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Workbench Release Notes
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Scheduled Release - 12 August 2024 |
https://www.youtube.com/watch?v=nh_0fHIZs1I
Upcoming Functionality & News
| Info |
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📣 Important announcement on Contract Claims Accrual ProcessIn November last year, we released the new & improved process to accrue uncertified Contract Claims. This can be enabled with a beta control parameter. Until today both ways are still available, and the time has come to deprecate the old way in early September. We encourage you to check out the details of the new process either in the Release Notes [HERE] or in the User Documentation [HERE] |
| Info |
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📣 New Webinar Advanced Procurement - 13 AugustRegister HERE How well organised is your Procurement for large projects? Most businesses involved in delivering construction projects need to procure a range of items as part of the project, defining what you need at the estimate phase of the job is often well done but when it comes to actually ordering and organising the materials to site during the construction phase this can often be poorly executed. Learn how Workbench can assist you in getting better with your procurement by putting structure and controls around the whole topic.
Join Clive Gardner as he takes us through a discovery session on a range of features within Workbench to enable you to become experts in the art of Procurement. |
| Info |
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📣 Community ForumsWorkbench is excited to announce that the Community Forums are live and ready for you to dive in. We’ve created a detailed topic outlining the Guidelines for using the Forums, which you can check out here: Forum Guidelines. If you don’t have a login, please click this link: Freshdesk. This will send us an email, and we will send you a link to set up your Freshdesk portal password. We look forward to hearing your ideas and seeing you engage with the community. Remember, your votes on other people’s ideas help shape the future of the Workbench product, so don’t hold back! |
Contract Progress Claim Process - upcoming changes you need to know
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We will be making changes to improve the Claiming process on Contract Claims, and users will soon be able to:
Capture Claimed Values.
Capture Certified Values.
Available from September 2024 as a beta feature.
New Features
New access to System Update
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Export Control - enhancements to help you manage your batches better:
We trust that these additions on the Export Batch screen will make your exporting and troubleshooting of exporting errors a breeze.
A new link to open the actual batch you are working on in case you need to make any further changes or fixes.
When an AP Invoice or AR Invoice batch errors, in the Error details pop-up you will now see a link to open the specific invoice that failed.
Feature Revisions
User Experience enhancement
Navigation changes on the previous release - Back To Invoice List/Back to Invoice buttons
We have removed:
the To Invoice List button on the Job Invoice screen and
the Back To Invoice button on the Input/Output Get Sales screen,
to be consistent with the navigation throughout the rest of the application, and encourage the correct use of breadcrumb menus.
When opening a Claim from the Contract, you will always go back to the Claims list, rather than going back to the Job Invoice list by mistake.
When opening a Job Invoice from the Job Invoice List, you will always navigate back to the Job Invoice List (if specific filters were used, those are kept when going back to the Job Invoice List to open the next invoice in your filtered list).
A new tooltip has been added to guide users to use the breadcrumb menu to navigate back:
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Displaying the correct buttons when first opening some document screens:
We have enhanced the user experience when opening the following screens so that when the document is opened the user sees only the appropriate buttons corresponding to the status the document is at.
(instead of briefly seeing all possible buttons first, until the not required ones are hidden):Job Invoice
Job Invoice credit
Contract Claim
Internal sale
Revenue Journal
Contract Schedules
Bin icon for deleting a page of records:
We have revisited the bin icon functionality used for deleting records in bulk, as users could only use it on the first page of records but it was not working on subsequent pages. This has been enhanced on all grids.
Job Contract
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Purchasing
AP Vouchers - default GST type on manual lines:
The GST Type now populates in manual lines on the This Voucher tab, based on the Job and Activity selected.AP Invoice Line import - incorrect validation removed:
The import was validating that the LogNumber on the Log’s Client was the same as the Ap Invoice Supplier, but that is incorrect. The AP Invoice’s supplier has nothing to do with the Service LogClient.
Subcontracts
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Claim Submitter (default for WF approval process only),
Job Manager
Job Account Manager
Subcontract Administrator
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Quotes
New Notes tab:
Users can now add Notes of any kind to a Quote, from the new Notes tab.
Quoted By filter in Quotes list is now a list of active employees.
