IN PROGRESS

Workbench Release Notes

New Features

Contracts - Project Trust Accounts

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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'
  

  Image Added

Feature Revisions

Jobs

Lists

• Companies:
  A new op

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"

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Integration

Upvise