Workbench Release Notes

IN PROGRESS

Beta Release 4.5.35.1

Scheduled Release - 08 August 2022

New Features

Feature Revisions

Jobs

Dockets and Daysheets

Purchasing

Purchase Orders:

• Line Code mandatory on Docket PO lines:
  A new validation has been introduced on POs for Docket POs lines where the Line Code (Docket Schedule Code) is now mandatory and cannot be empty.

Inwards Goods:

• POs with a large number of lines can be now handled with no errors.

Catalogues:

• Catalogue line filters:
  Filters have been added to Catalogue screen to allow users to search for specific lines that need to be updated/checked. This is particularly beneficial for large supplier catalogues.

Subcontracts

Plant

Timesheets

...

Expense Claims

• When using the new Workflow approval, the Workflow history button is now available on the Expense Administrator screen.

Billing

• Job Sales Invoices filters:
  “is one of” operator is now available when filtering for Job Profit Centres.

Quotes

Datasheets

• Note field type is now multiline and expandable which makes data entry much easier.

Month End

Work Breakdown

System Setup

Administration

Integration

Business Central

• Partial receipts can now be imported to Workbench.

• Document Number in AR invoices:
  New setting 'Change AR Posted Doc No' has been added on Business Central Integration screen in Workbench to indicate that Worbench AR Invoice number will be used as Business Central Document Number when exporting an AR invoice to BC (AR Invoice and Credits).

• AP Payment imports:
  Payments in Busincess Central processed via Payment Journals will now be imported.

Upvise

• Upvise Jobs/ Workbench Service Logs Cancelled status:
  A new Job status called 'Cancelled' has been introduced in Upvise. Managers or administrators in Upvise can only cancel a Job. A Cancelled status in Upvise maps to a Cancelled status in a Service Log in Workbench, which behaves similar to a Completed status: non-editable with Reopen button.

• Data sync by finco:
  A new setting called 'Upvise Additional Fin Co Export Filtering' can now be enabled globally to limit data export to Upvise to only include data linked to the finco indicated in the Integration screen:

  • Companies

  • People

  • Plant Items/groups/locations

  • Stock Locations (via Jobs