Workbench Release Notes
IN PROGRESS
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Scheduled Release - 08 April 2024 |
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🔐 Project Trust Accounts On Contracts. 🔄 Contract Claims: New approval process on Contract Claims to resemble the certification process. 🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). 🔎 Custom Views on List screens, and exploring the ability to add extension columns to these views. This will expand your reporting ability on the List screens.
⌛ Month End Process. 📈 Analysis graphs on Sales Invoices. 🚧 “External User” Pre-starts in Upvise (EOI- email “external pre-starts” to support@wbi.freshdesk.com) 🔨 Interval- Based Equipment Maintenance in Upvise (eg. 250 hour increments- 250, 500, 750, 1000 repeat) |
Audit for configuration changes.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
Contract Claims - support Certification values an Claimed values on Claims Get Sales
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.
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.
Stock
Subcontracts
Timesheets
Billing
Input Based Get Sales - edit Activity on Get Sales for Time Transactions
Service Desk
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.
Administration
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.
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