Workbench Release Notes:

Beta Release 4.5.26.1

Scheduled Release - 4 April 2022

New Features

Feature Revisions

Jobs

Production Measures:
A rare error when clicking on Adjust Forecast button is now fixed.

Purchasing

AP Vouchers:

• Improved visibility for vouchers with Saved status:

  • The Saved status behavior omitted the Assigned’s name when the voucher was passed back to the
    original person, so this is changed to retain the Assigned name on Voucher List.

  • The ‘Saved’ voucher now also display in the Assigned’s My Approvals for ‘Edit & Submit’.

• On Voucher Lines tab the Activity was retained after changing the Job
  The Activity is now cleared when the Job is changed to avoid invalid Job/Act combination.

• Purchasing Units for Stock:
  When purchasing using Catalogue lines with a Stock Multiplier, the quantities on an AP Voucher will be reflected in the Stock Item’s Unit (and not in the Purchasing Unit).

Subcontracts

Retention Release Batches:
Some Subcontract Retention Releases were being batched in an AP Credit batch, when it should have been a Subcontract Claim batch. This has been rectified.

Timesheets

Expense Claims

Billing

Job Invoices - Workflow on GST Only Invoices:

Workflow approvals will now use the GST value on an Invoice to decide who can Review/Approve, for those cases where GST Exclusive value= $0.
On the other hand, if the Invoice is GST Exclusive = $0 and GST = $0, an error will be displayed on submit.

Service Desk

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Reporting

The following reports have been updated but without a JIRA, so Nelson advised to message you.

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The change made was to display either a ticked or unticked checkbox to reflect the value on the screen - previously the expression wasn't displaying the correct value - https://wbi.freshdesk.com/a/tickets/58578 if you need further reference

Integration

Upvise

• Upvise Job priority:
  Custom field “Job Priority” in Upvise will be synched to the Log as Log priority in Workbench only when the priority selected in Upvise also exists in Workbench.

Business Central

• AP Invoice Withhold payment Function:
  AP Vouchers and AP Invoices can now be flagged as On Hold in Workbench and exported to Business Central where this flag is visible as well. In AP Invoice this field will only be visible if the Supplier’s Financial Company integration is with Business Central.
  Note: Paying the invoice – the “On Hold” field will only serve as a tag on which invoices should be withheld. In Business Central, these will still be included in the list of payable invoices. It will be up to the user to filter these invoices out for payment.