PSA 2023 R3.0 - Resolved Issues
Below is a summary of the main issues addressed by this release.
2023.10.18.2023R3.0.V1.EB
Note: This page could be updated as new information becomes available.
API/SDK
| N/A |
TE-91170 |
Fixed an issue with the Milestone API GET/PATCH/POST. |
Financial
| 1318764
|
TE-91949 |
Invoices included in a Batch are now displayed as expected when using Edge in IE mode. |
| 1316409 |
TE-91886 |
Fixed an issue wherein under certain conditions, an error was being generated upon trying to submit an Invoice if the Contacts were imported from external sources. |
| 1295004 |
TE-91257
|
The Allow Project Override option (Setup > Financial > System > Defaults tab) is now working as expected:
• When the Allow project override is checked for the User Default Forecast Billing Rate section then the User Forecast Billing Rate selection box will be enabled at the project level (options tab).
• When the Allow project override is checked for the User Default Forecast Cost Rate section then the User Forecast Cost Rate selection box will be enabled at the project level (options tab).
|
| 1320546
|
TE-92033
|
When generating an Invoice Batch, all Projects are now automatically selected for invoicing as expected. |
1312668
1311999
1311519
1311139
1309742 |
TE-91756
|
Project-dependent User Billing Rule associations as well as Project and Task Hourly Billing Rules are now properly rating time entries as expected. |
| 1364850
|
TE-93520
|
Optimized the creation of Expense Payable Batch. |
| 1383970 |
TE-93970 |
PDF Receipt attachments are now converted to images as expected at the Expense Report level. |
| 1377699 |
TE-93817 |
Fixed an issue wherein users with the View Right to Billing Rules/Cost Rules were able to modify Rate associations. |
Financial Planner
| 1318087 |
TE-91946
|
Fixed an issue in Financial Planner wherein manual entries reflected in Client Currency instead of inheriting the currency from the Financial Planner Template setting. |
Integration
| 1311117 |
TE-91760 |
Fixed an issue wherein an error message was being triggered upon exporting a Revenue Batch to GreatPlains if a Project name contained an apostrophe. |
Organization Breakdown Structure (OBS)
| 1312647
|
TE-91952
|
Upon modifying a User’s Primary Role it is now immediately reflected as expected within the User List page. |
| 1311356
|
TE-91765
|
When creating/editing a User and selecting a Master Site, the user’s Holiday Set is now reflecting the Holiday Set associated with the chosen Master Site. |
| 1313801
|
TE-91821
|
A User with the Modify permission on Users can now Associate Calendars to Users as expected. |
| 1311544
|
TE-91763
|
Multiple license violation errors are now displayed as expected when creating a new user. |
| 1315875
|
TE-91875
|
Fixed an issue wherein Overtime Processing was rendered inaccessible under certain conditions. |
| 1377270 |
TE-93969
|
Fixed an issue wherein changing a user’s password from User Edit did not reset the password age. |
| 1372002
|
TE-93698
|
Deleting a Role now properly deletes its Rate associations. |
Reporting
| 1350231
|
TE-92906
|
Modifications made to a User’s Security Profile in PSA are now reflected as expected in Upland Analytics. |
Resource Management
| 1314040
|
TE-91815
|
You can now access a User’s Calendar when modifying a User through the Resource Central (Portals > Resource Central > User Edit > Calendar tab). |
| 1321118
|
TE-92026
|
The column headers Next State Assignment Only and Assignment are now displayed as expected when viewing the Standard Resource Request Security table. |
| 1340672
|
TE-92621
|
Fixed an issue wherein Filters created for a Work Plan View were exclusively applied for the Originator, even when the View was configured as public. |
| 1362531
|
TE-93377
|
When the chosen decimal separator is a comma Work Plan cells with no Allocation are now also blank as when the decimal separator is a period. |
Timesheet
| 1314184
|
TE-91892
|
Manually assigning a Timesheet to its owner now works as expected within My Timesheet. |
| 1310570
|
TE-91630 |
Fixed a user interface issue which arose when adding an Assignment in new Timesheet. |
| 1276818 |
TE-90831
|
Fixed an issue wherein under certain conditions, a new Time Entry was created against an old Template while the Timesheet was on the new Template. Validations were put in place to prevent the occurrence of such data creation. |
| 1301567 |
TE-91490
|
Validations were put in place to prevent the possibility of approved Time Entries being unapproved via an invalid Recall. |
|
1380009
|
TE-93873 |
Fixed the time conversion issues arising from converting 12:00 am/pm in In/Out Timesheet. |
|
1326519
|
TE-92204 |
Manually approved Time Entries are no longer unapproved when the option Prevent recalling approved entries is selected. |
| 1387502 |
TE-94075 |
When the option Required is selected for
Time Entry Notes, the Timesheet Notes Requirement Icon is now displayed as expected for negative Time Entries. |
Timesheet Manager
|
N/A
|
TE-92550 |
Fixed an issue wherein no Timesheets were being displayed when Conditional Formatting was applied on the State Attribute having multiple selections in the IN operator. |
| 1371985
|
TE-93699
|
Timesheet approvers using the New Timesheet now only see their assigned Time Entry Notes. |
|
1317639
1330775
|
TE-91951 |
Improved the performance of Timesheet Manager page. |
Work Items
| 1337736
|
TE-92710
|
Fixed an issue wherein modified Work Item Entry Assignments were not reflected upon returning to the Work Item Manager. |
Work Breakdown Structure (WBS)
| 1350347
|
TE-92908
|
You can now successfully close the Forecast Rate Association page accessed through the Project Team member page by clicking the Back link. |
| 1355074
|
TE-93142
|
Fixed an issue wherein the Health status of some imported Projects using Excel were empty. |
| 1375717 |
TE-93938 |
You can now successfully close the Assigned Tasks page accessed through the Project Team member page by clicking the Back link. |