Matt Wilson

I agree, the real solution is invoice customization. Quickbooks is bearable but still has lots of flaws.

I just discovered this and sent a message to support. This is super scary. We need to be able to trust that the math is correct in invoicing, ESPECIALLY when dealing with tax authorities. The invoicing is calculating the tax BEFORE the discount. It needs to be reversed. The tax should only calculate AFTER all discounts. Please let us know how soon this can be fixed.

If you create a new ticket (post date of service), you can add a travel expense for a date before ticket creation. You can also change the expense date successfully if done from the expense entry inside the ticket. However, if you go to "My Expense Reports" and open the expense and try to change the date to before ticket creation, there is an error "cannot create expense before ticket creation date". Its easier to do this from My Expense Report and you should never be prevented from adding an expense dated before ticket creation. Thanks

I use PSA for billing but do NOT use the PSA generated invoices since they don't look great and have no customization. Once the invoice syncs to Quickbooks via QBsync, I send the client the invoice from QB using a custom invoice template. This works great except some clients use the Client Portal to view status of invoices and payments. I want their invoices to post to the client portal, but they won't until you click the "Send to Client" button. There needs to be a way to post the invoice to the Clients' Portal without sending the email. A button on the invoice would suffice. Right now I get around this by creating a dummy contact with fake email address and marking it as invoice email address. Please consider adding this guys!

Chris/Paul/Cliff, Thanks for all the work you guys are doing to make PSA usable in a production environment. I love the latest improvements. I have a priority request regarding Client Portal authentication. I see that AuthAnvil is supported. Can you guys please look at adding 365 Azure AD integration as well? There is no way my client end-users are going to remember a separate password for their PSA login to open and view tickets. We really want to push them to it, but its not going be useful. I image that Azure AD would be the most common platform for most companies. In the meantime, can we have a way to manually set a secure password for each user for Client Portal? A work around would be to set a secure password for each user and then distribute it to the users. Without one of these options, we just don't see the Client Portal for end users accessible.

I have installed the Outlook sync addin to sync my PSA events and service calls with Outlook calendar. It sorta works but not really. 1st problem: It injects HTML code into the Outlook subject like this example: <span style="font-family: Calibri;">Client: Fred's Paving<br /> Location: Office - Artesian<br /> Ticket Number: 20180321-1<br /> Ticket Title: Upgrade Susie's PC to Windows 10</span> 2nd problem: I set it to sync every 5 mins. Everytime it syncs, I get a duplicate copy of calendar entries (service calls) into Outlook. Every time sync runs, I get another copy. Not really functional....