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Workbench Release Notes
| Note |
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IMPORTANT! for clients hosting Workbench on-premise and using Upvise The new DLL version is incorporated in the Workbench general release version 4.6.1 , which will be available on February 20th.and any later versions. Please note that older versions of the DLL will no longer be supported by Upvise starting 1st March 2023. To minimize any potential disruption to your Upvise integration, it is imperative that you upgrade your Workbench to version 4.6.1 or later, as soon as this is practical for you. It is expected that clients will regularly update their systems to receive these updates and maintain the highest level of security. |
| Info |
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On our user documentation page you will now find two main sections:
Remember you can always access the Help using the question mark |
General Release 4.6.2.1
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Scheduled Release - 20 February 06 March 2023
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Hotfix Release 4.6.
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2.
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2
Scheduled Release - 13 28 February 2023
New Features
File storage for attachments
We are starting a migration process for our cloud clients to a new file storage solution, Amazon S3. At Workbench, we are constantly seeking ways to improve our services and provide the best possible experience for our clients. S3 is a highly scalable, secure, and durable object storage service that provides a range of benefits over our current file storage solution. S3 can scale to meet the needs of our growing client base, ensuring that your files are always accessible and available.
Dockets & Daysheets
Docket Schedules:
From the Docket Schedule - Procurement tab, you can now add the items to be purchased into an existing unapproved PO rather than creating a new PO every time. A new Purchase Order picker has been added. Additionally, the prepopulated Work Centre can now be changed.
Feature Revisions
Jobs
Job Maintenance error when saving:
An error displayed when saving jobs with Job Work centre descriptions exceeding the maximum allowed has been rectified.Job Maintenance - drag and drop of attachments:
When enabling Office365 authentication the ability to drag and drop file attachments in Job Maintenance disappeared. This has been rectified.
Dockets & Daysheets
Daysheets
Unsaved changes warning:
When editing a Daysheet and closing without saving the user was not prompted to save the changes leading to possible data loss. Prompts have been added to ensure the user knows when there are unsaved changes when closing the Daysheet.Daysheets - Approved timesheets:
Workbench was allowing users to add new timesheet lines in Daysheets against already approved timesheet weeks. This has now been disallowed and an appropriate error message is displayed when trying to save new lines.
Purchasing
Purchase Orders:This change will be reverted on General release 4.6.1Location selection on a Purchase Order has been removed, only the Prodict Centre is selectable now. Having both options displayed could cause a conflict with PO numbering source.AP Vouchers:
AP Voucher list - Export to Excel option:
On the AP Vouchers list, the option to Export to Excel has now been increased to export a comment of up to 500 characters.AP Voucher - lines scans panel not in expected order:
The sorting order on the scanned lines in the AP Voucher is now by the order in which each line was scanned rather than the LineCode.Automated tasks to import from Xtracta:
Some scheduled tasks were not being executed (an issue introduced in 4.6.0) and this has been rectified.
Stock
Stock List - Sell rate when using Markup %:
A few changes have been made to automatically calculate the Sell value of a Stock item when using “Use Markup“
Subcontracts
Returning to the Subcontracts List:
When drilling into a specific subcontract from the Subcontract List, and then returning to the list, sometimes the filtered list does not display and a warning message displays asking the user to enter filter criteria. This has been rectified.Contract Awarded & Original Practical Completion fields are now mandatory:
Users are able to set up new Subcontracts without entering the Contract Awarded field. Hence, these two fields are now mandatory to be able to create a subcontract Claim."Subcontract sign before claiming":
When this control parameter is enabled users will not be able to create new subcontract claims if the Subcontract Signed date in the Dates tab has not been populated.
Also, a new warning message will display on the Claims tab in the Subcontract and the New Claim button will be disabled.
Billing
AR Credit Note Currency:
The currency on a Credit Note will be the currency from the original AR invoice the credit note is being applied to, rather than coming from the currency on the Job.
Sometimes the AR invoice can be in a different currency to the Job, and this can be changed when setting “Currency Change on AR Invoices” is enabled.
Administration
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Application Access - Job Costing Licence:
Further changes have been done to give the Job Costing licence access to:
Bulk Procurement
Catalogues
Contractor Schedules
Job Financials List
Transaction Reallocations and Transfers
Leave Scheduler
Plant Scheduler
Application Access - Licence Matrix with Self-service of licences:
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To be able to use the self-service licence portal on Licence Matrix (this is when using the new licences available since Oct 2022), the database local currency (check Setup Wizard) must be either AUD or NZD. If the Local currency is NOT AUD or NZD, then Workbench will look for the billing currency on Setting “Subscription Billing Currency“ which must also be either AUD or NZD. If these rules are not followed the Purchased Licences screen will look like the below and the selection of the billing currency must be selected and saved. This will populate the setting mentioned before. Only wbadmin can select a currency from the dropdown (for any other users it will be disabled).
