PSA 2021 R1.1 - Resolved Issues

Below is a summary of the main issues addressed by this release.

2021.05.17.2021R1.V2.EB

Note: This page could be updated as new information becomes available.

Expense

701739 TE-77861 Fixed an issue with the Expense Manager, wherein the User ID column was missing from the exported Excel file.

Financial

678347 TE-76900 Fixed an issue with Detailed Invoice by Project / Task with Notes report wherein the list of Projects were being sorted according to their unique ids instead of by Project Name.

Financial Planner

685001 TE-77116 Fixed an issue with Financial Planner, wherein changes made to the Financial Planner Template were not being reflected in the Financial Planner.
686403,
688155 		TE-77129 Fixed an issue with Financial Planner, whereupon modifying the period always switched to the Combined View.
684996 TE-77166 Fixed an issue with Financial Planner where a Project’s Template was not being updated according to the inheritance model when changes were made within it.
686774 TE-7716 Fixed an issue with the Financial Planner wherein the Cost and Revenue amounts within the Budget Summary were not displayed according to the selected Currency.
695159 TE-77560 The Margin % by Revenue in the Financial Planner Summary section now reflects the same value of the Grand Total.

Integration

686660 TE-77162 Fixed an issue with the AMEX Integration, wherein the Amex Credit Card Automation Service was failing.
686912 TE-77232 Fixed an issue with QuickBooks Integration wherein some special and XML escape characters contained in Client Names were causing an error upon importing.

Mobile

655259 TE-76648 Fixed an issue with Mobile Timesheet, wherein users were able to modify approved Leave Time Entries for a Timesheet Template having the “Prevent Users from modifying Holiday entries created automatically” and the “Prevent Users from modifying or deleting entries created from a Leave Request” settings.
680312 TE-76951 Fixed an issue with Mobile Timesheet, wherein Project Managers without the permission to My Timesheet were unable to approve Timesheets.

Reporting

666229 TE-76694 Fixed an issue with the Upland Analytics Project Entry Billed Amount Field within the Project Entry Details Data Source to exclude non-Billable Entries in the calculations.
672850 TE-76646 Fixed an issue with Upland Analytics, whereupon returning to the main Report, the Drill-Down reports lost their applied filter(s). The issue has been fixed by introducing a new option to Save filters as Default.
660611 TE-75980 Fixed an issue with Upland Analytics Pivot Reports wherein the order of the Pivot columns was not retained and the Subtotal was incorrect when the report was sent via Subscriptions.
658979,
683411,
686769		 TE-75965 Fixed an issue with Upland Analytics wherein a failed Subscription Notification was being sent for a Report that was running successfully.
659447,
664530		 TE-75939 Fixed an issue with Upland Analytics Pivot Reports wherein the second and third pivoted columns were missing their Total Sum.
654251 TE-75763 Fixed an issue with Upland Analytics Reports wherein a Filtered Custom Field column was missing when previewing the Report.
643494 TE-75063 Fixed an issue with an Upland Analytics Report containing UA Custom Fields that was failing.
628335 TE-74321 Fixed an issue with Upland Analytics wherein an attachment would be missing from a Subscription Email sent to a User if the User had spaces at the end of their UserName.
626723 TE-74295 Fixed an issue with the sorting order when a Subtotal calculation was applied to the first column within an Upland Analytics Report.
626571 TE-74210 Fixed an issue with Upland Analytics Subscriptions wherein some Users were missing from the User Recipients list.
613674 TE-73576 Fixed an issue with Upland Analytics wherein a certain folder and containing reports were visible to Users that were not part of the folder sharing.
581570,
616502,
660611 		TE-71442 Fixed an issue with the applied sorting order of certain Upland Analytics reports that were either exported or sent via email subscriptions.
578071 TE-70754 Fixed an issue wherein a User with a deleted Home Page report was unable to access Upland Analytics.
410306,
547057,
598776		 TE-69062 Folders in Upland Analytics can now be shared with PSA Groups and Security Profiles.
395944 TE-67841 The option of editing the On Page Filters from the Settings popup has been removed.
467266, 643018 TE-64159 Permissions applied at the Folder level now also apply to Reports and Dashboards that are contained within.
451134,
456517,
575924,
599475,
665973		 TE-63526 Fixed an issue where the OnPage filters values were lost once the report was loaded. A new option has been introduced on Filters to "Save filters as default".

Resource Management

687422 TE-77210 Fixed an issue with the Work Plans wherein a server error was being triggered upon accessing a Work Plan if the View’s Timeline start was set to Next Quarter.

REST API/SDK

685469 TE-77241 Fixed an issue with REST API/SDK wherein the PUT "BillingContactId" request to the api/v2/Clients/{id}/InvoiceOptions was failing.
676593 TE-76776 Fixed an issue with REST API/SDK wherein the sorting filter for the GET “TimeEntries” was not ordering the data as expected.
650979 TE-75672 Fixed an issue with REST API/SDK wherein the GET call for the ClientPOs was resulting in an error message.

Timesheet

690676, 693561, 694610, 694790 TE-76864,
TE-77744, TE-78039		 Upon accessing the Timesheet Administrator View, you must now first perform a search to display the required data. Note that the search may take several minutes depending on the selected date range and the number of Users.
681617 TE-76982 Fixed an issue with the Timesheet Manager where not all Work Types were listed in the Task Work Type on-page Filter.
682602, 682821, 683078, 685689, 686499, 691793, 692444, 692930, 693085, 694603 TE-76990 Fixed an issue with Timesheet approval/rejection wherein it was not possible to transition a Timesheet in an Open state which was flagged as Approval. For complete details refer to Timesheet Manager Mass Action functionality (TE-69174, TE-76518).
682877, 690754, 692877, 695620 TE-77019 Fixed an issue with the Timesheet Manager sorting capability wherein the applied sorting order was lost upon taking an action on a Timesheet.
683799 TE-77070 Fixed the French message to now read “Aucune transition disponible” when No available Transitions exist.
687621 TE-77212 Fixed an issue with the Assigned Timesheet by Projects View wherein the drawer’s active viewing area did not allow vertical scrolling, limiting one from viewing the complete list.
686691 TE-77218 Fixed an issue with Timesheet Manager wherein managers attempting to transition subordinate Timesheets that were not directly assigned to them would fail.
687530, 695159 TE-77325 Fixed an issue with Timesheet Manager wherein the View’s Description tooltip remained visible on the page blocking the Calendar and Rejection buttons.
690159 TE-77298 Fixed an issue with Timesheet Manager wherein the Timesheet Approval Status tooltip remained visible on the page.
695483 TE-77531 Fixed an issue with the Timesheet Administrator View wherein searching by “Lastname, Firstname” or by Workflow was not returning any results as expected.
682890 TE-77565 The Administrator Transitions are now available from the Timesheet Manager Assigned Timesheets View for users assigned the Timesheet Administrator Workflow Role.

Work Breakdown Structure (WBS)

685226, 684996 TE-77143, TE-77159 Fixed multiple issues with the way various User Defined Fields were being saved in Project Edit.
686484 TE-77137 Fixed an issue with Group Approvers page wherein the Selected Users list was pushed outside of the viewing area.
681027 TE-77014 Fixed an issue where Rate Rule associations could be created past the user Termination date.
684981 TE-77092 Fixed an issue with Project Edit whereupon saving a Project Status Report having User Defined Fields inheriting from the Project and clicking any Project tab resulted in an error message.

Workflows

684289, 688526, 692848 TE-77101 Fixed an issue whereupon attempting to reassign an Invoice or Work Process State failed.