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IN PROGRESS

Workbench Release Notes

Beta Release 4.6.18.1

Scheduled Release - 05 October 2023

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Info

Subcontracts Retention Trust Accounts 💵

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Further functionality is being released on this version, and enhancements to the reports.

Info

Remember to enable this functionality with control parameter BETA FEATURE - Subcontract RTA

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Please register your interest for a demo session in October by emailing Maria Harreguy mariah@wbi.co.nz

Reports enhancements

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Subcontractor All in One Report (wbSubcontractClaim005)

  • The description of how the Retention is calculated has been added to the 'Less Retentions' row, to assist your subcontractors on understanding how your are calculating their retentions and to make the process more transparent. This displays the Retention Code Details (not the Description or Code)

    Image Removed
  • The new Retentions in Trust Summary is all on the first page with all the relevant information of this Claim/Payment Certificate.

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New Features

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Feature Revisions

Lists

Purchasing

Subcontracts

  • Further enhancements on Retention Trust Accounts reports:

    • Subcontract Retention Statement (wbSubcontractTransactions004)

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Feature Revisions

Lists

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    • :

      Image Added
      • report title changed from Subcontract Retention Transaction to Subcontract Retention Statement

      • Profit Centre was removed from the report as Contractors do not know about this concept and it is irrelevant fo rthem.

      • Imrpoved formatting.

Plant

Billing

Service Desk

Month End

Administration

Integration

Upvise 

Info

Upvise Inspection Test Plan (ITP) module- EOI OPEN

Expressions of Interest are now open for early adoption of our new ITP Upvise Module. Register your interest here.