Base Release 4.2.26.x

Scheduled Released 20 Aug 2018

New Features

AP Vouchers

The AP Vouchers with OCR based data extraction and auto creation is now available. Here’s a quick walk-through of key functionality:

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For detailed usage notes consult AP Voucher in the Documentation.

Feature Revisions

Timesheets

• Mobile Timesheets - The issue on Plant Issues where the default Work Centre description was displayed rather than the Job Work Centre descriptions is rectified.

• Daily Timesheet - The sort order for timesheet lines on the Daily Timesheet is amended to be - Tran Date, Start Time, JobTranID. Weekly timesheet stays the same.

Contracts

• Forecast -
  • The Work Centre level of Forecast now supports the same type of drill down as per the Activity level.
  • The Complete indicator now disables the line from Adjustments.

Purchasing

• Purchase Order -
  • Backward compatibility on the Purchase Order API is restored.
  • The 'Complete' column on the grid and the 'Complete' are now disabled unless the PO is approved ti improve usability.
  • PO header section's fields have been updated to 3 column structure to improve layout.
  • The Send Email popup now defaults the first contact on the People List in the company as the default in the "To" field.
  • The ctrl param 'Unapproved PO Text' is now available, and the text in this field will print at the top of Unapproved POs e.g. 'Requisition Only'
    
  • An issue where the mandate limit was also checked for Unapprove is amended to only require unapprove permission.

• AP Vouchers List -
  • The Export to Excel feature is added to the Apply Filter button on the list.
  • Invoice Status and Batch Number columns have been added to the AP Voucher List.
  • Assigned is added as a filter to AP Voucher List.
  • Voucher ID is added as a filter.

• AP Voucher -

  • Voucher line Details are adjusted to read data from PO line rather than defaulting from Activity.

  • An issue where attachments could not be made without first saving a manual voucher is rectified.
  • It is now possible to add attachments irrespective of the voucher status, although they cannot be deleted if the voucher is approved.
  • An Uncancel option is now available on AP Voucher to revert unintended cancellations to a New status.
  • 'Send Back' button is moved to the right with other action buttons for usability.
    
  • The already used invoice number check is now also performed on Save.
  • The 'Value Incl' column on 'This Voucher' tab is now editable, and will adjust GST on edit.
  • An issue where the document PDF image was not displaying on Microsoft Internet Explorer 10 and 11 is resolved
  • If the Invoice Date is in a closed period when the voucher is approved  AND if the ctrl param 'Check AP Invoice Date is in Batch Period' is Yes; then:
    • The invoice is put into the next open period
    • The Invoice Date is updated to the 1st of the new period and
    • A comment is added to the voucher and AP Invoice regarding the date change.
      

• AP Voucher Workflow -

  • A ctrl param 'Voucher Workflow Comments' is added to control use of comments on workflow actions; default is On and Off suppresses comments.

  • My Approval -

    • The Decline button has been re-labelled 'Send Back' to align appropriately with its function

    • The Next button function has been rectified.

• AP Invoice List - A Job filter is added to AP Invoice List and filters for AP Invoice lines.

• AP Invoice -
  • The 'Default' button on the Confirm PO was inadvertently disabled. This is rectified.
  • The PO link will no longer be enabled for completed PO lines as the line is no longer relevant.

Jobs

• Job Financial List - The view now includes numeric totals, although it requires the user to apply the appropriate filters to enough the values are meaningful in context.

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• Datasheet Detail - The Datasheet report send email now supports the add attachments feature.

Daily Diary

• Daily Files - An issue where files attached from Daily Diary Files where not visible from the Attached Files List is rectified.

• Configuration - The Timesheet Group Jobs menu is moved under System Setup - Daily Diary, rather than being under Timesheets. Also the control parameter 'Filter Daily Diary By TimesheetGroupJobs' is catagorised as 'Daily Diary' instead of 'Timesheets'.

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• Email - An issue where auto BCC to sender was not working is rectified. This feature is enabled by the ctrl param 'BCC Email Sender'.

Reporting

New Reports

• wbJobSheet002 - Job Details - A new Job Sheet report has been provided, these are accessible from the Reports tab on the Job Details screen.
• wbJobSummary003 - Job Summary - JTD and Current Month
  

Report Revisions

Hand Signatures

Image RemovedImage Added

• An electronic signature image is added to document Reports that had a place for an Approved Signature i.e. Variation Request, Payment Claim Certificate, Payment Claim Invoice Preview, Details Payment Claim Certificate, and Log Maintenance.
• The signature is auto displayed if the approver has an electronic signature setup.
• The approver / user must set up their own signature from the Signature option of the Profile menu. If a signature already exists you are prompted if you should like to overwrite the previous.
• Simply use the mouse in the signature area and sign while holding the left mouse button down.
  
  

Revisions

• wbBudgets001 - Variation Request - An electronic signature image is added to document Reports that had a place for an Approved Signature.
• wbContractClaim003- Payment Claim Certificate - An electronic signature image is added to document Reports that had a place for an Approved Signature.
• wbContractClaim004- Payment Claim Invoice Preview - An electronic signature image is added to document Reports that had a place for an Approved Signature.
• wbContractClaim005 - Details Payment Claim Certificate - An electronic signature image is added to document Reports that had a place for an Approved Signature.
  
• wbLogMaintenance001 - Log Maintenance - An electronic signature image is added to document Reports that had a place for an Approved Signature.
  
• wbSubcontractClaim004 - Recipient Created Tax Invoice - Client logo is now included in the header.
• wbTimesheet001 - Timesheet Report - Removed unused featured consuming space.
  
• Some minor formatting tweaks have been made on various standard reports for visual consistency on contract claims, AR credits, work orders, purchase orders, invoices, and subcontract claims.

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