BMS (v4.0.40) - Jan 2021

This release includes new features, improvements, and fixes.

New Features

OAuth for Microsoft Inbound Email - PSA supports OAuth2.0 authentication for Microsoft IMAP connections. This enhancement is related to inbound email capability and is in response to Microsoft's lifecycle announcement, in which they indicate that they will begin deprecating Basic Authentication in October 2021. Here is the setup guide

Dedicated Integration Account - A dedicated user type has been introduced to enable MSPs to use the API for OAuth based application integration without having to consume a paid license. Under HR > Employee it is called 'API Employee'. This user will only be able to authenticate to the API, they will not be able to login to the user interface. Here is the setup guide

Asset Health Report - Ad Hoc Reporting now includes a report on asset health, which includes an overall score based on disk utilization and operating system type, and a ticket overview for the account. Here is a detailed guide

Release Notes

General

The keywords in browser tabs have been reversed to apportion more space to the page name.

Service Desk

Under Admin > My Company > Company Settings > Service Desk > Ticket Number Format > COUNT, this is a new format that does not include the date. You can also set a Ticket starting number for the same. 

Quickbooks

The QuickBooks Desktop plug-in now has an option to set the To line in invoices to the Account Name. Under the Options tab set 'Yes' for 'Set account name in address line 1'.

General

Fixed: Users were logged out after a session time out even when remember me was checked during the logon. 

Quickbooks

Fixed: When exporting invoices to QuickBooks for a non-taxable organization, the tax code defaulted to the first taxable item instead of the selected option. 

Quickbooks

Fixed: Due to an API limitation, only 50 payments from the Import Payments page were imported from Quickbooks.

Quickbooks

Fixed: The QuickBooks plugin produced error logs as a result of a QuickBooks SDK update.

Inventory

Fixed: A display issue on the Stock Adjustments page prevented the user from viewing the complete serial numbers for products.

CRM

Fixed: Client portal registration from a managed workstation would fail because it did not honor the default phone type selection.

CRM

Fixed: On every save the quote expiry date decreased by one day.

CRM

Fixed: Quotes did not show the tax amount for a taxable charge.

CRM

Fixed: When adding an Activity inside a Contact, and the corresponding Account had more than 10 Contacts, the update was applied to the incorrect Contact.

CRM

Fixed: User contact profile picture was not rendered correctly on a Service desk ticket.

Service Desk

Fixed: The CCs field in tickets displayed duplicate email addresses.

Service Desk

Fixed: The delete ticket button was decorated as disabled, but the action could still be triggered by users with insufficient privileges.

Service Desk

Fixed: Workflow did not update associated asset on a ticket

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