Workbench Release Notes

IN PROGRESS

Beta Release 4.6.12.1

Scheduled Release - 17 July 2023

New Features

Xero

• Leave integration

Leave timesheet transactions can now be exported to Xero as Leave requests

Pay Items - Leave:
The Leave Name in Xero must match the Workbench Payroll Code and must have Units  = Hours.

...

• Leave requests are created as approved.

• One leave request per day.
  
  

• Now supporting Leave requests in Payroll exports:
  Workbench now supports exporting transactions on Timesheets that use a Payroll code that matches a Xero Leave Pay Item. Previously, only Earnings Pay Items were supported.

  This means that when a Payroll Batch is exported, based on the Workbench Payroll Code used in the Activity or Time Code, either a Timesheet or a Leave request will be created in Xero. Note that Leave requests are unapproved (this is what Xero API allows only).

  This is a great enhancements for those Fortnightly Payroll runs in which in some cases one week was Time and another week was Leave and manual intervention was required to export this to Xero.

  You can review the Xero Payroll Integration configuration here.

  Pay Items - Leave:

  • Leave Name must match the Workbench Payroll Code

  • must have Units  = Hours.

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Feature Revisions

Dockets & Daysheets

• Daysheets:

Purchasing

• AP Invoices:

Subcontracts

Plant

Billing

• Surcharges and Discounts on AR Invoices:
  A few enhancements have been added to the recently released Surcharges and Discounts for AR Invoices:

  • A new tab called 'Surcharges and Discounts' has been added to Companies to display what discounts/surcharges have been set for this Company or for any of its Jobs, from the Surcharges and Discounts setup screen.

    Image Added

  • 'Apply To Code': the Discounts Discount or surcharge can now be set to be applied to more than only one Sales Code:

    • for Any sales Codes use the default value: {Any}

    • for multiple Sales Codes, add a list of them separated by a comma and NO SPACES: SALES,SALESMISC,PROJ
      Sales Codes in the AR invoice, to a list of Sales Codes, or to one Sales Code only.

    • only one Sales Code can still be used.

    • If an invalid code is entered (included spaces), an error will be displayed.

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Quotes

System Setup

• Reporting:
  

Administration

General

• File attachments:
  An intermmittent error 'The request signature we calculated does not match the signature' when accessing attachments has been rectified.

Integrations

MYOB Advanced