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Nelson Leong

Nelson Leong

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Beta Release 4.5.8.x

Scheduled Release - 05 Jul 2021

Feature Revisions

Purchasing

  • Purchase Order -

    • A non-editable Log No is now displayed in the Other section if the PO is created directly from a Service Log, refer Service Desk - Service Log.

    • A notification to the 'Entered By' on PO Approval can now be enabled when using the Standard PO approval process; this being an addition to the Purchaser notification. This is enabled using the 'Email PO Entered By on Approval' setting with a Global and Person options, and the notification defined by the 'Notification – PoApproved' email template.

  • AP Vouchers - An External Link icon is now available in ‘This Voucher’ tab to open the source document for your reference.

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Timesheets

  • Timesheet Approval - Sine timesheet approval by Location is deprecated, the Location filter has been removed.

Contracts

  • Bonds - The Bond Type have been migrated to the Lookups type 'ContractBondTypes' and the Bonds table is deprecated. Attachments are now supported. Minor display tweak for consistency.

Subcontracts

  • Bonds - Attachments are now supported. Minor display tweak for consistency.

Billing

  • Job Sales Invoice -

    • Attachments popup - This is enhanced with a Related tab displaying attachments on the associated Job and/or Service Log.

    • Print - The Report Send popup is enhanced to allow adding Related attachments from the Job and/or Service Log.

Service Desk

  • Service Log -

    • Outputs tab- The output rate is now editable based on the 'Edit Output Rates' permission.

    • Completion tab - The Status and Completion Details fields and Attachments now remain enabled after the Log is completed.

    • Purchases tab - The tab is enhanced to display a Purchase Orders grid.

    • New PO - It is now possible to create a PO directly from a Log and the LogNo will be displayed in the PO’s Other section.

    • Print - The ‘Report - LogMaintenance’ email template has been added, and this is applied when sending Log reports.

Administration

  • Price Codes - The list of price codes can now be filtered by Code and Description with the typical string conditions.

  • Utility List - A new utility wbUtilityReassignManagers is now available to change the Job Manager and/or Account Manager on a range of open Jobs to a new specified manager. It is anticipated that this may be used when an employee changes role or leaves the business.

Note

NOTES

  • WARNING - This process updates data and is irreversible.

  • The manager(s) is changed on the Jobs only, not any other table.

  • If no Job Code criteria is specified then all jobs are updated.

  • Be aware that since Job codes are a string data type that this is a string range and does not behave like a numeric range.

Integration

Xero

  • AP Invoices - Xero has updated their invoice behaviour and this will affect our export, Xero will only accept AP Invoices from the un-locked dates. We used to be able to export very old and future invoices. Now it has to be within the current financial period.

Info

Xero’s Developer Update

Bringing consistency to lock dates and the API

In may, we aligned the behaviour of the Invoices endpoint to check lock dates the same way the Xero app does. If an app is connected by a user with the adviser role, invoices and bills can now be created prior to the adviser-only lock date.

We’ll roll out this change to other endpoints - e.g. CreditNotes, BankTransactions - in July 2021, keep an eye on the release notes page for updates as they happen.

MYOB

  • AP Invoices - Foreign currency invoices are now supported and we now populate our PO Number in the Comment field and our Due Date (Payment Date) into the Promised Date field.

Upvise

  • Expense Claims - Rectified a rounding issue syncing Expense Claims from Upvise.

API

  • TableRow - This API currently supports updates to a maximum of 99 columns, and with the Jobs table we may require updating 120 columns so the number of supported columns was extended to 150.  

Reporting

Report Revisions

  • wbContractClaim004 - Payment Claim Invoice Preview - Has been updated to include the Job’s Order Number and Client Reference.

  • wbJobTransaction008 - Unbilled Job Transactions with Outstanding Purchase Orders and Outputs - A change was incorrectly made to the standard report procedure causing "Written Off' transactions to be displayed, so this was reverted.

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