...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
IN PROGRESS
Workbench Release Notes
| Expand | ||
|---|---|---|
| ||
Scheduled Release - 23 September 2024 |
...
Upcoming Functionality & News
| Info |
|---|
📣 New Webinar |
...
New Features
Workflow Approvals by Location or Profit Centre Managers
Workflow approvals now have two new functions to be configured as Reviewers or Approvers.
...
Document JobCode → Jobs. ProfitCentreCode → ProfitCentres. LocationCode → LocationManager
...
...
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
...
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.
Contract Schedule report:
The Contract Schedule report that can be printed from each Contract Claim Schedule, now includes the Schedule Quantity on each line (report wbContractScheduleReport002 ).
Purchasing
Vouchers
Stock
Migrating from an existing Stock method to an Average Period Stock costing method:
To enable users to migrate to the Period Average stock method, we have prepared a guide with specific steps that must be followed in the right order and at the right time to facilitate a successful migration.
New export and import tools have been created to facilitate this process. Details here
Subcontracts
Message history when using Assign function
The history of all messages sent with the Assign function on Workflow approvals is now displayed on the WFlow popup screen. Similar to Vouchers, and other documents.
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.
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:
...
Integrations
...
Fixes & Technical changes
| Expand | ||
|---|---|---|
| ||
...
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.
...