IN PROGRESS

Workbench Release Notes

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👷‍♀️ ITP Module in Upvise (Email support@wbi.freshdesk.com for Expression of Interest)

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Upcoming Changes

🆕 Contract Claim Process - upcoming changes you need to know

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We will soon make changes to improve the Claiming process on Contract Claims, and users will soon be able to:

1. Capture This Claim Claimed Values

2. Capture this Claim Certified Values.
   

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Feature Revisions

Purchasing

• Vouchers:

Subcontracts

Timesheets

Leave Management

Billing

• Internal Sales
  

  Image Added

  • We made the process of creating Internal Sales more intuitive:

    • You will now see the Internal Sales label at the top of an Internal Sales AR Invoice, so it is clear that you are creating this type of document and not a standar standard AR Invoice.

    • You can now see what job this is being charged to with the new label: Charge To Job  [ Job Code : Job Description]. It also has a hyperlink to Job Enquiry, so you can see the resulting Cost transactions on the Charge To Job.

    • We have removed the Billing Type ‘Internal Sales Sales’ from Charge Types, as this is not required. The only way to indicate Internal Sales charge type is by selecting the Allow Internal Sales check box on the Charge Type. Typically, the Charge type would be Input / Output with Interal Based or Input Based or Outut Based with Internal Sales enabled.
      

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Fixes

Jobs

Purchasing

• Vouchers

  • The reference on the AP Invoice lines resulting from an approved Voucher now have the reference of the PO line on the Voucher Line, rather than the PO on the Voucher Header.

Stock

Subcontracts

Timesheets

Month End

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Integration

Workbench API

MYOB Advanced

Xero

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Upvise