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Workbench Release Notes
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Scheduled Release - 29 July 2024 |
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Workbench Release Notes
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Scheduled Release - 05 August 2024
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| Expand | ||
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Scheduled Release - 29 July 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 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] |
Workbench API Licence
The use of the Workbench API will now require a licence. An API User licence will enable you to access all the Workbench functionality available through our API.
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 August 2024 as a beta feature.
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New Features
GST-registered clients/suppliers
We have improved the way Companies (suppliers & clients) are flagged as GST registered in Workbench (Use GST flag) when syncing from the Financial Systems.
1- On creation of new companies (synced from the financial system using its API), the Use GST flag on the company will be set to true only if the template company has it set to true.
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New companies, the Use GST flag on the company would be set to true only if the template company has it set to true, and the GST Number was populated in the financial system. However, this was only set on create (i.e. the first time this company is synced or created from the financial system; updates to the financial company thereafter would not update this field in Workbench).
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Feature Revisions
UX enhancement
Navigation tweaks that will make you happy!
Budget:
When closing the Budget screen, the user will automaticaly automatically navigate bck back to the Budget list, rather than the main Contact tab.Contract Claims:
When opening a Contract Claim from the Claims tab, you can now navigate back to the Claims tab usingthe bread crumb using the breadcrumb menu at the top (instead of going back to the Contract Summary tab).
Relabeled Job Sales Invoice page title/breadcrumb has been relabeled to Contract Claim.
Job Invoice
We 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
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throughout the rest of the application, and encourage the correct use of
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breadcrumb menus.
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When opening a Claim from the Contract, you will always go back to the Claims list, rather than going back to the Job Invoice
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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).
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Contracts - Project Trust Accounts
A few enhancements to the recently released functionality:
On PTA transfer screen:
Records are sorted by Transfer Date desc
Reference column was made narrower and renamed it to Bank Reference, as this is specifically to store any reference from the bank transfer transaction. The Comments column is to be used for any other relevant details.
The Details column has been renamed to Comments to match the Ledger screen.
Contract - Trust Accounts tab:
A clarifying note has been added to say: ”All values are GST Inclusive & Local Currency.”
Added an Export to Excel option for PTA and RTA Ledgers.
Changed Balance column name to Running Balance.
Purchasing
Purchase Requisitions
GST and GST type can now be enabled on Purchase Requisition lines via Grid Management, hidden by default. This is to keep consistency with Purchase Orders, for those who have GST enabled for POs.
Internal Comments from a Purchase Requisition can now flow to a Purchase Order’s new field Internal Comments.
AP Vouchers
Fixed functionality for control parameter ‘Catalogue Line Matching on AP Invoices’:
If set to Yes, this CP extracts the Catalogue Item Code from the beginning part of Voucher Line Details. If matched, the CatalogueLineId on the AP Invoice line. is populated. A change has been made to limit the matched catalogue line to be from a supplier catalogue.
Subcontracts
Approved Subcontract Retention in Retention Reporting:
The Retention balance used across the application includes any subcontract claim, but there are cases where clients are creating a full retention release and leaving it unapproved, ready to be used in the future (even 1 year ahead). ).
A new column has been added to display the Approved Retention Balance, in addition to the existing Retention Balance value on the Retention Reporting tab on Retention Management:a balance of approved retentions different to $0, as opposed to a retention balance different to $0 including ALL existing subcontract claims regardless of their status.
Plant
Plant Group- default Meter:
A new
field has been
a balance of approved retentions different to $0, as opposed to a retention balance different to $0 (including ALL existing subcontract claims regardless of their status)
added to Plant Groups, to specify the default Meter.
When saving a plant item a warning will be displayed if the Plant Group Default Meter is not the same as Plant’s Default Meter.
And when creating a new Meter reading on the Plant item, the default Meter Code will default from the Plant Group default meter if the Plant doesn’t have one.
Upvise Valid is used to verify if the meter code is a valid one in Upvise.
Timesheets
Buyer Created Invoice (BCI) to include Allowances:
We have made a change on the BCI process so all transactions entered in a Timesheet, including Allowances, and are included in the AP invoice created.
Quotes
Enhancements:
Quote Selling value in the Main tab is now locked when there are Costs Sheets. It will reflect the Selling Value of all Cost sheets. This is to avoid having a user approve a value in the Main tab that does not match the sum of the Selling value of the Cost Sheets. If there are no Cost Sheets, then this field can be edited.
Service Log
Improvements to the invoicing process have been made for Service Logs with a Quoted charge type:
The default invoice value will come from the Log’s Expected Value, if no value is specified in it, it will come from the Job’s Job Value (in Job maintenance).
The Billing statuses:
Part Billed: when there are invoices and the $ value is less than the quoted Job’s Value (value in Job Maintenance).
Billed: invoice/s same or greater than the quoted Job’s Value (value in Job Maintenance).
Service Log - Drag n Drop email editing Client:
Changes have been made so the Client and Job can be chnaged changed after a log has been created from an email using the Drag drag-and-drop functionality.
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Reporting
User Signatures on contract claim and subcontract claim reports are now displaying again. This was an issue for AWS-hosted clients.
Minor enhancements:
AR invoice - email template:
The 'Report - JobInvoice' email template now has $InvoiceValue token formatted with thousand(s) commas & a new token $InvoiceValueOnly with no currency code.Timesheets - Log and job code:
When selecting a Logno first in a timesheet line, this will auto-populate the Job Code with the Job from the Service Log
People Scheduler - sorting by name:
The default sorting order for the employees in the People Scheduler is now by first name. It was previously sorted by EmployeeID which was not very useful.
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Integration
Financial integration via API - import inactive status for companies
To avoid users selecting inactive suppliers or clients, we have enhanced the integration with the financial systems (via API), so that when a company is made inactive (or archived) in the financial system, this change also syncs to Workbench, and the Company is flagged as Inactive.
MYOB Advanced
PO number on exported AP invoices:
When exporting an AP Invoice, the AP invoice comments will have the PO number on the first AP Invoice line. If there are multiple different PO numbers on the different AP invoice lines, then to avoid confusion the PO number will not be populated in the AP Invoice comment when exporting to MYOB.
Xero
Improved error messages:
The error message when a Payroll export fails , has been appended at the begining beginning with the list of employees that errored to export, but this was preventing the user from seeingthe seeing the full error message from Xero explaining what the issue in the export was. The list of names has now been removed so the user can read the full error message, understand the issue and try to solve it.
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Upvise
Timesheet on last day of the payroll week going into the following week
In some cases, with night shifts on the lastd ay of the payroll week specially, the timesheet synced to Workbench was created in the wrong week. This has been rectified.
Fixes & Technical changes
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Dockets & DaysheetsTimesheetsMonth End
Utilities
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Things we are busy working on...
💻 New series of webinars started in July. Visit our new Events page on our website for our August Webinar.
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