On-Demand Video

Watch: Upland PSA 2023 R2.1 release highlights

Tune in to see all of the exciting new enhancements coming in the Upland PSA 2023 R2.1 launch!



Highlights include:

Simplified workflow management: Get more out of your existing business and workflow operations with enhanced functionality to Work Items. New features can now help you handle workflows easier with unified management of Work Item and Work Process flows.

QuickBooks integration: Import and process projects, invoices, and expenses with greater control and flexibility through the improved integration between Upland PSA and QuickBooks Desktop.

Timesheet design: Manage time entries with more accuracy with automated reminders of unsaved changes, as well as expanded design navigation, so users can view more information at once.

Plus, we cover updates to help you manage resource skills and the ability to add an audit trail to a role replacement in your Work Plan.

Check out the Release Notes for more information and download the slides from the community.

And don’t forget to register for our complimentary Ask the Experts sessions if you have any questions about what’s in the R2.1 release.

You can also learn tips and tricks on additional features in Upland PSA and connect with other customers.


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