Workbench Release Notes

Beta Release 4.5.41.1

Scheduled Release - 31 October 2022

Feature Revisions

Purchasing

• Catalogue Lines Description:
  The Catalogue Lines import has been modified to allow catalogue line descriptions for up to 100 characters (it was previously truncated at 50).

Stock

• Last Cost on a Stock Item:
  A new Last Cost column has been added to each Item and to each Stock Location on an Item. This will be populated with the last Cost from an Inwards Goods, or if there are no Inwards goods on the Item yet, it will reflect the Last Cost value on the Stock Item.
  

  

  
  

Subcontracts

• Subcontract Claims - workflow status when unexported:
  When a Subcontract Claim is unexported the system sets it back to Entered however the Approval Workflow status was still Approved. This has been changed and the Workflow status is now set to New.

Plant

• Parent Plant Extension field:
  This field was cleared when opening the Details tab and closing it without making any changes. This has been rectified.

Timesheets

• EBA Additional profiles:
  When applying an additional EBA profile that skips 'Time and Half' time group in the weekly rules to be applied, the Payroll transactions created for Double Time time group were created without a Time Code. This has been rectified.
  

  

Expense Claims

• Workflow approvals:
  When having multiple reviewers, the EC was assigned to the first one regardless of what Reviewer the user would select. This has been rectified.

Integrations

Upvise

• Client on an Upvise Job:
  Where an Upvise Job is created with a different client from that on the Upvise Project/Workbench Job, the Service Log will be imported into a Workbench Log to reflect the client selected on the Upevise Upvise Job rather than defaulting to the Workbench Job Client. Subsequent changes can be made from Upvise, where the client can be changed, and the log will updated. The Upvise Job will not be updated if the Service Log client is updated, changes to the client are expected to be made on the Upvise Job only.
  
  This is to support operations with small jobs and their billing, without having to create a Workbench Job for each small job. See Invoicing a Log section in the User Documentation for more details.

• Workbench Leave Types as a dataset in Upvise:
  A change has been made to the Upvise leave form to cater to differences between leave type and leave activities. Where the leave type and leave activity do not match, we now cater for this in the new version of the leave form. Leave applications submitted in Upvise will generate a Time Event displaying on the Jobs Calendar and Project Planned Schedule views in Upvise, reflecting the leave type requested in the form. Note: Leave is approved and managed in Workbench Leave Management Module.

Xero

• Automated Company and Contact imports from Xero to Workbench:
  Due to a change to the Xero API, the hourly imports of updated or new Companies and Contacts from Xero to Workbench was not bringing data accross. Only when backdating to at least a day earlier and doing a manual sync data would come through. This has been rectified.