Workbench Release Notes

Job Contract

• New Schedule based contract claim reports
  

  

  
  We have released two new reports that read the Contract Summary (Original Schedule and Variations) from the Contract Claim Schedules, rather than from the Budgets.
  

  • New Payment Claim Certificate - Detailed Payment Claim Certificate (Schedule) wbContractClaim017

  • New AR Invoice - Payment Claim Invoice (Schedule) wbARInvoice009
    To use this Tax Invoice edit the current Invoice Type or create a new one from Invoice Type Maintenance, and select the new report.

  • Original Contract Value: Is the total of all the Contract Schedules with a Schedule Type = Original Contract

  • Plus Variations: Is the total of all Contract Schedules where the Schedule Type is not Original Contract.

  • Image Added

    
    

• 
  wbContractClaim017

...

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

...

Upcoming functionality

🆕 Contract Claim Process - upcoming changes you need to know

...

 We will be making 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.
   

...

🆕 New Custom Views on List screens coming soon

This new functionality will give you the freedom to create your own reporting and extract your data. Custom Views will progressively be released in most of the List screens.
Admin users will be able to create any number of Views with preferred columns and filters.
Default standard views will be provided, starting with Standard Job Invoices View, Aged Debtors, Contract Claims.

...

...

New Features

Plant

• Plant Budgets by period:
  Plant managers can now create their Plant Budgets specifying Revenue and Year /Period on each line.
  This enables businesses that hire plant or have their own Mechanic Workshops where they do activities like Engine rebuilds, to forecast the financial year by what cost each plant will have and what Revenue it will bring. You can then track the budgets by period against their actuals.
  
  These new columns are hidden by default in Grid Management (Plant Budget Detail grid)
  
  

  

...

Feature Revisions

Jobs

• Contracts - Project Trust Accounts:
  Updates on MYOB Advanced Integration:
  As part of the development we are doing to bring Project Trust Accounts functionality to our clients in Queensland, we have now released a chnage done on the integration with MYOB Advanced, that brings across The cash account’s GL Code for Job Receipts (Cash account into which the deposit was done) and AP Payments (Cash account from which the Payment was made). This will be used to validate that the correct Bank Accounts are being used, as required by Queensland Building & Construction Commission (QBCC).
  We will be working on Xero and Business Central integrations next (MYOB AccountRight has already been completed).
  

  

• Job Enquiry:
  Improved filtering in the Outputs tab to allow users to find lines linked to a specific Output Schedule.
  

• Cashflow Period Change With Forecast Period:
  We made some changes to the default periods displayed on the Forecast screen:
  

  

  • The default Cashflow Period will now display the first open Forecast period not just the Current period.

  • When the Cashflow Period is changed, the Display Period will be updated to be Cashflow Period + 1.

Purchasing

• Mobile Purchase Orders list - exclude cancelled and completed POs:
  For ease of use, the Purchase Order List for the mobile phone excludes Completed and Cancelled POs. The Mobile List screen is not designed to view historical PO data, and it only displays unapproved POs. If aproving a PO from the mobile phone, the PO must be sent to the Supplier at the moment of approval, or otherwise access it later from the standard desktop PO list.
  

• Image Documents - update supplier matching to use GST + ACTIVE:
  For those using OCR to process AP Invoices (Xtracta), the matching to find a supplier is now only looking at Active suppliers, to avoid links to the wrong supplier.

Stock

• Redesigned Setup Wizard for the Stock module:
  All instructions for the initial configuration of the stock module are displayed on the screen and will guide the Consultant and Admin user alike, in the process.
  

  

  
  The main changes are the imports required:
  

  

  • Create Stock Items in Bulk: For Standard and Last Cost methods, this will initialise each Item’s cost. The period Average method will also require the new data import below to initialise the Period Average Cost.

  • Initialise Average Cost Value per Location: Data import: wbImportStockOpeningBalances.
    Import Stock opening balances through this import to initialise quantity and an average cost for your stock items - locations. The item and location must be new to the system. The adjustments will be flagged as initialisation records and used to calculate the starting average cost. In the future, to update existing Average Cost value per Location, use the 'Import Stock Adjustments' import, leaving the Quantity 0 in order to adjust the average cost.

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.

Month End

• Export Control - Analysis on Inter-Company AP Lines:
  Where an AP Invoice Line is on a job in a different FinCo the Analysis1 code will not be populated from the ExportCode of the job’s profit centre. This is because that analysis code may not exist in the FinCo being exported to.

Administration

• Data Transfers - Data imports:
  AP Invoice lines import now includes the option to import a Log Number on each line (wbImportAPInvoiceLines).

• Licencing:

  • Standard Licence:
    Now includes access to Plant Stand Downs as long as a Plant Management site licence exists.

  • Business Central Integration screen:
    Besides a Business Central Site licence, users with Finance, System Admin and Data Entry can now access the Business Central integration screen if included in their site map profiles.
    

    

...

Fixes

Dockets & Daysheets

• The 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.

Billing

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

Month End

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

  

...

Integration

Business Central

• A compatibility issue with v24 has been fixed.

...

Upvise

Upvise Framework Optimisations

A new version of the Upvise framework will be released by 27th May, which includes significant refactoring and optimisations. This update aims to enhance the performance and stability of the web accounts, ensuring a smoother and more efficient user experience.

...

❎ Mobile Apps: This update does not affect the mobile applications. Your mobile experience will remain unchanged.

Attendance Integration

• Non-Employee Scanning: Attendance lines with scans for non-employees will be automatically skipped during import, ensuring cleaner data. The Upvise integration will show a warning “A Person in Workbench could not be found by name “xxxxxxx” to indicate this.

• Extended Import Time-Out: The import time-out period has been increased, allowing for larger attendance imports per hour without interruptions.

Upvise Plant Driver to Owner Sync Basis (Integration Setting)

We've streamlined the Upvise Equipment Owner settings into a single option called "Upvise Plant Driver to Owner Sync Basis." This change consolidates multiple settings into one, making it easier to manage and understand.

...