IN PROGRESS

Workbench Release Notes

Beta Release 4.6.

Scheduled Release - 13 March 2023

New Features

• Enhancements to the Work Centre picker:
  

  

  The suggestion of possible Work Centres values to be selected on all data entry screens has been enhanced so a list of valid values displays as soon as the user clicks on the field. It has changed from requiring 2 or 3 digits (depending on the screen) being entered for the system to display a suggested list, to now not requiring any digits for the user to get a list of values to select.

Administration

• Application Access:

  • Controlled user access to data imports with new permissions:
    

    

    
    Data imports now have a permission to control access to each specific data import option. There is one generic permission that gives a user access to Run All Imports, or each individual permission can be selected if more appropriate.
    
    The General role, which is a ‘Global' role defined by Workbench (and a role that is applied to all users in Workbench) includes this new 'Run All Imports’ permission so no action is required by Administrators unless access to specific imports is to be removed now that this is possible.
    

  • Improved navigation on Roles screen:

    • A practical collapse/expand feature has been added to the Role maintenance screen which assists the administrator when maintaining the roles and their permissions included.

    • A new Details filter option.

    • The Included column can now be ticked to include/exclude the filtered selection.
      

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      Image AddedRoles screen enhancements.mp4

Feature Revisions

Jobs

Dockets & Daysheets

Purchasing

• AP Vouchers - Payment Due Date:
  The Due Payment Date of the AP Invoice can now be made available on the AP Voucher screen. To do this an Administrator needs to enable it from Grid Management.

Subcontracts

Plant

• Changing Rate Code on a Plant Stand Down:
  Changing the Rate code from the rate code on the original Plant Assignment to a different one when saving a Plant Stand Down was not allowed, and now it is.
  

Timesheets

• EBA - new allowance Group options for a simplified setup:
  

  

New Allowance Groups are now available to make the configuration of EBA profile allowances easier. Weekday and Weekend, can now be used to generate allowances that are required for each day of the week worked or for each weekend day worked (Mon & Sat). Other Groups specific for each day can also be used in case there are day-specific rules (Groups can be added to the Lookups table: Monday, Tuesday, etc). See this link for more details on configuration https://webwbdoc.atlassian.net/wiki/spaces/DOC/pages/783876202/EBA+Profiles#Allowances-Tab%3A

Billing

• Job Sales Credit - invalid error message rectified:
  When creating a new Sales Credit and using the 'Apply Number' picker before selecting a Client an invalid error was coming up (“This method supports the LINQ to Entities infrastructure and is not intended to be used directly from your code.” ).

Quotes

• Updating Markup % value on Cost lines (At Cost Element):
  When updating the cost of the items using BOMs line items, the markup % and Rate were not updated automatically when the user updated the cost and clicked away with the mouse (using Tab works as expected). This has been rectified.

Work Breakdown

Administration

• Data Transfer

  • Data Imports - Plant Issues import:
    LogNo is now an additional and optional column on the wbImportPlantIssues import.

    The import validates that the LogHeader exists and it belongs to the same job as the plant issue being imported.
    

General

Integrations

Upvise

Xero

• AP/AR Attachment files from Workbench to Xero:
  When using the option to include AP/AR attachments with the AP and AR invoices that are exported to Xero, and for those clients hosted on AWS by Workbench that have been migrated to use the AWS S3 File Storage option, these attachments were being exported as notfound.gif. This has been rectified.

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