Workbench Release Notes
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Scheduled Release - 09 September 2024 |
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Upcoming Functionality & News
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📣 Important announcement on Contract Claims Accrual ProcessIn November last year, we released the new & improved process to accrue uncertified Contract Claims. This can be enabled with a beta control parameter. Until today both ways are still available, and the time has come to deprecate the old way in late September - version 4.6.41 We encourage you to check out the details of the new process either in the Release Notes HERE or in the User Documentation HERE |
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AP VouchersApproval by Delegation issue: When an AP Voucher is reassigned for approval to someone else, the system is only checking the approval $ limit of the new assigned approver, but is not checking for the "Approve AP invoice" permission. We will make a change on 4.6.42 to address this and validate accordingly. |
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Contracts - Forecast Adjustments:We are reverting the changes done on the previous release where an Adjustment cannot be deleted if the Adjustment was added on previous Forecasts (only zeroed out). The issue we are trying to address is old adjustments being carried over from past Forecasts when they shouldn’t (older than the immediate previous Forecast). On release 4.6.41 or 4.6.42, we will make the following changes:
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📣 New Webinar |
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📣 New Webinar |
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New Features
Leave Management
New mobile-compatible Leave requests screen
Users can now request their leave from their mobile devices.
A new Leave Requests Mobile screen has been released, where a user will see first a list of the top 20 latest Leave requests and can open an existing one or create a new one.
The request is a simplified version of the desktop version. Each leave type must have the correct defaults (job, Activity, Time Code, Workcentre) for Timesheet transactions to be created on approval.
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Feature Revisions
User Experience enhancement
Subcontract claims:
The ‘Copy last claim comments as default?’ prompt when creating a new Subcontract Claim now only displays when there is actually a comment on the previous subcontract claim. It was previously showing up when there were no comments on the previous claim or there was no previous claim. Note that this checks the Comments column (not the Reason column).
Job Maintenance - improved display response time:
When opening Job Maintenance the data loads much quicker now. No need to go grab a coffee while waiting anymore.
Jobs
Contracts - Project Trust Accounts
Xero Integration: We have finalised changes to the Xero integration to support the Project Trust Account functionality.
AP Payments will now display the From Account with the GL Code for the Bank Account the payment has been made from (typically the PTA).
Job Receipts will now display the To Account with the GL Code for the Bank Account into wich the client has made its deposit.
Purchasing
Vouchers
Docket lines by GST Types:
On a Voucher with Docket lines, the system was aggregating value regardless of GST type. This was a particular issue for MYOB integration, as Workbench passes GST Types, rather than GST values, and MYOB calculates the GST value.
The system will no split the This Voucher lines values for Dockets based on GST Type to ensure it flows correctly through to the AP Invoice and MYOB.
Subcontracts
Balance of Retentions by each Trust Account:
If you need to know what the balance is on each Retention Trust Account (RTA), you can now use the Subcontracts Retention Management screen to do so. You could then reconcile this with the balance on each Bank Account.
A new filter has been added so you can choose an RTA and get the total balance.
Grid management and new columns have been added to the Retention Releases tab:
New columns Approved Retention Balance and Approved Retention GST Balance are not also available on the Retention Releases tab (they were previously added to the Reporting tab in release 4.6.37)
These new columns are hidden by default and can be enabled using Grid Management - grid Subcontract Retention Release.
Approved Retention Balance only includes documents that have been approved.
File attachments can now be added to an Approved Work Order
Files cannot be deleted though.
Utilities
WIP reversal batch:
When a WIP batch is flagged as Not For Export, the system will automatically generate the WIP Accrual ReversalNew utility wbRepriceUnbilledTransactions released on 4.6.39 can now be scheduled from the Utility Scheduler.
Minor enhancements:
Job Scheduler:
Enhancements have been made to avoid duplicate entries when multiple users edit the Scheduler at the same time.
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Integrations
Workbench API
A new endpoint is now available to access Contract Forecast adjustments. See further detail here.
Xero
Warnings if attachments to be exported exceed 2MB:
Xero does not allow the import of attachment files greater than 2MB. Therefore, Workbench will display a number next to the Suceeded status to indicate that there is a warning that you might want to take a look at. The warning message will say: Attachment xxxx.xxx exceeds 2MB size limit. Meaning it will not be exported.
The export of AR/AP Invoices will not fail, rather the attachment will not be exported.
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Fixes & Technical changes
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Things we are busy working on...
🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). New approval process on Contract Claims to resemble the certification process.
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