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Workbench Release Notes
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Scheduled Release - 23 September 2024 |
Upcoming Functionality & News
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📣 New Webinar |
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Use Step by step instructions to create layouts for images, panels, and further details in expandable sections. |
Step 1
Image
Description
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Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu. |
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Step 2
Image
Description
New Features
Workflow Approvals by Location or Profit Centre Managers
Workflow approvals now have two new functions to be configured as Reviewers or Approvers.
Location Manager
Profit Centre Manager
This will save significant time creating and maintaining multiple workflows when the approvals are different from Proft Centre to Profit Centre, or from Location to Location. The system now allows users to configure one workflow instead of one per PC or Location. This option is enabled on all document types.
These are derived by looking at the job for each document type. In the case of documents like vouchers and POs, where there is no job in the header, the system uses the job on the first line to identify its location manager or profit centre manager.
Document JobCode → Jobs. ProfitCentreCode → ProfitCentres. Manager
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 ).Writeoff date on written off transactions
Job Transactions that are written off either from Get Sales or from the specific Write off Transactions list, now populate the Job Transactions column WriteOffDate. This date can be used for reporting purposes and analysis.
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 hereStock Fuel Receipts:
There is a docket line type in Dockets called Fuel Receipt, which can be used to record deliveries to on-site fuel tanks. This creates a stock adjustment to bring the fuel into stock. This type of adjustment was not being included in the average cost calculation, and now it is.
The document where the Period Average Calculation details are explained has been updated to reflect this. Please take a moment to read through it, you will find it useful if you are using or planning to migrate to the Average Period Stock costing method: Period Average Cost CalculationStock List report
The Qty On Hand on the Stock List report now matches exactly the quantities on hand on each Stock Item.
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.
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:
Enhance audit trail when using utility wbChangeInvoiceNumbers. This Audit log is only accessible to Admins via the database tables. We will eventually add a centralised screen for all Audit logs.
Job Adjustments import - few tweaks:
wbImportAdjustments import procedure has had a few changes:Labels for retail and cost fields now "FC Retail" and "FC Cost"
Removal of the application of the FC Rate against the FC Retail
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.
🔎 Custom Views on List screens, and exploring the ability to add extension columns to these views. This will expand your reporting ability on the List screens.
Audit for configuration changes.
⌛ Month End Process: controlled and easy to follow.
📈 Analysis graphs on Sales Invoices.
🔨 Interval- Based Equipment Maintenance in Upvise (e.g. 250-hour increments- 250, 500, 750, 1000 repeat)