IN PROGRESS

Workbench Release Notes

Beta Release 4.6.15.1

Scheduled Release - 4 September 2023

New Features

Dockets & Daysheets

• Dockets - improved navigation to source dockets:
  In several screens we have added a hyperlink to the source docket for easy of navigation and to make it easier to check or edit data.
  You will find it on AP Vouchers, AP Invoices, and Docket reconcilation screen.

Feature Revisions

Lists

Purchasing

Subcontracts

Billing

• Job Sales Invoices:

  • A new option to find those Outstanding invoices with a value Not Equal To has been added to the existing Outstanding filter:
    

    Image Added

Quotes

Work Breakdown

Administration

• Simplified User creation:
  Enhancements:
  1- When opening the Create From Existing User pop-up screen after the first time, any consecutive times in the same session, the From User is kept to use the previous one used (same nehaviour as when creating new activities from an existing activity).

  2- Start Date/End Date are not copied.

  3- Company field from Main tab is now copied when creating anew user based on an existing one (employees are usually all in the same company even when there are several fincos).

Integration

Upvise

• Users:
  We've introduced a restriction within Workbench to prevent the licensing of multiple contacts using the same email for Upvise licenses. In cases where there are users sharing the same email, our synchronization process between Workbench and Upvise detects this as a sync error. Consequently, no attempts are made to generate new users with duplicate email addresses in Upvise. By following this approach, we guarantee the preservation of the existing user's activation status, while also ensuring that each new Upvise user is assigned a distinct email address within Workbench.

...

Xero

• Tracking Category Options Case Insensitive:
  In Xero, tracking category options are case insensitive and must be unique.
  In the Workbench integration, when searching of the tracking category option in Xero that corresponds to the one in Workbench, we have changed the search to be case insensitive. A new error message has been created t handle the specific scenario when the exact tracking category is not found and a the system tries to create anew tracking category with a different case as the one that exists in Xero: “Cannot create '{option}' Tracking Category Option: For each specified tracking option the name must be unique.“.