Workbench Release Notes:

IN PROGRESS

Beta Release 4.5.25.1

Scheduled Release - 21 March 2022

Feature Revisions

General

Performance optimisation on the areas below:

• Job Enquiry - Details and Transactions tabs.

• Vouchers - document image list.

• Purchase Order List.

Dockets and Daysheets

Purchasing

• AP Vouchers list - Is MDE filter:
  This is only relevant relevant for clients that have migrated from Workbench desktop version (MDE) to Web Workbench. The AP Vouchers list by default it does not include MDE vouchers. Use the Is MDE = yes filter to see MDE vouchers, until you have completed your migration.

• Default tab when opening a voucher:
  The default tab when opening a voucher is now based on the rules below:

  • If voucher lines exist then open Voucher Lines tab by default

  • Else open PO Lines tab by default

Subcontracts

• Line Completed on Subcontract Claims:
  The check box will be automatically ticked when the absolute Certified To Date Value is greated than the absolute Commitment Value. User can untick if desired.

• Subcontract Claims approval error:
  When approving a Subcontract Claim with lines that have not been reviewed (certified = $0 without Comment / Reason) an error will now popup to prevent this from happening.

• Approvals:
  When using Standard approval mode for Subcontract Claims (as opposed to Workflow), the default approver is now controlled by a new Control Parameter ‘Default Assigned Approver’ with [Default | None] as options
  
  1- Default will set the Assigned Approver to the subcontract administrator (if any) else job manager, else no default. The person must be in the approval list, hence have an approval limit and be active.
  
  2- None will leave Assigned Approver as blank.

This applies to the Subcontract Claims and Subcontract Claim Attachments popup.

...

Timesheets

• EBA - Job tags:
  Daily allowances from JobTags were only occurring for the first job of the day. This has been rectified and daily allowances are generated for any given job for the day that matches the EBA rule.

Expense Claims

An error when saving attachments on an Expense Claim has been rectified.

Billing

Input billing - new Markup% column:
A new Markup% column has been added to the Get Sales grid for those Input based billing jobs, as a calculation based on the Selling Value vs Cost Value.

...

It is hidden by default in grid management.

Quotes

Service Desk

Resource Scheduling

Report Resource Schedule Gantt (wbresourceschedule001) has been deprecated and will not be installed on new Workbench instances.

Month End

System Setup

Administration

Integration

Business Central - Wiise

• New Environment setting: To cater for companies that have multiple Environments (i.e. Production, Test), a new setting has been added to identify the instance Workbench is connected to.
  

...

• Batch type with more than 10 characters:
  Batches with a batch type name with more than 10 characters (i.e. Stock Value), were erroring when being exported. This has been sorted.