IN PROGRESS

Workbench Release Notes

New Features

Lists

• Company tabs visibility:
  We have added a new setting to control which tabs to display in a Company, and this can be set Globally or by Person. Setting name 'Company Tabs'
  

  

Feature Revisions

Jobs

• New Job Wizard - support extension columns:
  The Job Wizard that assists users in creating new Jobs now supports populating Extension Columns and it validates that mandatory extension columns are populated.
  

  

• Job Budgets:

  • Line Ref was not being saved for a Revenue line in an At Revenue Cost Element budget. This has been rectified.

  • The description for BOM lines was truncated to 50 characters in the Budget screen, however, the BOM description allows up to 100 characters. We have increased the BOM line description in the Budget screen to allow 100 characters.

Lists

Management Reports

• Contract reports:
  Report Project Trust Accounts Eligible Costs report was installed twice by mistake and this has been rectified.

Subcontracts

• Subcontract Claims Payment details:
  A new column 'From Account' has been added to the Subcontract Claims Payments. It displays the Cash account’s GL Account from which the payment has been made. Note that bringing this across depends on each financial integration (systems with an API integration will support this). This information is important to manage and audit Project Trust Accounts, allowing users to verify if the payment was made from the correct cash account.
  So far this is supported in the MYOB AccountRight integration, and we will add other systems shortly as part of our Project Trust Accounts solution.
  

  

  
  
  Quotes

Month End

Administration

• General Config - Settings:
  Output Based Get Sales, uses a setting to control the $ value rounding and quantities rounding. We have updated the description of the ‘Output Quantity Decimal Places’ Setting to include "WARNING: also rounds Quantities in Get Sales"
  

Integration

SAP B1

• Companies bank accounts sync:
  A supplier/client bank account details are populated from SAP B1 to Workbench’s Company’s Financial tab when the company is synced for the first time. After that, any further changes to the bank account in SAP B1, will only be synced if the new trigger wb_TR_OCRB_Upd_Ins that we have just created is installed on the SAP B1 database. For details on this trigger please get in touch with our Support Consultants.
  
  Note:
  Only SAP B1 and Xero API integrations provide these details in their API and are synced across
  to Workbench. In the case of the Xero integration, updates sync automatically as part of the standard integration.

  

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