Workbench Release Notes

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Upcoming Functionality & News

Info
Contract Progress Claim Process - upcoming changes you need to know The new Claiming process for Contract Claims is now ready and in beta phase with some clients. This will be soon documented in detail so you can look into it and get your users ready to start using it.
Note
Retention Types - tidy up A few changes will be made in the next release to improve understanding of Retention Types. Nothing to worry about. They are aimed at making them easier to use and avoid confusion. Image Removed Step by Percent (Schedule Type): when selecting this one on a Retention Type, the current label Estimate Basis will change to Schedule Basis. This is just a fix. Increased Costs, Other Costs, Recharges, and Contingency options will be removed from the Schedule Types, as these are not options for Schedule Types when creating a Contract Schedule. Only Original and Approved Variations are valid types, and these are the types that the Retention calculation includes when generating retentions on a Contract Claim. Image Removed Subcontracts - valid retention types: Any Retention Types with the type Step by Percent (Schedule Type), will not be available as a selectable option on a Subcontract, as this is not a valid one, and if chosen Retentions are not calculated. This type is only valid for Contracts. Image Removed

Two upcoming changes for the Contract Payment Certificate reports:

Image Removed

Reports:
Detailed Payment Claim Certificate wbContractClaim005
Detailed Payment Claim Certificate (Schedule) wbContractClaim017
Detailed Payment Claim Certificate by Line Status wbContractClaim015

Image Removed

• Change to the signature section at the bottom of the Payment Claim Certificates:

  • The Claimed By and Date, are there to be completed manually, but as people now send them electronically, these are not used. This will be removed.

  • Approved By and Date. The Approved by is populated with the signature of the user approving the Contract Claim (internal approver, not the client that certified the claim).
    This will be removed as well.
    

    Image Removed

Reports:
Detailed Payment Claim Certificate wbContractClaim005
Detailed Payment Claim Certificate (Schedule) wbContractClaim017
Detailed Payment Claim Certificate by Line Status wbContractClaim015
Payment Claim Certificate wbContractClaim003

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New Features

Stock

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Feature Revisions

User Experience enhancements

Jobs

• Contracts - Contract Payment Certificate

  Improvements to the Contract Payment Certificate reports:

  • The Total Qty To Date column has a Total at the bottom which is agregating different quantity units and does not make sense. The total at the bottom of this column has been removed.

    If you want to use this quantity summary, you will need to download the .rdl file for this report from Reports and load it as a custom report, as the existing one will be replaced with the latest changes.

  

  Reports:
  Detailed Payment Claim Certificate wbContractClaim005
  Detailed Payment Claim Certificate (Schedule) wbContractClaim017
  Detailed Payment Claim Certificate by Line Status wbContractClaim015

  

  • Signature section at the bottom of the Payment Claim Certificates:

    • The Claimed By and Date, are there to be completed manually, but as people now send a digital documet, these are not used. These have been removed.
      

    • Approved By and Date. The Approved by is populated with the signature of the user approving the Contract Claim (internal approver, not the client that certified the claim).
      This has also been removed.

      

  Reports:
  Detailed Payment Claim Certificate wbContractClaim005
  Detailed Payment Claim Certificate (Schedule) wbContractClaim017
  Detailed Payment Claim Certificate by Line Status wbContractClaim015
  Payment Claim Certificate wbContractClaim003

Lists

Purchasing

• JAP Vouchers - Supplier picker:
  The supplier picker on the AP Credit Voucher has been amended to allow editing to cater for the instances where the credit voucher is created by Xtracta and the GST / ABN number is used across multiple supplier records, typically for supplier branches. Previously the first supplier record was automatically selected and not editable.

Timesheets

Expense Claims

• S
  

System Setup

• Retention Types - tidy up:

A few changes will be made in the next release to improve understanding of Retention Types. Nothing to worry about. They are aimed at making them easier to use and avoid confusion.

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1. Step by Percent (Schedule Type):

   • when selecting this one on a Retention Type, the current label Estimate Basis will change to Schedule Basis. This is just a fix.

   • Increased Costs, Other Costs, Recharges, and Contingency options will be removed from the Schedule Types, as these are not options for Schedule Types when creating a Contract Schedule. Only Original and Approved Variations are valid types, and these are the types that the Retention calculation includes when generating retentions on a Contract Claim.

     

2. Subcontracts - valid retention types:
   Any Retention Types with the type Step by Percent (Schedule Type), will not be available as a selectable option on a Subcontract, as this is not a valid one, and if chosen Retentions are not calculated. This type is only valid for Contracts.

   

Administration

Minor enhancements:

• W
  

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Fixes & Technical changes

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Integrations

Xero

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Upvise

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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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