Workbench Release Notes
IN PROGRESS
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Scheduled Release - 19 May 03 June 2024 |
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Things we are busy working on...
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👷♀️ ITP Module in Upvise (Email support@wbi.freshdesk.com for Expression of Interest)
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Upcoming functionality
🆕 Contract Claim Process - upcoming changes you need to know
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We will be making changes to improve the Claiming process on Contract Claims, and users will soon be able to:
Capture This Claim Claimed Values.
Capture this Claim Certified Values.
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This means there will be a slight change in the process in which we aim to replicate the two stages in a real scenario: Claim and Certification. This will be released by the end of June and announced in the Release Notes.
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🆕 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.
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New Features
Job Contract
New Schedule based contract claim reports (released on 4.6.32 General Release)
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.
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Feature Revisions
Jobs
Purchasing
Stock
Billing
Month End
Administration
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Fixes
Dockets & Daysheets
Daysheet - Stock quantity and Unit Cost:
Unit Cost and Quantity values in Stock issues now allow 4 decimal places.
Purchasing
Billing
Month End
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Integration
Business Central
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