Licences
Licence changes:
A Stock site licence is not required anymore to access the Stock Item List. This list is not only used for Stock management but also for the creation of BOMs.
Minor enhancements:
Custom Job Statuses:
We have limited the creation of Job Statuses to a maximum of 30 characters, and no non-alphanumeric characters are allowed. Validation is in place for this.Data imports - import templates:
A few data imports were missing the data import template that users can download to ensure they use the correct format when importing. The imports below now have a template available:
ImportCompanyAlphaAdjustments with Log Numbers
Company People
GL Accounts
GL Trial Balances
Job Outputs By Log No
Opening WIP
SSRS reports edited with a new version of SSRS:
SSRS reports edited with a new version of Microsoft Report Builder were not compatible with Workbench. We have made changes so they now are.
Integration
SAP
New SAP B1 agent update:
A new version of SAP B1 agent is available. Please contact our support team for an upgrade.
New version includes:Update Job Receipt No mapping to OCRT.DocNum. This will enable the user to match Receipt No to the corresponding receipt in SAP.
Enhance error messages for AR and AP exports to display the invoice number instead of the line ID of the invoice with the error.
Upvise
Driver Sync Optimisation
We've optimised the integration between Workbench and Upvise so that when a plant item driver is removed in Workbench, the corresponding driver field in Upvise is now cleared, while the Owner field remains unchanged.
Project Code in Job “Linked to” field
The project code, is now visible in the job linked to the field, enhancing clarity and improving project management efficiency.
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Resource Scheduler - Equipment Tile
We've enhanced the Resource Scheduler by updating the equipment tile colour to a more visible dark grey, making it easier to identify scheduled equipment on the platform.
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Fixes & Technical changes
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| title | details |
|---|
Expense claim attachments:
Expense claim attachments are now linked to the Expense Claim ID, rather than the Person ID and date.
Existing attachments will be updated to be linked to the right Expense Claim ID.
In the past only one Expense Claim per person per day was allowed, so linking the attachments to the user and date worked ok. However, last year, we added the ability to have more than one Expense Claim per user (one can be Credit card expense claim and another reimbursable expense claim).
None of these changes are visible from a User perspective.Job Margin screen:
WIP rows now have the Base GL Account populated, and this triggers them to be included in the Job Margin screen. They were previously not included due to missing GL Account defined in the WIP codes.Fix for Plant Issues on EBA Billing:
A bug was introduced on version 4.6.36, that caused plant issues entered on a timesheet to be excluded from Get Sales when billing. This has been rectified.Utility - wbUncompletePurchaseOrder:
The utility has been modified to make sure any POs uncompleted using this utility are later on not left stuck in a New status, even after it has been approved and AP invoiced have been processed against them.Editable Jobs List:
Export to excel feature is now working.
Upvise- Timesheet Imports:
Resolved an issue where nightshift hours worked on the last day of the payroll week incorrectly synced to the following payroll cycle by converting the time before determining the week-ending timesheet date, with adjustments to handle timezone discrepancies effectively.
Resolved an issue impacting the Upvise timesheets import logic to always prioritise active employees in the correct financial company (finco).
Upvise- Docket Imports to Workbench
Resolved an issue where multiple Docket photo attachments in Upvise with the same filename were overwriting each other in Workbench, resulting in duplicate images. Now, each image is correctly saved and synced, preventing overwrites.
Upvise- Personal Weekly
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Workbench Release Notes
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Scheduled Release - 26 August 2024
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| Expand | ||
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Scheduled Release - 26 August 2024 |
...
Upcoming Functionality & News
| Info |
|---|
📣 Important announcement on Contract Claims Accrual ProcessIn November last year, we released the new & improved process to accrue uncertified Contract Claims. This can be enabled with a beta control parameter. Until today both ways are still available, and the time has come to deprecate the old way in early September. We encourage you to check out the details of the new process either in the Release Notes HERE or in the User Documentation HERE |
| Info |
|---|
📣 New Webinar Sharperlight Reporting - 16 September Join Justin Gardner and Donald Wynne from Sharperlight as they highlight the key features of Sharperlight and how it can greatly enhance your Workbench experience. Step beyond the standard Workbench reports and build a custom reporting strategy tailored to your business, gaining measurable insights into your business based on your own metrics and data definitions. Agenda:
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New Features
Administration - Users
New flag on Users - Upvise User Only:
A new flag has been added on User setup, which can be used for those users that only require access to Upvise: they are not employees nor do they have a login to Workbench (these users won’t have timesheets, leave requests, or expenses entered against them). These are very specific scenarios that require an Upvise Access licence and must be configured from Workbench and then synced to Upvise. An example is subcontractors who are required to complete H&S forms, plant checks or pre-starts, etc.
