Workbench Release Notes
Beta Release 4.6.18.1
Scheduled Release - 05 October 2023
New Features
Subcontracts Retention Trust Accounts 💵
Further functionality is being released on this version, and enhancements to the reports.
Remember to enable this functionality with control parameter BETA FEATURE - Subcontract RTA
Please register your interest for a demo session in October by emailing Maria Harreguy mariah@wbi.co.nz
Reports enhancements
Subcontractor All in One Report (wbSubcontractClaim005)
The description of how the Retention is calculated has been added to the 'Less Retentions' row, to assist your subcontractors on understanding how your are calculating their retentions and to make the process more transparent. This displays the Retention Code Details (not the Description or Code)
The new Retentions in Trust Summary is all on the first page with all the relevant information of this Claim/Payment Certificate.
Subcontract Payment Certificate (wbSubcontractClaim003)
Retention Code Details are also displayed in this one.Subcontract Retention Statement (wbSubcontractTransactions004)
A note has been added for clarity:
”This report only includes Subcontracts with a Retention balance.”
Feature Revisions
Lists
Purchasing
Plant
Billing
Service Desk
Month End
Administration
Integration
Upvise
Upvise Inspection Test Plan (ITP) module- EOI OPEN
Expressions of Interest are now open for early adoption of our new ITP Upvise Module. Register your interest here.