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INPROGRESS

Workbench Release Notes

Beta Release 4.6.4.1

Scheduled Release - 27 March 2023

Feature Revisions

Jobs

  • Budget:
    On the Job Budget Entry, in 'Activity, Work Centre' mode, the FC Revenue value was not automatically populated from the  Quantity and FC Sell Rate. This has been rectified.

Dockets & Daysheets

Purchasing

  • AP Invoices:

    • Default GST Type:
      When the Job uses an Activity Group with only one Activity Code, the system was not setting the default GST Type for that activity on the AP Invoice line. This has been rectified.

Plant

  • Filters in a Plant Issues Batch:
    New filters have been added on the Plant Issues screen that help a user find the specific transactions matching the filters criteria. This becomes handy in a batch with large number of Plant issues.
    New filters include: Date, Job, Plant item, Rate Code, Activity, Work Centre

Timesheets

Billing

  • Job Invoices - ‘Attach Supplier Invoices' option:
    The 'Attach SUpplier Invoices' option on the Perform button of a Job Invoice will now be available regardless of the chargetype of the header Job and it will display an error message if a user tries to use it butthere are no AP Invoice lines included in the Job Invoice.

    This is handy for example when a header Job has a Clam Schedule Charge type, for which there will be no AP Invoice lines but with subjobs with Input Based charge type for example, that may have AP Invoice lines included in the Job Invoice.

Quotes

  • At Revenue & Cost Element Cost sheets - Work Centre on BOM lines:
    When inserting BOM Cost lines on a Revenue line, these Cost lines will now have the same Work Centre Code as the Revenue line.

  • New option to create one Claim Schedule for all Cost Sheets:
    When creating Claim Schedules from a Quote the default behaviour is to create one SChedule per Cost Sheet.
    In those cases where only one Claim SChedule is needed, there is now the option to manually create an empty Schedule first, and from the Quote select that unapproved Claim Schedule to add all the Cost sheets in one.
    Note: the Cost Sheet lines cannot use same LineCode since they are on the same schedule, and lines with duplicate LineCodes will be skipped.

Service Desk

Month End

System Setup

Administration

General

Integrations

MYOB AccountRight

Enhancements:

  • AP Invoice File Attachments: There is a new tickbox on the MYOB Integration screen called ‘Include AP Attachments’. If this is ticked, then any images or pdfs attached to an AP invoice in Workbench being exported will be uploaded and attached to the invoice on MYOB. Note MYOB only supports attachements for AP Invoices, not AR.

  • Import Inactive Companies and update in Workbench: We will now include inactive contacts when importing/syncing from MYOB, so if a Contact is flagged as inactive in MYOB, it will become inactive in Workbench.

  • Update Contact details (email, fax, etc): When importing a contact from MYOB, we now update the Billing Contacts' Business Phone, Email, and Fax fields from the corresponding fields from the Contact in MYOB.

Upvise

  • Purchase Orders are now compatible with the following scenarios:

  1. Project Purchase Orders

  2. Job Purchases (Project Jobs, Equipment Jobs, Site Jobs)

  3. Equipment Purchase Orders

Where the Purchase order is an equipment purchase (equipment or equipment job), the plant work centers can be utilised for purchasing.

Cost Activity group validation has been introduced on all purchase order types.

  • Employee Training record matrix:
    A change was made to link the form to the employee record where the training record is created from the forms application rather than the contact itself (Contacts application).

  • Service Logs - pdf of the Job in Upvise:
    As informed before, Upvise has deprecated the function that generates a PDF of a form upon submission in the files application of Upvise on March 31, 2023.


    As a result of the deprecation of this function, Workbench will no longer be able to import the file into Workbench automatically.

    This change only impact clients who are dependent on these file attachments existing in workbench for invoicing from service logs.

    To address this change, Workbench has implemented a new button on the service log so that you can easily navigate to the Upvise Job (service log) and access any forms needed for invoicing purposes.

    These form PDF’s can be manually exported and used wherever needed for invoicing purposes.

    For users accessing file attachments in any other capacity (e.g. daysheets), you can log into Upvise and manually export the form PDF which you can attach to any attachment area in Workbench where needed.

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