INPROGRESS

Workbench Release Notes

Beta Release 4.6.4.1

Scheduled Release - 27 March 2023

Feature Revisions

Jobs

• Budget:
  On the Job Budget Entry, in 'Activity, Work Centre' mode, the FC Revenue value was not automatically populated from the  Quantity and FC Sell Rate. This has been rectified.

Dockets & Daysheets

Purchasing

• AP Invoices:

  • Default GST Type:
    When the Job uses an Activity Group with only one Activity Code, the system was not setting the default GST Type for that activity on the AP Invoice line. This has been rectified.

Plant

• Filters in a Plant Issues Batch:
  New filters have been added on the Plant Issues screen that help a user find the specific transactions matching the filters criteria. This becomes handy in a batch with large number of Plant issues.
  New filters include: Date, Job, Plant item, Rate Code, Activity, Work Centre
  

  

Timesheets

Billing

• Job Invoices - ‘Attach Supplier Invoices' option:
  The 'Attach SUpplier Invoices' option on the Perform button of a Job Invoice will now be available regardless of the chargetype of the header Job and it will display an error message if a user tries to use it butthere are no AP Invoice lines included in the Job Invoice.
  
  This is handy for example when a header Job has a Clam Schedule Charge type, for which there will be no AP Invoice lines but with subjobs with Input Based charge type for example, that may have AP Invoice lines included in the Job Invoice.
  Note: the Cost Sheet lines cannot use same LineCode since they are on the same schedule, and lines with duplicate LineCodes will be skipped.
  

  

Quotes

• At Revenue & Cost Element Cost sheets - Work Centre on BOM lines:
  When inserting BOM Cost lines on a Revenue line, these Cost lines will now have the same Work Centre Code as the Revenue line.

• New option to create one Claim Schedule for all Cost Sheets:
  When creating Claim Schedules from a Quote the default behaviour is to create one SChedule per Cost Sheet.
  In those cases where only one Claim SChedule is needed, there is now the option to manually create an empty Schedule first, and from the Quote select that unapproved Claim Schedule to add all the Cost sheets in one.
  

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  Note: the Cost Sheet lines cannot use same LineCode since they are on the same schedule, and lines with duplicate LineCodes will be skipped.
  

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Service Desk

Month End

System Setup

Administration

General

Integrations

MYOB AccountRight

Enhancements:

• AP Invoice File Attachments: There is a new tickbox on the MYOB Integration screen called ‘Include AP Attachments’. If this is ticked, then any images or pdfs attached to an AP invoice in Workbench being exported will be uploaded and attached to the invoice on MYOB. Note MYOB only supports attachements for AP Invoices, not AR.

• Import Inactive Companies and update in Workbench: We will now include inactive contacts when importing/syncing from MYOB, so if a Contact is flagged as inactive in MYOB, it will become inactive in Workbench.

• Update Contact details (email, fax, etc): When importing a contact from MYOB, we now update the Billing Contacts' Business Phone, Email, and Fax fields from the corresponding fields from the Contact in MYOB.

Upvise

• Purchase Orders are now compatible with the following scenarios:

1. Project Purchase Orders

2. Job Purchases (Project Jobs, Equipment Jobs, Site Jobs)

3. Equipment Purchase Orders

...

Cost Activity group validation has been introduced on all purchase order types.

• Employee Training record matrix:
  A change was made to link the form to the employee record where the training record is created from the forms application rather than the contact itself (Contacts application).