BMS (v4.0.41) - Feb 2021

This release includes new features, new online Help topics, and fixes.

New Features

IT Glue 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. For more information, see IT Glue - Hybrid reports.

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 Online Help Topics

  • Workflow automation - using keywords: This article is a part of the Workflow Automation Series. In this guide, we cover how to set up a workflow to trigger using certain texts or portions of text.
  • Calendar sync 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.

Fixes

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.