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Workbench Release Notes

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Upcoming Functionality & News

Info

📣 New Webinar Workforce Management - 16 October Register here Navigating timesheet management and award interpretation can be complex, but it doesn’t have to be. Still dealing with manual reimbursement of staff expenses? you don't have to. Trying to work out who is free to start a new project next week, now you can. Ideal for HR professionals, payroll managers, and project coordinators, this session will provide practical strategies and tips to enhance your workflow and streamline your workforce management.   16 October - Agenda:  Standard Costing Principles and the use of Employee Classes Options for Timesheet Capture Award Interpreter Overview Leave Management Resource Scheduling Expense Claims Future Enhancements

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New Features

Workflow Approvals by Location or Profit Centre Managers

Workflow approvals now have two new functions to be configured as Reviewers or Approvers.

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Document JobCode → Jobs. ProfitCentreCode → ProfitCentres. LocationCode → LocationManager

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Feature Revisions

Jobs

• Contracts - Project Trust Ledger enhancements:
  As per QBCC guidelines for the Trust Ledgers, if a subcontract Claim has been certified for less than it was originally claimed (or rarely over-certified), it must be visible in the Ledger. There should be a record for the original claimed value, and a new record for the difference between Claimed and Certified value.
  We have made a change so that any claim that has been certified for a different value than the claimed value, it will be displayed in 2 records:

  • Payment Claim | Claimed value | Claimed Date

  • [NEW] Payment Schedule | Claimed value - Certified value | Certified Date

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• Contract Claims Accruals:
  The new & improved process to accrue uncertified Contract Claims is now available to everyone following this process. The previous process has been deprecated as of this 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.

Purchasing

• Vouchers
  

Subcontracts

Utilities

System Setup

• Profit Centre Groups
  If you have large numbers of Profit Centre Groups, the newly designed maintenance screen will make the maintenance work much easier. Similar to how Activity Groups are handled, Profit Centre Groups now have specific filters to find what you need.
  

  Image Added

• Workflows
  An Audit log has been added to each Workflow schema that records all changes made with a date stamp and the user who made them.
  

  

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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