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Nelson Leong

Workbench

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21 Aug 2017

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  • Claim Schedule Details - The Job Work Centre description is now always displayed in the grid. A display issue previously displayed the general description.
  • Retentions Job - The definition of the retentions job has been migrated to the Financial Company Details screen to allow for greater future extensibility. On installation of this release the retention job in the financial company will be initialised to be the existing value of the control parameter 'Retention Job', which was the definition element. Claims based invoicing now references this new definition in Financial Company. There will not be any behaviour changes due to the migration.

Jobs

  • Price Codes - The grid behaviour has a minor improvement as it could give the impression that the rate was not being saved.
  • Job List - The default criteria value for the Has Contract or Has Subcontract criteria are changed to 'Yes' to improve ease of use. It was previously 'No'.
  • Job Invoice List - The default operator for the Reference and Invoice No criteria are changed to 'equals' to improve ease of use. It was previously 'greater than or equal to'.

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  • Setup Wizard - The wizard now correctly validates the Control.FinancialSystem length. Previously is was more restrictive than the database size.


Integration

  • Exports
    • The existence of an AP account is now checked on export of AP invoices. Previously a general error message was displayed.
    • File based exports are now supported for financial integration.  Currently MYOB and Xero exports are compatible, although other file based exports can be achieved with some simple changes 
    • GL entries for recoveries on labour and plant exports now include the profit centre of the person or plant item along with the GL Code.
  • MYOB
    • Missing street address exceptions arising from companies originating from MYOB are now handled.

    • The option to include the Job Code on MYOB exports has been added. This is switched on if the 'MYOB Job Field' control parameter is set to 'Job'.  If a job does not exist in MYOB, then the Job field is not populated - there is no error reported.

  • Xero

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