Workbench Release Notes
IN PROGRESS
Beta Release 4.6.12.1
Scheduled Release - 17 July 2023
New Features
Xero
Leave integration
Leave timesheet transactions can now be exported to Xero as Leave requests
Pay Items - Leave:
The Leave Name in Xero must match the Workbench Payroll Code and must have Units = Hours.
When exporting a Payroll batch, Timesheets and Leave requests will be created in Xero:
Leave requests are created as approved.
One leave request per day.
Now supporting Leave requests in Payroll exports:
Workbench now supports exporting transactions on Timesheets that use a Payroll code that matches a Xero Leave Pay Item. Previously, only Earnings Pay Items were supported.This means that when a Payroll Batch is exported, based on the Workbench Payroll Code used in the Activity or Time Code, either a Timesheet or a Leave request will be created in Xero. Note that Leave requests are unapproved (this is what Xero API allows only).
This is a great enhancements for those Fortnightly Payroll runs in which in some cases one week was Time and another week was Leave and manual intervention was required to export this to Xero.
You can review the Xero Payroll Integration configuration here.
Pay Items - Leave:
Leave Name must match the Workbench Payroll Code
must have Units = Hours.
Feature Revisions
Dockets & Daysheets
Daysheets:
Purchasing
AP Invoices:
Subcontracts
Plant
Billing
Surcharges and Discounts on AR Invoices:
A few enhancements have been added to the recently released Surcharges and Discounts for AR Invoices:'Apply To Code': the Discounts or surcharge can now be set to be applied to more than only one Sales Code:
for Any sales Codes use the default value: {Any}
for multiple Sales Codes, add a list of them separated by a comma and NO SPACES:
Sales Codes in the AR invoice, to a list of Sales Codes, or to one Sales Code only.only one Sales Code can still be used.
If an invalid code is entered (included spaces), an error will be displayed.
Quotes
System Setup
Reporting:
Administration
General
File attachments:
An intermmittent error 'The request signature we calculated does not match the signature' when accessing attachments has been rectified.