Workbench Release Notes:

Beta Release 4.5.22.1

Scheduled Release - 7 February 2022

Feature Revisions

Lists

Documents:
A list of Documents from the Documents registry can now be exported to Excel.

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Management Reports

Job to Date External Costs report (wbJob002):
The report was not including subjob values when selecting a specific job (header job level1) and the filter Include subjobs = yes. This has now been rectified.

Purchase

AP Vouchers:
Reassign functionality has been added back. Once the Voucher is in the workflow to be reviewed or approved, the Reassign options becomes available, and allows the user to reassign to someone else to review/approve. The list of possible assignees is a valid list based on the workflow approval rules.

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Timesheets

• Timesheet Administration:
  Attachments button has been added to a Timesheet screen when opened from the Administration list.
  

  

  
  

• Uncompleting a completed Timesheet:
  When uncompleting (from mobile or desktop) an already completed timesheet, the system will now wipe out the Completed Date and Completed By ID. These will be populated again once the timesheet is flagged as Complete again.

Quotes

On a Quote Main tab, the % Won field was not saving the value entered when the quote was in an Approved status. This has been rectified.

Purchase

AP Vouchers:
Reassign functionality has been added back. Once the Voucher is in the workflow to be reviewed or approved, the Reassign options becomes available, and allows the user to reassign to someone else to review/approve. The list of possible assignees is a valid list based on the workflow approval rules.

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Month End

Processes:

• Generate WIP Accruals:
  WIP Reversal process:
  Changes were made to the WIP and WIP reversal processes. The WIP reversal process was generating empty WIP Accrual reversal batches, due to the system not allowing the more than one entry for the same Job, YearNo, PeriodNo combination. This was preventing the generation of the WIP Accrual reversal records.

  Additionally, when generating WIP Accruals the process was incorrectly removing all existing WIP records for the period. This has been rectified as opening reversals records need to be kept.
  
  In Summary:

  • Removed the unique index so you can have a WIP accrual and a reversal in the same period.

  • The WIP generation no longer deletes reversals in the same period.