IN PROGRESS

Workbench Release Notes

General Release 4.6.6.3

Scheduled Release - 01 May 2023

Hotfix Release 4.6.6.2

GST calculation on Vouchers:
The GST field in the AP voucher tab was no longer auto calculating and the totals were not automatically calculating eithe (NET, GST and TOTAL). This has been rectified.

Beta Release 4.6.6.1

Scheduled Release - 24 April 2023

New Features

• Lists - Companies:

  • Company addresses format:
    

    

    
    In order to facilitate address integration across our partner systems we can now support the use of six address fields for street line 1, street line 2, Suburb, City, State, and Country. This will ensure that the corresponding address components are passed appropriately at other integration points.
    
    This is especially required if you are using Upvise Jobs, so addresses are exactly the formatting Upvise requires, and your Upvise Jobs have the correct location for your employee to get to.
    

    The intention is to formalise the address structure in Companies, and new fields have been added to introduce this address structure on Job Site Address, Purchase Order Delivery Address, and Service Log Site Address. When this Address structure is enabled by the new control parameter 'BETA FEATURE - Structured Addresses', a manual sync of companies from the financial system will be required if you want each address field in the financials system to map to the exact address field in Workbench.
    

    Then going forward, any action will use structured address fields, but if sourced from pre-existing data it may require manual intervention to align if desired.
    For step-by-step details on how to migrate from the original address structure to the new one please check this article
    
    

Feature Revisions

Jobs

Lists

• My Approvals:
  Users will now have visibility of the Job(s) the document to be approved is related to. A new column Job Codes has been added whch displays the Job(s), and also a new filter to be able to find couemnts related to a specific Job.
  

  Image Added

Purchasing

• Purchase Requisitions:

• AP Vouchers:

Timesheets

Billing

• Job Outputs - improved filters:
  
  

Service Logs

Month End

System Setup

Administration

• Users - Financial company on the Employee:
  The Financial Company on the Employee has now been moved to the Employee Detail tab, and is now read only and populated with the Financial Company of the Profit Centre of the user.

  A validation was also added, to handle those cases where the employee already has a Profit Centre and a Financial Company that does not match the one on the Profit Centre. In this cases, the Profit Centre needs to be re-selected to apropriately populate the Finco.
  

  Image Added

  
  For Payroll purposes, the finco on the user must be the finco of the Profit Centre the employee is domiciled.

General

Integrations

Upvise

• Job addresses:
  See details for address sctructure migration under the New Features section.

• Equipment Hours and equipment stock issues subforms are now compatible with unlinked daily diary versions (diary templates not linked to anything).

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