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IN PROGRESS

Workbench Release Notes

Beta Release 4.5.45

New Feature

Jobs

  • Job Details - new People tab - Visibility of who is involved in each Job (internal and external):
    On Job Details you can now add to a Job any existing contacts on your database and briefly describe their role on this specific Job/Project. At a glance, this will help you see who is involved in the project, internal and external people, and any stakeholders that need to be kept in the loop. List Client representatives, PMs, etc, and internal employees working on each Job.

  • Job Budget

    • New Job Budget creation from Perform button:
      Creating anew Job Budget from within an existing Job Budget with the Perform button option was not working and this has been rectified.

Feature Revisions

Jobs

Purchasing

Stock

Subcontracts

Month End

  • WIP report:
    A specific scenario on the WIP report where duplicate jobs were being displayed has been fixed.

  • Auto-batching of Plant Issues and Disbursements entered via Timesheets/Daysheets/Upvise:
    Currently any plant issue or disbursement transactions entered on Timesheets need to be batched separately.

    We have made a change to batch these transactions automatically on a System batch, so you don’t need to remember to batch them, and to reduce manual steps on Month End processes.
    Any of these transactions entered from Daily Timesheets, Daysheets or imported from Upvise will be auto-batched 🤩

Administration

  • Impersonate To and Scaffold access:
    These features were not available for a user with the new System Admin licence. This has been rectified.

Integrations

Upvise

  • Upvise Jobs - Get Log button:
    https://wbi.freshdesk.com/a/tickets/67120

  • Synch of Leave requests in Upvise to Workbench:
    A change has been made so that when Leave requests are synched from Upvise to Workbench the leave dates (Start and End dates) are validated rather than days and hours.

Xero

  • Improved error messages on Payroll exports:
    Although Xero allows duplicate Payroll Calendar names and Earning names, this is not supported in the API integration. To help users troubleshoot these kind of errors we have added a more specific error message that will read like the message below:
    'There are duplicate Pay Items in Xero with the name xxxx. Regardless of them being active or inactive, the Pay Item name must be unique for Workbench Xero integration to work. Edit the name in Xero, make it unique and try again. Example: Tool Allowance vs Tool Allowance OLD, Fortnightly Calendar vs Fortnightly Calendar OLD'

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