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Integrations
Business Central
100 Character restriction when exporting AR invoice batches:
When exporting an AR Batch into Wiise/Business Central, the Details/Description field will be truncated to 100 characters which is the length allowed when importing into BC.When exporting AP Credits, the Due Date is now the same as the AP Credit in Workbench.
MYOB AccountRight
Exporting $0 Subcontract Claims with no lines:
A subcontract claim with a total value of $0 and no invoice lines can now be exported.
Upvise
New Button available to create a form from a contact, equipment or asset with one click.
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Upvise - handle Work centres with dashes:
Rectified an issue that was preventing the import of Upvise native Timesheets using Work Centre Codes with dashes.
Beta Release 4.6.2.1
Scheduled Release - 27 February 2023
Feature Revisions
Jobs
Budgets:
Job Budget approval email template:
The link to the Budget and the Requested For were not resolving correctly. This has been rectified.
Contracts:
Contract Claim Schedules:
The Sales Code for Schedule lines did not default accordingly based on the Default Sales Code selected in the header. This has been rectified.
Line details field on Contract Claim Schedules has been increased to 250 characters.
Management Reports
Job reports:
Job Summary with Margin and WIP Movement report has been fixed and the WIP calculations are displaying correctly now.
Dockets & Daysheets
Docket Schedule Import:
When importing a Docket Schedule an invalid error was displayed although the schedule lines were imported successfully. This has been rectified.
Purchasing
Job Procurement:
Creating Purchase Orders and Purchase Requisitions from a Job procurement list was not working as expected. This has been rectified.Purchase Order Status:
With Standard PO approvals (not workflow approvals) the "PO Status" column showed as In Progress even when the PO was fully approved.This has been rectified to reflect the correct status when using Standard approval process.AP Vouchers
Deleting AP Credits was throwing an error. This has been rectified and AP Credits can now be deleted.
Multi-value review:
Rectified an issue where the Review action was disallowed after re-assignment on a Multiple Value Workflow Schema. This was due to the reviewer limit being interpreted like an approval limit.
Subcontracts
Token on email templates for Subcontracts:
the Report-SubContractClaimApproved email template now supports the same tokens as the Report-SubContractClaim email template.Control mandatory dates on Subcontracts:
Two new Control Parameters have been added to make Subcontract dates Contract Awarded date and Original Practical Completion date mandatory if required. If these Control parameters are set to yes, then a Subcontract Claim cannot be created until the mandatory dates are populated on the Subcontract.
These control parameters are created with a default value = No, hence dates are not mandatory.'BETA FEATURE - Subcontract Contract Awarded date required before subclaim'
'BETA FEATURE - Subcontract Original Practical Completion date required before subclaim'
Plant
Plant Assignment Bulk Issues:
Date filters have been enhanced to allow users to find Assignments that start and end on the same day, and a = option has been added.
Quotes
Updating Markup % value on Cost lines (At Revenue & Cost Element):
When updating the cost of the items using BOMs line items, the markup % and Rate were not updated automatically when the user updated the cost and clicked away with the mouse (using Tab works as expected). This has been rectified.
Work Breakdown
Profit Centres:
GL Suffix and Prefix on Profit Centres have been increased from 20 to 30 characters.
Administration
Licences:
All Role licences now have access to Purchase Requisitions and Plant Meter Readings.
General
Old triggers populating the table AuditInformation have been removed. This table is not used for audit purposes anymore.
Performance improvement:
A new hourly task to clean the table where all the history of the scheduled/background tasks that run in Workbench are stored (syncLogLines) has been created. Runs everyday hourly from 10 PM to 5 AM. This keeps the size of the table at a reasonable size and makes the process of logging each executed task more efficient. This task deletes any records that are older than 2 months.
Integrations
Attaché
Support for AP invoice batch exports is now available.
SAP
GST on AR Invoices:
To avoid discrepancies between Workbench AR Invoice total and SAP AR Invoice total by cents due to GST rounding differences the integration for AR Invoices now adds an adjustment line if necessary to ensure the total invoice value including GST matches Workbench.
ADJ-OUT is the Tax Code used for the adjustment line.
Upvise
Punch Items:
A display bug was fixed in the punch item view to expose the project that the equipment is allocated to.Daily Dairy:
An enhancement has been made to the following daily dairy transactions to use Plant Work Centres and Cost activity groups.
Equipment Hours
Equipment Stock Issues
The daily diary is now also compatible with the following Upvise Job types (Service Logs): Project Jobs, Equipment Jobs, Site Jobs.
The Daily Diary Validates activity cost activity groups as set up in Workbench.
Check-in/Check out function within the new diary has been deprecated and superseded by the existing "Attendance Scanner" custom app.
A change was made to cater for character "-" in the work center code when importing transactions from upvise to Workbench.