Workbench Release Notes: IN PROGRESS

Beta Release 4.5.31.1

Scheduled Release - 13 June 2022

New Features

Jobs

Price Code import:
New functionality has been added to support the import and update of Price Code lines. A new import button has been added on Price Codes. Each tab (Plant, Labour and Material) have its own import.

The import will update existing lines and add new ones, making it easier to maintain large and complex Price Codes.

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Feature Revisions

Jobs

Account Manager’s Job Permissions:
A user without "View Other Job Managers Jobs" permission in their role, will be able to see the Jobs where she/he is a Job Manager OR Account Manager of. Previously, it could only see those jobs for which she/he was a Job Manager of.

Dockets and Daysheets

Daysheets:

• With a new unsaved timesheet, when duplicating a Timesheet line it was causing extra lines to be created. This has been rectified.

• Also, Start and End Times were not correct in some cases when copying Timesheet lines from a previous Costsheet that had no Header Job. This has been rectified as well.

Purchasing

Mobile Purchase Orders:
When using the Standard way of approving Purchase Orders (not Workflow approvals), the Approval button now appears right after saving a PO with a value > $0. Before it was only appearing after refreshing the screen.

Subcontracts

Work Orders:
When attempting to send a Work Order an error "An item with the same key has already been added." was showing up. This has been rectified.

Timesheets

Batch Payroll:

• Option to Summarise Payroll Exports:
  A new setting “Summarise Payroll Export” has been created, which, if true, will export Timesheets for Payroll in a summarised way: EmployeeNo, PayrollCode and TimesheetDate rather than the standard EmployeeNo, PayrollCode, TimesheetDate and TransactionDate.
  

Billing

Quotes

• A Job selection on a Cost Sheet was deleted after saving. This has been rectified.

• Sub Jobs can now be created from a Quote:
  Once the Quote has a Job assigned to it, the [New Job] button is still enabled and it will open the Job Creation Wizard with defaults for a Sub Job creation.

Datasheets

Service Desk

Month End

Processes:

Generate WIP:
When calculating the Invoicing for WIP, the process now adds in any Contract Claim Accruals for the period. This is to cater for the scenario where Claim Accruals have already been generated, and uncertified claims have been moved to the next period.

Generate Claim Accruals:
Contract Claim Accruals will now have a Revenue GL code populated (taking into account GL prefixes and suffixes on Profit Centres where they exist), which is sourced from Sales Codes new field 'Accrual GL Account'.

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Integration

MYOB AccountRight

Payment import:
When importing Customer Payments from MYOB AccountRight, the Receipt Number will be truncated to 10 digits to avoid errors on import, as Workbench only supports a maximum of 10 digits.

Business Central

GST rounding issue on AP Invoice export has been rectified.