PSA 2020 R1 SP4 - Product Enhancements
Below is a summary of the features included in the PSA 2020 R1 SP4 release.
2020.04.23.2020R1SP4.V1.EB
Note: This page could be updated as new information becomes available.
Integration
Addition of ability to import transactions using a .txt file
Description: PSA now offers the possibility to import transactions using a .txt file through the Import Transactions page. Click the Import Transactions button located in the upper right hand side of the Expense Manager page (Entries > Expense Manager > Import Transactions).
Use case: Chloe is tasked to import the Expenses incurred with the corporate credit card at the end of the month. She downloads the corporate credit card statement from her financial institution's web site. After converting it to .txt file using the executable provided to her by the financial institution, the transactions can then be imported to Expense Report(s) by associating each transaction to an Expense Item and a Task.
Note: Supported file types are .csv and .txt.
Note: For more information see Importing transactions using a .csv or .txt file.
Work Breakdown Structure (WBS)
Addition of the Remaining PO column to Client's PO Edit page
Description: The Remaining amount of the Client PO in the client currency is now visible on the Client PO line item within the Client PO Edit page (Setup > Work > Clients > Client Edit).
Benefit: With this addition, the Remaining amount of the Client PO can easily and readily be viewed for the Client PO line item(s).