IN PROGRESS
Workbench Release Notes:
Beta Release 4.5.21.1
Scheduled Release - 24 January 2022
Upvise licence changes:
We are moving away from having 3 levels of Upvise Licences on Workbench: Administrator, Supervisor, Operator, to just having one type, Upvise User.
On the Licence Matrix, you will now see one option: Upvise User.
When syncing users with Upvise, the user type will be set to Manager only for new users. Thereafter, the user type has to be maintained in Upvise.
A one-off data script will be executed on the 4.5.21 upgrade, to reassign each of the 3 legacy Upvise licences to the new Upvise User one.
New Features
Jobs
Contracts:
Claim Date vs Invoice Date: On Claims tab on a contract, you can now identify Claim dates as opposed to Invoice date. These dates are set within in a Contract Claim. This allows users to identify what has been claimed but not invoiced/certified yet.
Claim Date is also available on Job Sales Invoices as a new column and a filter.Default Claim Date for new Claims is Today.
Default Invoice Date is same as Claim Date on new Claims.
Feature Revisions
Jobs
Dockets and Daysheets
Contractor Daysheets:
Sell Rate column has been added to Contractor Schedule lines.
On the Dockets tab in AP Vouchers, exclude lines that have not been Supervisor approved. i.e. have not had a Job Transaction generated yet.
Timesheets
Job Manager Approval:
Anyone with the new permission “Can Change Activity and Work Centre“ can now edit/change Work Centre and Activity from this screen. This new permission is not assigned to any roles by default.
Also Start and End time columns have been added.