This release includes new features, improvements, and fixes.
New Features
ITG Hybrid Reports - Expanding on the existing IT Glue integration, we've introduced reportable items from IT Glue, which enable you to report on and understand the impact of documentation on service delivery. System-defined reports are available under Reports > Ad Hoc Reports; from there, the IT Glue reportable items can be found under System Reports > IT Glue. Here is a detailed guide.
- Stale Passwords Report - Filter for passwords that have not been updated in the last 1 year.
- Aging Assets Reports - Identify older machines that might be candidates for being pulled from service, or configuration items that might need to be updated or purged.
New KB Articles
- Automation with Workflows: Using Keywords - This article is a part of the Workflow Automation Series. In this guide, we will cover how to set up a workflow to trigger using certain texts or portions of text.
- Setting Up Calendar Sync in PSA - The guide explains the Calendar Sync feature on the Home page. This feature enables a PSA user to automatically and securely bi-directionally sync their My Calendar items with a linked calendar on Office 365, Exchange, Outlook.com, Google, or iCloud.
Release Notes
| RMM Integration |
Fixed: In Chrome, at some browser window sizes, the Kaseya Live Connect button would not respond. |
| Quickbooks |
Fixed: When attempting to export an invoice for a child account to QuickBooks Desktop, PSA erroneously created a new account. Downloading the new version of the connector fixes the issue. |
| Finance |
Fixed: When cloning a recurring service contract, if the user changed the billable units, proration was calculated incorrectly. |
| Service Desk |
Fixed: Saved views did not preserve the user-selected order setting when ordering by ticket status. |
| Inventory |
Fixed: European currency formats were not displayed correctly in the Amount field of purchase order charges. |
| General |
Fixed: Creation of API user type failed when the tenant had no active licenses.
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