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
  

  

  • 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 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’ 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 Based or Input Based or Outut Based with Internal Sales enabled.
      

      

  • Internal Sales Cost transactions dates:
    The resulting Cost transactions on the Charge to Job, had the date the Internal Sales Invoice was created. We have changed this and these transactions now have the Date of the Job Invoice.

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Fixes

Jobs

Dockets & Daysheets

• Date on Plant issue ( on Plant tab) was reverting to the Daysheet header date when the plant issue had a different date. This has been amended and the Plant Issue date is not changed.

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

Billing

• Reinstate profit centre security on the Job Sales Invoice list.

Month End

• Utilities - Docket Reconciliation report:
  The Docket AP Invoices Reconciliation report that is printed from the Docket Reconciliation list, can now be executed including Financial Companies as a parameter.
  

  Image Added

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Integration

Workbench API

Business Central

• A compatibility issue with v24 has been fixed.

Xero

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Upvise