Workbench Release Notes
IN PROGRESS
🔐 Project Trust Accounts On Contracts.
🔄 Contract Claims: New approval process on Contract Claims to resemble the certification process.
🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims).
🔎 Custom Views on List screens, and exploring the ability to add extension columns to these views. This will expand your reporting ability on the List screens.
Audit for configuration changes.
⌛ Month End Process.
📈 Analysis graphs on Sales Invoices.
🚧 “External User” Pre-starts in Upvise
(EOI- email “external pre-starts” to support@wbi.freshdesk.com)
🔨 Interval- Based Equipment Maintenance in Upvise (eg. 250 hour increments- 250, 500, 750, 1000 repeat)
New Features
Feature Revisions
Jobs
Purchasing
Stock
Subcontracts
Timesheets
Billing
Input Based Get Sales - edit Activity on Get Sales for Time Transactions
Service Desk
Month End
System Setup
Locations now supporting Extension Columns
Administration
Integration
MYOB AccountRight
Weekly Import Schedule:
There is a new schedule to import documents from MYOB AccountRight to Workbench to execute weekly, rather than the monthly previous schedule. This will reduce the times that a user requires to do manual syncs. The import checks any data that has been chnaged in the past month.