Base Release 4.4.8.XX
Beta Release 26 Aug 2019
Important Notes |
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- Δ #1 API Authorization Tokens - Application token validation for Bearer authorization is updated to the current Microsoft standard and a token is now specific to an application client instance.
New Features
AP Voucher Step Reassignment
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E. Click [Reassign] to transfer the step to the selected person.
F. The workflow will indicate the person that action the reassignment, and the step as reassigned.
G. If the 'AP Voucher Workflow Email Enabled' setting is enabled then the reassigned user is also notified by email.
H. The Reassign function can also be enabled to non-admin users using the 'Reassign Vouchers' permission.
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- AP Voucher -
- Scan Lines - The scanned Description field has been extended to 2000 characters to support lengthy narratives such as travel details.
- PO Lines - The Details field in This Voucher tab is amended to include the respective PO line Details field.
- Docket Lines tab - Now supports a Job Invoice filter to support clients with an Inputs Based process where the docket lines are included in the job invoice prior to the voucher process. The Job Invoice picker will also display the status of the invoice.This Voucher -
AP Invoice Batch Entry - General performance enhancements.
- AP Invoices List - General performance enhancements.
Contracts
- Cashflow -
A. Cashflow screen has been optimised for performance.
B. Values are now always rounded without decimals.
C. Cashflow now has a 'Display Period' value distinct from the Cashflow Period, and the Display Period sets the initial period of the 24 month visible window. The 'Prior' column displays the total value of cashflow not visible in the current 24 month visible window.
D. The Variance and Prior columns are now also fixed / non-scrollable.
E. Copy/paste of a line has been corrected so that 'To Complete' is not pasted.
F. Spread movement now supports positive and negative numbers i.e. moving the cashflow values further into the future or moving then closer to the current period.
G. Comma has been added as the thousands separator.
Billing
- Job Sales Invoice - General performance enhancements.
Subcontracts
- Work Order -
- The WO lines grid is tweaked to display the lines in their original order order of creation by default.
- If the AFE process is used the picker no longer displays 'Null' when no AFE Description is available, and Approval is now prevented should the available amount on an AFE be exceeded.
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- Data Import - wbImportCatalogueLines is amended to include the Supplier Part Number as an optional column.
Integration
Office 365
- Authorization Token Renewal - The token renewal process is now easier. Token expiry is now detected when attempting to open the Email Send popup, and if required, you are now navigated to re-login with your Office 365 credentials. Previously token expiry was only determined on clicking Send.
MYOB Advanced
- GST enhancement - Allow for the alternative Tax Category setup where GST = 0.00%, and the need for different Tax categories to entered against AP invoice lines or for the line not to be recorded with a Tax category.
- MYOB Adv Integration screen - change the 'MYOB Advanced Tax Category' setting in the MYOB Adv Integration screen to be used as a default category when a GST Type does not have a category specified in GST Types.
GST Types screen
- added GST Category to the GST Types screen and map it to the tax category on Invoice lines in MYOB Advanced. Previously you could not specify a category per GST Type, only one category could be used. If the category is left blank, it will pick up the default category from the MYOB Adv Integration 'Default Tax Category' field.
- added a 'Suppressed' tick box column. Switching this tick box on disables the export code field and populates it as [SUPPRESSED]. * Note: this is not the standard MYOB Advanced setup for Tax settings (see below for an example of this)
- AP / AR Invoice export - if the Export Code on the invoice line says [SUPPRESSED], in MYOB Advanced it will not specify the tax codes and amounts for that line. The tax category field will not be affected by this.
Example of none standard* Tax Category > Tax Setting where the schedule is not entered and thus, the GST Type needs suppressing in Workbench.
Example of none standard tax category, AP invoice export from Workbench using suppressed lines: Three lines were exported to MYOB Advanced, each line in the AP invoice in Workbench had a different GST Type with a different Tax Category. The GST Type: Purch_Exem is suppressed in GST Types (as per above B), so when it is exported to MYOB Advanced, the Tax Details are suppressed - no line is created.
There is only two lines in the Tax Details for this AP invoice,m as the Purch Exem line has been suppressed.
API
- Δ #1 Authorization Tokens - Application token validation for Bearer authorization is updated to the current Microsoft standard and a token is now specific to an application client instance.
Reports
Report Revisions
- wbTimesheetException001 - Timesheet Exception - Timesheet Date restricted to a weekending date.