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IN PROGRESS

Workbench Release Notes

Expand
titleBeta Release 4.7.5.1

Scheduled Release - 13 January 2025

Upcoming Functionality & News

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We will be introducing enhanced access control with more granular permissions, allowing you to define what each user can do on the integration screens. Users will be able to:

  • Access only the data synchronization functionality from financial systems to Workbench.

  • Access the ability to set up or modify the integration configuration.

  • Have access to both.

These changes provide the flexibility to safely grant access to users who only need to perform data synchronization, ensuring more secure and role-appropriate access management.

...

What you need to know:

  • Financial integration screens are available for all role licences (if included in the user’s site map profile).

  • 2 new permission:

    • Financials Admin to access the config fields and action buttons.

    • Financials Sync to access the sync button only.

  • Included by default in Administrator role and Finance role.
    Therefore, other Roles may lose access to the financial integration screen and must be setup by System Administrator.

  • The change will be released in January.

Info

Upvise Integration- DLL upgrade to v3.3 expected in v4.7.7

The new version adds major performance and security enhancements to the integration.

...

Contract Claims - new process to capture claimed and certified values on each Claim

...

Check out all you need to know about this new process here

New Features

Quotes

Feature Revisions

Jobs

...

Contract

  • Project Trust Accounts - Limit selection of PTA to only one Contract:
    A change has been made so that only one Project Trust Account (PTA) can be assigned to one Job Contract. When selecting a Trust Account on the Contract tab, the only available options to select will be those that have not been assigned to a Job yet.

Job Budget

Daysheets & Dockets

Stock

Timesheets

Plant

  • Plant Item import now with mandatory Work Centre:
    The Work Centre was not a mandatory field when importing Plant items using the Plant data import (wbImportPlant), this was causing issues later in the process when using these plant items. The import has been enhanced:

    • mandatory "Cost Work Centre Code"

    • validation of "Cost Work Centre Code"

    • the "Base Cost", "Overhead Cost", "Other Cost ", and "Sell Rate" fields are set to zero if not populated

Quotes

...

Attachments:
Attachments can now be loaded and file properties can now be edited even after Sent status. However, deleting files after Sent status is not allowed.

System Setup

Administration

Fixes & Technical changes

...

titledetails

Fixes:

Job Contracts - Project Trust Accounts:

...

IN PROGRESS

Workbench Release Notes

Expand
titleBeta Release 4.7.5.1

Scheduled Release - 13 January 2025

...

Upcoming Functionality & News

Info

Enhanced Access Control for Financial Integration Screens

Access to Financial Integration screens (Xero, MYOB AccountRight, MYOB Acumatica, Business Central/Wiise) is controlled solely through licences.

We will be introducing enhanced access control with more granular permissions, allowing you to define what each user can do on the integration screens. Users will be able to:

  • Access only the data synchronization functionality from financial systems to Workbench.

  • Access the ability to set up or modify the integration configuration.

  • Have access to both.

These changes provide the flexibility to safely grant access to users who only need to perform data synchronization, ensuring more secure and role-appropriate access management.

image-20241202-041537.pngImage Added

What you need to know:

  • Financial integration screens are available for all role licences (if included in the user’s site map profile).

  • 2 new permission:

    • Financials Admin to access the config fields and action buttons.

    • Financials Sync to access the sync button only.

  • Included by default in Administrator role and Finance role.
    Therefore, other Roles may lose access to the financial integration screen and must be setup by System Administrator.

  • The change will be released in January.

Info

Upvise Integration- DLL upgrade to v3.3 expected in v4.7.7

The new version adds major performance and security enhancements to the integration.

Info

Upvise Technical Changes- Removal os Private API’s

Following on the notice provided last year, Upvise is implementing technical changes to improve server optimisation, security, and overall system performance. As part of this change, Workbench will apply the necessary updates to ensure that all Workbench-related code remains compatible before the deadline of 21st Janurary 2025. Clients making their own code changes, please refer to the technical documentation.

Info

Prevent users from seeing all Purchasing related documents for Jobs not in their Profit Centre Groups

We will soon be making changes to how Profit Centre Group security is applied on PO List and AP Invoice List. Instead of simply preventing opening the detail popup we will be excluding the item from the list entirely if the document includes lines with jobs that are not allowed in the user's profit centres. This security will also be extended to AP Vouchers list

Info

Contract Claims - new process to capture claimed and certified values on each Claim


The new process on Contract Claims that resembles the certification process is ready.

This is in Beta stage. If you are interested in being an early adopter and need help let us know here

Check out all you need to know about this new process here

...

New Features

Quotes

...

Feature Revisions

Jobs

  • Contract

    • Project Trust Accounts - Limit selection of PTA to only one Contract:
      A change has been made so that only one Project Trust Account (PTA) can be assigned to one Job Contract. When selecting a Trust Account on the Contract tab, the only available options to select will be those that have not been assigned to a Job yet.


