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Workbench Release Notes
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Scheduled Release - 16 30 September 2024 Contracts - Forecast adjustments
The site map item was moved to its correct position in the Standad site map profile
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Scheduled Release - 09 23 September 2024 |
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Upcoming Functionality & News
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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 late September - version 4.6.41 We encourage you to check out the details of the new process either in the Release Notes HERE or in the User Documentation HERE |
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AP VouchersApproval by Delegation issue: When an AP Voucher is reassigned for approval to someone else, the system is only checking the approval $ limit of the new assigned approver, but is not checking for the "Approve AP invoice" permission. We will make a change on 4.6.42 to address this and validate accordingly. |
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Contracts - Forecast Adjustments:We are reverting the changes done on the previous release where an Adjustment cannot be deleted if the Adjustment was added on previous Forecasts (only zeroed out). The issue we are trying to address is old adjustments being carried over from past Forecasts when they shouldn’t (older than the immediate previous Forecast). On release 4.6.41 or 4.6.42, we will make the following changes:
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📣 New Webinar |
New Webinar |
New Features
Leave Management
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Feature Revisions
User Experience enhancement
Subcontract claims:
The ‘Copy last claim comments as default?’ prompt when creating a new Subcontract Claim now only displays when there is actually a comment on the previous subcontract claim. It was previously showing up when there were no comments on the previous claim or there was no previous claim. Note that this checks the Comments column (not the Reason column).
Job Maintenance - improved display response time:
When opening Job Maintenance the data loads much quicker now. No need to go grab a coffee while waiting anymore.
Jobs
Contracts - Project Trust Accounts
Xero Integration: We have finalised changes to the Xero integration to support the Project Trust Account functionality.
AP Payments will now display the From Account with the GL Code for the Bank Account the payment has been made from (typically the PTA).
Job Receipts will now display the To Account with the GL Code for the Bank Account into which the client has made its deposit.
Purchasing
Vouchers
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Subcontracts
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Balance of Retentions by each Trust Account:
If you need to know what the balance is on each Retention Trust Account (RTA), you can now use the Subcontracts Retention Management screen to do so. You could then reconcile this with the balance on each Bank Account.
A new filter has been added so you can choose an RTA and get the total balance.
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File attachments can now be added to an Approved Work Order
Files cannot be deleted though.
Utilities
WIP reversal batch:
When a WIP batch is flagged as Not For Export, the system will automatically generate the WIP Accrual ReversalNew utility wbRepriceUnbilledTransactions released on 4.6.39 can now be scheduled from the Utility Scheduler. It takes a date as a parameter, to define up to what date transactions should be included. When scheduled a date far in the future like 2099-01-01 can be used.
Minor enhancements:
Job Scheduler:
Enhancements have been made to avoid duplicate entries when multiple users edit the Scheduler at the same time.
Integrations
Workbench API
A new endpoint is now available to access Contract Forecast adjustments. See further detail here.
Xero
Warnings if attachments to be exported exceed 2MB:
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On next release 4.7.1 we will be moving the following menus to the right positions in the Standard sitemap profile:
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New Features
Workflow Approvals by Location or Profit Centre Managers
Workflow approvals now have two new functions to be configured as Reviewers or Approvers.
Location Manager
Profit Centre Manager
This will save significant time creating and maintaining multiple workflows when the approvals are different from Proft Centre to Profit Centre, or from Location to Location. The system now allows users to configure one workflow instead of one per PC or Location. This option is enabled on all document types.
These are derived by looking at the job for each document type. In the case of documents like vouchers and POs, where there is no job in the header, the system uses the job on the first line to identify its location manager or profit centre manager.
Document JobCode → Jobs. ProfitCentreCode → ProfitCentres. Manager
Document JobCode → Jobs. ProfitCentreCode → ProfitCentres. LocationCode → LocationManager
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Feature Revisions
Jobs
Contracts - Project Trust Ledger enhancements:
As per QBCC guidelines for the Trust Ledgers, if a subcontract Claim has been certified for less than it was originally claimed (or rarely over-certified), it must be visible in the Ledger. There should be a record for the original claimed value, and a new record for the difference between Claimed and Certified value.
We have made a change so that any claim that has been certified for a different value than the claimed value, it will be displayed in 2 records:Payment Claim | Claimed value | Claimed Date
[NEW] Payment Schedule | Claimed value - Certified value | Certified Date
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Contract Claims Accruals:
The new & improved process to accrue uncertified Contract Claims is now available to everyone following this process. The previous process has been deprecated as of this version 4.6.41.We encourage you to check out the details of the new process either in the Release Notes HERE or in the User Documentation HERE.
Contract Schedule report:
The Contract Schedule report that can be printed from each Contract Claim Schedule, now includes the Schedule Quantity on each line (report wbContractScheduleReport002 ).Writeoff date on written off transactions
Job Transactions that are written off either from Get Sales or from the specific Write off Transactions list, now populate the Job Transactions column WriteOffDate. This date can be used for reporting purposes and analysis.
Stock
Migrating from an existing Stock method to an Average Period Stock costing method:
To enable users to migrate to the Period Average stock method, we have prepared a guide with specific steps that must be followed in the right order and at the right time to facilitate a successful migration.
New export and import tools have been created to facilitate this process. Details hereStock Fuel Receipts:
There is a docket line type in Dockets called Fuel Receipt, which can be used to record deliveries to on-site fuel tanks. This creates a stock adjustment to bring the fuel into stock. This type of adjustment was not being included in the average cost calculation, and now it is.
The document where the Period Average Calculation details are explained has been updated to reflect this. Please take a moment to read through it, you will find it useful if you are using or planning to migrate to the Average Period Stock costing method: Period Average Cost CalculationStock List report
The Qty On Hand on the Stock List report now matches exactly the quantities on hand on each Stock Item.
Subcontracts
Message history when using Assign function
The history of all messages sent with the Assign function on Workflow approvals is now displayed on the WFlow popup screen. Similar to Vouchers, and other documents.
System Setup
Profit Centre Groups
If you have large numbers of Profit Centre Groups, the newly designed maintenance screen will make the maintenance work much easier. Similar to how Activity Groups are handled, Profit Centre Groups now have specific filters to find what you need.
Workflows
An Audit log has been added to each Workflow schema that records all changes made with a date stamp and the user who made them.
Minor enhancements:
Enhance audit trail when using utility wbChangeInvoiceNumbers. This Audit log is only accessible to Admins via the database tables. We will eventually add a centralised screen for all Audit logs.
Job Adjustments import - few tweaks:
wbImportAdjustments import procedure has had a few changes:Labels for retail and cost fields now "FC Retail" and "FC Cost"
Removal of the application of the FC Rate against the FC Retail
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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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