IN PROGRESS

Workbench Release Notes

Beta Release 4.6.15.1

Scheduled Release -11 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 reconciliation screen.

Feature Revisions

Lists

Purchasing

• Purchase Orders:

  • Default PO list:
    when a user opens the Purchase Order list, the default list now matches the default filters which are:
    -Purchaser = logged in user
    -PO Number default operator was changed to Equals (it was > = )
    - Approved = No
    -Completed = No

Subcontracts

Plant

• Plant items’ Project:
  Plant items now have a new attribute called Project, which indicates the Job (project) that Plant item has been assigned to. From this same attribute, the plant item can be assigned to a Job.
  

  

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:
    

    

Quotes

• At Revenue & Cost Element - updating a cost line:
  When deleting a cost line the system now updates the selling value of the Revenue line to reflect this change.

• Editing pencil functionality:
  For ease of use an editing pencil has been added to several different fields on a Cost sheet line where a long text can be entered and edited.
  

  Image Added

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 be reused and can be changed if needed (same nehaviour behaviour as when creating new activities from an existing activity).

  2- Start Date/End Date are not copied.

  3- Company field from the Main tab is now copied when creating anew a new user based on an existing one (employees are usually all in the same company even when there are several fincos).
  4- When creating a user from an existing one, an error is now displayed if any licence of the existing user is maxed out (meaning the number of allocated users for the licence is equal to the purchased licence).

Integration

Upvise

Xero

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

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