Job Budget

Daysheets & Dockets

Stock


Timesheets

Plant

  • Plant Item import now with mandatory Work Centre:
    The Work Centre was not a mandatory field when importing Plant items using the Plant data import (wbImportPlant), this was causing issues later in the process when using these plant items. The import has been enhanced:

    • mandatory "Cost Work Centre Code"

    • validation of "Cost Work Centre Code"

    • the "Base Cost", "Overhead Cost", "Other Cost ", and "Sell Rate" fields are set to zero if not populated

Quotes

  • Attachments:
    Attachments can now be loaded and file properties can now be edited even after Sent status. However, deleting files after Sent status is not allowed.

System Setup

Administration


...

Fixes & Technical changes

Expand
titledetails

Fixes & Technical Changes:

  • Job Contracts - Project Trust Accounts:

    • In some cases, when an AP Invoice had multiple lines with eligible activities, the amount of the AP Payment was duplicating by the quantity of the invoice lines when displayed on the Trust Ledger. Fixed.

Upvise

API- Deprecation of Private API’s (21st January 2025)
As of 21st Jan 2025, all private APIs in Upvise will be deprecated. To continue using the system effectively, ensure that any non-workbench custom applications are updated to use only the public APIs.

  • You can browse the list of available public APIs by logging in as an Admin and navigating to Settings > Public API from the left pane.

    • For testing non-Workbench custom apps and web app overrides, use the following test URL: https://s3.upvise.com/strict.htm.

    • Open your Chrome Developer Console and review any JavaScript errors to identify calls made to deprecated private APIs.

    • Clients developing their own apps or code should engage workbench support for advice if needed.
      Click here to Email Workbench Support

Upvise - Create Diary App - No plant issue form in diary

  • A change has been applied to the Create Diary app, allowing daily diaries to be created without including the "Plant Issues" subform. This update specifically caters to clients who do not manage equipment in Upvise and therefore do not require the "Plant Issues" subform in their daily diaries.

Upvise - Create Diary App - Resource Scheduler

  • A change has been applied to the Create Diary app, allowing navigation to the Upvise Resource Scheduler from the Create diary app. This resolved a bug where this returned an error.

Upvise- Duplicating Daily Diaries

  • A technical change has been made to re-introduce support for duplicating the daily diary. To enable this functionality, along with code changes, the following form element types have been updated on daily diary form templates on all sites:

    • Project Hours - Field F10 (timeslotids) - Type: System

    • Admin Hours - Field F10 (timeslotids) - Type: System

    • Equipment Hours - Field F10 (timeslotids) - Type: System

    • Operator Hours with Equipment - Field F12 (timeslotids) - Type: System

    • Plant Issues - Field F12 (timeslotids) - Type: System

    • Admin Hours - Field F10 (timeallowanceid) - Type: System

Upvise - Equipment Files

  • We’ve fixed a bug that was preventing users from accessing equipment files directly from the equipment section in Upvise. This update restores access to equipment files from individual equipment.

Upvise - Equipment Punch item display

  • We’ve resolved an issue where the punch item tile on equipment was not displaying the correct count. The tile now accurately reflects the total punch item count.

    Image Modified

Upvise - Job SMS Button

  • The warning message displayed when using the Job SMS button on the mobile app has been updated. It now clearly states: “SMS is not available on the mobile app.”

Upvise - Project Files

  • We’ve fixed a bug that was preventing users from accessing Project files directly from the equipment section in Upvise. This update restores access to Project files from projects directly.

Upvise - Punch Columns Displayed

  • We’ve resolved a bug that affected the display of columns in the equipment options punch list. With this fix, the columns configured in the equipment options punch list now correctly reflect in the global punch list view.

    image-20250105-215416.pngImage Modified

...

Upvise

Daily Diary- Change to Rate options

We’ve implemented improvements to ensure greater accuracy and user clarity regarding RATE selection on Daily Diary subforms “Plant Issues” and “Operator hours with Equipment”.

  • Rate Code Availability: If multiple equipment items share a common Rate Code, only those rates will be displayed for selection.

  • Mandatory Rate Code Field: The Rate Code field will be required for submission.

  • Entering Multiple Equipment in one subform

    • When multiple equipment items do not share a common Rate Code, they must be entered on separate forms to ensure accuracy.
      Example: If DZR001, DZR002, and DZR003 share a common rate of “DAY,” but PMV001 has a rate of “HOURS,” no rate will be available. In this case, DZR001, DZR002, and DZR003 can be entered on one form with the “DAY” rate, while PMV001 is required to be entered on a second form with the “HOURS” rate. 

      image-20250106-021203.png

  • This approach ensures that the Quantity is relevant to the Rate for all equipment on a single form.

NEW- Create Diary app

The new "Create Diary" app is designed to streamline the creation of daily diaries using scheduled labour and plant resources. This powerful upvise app minimises manual effort, allowing you to add large numbers of resources to diaries in just a few clicks, ensuring accurate job costing and efficient resource management.

...

To implement this module contact your workbench Consultant or Workbench Support support@wbi.freshdesk.com.

Form Option- Restrict Workflow Role to Project

A new option has been introduced to improve the role-based workflow notification process.

...

This improvement is especially useful for databases with numerous projects, as it restricts notifications to current project users, minimizing unnecessary alerts and enhancing workflow efficiency.

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Things we are busy working on...

🔎 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.

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