Workbench Release Notes

IN PROGRESS

New Features

Internal Sales

This feature enables one part of the business to “sell” work done to another part of the business.

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Setup:
For setup and how to use it check the steps here

Feature Revisions

Jobs

• Budget

  • Added support for Activity cost default on Revenue and Cost Element budget types. When selecting an Activity type line, the Cost now defaults and can always be chnaged if needed. It was previously defaulting to $0.

  • Quotes & Budgets - BOM items in Price Codes can now be applied to Revenue Lines to calculate the right Selling Values.
    Price Codes can now be applied to BOM based revenue lines in Budgets and Quotes i.e. the revenue lines created from a BOM using [*]. In these instances any Price Code markup/rate definition for the BOM header Item takes precedence over the natural markup/rate dictated by the BOM header Item.
    

    

• Job list status and Reporting filters:
  We have made a change on the Job Reports so the filter for Open/Closed jobs is referenced the same way as it is on the Jobs List:
  

  

Purchasing

• Consistency of credit PO reinstatement:
  In the case where PO Commitments are to be resinated when processing an AP Credit, we have made chnages so the process behaves teh same way in AP Invoices and AP Vouchers. This process is enabled with Control Parameter "Reinstate PO Commitments From AP Credits" set to Yes.
  

Subcontracts

• Create payment flag removed from Subcontract Claims batch:
  We have removed the check box Create Payment from the SUbcontract Claims bathc, a sthis is not required anymore. Payments are imported from the financial system whenever apayment is done against a Subcontract Claim.
  

  

  
  

Timesheets

• Scheduled utilities for Timesheet reminders:
  The two utilities that can be scheduled to send email reminders to:

  • Users that have not completed their previous week’s timesheet.

  • Approvers that have not approved timesheets from the previous week.
    
    have been enhanced so the Week Ending Date is used to calculate the previous week, rather than using a calendar week ( always ending on a Sunday).
    
    If you haven’t tried them yet check details on how to enable these utilities here

Billing

• Input Based Get Sales - edit Activity on Get Sales for Time Transactions

• Revenue journals:
  A Revenue Journal batch report can now be printed from the Revenue Journal batches.
  

Quotes

• Mulitple spaces on a Stock Item Code:
  Cost sheet lines with Stock items with a Stock Item Code with multiple spaces are now supported.

Month End

System Setup

• Locations now supporting Extension Columns:
  Locations now support Extension Views and multiple views can be created.
  A default view is included: Default View. The name can be changed.
  

  

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Integration

MYOB AccountRight

• Weekly Import Schedule:
  There is a new schedule to import documents from MYOB AccountRight to Workbench to execute weekly, rather than the monthly previous schedule. This will reduce the times that a user requires to do manual syncs. The import checks any data that has been chnaged in the past month.

Xero

• Improved error messages:
  Instead of showing those long error messages that are returned bythe Xero API, that are sometimes difficult to understand for non-technical poeple, we now show the portion of that error that will help users understand what the actual issue is and give them an idea of how to fix it.
  For example:
  “Xero Error: The document date cannot be before the end of year lock date, currently set at 31-Dec-2023“ or “Xero Error: Account code '5-0011' is not a valid code for this document.”