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General Release 4.5.6.20
Scheduled Release - 14 Jun 2021
Docket Cost Schedule -
On creating the PO, the Job prompt will now display an indication of the number of POs that would be created in case your filters have hidden some rows.
The Activity and Work Centres on the lines to purchase will also be validated against the specified Job and an error display if relevant.
Utilities - Updated the wbUncompletePurchaseOrder utility to accommodate Docket POs in recalculation of outstanding Quantity and Cost when un-completing a PO.
Beta Release 4.5.6.18
Scheduled Release - 08 Jun 2021
Xero Certification
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We are so excited to announce that we have been officially certified as a listing on the Xero app marketplace! We can't wait to introduce our Automation products and services for those looking for help with their day-to-day accounting processes. It's going to make everyone's life just a little bit sweeter.
New Features
Sitemap - new Standard now available for early adopters
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A new sitemap called ‘Standard’ is now available for early adopters to try out. This will be adopted with the Q2 2021 release, scheduled for version 4.5.8.
The ‘Standard’ sitemap has been redesigned to:
to be easier to get to commonly used topics
functions in menu topics are ordered in the sequence used
each topic includes their reports as the second last option
each topic includes their setup as the last option
For those users that wish to try the new sitemap, simply ask your administrator to change your sitemap from the current ‘Admin Master’ to the new ‘Standard’
Notable changes are:
since reporting is within topics, the ‘All Reports’ item has been removed
the ‘Other’ section is removed and Stock, Datasheets, Resource Scheduling, Service Desk, Quotes, all have their own folders
AP Invoice Batch Entry and AP Credit Batch Entry have been renamed to AP Invoice Edit and AP Credit Edit, still under Purchasing. Ideally all AP invoices are entered from AP Vouchers, and once approved, if any further changes are required, these will be done from AP Invoice Edit or AP Credit Edit.
In those cases where AP Vouchers are not being used, and AP invoices are entered directly into an AP batch, the process has not changed at all, is only the name of the menus that has changed. You can still enter them from AP Invoice Edit and AP Credit Edit.
Timesheets options have been simplified
Subcontractor Portal - BCI Timesheets
This feature supports the scenario where the preference is for the subcontractor to capture their time directly in Workbench, so require an individual timesheet license; rather than the Daysheets approach where an internal supervisor creates the timesheets on behalf of the subcontractor.
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Subcontractor User Process
Timesheet Daily will be used by the subcontractor user entering standard time activities; these could be limited by their activity group to the relevant activities.
AP Invoice Process
BCI Timesheet Lines button displays a popup of timesheets to select for generating AP invoice summary line. The button is hidden if BCI flag is not enabled.
The selected timesheet lines are aggregated and coded as per the BCI Timesheet settings.
The standard ‘Recipient Created Tax Invoice with Dockets, Timesheets’ report has been enhanced to accommodate this scenario.
Feature Revisions
Lists
Company - Several enhancements have been made to improve the control of company information.
Financials tab, Extension Columns tab, Insurances tab now requires their respective permission to edit, specifically 'Edit Company Financial', 'Edit Company Extension Columns', or 'Edit Company Insurances' permissions respectively. These are included on standard Finance and Data Entry roles for backward compatibility.
Certificates tab now requires 'Edit Company Certificates' permission, also included on standard Finance and Data Entry roles for backward compatibility. Attachments and the Review tickbox are now supported.
A notification email is now available on a new company creation. The recipients defined by the ‘New Company Notification’ setting receive an email based on the ‘Notification - NewCompany’ template.
Purchasing
Purchase Order -
A Recost function is now available on editable POs. This feature updates the Catalogue related PO lines and displays the updated costs and totals in the grid.
The current supplier Catalogue Line costs are updated into the lines and totals recalculated.
If the current Catalogue Line is from a different supplier than specified in the PO header then if the PO supplier also supplies the catalogue item, the PO Line Code is relinked to the catalogue of the PO supplier, costs are updated into the lines and totals recalculated
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Inwards Goods - The PO picker has been tweaked to:
Rectify an issue where the supplier continued to filter the PO picker after the Supplier picker was cleared.
Exclude work orders from the list.
Exclude zero outstanding PO’s even though the control parameter ‘Receipt more than To Receipt’ is set to No.
Exclude Docket POs.
AP Invoice -
The Received Date has been moved after Invoice Date in the General section to improve usability.
A standard Extension Fields section has been added for client that capture AP Invoices directly. As per usual the extension columns must be defined for Extension Type of APInvoice for the Extension View named Web Portal.
Contracts
Forecast - Rectified an error when approving a forecast. This was inadvertently introduced with new beta functionality in 4.5.5.12.
Work Breakdown
Profit Centre Group - Rectified an issue on the Jobs tab that prevented correct pagination.
Stock
Stocktake - An additional step was added to the Save action of Stocktake Adjustments to mitigate a scenario that could resulted in unspecified GL accounts.
Dockets
Docket Cost Schedule -
Added a Job column to the History tab with filters for Job and PO Complete; the Procurement tab now allows lines to be uncompleted.
Daily Diary
Daysheet - The Docket tab now support validation of the Job/Docket Number combination. The control parameter 'Daysheets Duplicate Docket No Checking' may be set to No, Warn, or Disallow; the default being Warn.
Service Desk
Logs Mobile - Optimised the logs list performance and added pagination support.
Log - Status vs. Workflow Status - To better support backwards compatibility some of the previous Status behaviours have been re-introduced after the split of the statuses.
Completed is again set on the Status field when Complete Date is specified, but only if it is a defined option; this applies on web and mobile screens
Allocated will be set on the Status field if the Log is Reopened on web screen
Expense Claims
Expense Claim - Rectified an issue to allow attachment of different file types.
Quote
Quote - Rectified an issue of the Cost Sheet listing on the Cost Sheets tab where is was not sorting correctly on the Sequence.
Administration
Xero Integration - The screen implementing the previous Xero authentication model has been deprecated so there will only be one Xero Integration screen for the current authentication model (OAuth2).
Data Import - Updated the import template for Companies (wbImportCompanies).
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