Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

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

  1. Reports enhancements

    1. 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.

    2. Subcontract Payment Certificate (wbSubcontractClaim003)
      Retention Code Details are also displayed in this one.

    3. 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.

  • No labels