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Scheduled Release - 16 September 2024
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NOT RELEASED YET
Workbench Release Notes
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Scheduled Release - 09 223 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 Vouchers
Approval 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.
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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
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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 which the client has made its deposit.
Purchasing
Vouchers
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Subcontracts
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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.
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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. It takes a date as a parameter, to define up to what date transactions should be included. When scheduled a date far in the future like 2099-01-01 can be used.
Minor enhancements:
Job Scheduler:
Enhancements have been made to avoid duplicate entries when multiple users edit the Scheduler at the same time.
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:
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Feature Revisions
Jobs
Contracts
Purchasing
Vouchers
Subcontracts
Utilities
Minor enhancements:
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Integrations
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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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