IN PROGRESS
Workbench Release Notes:
Beta Release 4.5.30.1
Scheduled Release - 30 May 2022
New Features
Feature Revisions
General
Licence Count warning message:
A warning message will appear when logging in, if there are more licences assigned than licences purchased:
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Jobs
Job Budget:
FC Rate now accepts up to 8 decimal places.
Purchasing
Purchase Orders:
Catalogue items on POs:
When selecting a catalogue item (Line Code) on a Purchase Order Line, the suggestion list will display items from the System Catalogue and from PO’s supplier’s catalogue, that match the texted entered.
Extra catalogue items attributes have been added to the Catalogue Item search pop-up screen to facilitate the identification of the right item to be purchased: Group, Category and Subcategory.
Paging on AFE picker:
Paging has been added on the pop-up screen when selecting an AFE from the picker to improve usability.
AP Vouchers:
Default tab behavior enhancement:
When a Voucher screen is opened, based on the existing data on the Voucher, whether is a Docket PO or a standard PO, the default tab that will be presented to the user will be Docket Lines or PO lines.Cancellation of a document from Image Documents:
When an AP Invoice scanned document is cancelled from the Image Documents screen, the status of the Document i snow updated to Cancelled. It was previously kept as New or Reject.
Subcontracts
Subcontract Retention Management:
Total Retentions and Retention Release To Date columns were, in some cases, not reflecting the values from the Subcontract Claims’ retentions, and this has been rectified.Batching Negative Subcontract Claims:
A new control parameter called “Batch Negative Subclaims as AP Credits”, has been added to indicate if a negative Subcontract Claim should be batched in an AP Credit batch or not. This is supported in either manual batching and auto batching of subcontract claims. If CP is set to Yes, then a negative Subcontract Claim will be batched in an AP Credit batch, instead of a Subcontract Claim batch.
Timesheets
Automated email notification for missing timesheets:
For those wanting to send an automated email to all active employees who have missing timesheets for the previous week, we have designed a Powershell script that can be configured to each client requirements.
The standard script is designed to send a reminder email on Monday mornings with the following template, however this can be customised as required:
Dear [FirstName], it looks like you have not completed your timesheet for last week. Can you please attend to this as soon as possible.
Thanks,
Admin Team.
Billing
Quotes
Further enhancements based on customers:
Datasheets
Service Desk
Further enhancements based on customers feedback:
System Setup
Jobs - Price Codes:
Price Code setup screen new enlarged size now allows users to read the details without having to hover over cells to read descriptions and provides a better user experience. Make sure you enter those selling rates right! An import for Price Codes will be coming soon.
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Administration
Data Transfer
Data Import:
New Data Import: GL balances can now be imported.
The import takes parameters: -Finco
-Year/Period
This is also a new table to store GL balances, and can be used for reconciliation reporting in Sharperlight:FinCoCode
YearNo
PeriodNo
GLCode
Description
Balance
Adjustments import: LogNo can now be specified on the import. This is to link an Adjustment to a Service Logs.
General Config
Control parameters:
The control parameters below have had their description updated to a more descriptive and easy to understand one.
Update description for the following control parameters:Header Colour
New description: Allows configuration of the header bar colour, which may be useful for distinguishing Test vs. Live environments. Valid values are standard hex notation or standard HTML colour names. The default value is blank which renders the standard Workbench blue. It is recommended that a dark colour is selected as the text displays in white.
Can Admin Approve
New Description: When set to Yes, users with Timesheet Administrator authority, will be able to approve timesheets. When set to No, they can only manage timesheets (create/update on behalf of) but not approve.
Can Approver Edit
New Description: When set to Yes, users with Timesheet Primary Approver authority, will be able to edit timesheets. When set to No, they can only approve but not edit them.
Email Templates:
Purchase Order email template - Report - PurchaseOrder, has new tokens to support PO header fields: PO Header's JobCode, JobName and POReference.Extension Columns:
Columns with a data type of Quantity, were not saving decimals. This has been rectified and the system now saves any decimal values up to 4 decimal digits.
Integration
MYOB Advanced
Journal export posting date on transactions:
For Journal transactions with a date of last day of the month, the posting date was set to the following period, which was incorrect. This has now been reverted.
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if the condition is not met, Posting date is set to the Batch Date.
Upvise
Plant Items option has been added to the manual data sync options.
‘Class’ custom field for plant items in Upvise will now sync with the class code and description, before it was only the class code. i.e. DIGSM → DIGSM : Digger Small
Docket Cost Schedule lines inactive flag is now synced to Upvise.
Wiise
Additional Payment Terms: Workbench now supports 45 and 75 EOM Payment terms from Wiise.