These users will only have one licence assigned to them, Upvise User Access. Existing users with access to Upvise that are set as Is Employee and/or Has Login do not need this new flag.
A new filter to find these specific users has been added to the Users List and Licence Matrix.
Upvise User Only flag, is only selectable if Is Employee or Has Login are not already selected.
Valid combinations:-When Upvise User Only is selected, Is Employee and Has Login are disabled.
-When Is Employee OR Has Login are selected (one or both), Upvise User Only is disabled.
The users with the ‘Upvise User Only’ flag will also display in the Licence Matrix screen to allow licence allocation.
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Feature Revisions
User Experience enhancement
Unnecessary confirmation prompts have been removed:
Activities - no prompt after opening and then closing when there are no changes.
Users - prompt removed for both save & close button, save button.
Vouchers - prompt removed when submit is clicked.
Jobs
Job lookup optimization:
We have optimised the way a Job is selected at data entry when a user types a job code and the system displays the suggested list of Jobs that match what the user has typed.This is of particular interest to those users who are very fast at typing and use the Tab key to navigate from field to field.
Budget - order of lines:
The budget lines order should be sorted by Sequence No column, but was not working. This has been fixed.Contracts - Forecast adjustments:
An Uncommitted adjustment or Risk adjustment can only be deleted from the forecast it was added to. It cannot be deleted from the following forecasts where the adjustment was carried over to, only reversed by making its value equals $0. The bin column for the line will be disabled and a message will be displayed.
This change is necessary because it was not very intuitive for users when an Adjustment was deleted from a Forecast to which it was carried over, but it would still appear on subsequent Forecasts. With the new logic, the adjustment is stopped from being carried over to subsequent months by zeroing it out.
Job Enquiry Summary - report incorrect values when there are sub-jobs:
Data was not consolidated at the job header level when using a job structure of Job and subjobs. This has been rectified (wbJobSummary001).
Purchasing
Vouchers
Improved default Voucher coding for GST Type on manual lines:
When new manual lines are coded with the default values in setting Default Voucher Coding (Job, Activity, Work centre), the GST type was not being defaulted. It is now populated with the default GST type on the activity.Service Log Number on AP Credits:
You can now enable the Service Log Number for those AP Invoice lines to which the Credit is being applied.
This new column is hidden by default and can be enabled from Grid Management.
Stock
Inactive Stock Locations in Stock reports:
A new option has been added so inactive Stock Locations are excluded from the Stock Valuation report and the Stock List report. By default, inactive locations are excluded and can be included by changing the default predicates (filters).Stock Valuation Now Report by Location.
Stock List
Billing
Internal Invoices - handling reopening a finalised Invoice:
When an Internal Invoice is unapproved, the Cost lines in the Charge To Job are deleted and created again once the Invoice is approved. The same behaviour should have been for finalised invoices that get reopened. We made changes so that the Cost lines on the Charge To Job are deleted when a finalised invoice is reopened.
Also, the Charge To Job on the Job Invoice is now displayed when the Charge To Job is coming from a Service Log (it wasn’t displayed before).
Utilities
New Utility to Reprice Current Transactions:
A new utility called wbRepriceUnbilledTransactions is available to reprice (but not re-cost) all transactions which:are in the current period, which is still open for billing.
have a job that has Input or Input Output based billing.
are not already invoiced.
Job Transactions transfer - activity filter:
A fix has been made so the Activity filter works fine without the need to use the Apply filter option first.
Minor enhancements:
wbMergePeople utility - it can now handle a merge where timesheets exist.
Data import - wbImportForecastAdjustments:
A Date column has been added as a non-mandatory field.
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Fixes & Technical changes
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Things we are busy working on...
🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). New approval process on Contract Claims to resemble the certification process.
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