PSA 2023 R2.0 - Resolved Issues
Below is a summary of the main issues addressed by this release.
- API/SDK
- Expense
- Financial Planner
- Integration
- Mobile
- Timesheet
- Organization Breakdown Structure (OBS)
- Processes
- Reporting
- Resource Management
- Security
- Tools
- User Defined Fields
- Work Breakdown Structure (WBS)
2023.05.17.2023R2.0.V1.EB
Note: This page could be updated as new information becomes available.
API/SDK
| 1236694 | TE-89780 | Fixed an issue wherein the API Endpoint GET TimesheetAssignments triggered an internal error, when certain fields were selected in the Template. |
Expense
| 1220961 | TE-89390 | Expense Reports are now displayed as expected within the All Reports tab of Expense Manager when a custom sort order is applied to the columns. |
| 1249203 1259188 |
TE-90282 | You can now successfully import an OFX file having the & sign in an entry name. |
Financial Planner
| 1254205 1258939 1266100 1262512 |
TE-88537 TE-90380 |
Improved the performance of Financial Planner by optimizing the calculation times. |
Integration
| 1203314 | TE-88800 | Fixed an issue wherein re-importing clients from QuickBooks Online that were converted to sub-customers, resulted in duplicate Clients in PSA. A message is now displayed stating that “<ClientName> was not exported as it has an integration ID.“ |
| 1234770 | TE-89950 | The authentication Bot for Microsoft Teams integration is now functioning as expected. |
| N/A | TE-91034 | The option to select MasterCard as a Type has been taken off the selection list on the Credit Card Transactions page (Setup > Expense > System). This is because MasterCard is not a supported file format for Credit Card Transactions. |
Mobile
| 1213535 | TE-89165 | The Note Type selection box now lists the types based on the Sort order defined in the System Tables for User Note types as expected. |
Timesheet
| 1230195 1255376 |
TE-89611 | Fixed an issue wherein under certain conditions, users were unable to modify automatically processed Holiday Entries when using the new Timesheet. |
| 1212441 | TE-89053 | Fixed an issue wherein the Project selection list could be invalidly empty. |
| 1215105 | TE-89150 | Fixed an issue with Timesheet wherein Adjustments would be displayed in the next period if the Display only Assignments with Time Entries in the previous period option was selected. The applied resolution was to only display the Assignments with Time Entries in the previous period. |
Organization Breakdown Structure (OBS)
| 1210167 | TE-88973 | The Key size for Country and State Fields in System Tables (Setup > Organization > System > System Tables) have been reduced from 80 to 32 characters. |
Processes
| 1211545 | TE-89017 | The User list dialog box accessed through a Work Process edit page now displays within the available screen size. |
Reporting
| 1267411 | TE-90529 | Fixed an issue wherein Non-billable Time Entries were shown with an Invoice number in Upland Analytics reports. |
| 1267411 | TE-90532 | Fixed an issue wherein Non-billable Time Entries were being summed as Billable in Upland Analytics reports resulting in incorrect Total Billable Amount. |
| 1233122 | TE-89663 | Fixed an issue with RDLC Reports whereupon searching for Projects by using the Manager Filter resulted in an error message. |
| 1187382 | TE-89528 | Upon clicking the View All Receipts link from the Tools menu of an Expense Entry, all listed Receipts are now sorted by Expense Entry Ref#. |
| N/A | TE-72642 | When using IF/CASE functions you can now select Date and Text dimensions to be used as parameters. |
| 282503 551513 572362 |
TE-69027 | When using MAX/MIN functions you can now select Date and Text dimensions. |
| 450986 563118 575916 586806 635802 644957 857603 1092514 1115743 |
TE-65481 | On-page Filters can now be set prior to having to run a report. |
| 1216712 | TE-89361 | The Series Display settings are now accordingly applied to the Custom Fields in Upland Analytics reports. |
| 1181303 1273351 |
TE-88149 | On-Page Filters are now working as expected in Pivot Reports. |
| 1150872 | TE-87389 TE-91050 |
Subtotals are now displayed as expected below the related details row(s). |
| 305032 583604 665973 |
TE-69040 | You can now create a Subscription for an Upland Analytics Dashboard. |
| 1267529 | TE-90526 | Text Areas now display as expected in a Dashboard when using New Upland Analytics. |
| 1170813 | TE-87977 | Hidden columns in an Upland Analytics report no longer display within the downloaded version of the report. |
Resource Management
| 1224486 1231102 1239163 1264733 |
TE-89527 | Improved the performance of Work Plan when EAC is not displayed for the View. |
| 1215603 | TE-89190 | Filters applied to a View within the bottom section of the Project Work Plan now only apply to the creator. |
| 1243313 | TE-89928 | Improved the performance the Project Work Plan when modifying a booking. |
| 1212425 1216291 |
TE-89060 | Skill Matching now returns the correct Matched Resources as expected when Users have negative available hours within the view period. |
| 1212499 | TE-88890 | Fixed an issue wherein a User’s availability is not updated when converting a User booking to a Role booking without deleting the allocations. |
| 1269347 | TE-90815 | Fixed an issue wherein negative Adjustment Entries through the Work plan triggered an error message, when the adjusted User had no allocation. |
| 1202642 | TE-88855 | Fixed an issue with Upland Project Planner wherein Work Plan hours were redistributed outside of the Task date range when a predecessor was removed. |
| 1251208 | TE-90180 | Fixed an issue with Resource Scheduling wherein under certain conditions upon refreshing the Work Plan, some cells showed incorrectly as non-working days. |
| 1281463 | TE-90920 | The Total EAC now takes into consideration the Time Entries without matched bookings against the Project.
EAC = Total Actuals in the past + Forecasted (Work Plan) Hours in the future |
Security
| 1264317 | TE-90435 | Users with the Security right to Audit Trail (Setup > Organization > System > Security > Security Profile > Tools) can now successfully access the Audit Trail events list page (Tools > Audit Trail). |
Tools
| 1223873 1223990 1228241 |
TE-89410 | Fixed an issue wherein attempting to import a Project with a defined Manager would fail. |
User Defined Fields
| 1231831 | TE-89608 | Fixed an issue with User Defined Fields associated to Milestones, wherein only the creator of the milestone was able to modify it if it was included in an invoice. |
Work Breakdown Structure (WBS)
| 1278724 | TE-90980 | Improved the performance of Clients list wherein browsing for a Client was taking too long to execute for scoped Users. |
| 1225771 1233252 1262790 1270577 |
TE-89439 | You can now add multiple Email addresses using a semicolon as a separator for a Client Contact. |
| 1234143 | TE-89711 | Corrected the Error message when shifting the Project Start Date when Task Allocations exist against the project. |
| 1242221 | TE-89907 | When creating a PO line item, the Name now defaults to the PO Name as expected. |
| 1198147 | TE-89634 | The Enforce a single Budget for Projects, Tasks, Assignments is now functioning as expected. |
| 1266421 | TE-90483 | The Date Modified column located within the Project History tab, now displays the time stamp according to the logged User’s Time zone in all cases. |
| 1271566 | TE-90643 | Fixed an issue wherein under certain conditions upon changing the Project dates and choosing to Shift Bookings during the change, some Bookings were being deleted. |