Workbench Release Notes

IN PROGRESS

Beta Release 4.6.13.1

Scheduled Release - 31 July 2023

New Features

Billing

• Surcharges and Discounts - Auto Apply:
  Discounts and Surcharges can now be configured to be auto-applied after creating Job Invoice Lines. A new field has been added on the Surchages and Discounts links screen, where each line can be ticked to indicate it should be aplied automatically. Once the invoice lines have been created, the applicable Discount/Surcharge lines will be created on save.
  
  Changes were made so Surcharges / Discounts are only applicable as follow:

  1. Job Sales Invoice Type = Invoice (not Claims)

  2. Invoice status must be either Entered or In Progress.
     

  

...

Yes, you can. However, you need to delete the surcharge/discount lines that were applied to the original invoice lines' values. After changes are made to the invoice, the discount/surcharge can be applied again with the Apply Surcharges/Discount button, and it will be applied to the new invoice lines' amounts. In the case of the Auto-Apply, lines must be deleted and will be created again based on the updated invice lines’ values on save.

Work Breakdown

• Activity creation:
  To streamline the activity creation, we have added an option to create a new activity based on an existing one, where the new activity will have all same details a sthe orginal one except Activity Codea nd Description.
  A new +From Activity button has been added for this.
  

  

Feature Revisions

Jobs

• Job Transactions - Docket’s suppliers:
  For better visibility of the Job transactions for Dockets, for display purposes only, the Supplier is now displayed on the Docket’s description field.
  Also when using a supplier name in the filters to find a Transaction type = Docket, it now returns results when it should.
  

  

Lists

• People extension column:
  We have made changes to the way standard extension columns are installed. On each upgrade, if extension columns already exists for the People table, extension columns will not be installed for this table.

Purchasing

• Voucher Approval Workflows - using the reassign functionality:
  When using the reassign button a second approval was required after the first approval, and this shouldn't be the case as there should always be one approval only (on the other hand, review steps can be multiple). This has been rectified.

Stock

Plant

• Plant redesign:
  Renamed the 'Vehicle Details' panel on the new Plant Main tab to just 'Details' as it may not always be a vehicle.

Expense Claims

• Service Log Number on an Expense Claim:
  Users can now create an Expense Claim and link it to a specific Log. A Log no can be linked to each line. A picker for not completed logs related to the Job on the Expense Claim line will assis users in finding the right log. Once the expense is created, the AP Invoice resulting from it will be linked to the right Service Log.
  

  

  
  

Billing

• Invoice Status on an Invoice:
  The label that dsplays the Invoice Status was removed by error and it has been added back.

Service Logs

Month End

System Setup

Administration

• Workbench Licence Administrator user:
  For any sites migrating to the new self service Licence Portal, the system will by default assign the Workbench Licencing Amdinistrator Role to two existing users that have a System Admin licence (order alphabetically by name, the top 2 users).
  This will improve the migration process and reduce the manual steps required.
  The licence administrators will be displayed on Licence Matrix (Purchased Licences):
  

  

General

Integrations

Xero

• I

Upvise

• New Upvise Intergration URL - Deprecation of OLD integration method 1st September 2023:
  Upvise has introduced a new Integration model available in "My Account"--> "Integration". 

  The key feature includes:

  • Unified Export URL for both archive and production database.

  • Designed for performance and scalability.

  • New Security architecture with new private API Token and secure storage of credentials.

  • Time Zone with DST support.

  • Logs & traceability of exports URLs.

  Any clients using deprecated URL links for reporting in SL or PowerBI will need to migrate over to using the new integration URL's- Please engage your consultant for guidance on this.

  The deprecated links will be removed from 1st September 2023.