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Workbench Release Notes

IN PROGRESS

Beta Release 4.6.12.1

Scheduled Release - 17 July 2023

New Features

Xero

  • Now supporting Leave requests in Payroll exports:
    When exporting a Payroll batch, Timesheets and Leave requests will be created in Xero. This means that when a Payroll Batch is exported, depending on the Workbench Payroll Code used in the Activity or Time Code, either a Timesheet or a Leave request will be created in Xero.

    • Leave requests are created as approved.

    • One leave request per day.

      Pay Items - Leave:
      The Leave Name in Xero must match the Workbench Payroll Code and must have Units  = Hours.

    • Review the Xero Payroll Integration configuration here.

 

 

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:

    • A new tab called 'Surcharges and Discounts' has been added to Companies to display what discounts/surcharges have been set for this Company or for any of its Jobs, from the Surcharges and Discounts setup screen.

    • 'Apply To Code': the Discount 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,SALESMISC,PROJ
        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.

Integrations

MYOB Advanced

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