2).
A break from using the software is recommended around the time of the update because temporary issues can appear during it.
Here's what's new:
Creating purchase orders and invoices from selected quote rows
In the advanced sales quote editor (available in Business, Enterprise and Enterprise+ versions) it's now possible to create purchase orders and invoices from a selected set of rows. The familiar mass editing tools have been brought to the quote editor as well, so selecting rows and performing actions happens easily. Read more about purchase orders and sales quotes.
Resourcing improvements
Improvements to view options in resourcing
The view options in resourcing have been moved to a dedicated view that opens by clicking the "View" button in the toolbar. List columns options have been removed from the view options and editing list column visibility now happens through the "Columns" action in the toolbar.
A new "Include negative task row values when calculating the "Remaining" value for projects" setting has been added to the view options of the grid view. When this setting is active, also the negative "Remaining" values of task rows are taken into account when calculating the project level "Remaining" value.
Visibility of hours tracked to other users' tasks
The grid view now shows the tasks that are not assigned to a user, but to which they have tracked hours.
Read more here.
Integration updates
Heeros sales invoice integration
The integration is constantly being improved: in this update, multiple changes and additions have been made to make using it as easy and smooth as possible. Read more here.
Coming soon
Features that we are currently working on and that will be launched with the upcoming releases:
- Sales quote's billing schedule
- Notification improvements
We are also continuing our process of integrating Heeros PSA & Small Business into the Heeros product family.