Workbench Release Notes
Things we are busy working on...
🔐 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
(Expression of Interest - email “external pre-starts” to support@wbi.freshdesk.com)
🔨 Interval- Based Equipment Maintenance in Upvise (eg. 250-hour increments- 250, 500, 750, 1000 repeat)
👷♀️ ITP Module in Upvise (Email support@wbi.freshdesk.com for Expression of Interest)
Upcoming Changes
🆕 Contract Claim Process - upcoming changes you need to know
We will be making changes to improve the Claiming process on Contract Claims, and users will soon be able to:
Capture This Claim Claimed Values.
Capture this Claim Certified Values.
With the Contract schedule claiming process, we recognise the importance of capturing the final certified value and the actual claimed value to have a full picture and history of the claims (similar to how it is done on Subcontract Claims).
This means there will be a slight change in the process in which we aim to replicate the two stages in a real scenario: Claim and Certification. This will be released by the end of June and announced in the Release Notes.
New Features
Plant
Plant Budgets by period:
Plant managers can now create their Plant Budgets specifying Revenue and Year /Period on each line.
This enables businesses that hire plant, or have their own Mechanic Workshops where they do activities like Engine rebuilds, to forecast the financial year by what cost each plant will have and what Revenue it will bring. You can then track the budgets by period against their actuals.
These new columns are hidden bydefault in Grid Management (Plant Budget Detail grid)
Feature Revisions
Jobs
Contracts - Project Trust Accounts:
Updates on MYOB Advanced Integration:
As part of the development we are doing to bring Project Trust Accounts functionality to our clients in Queensland, we have now released a chnage done on the integration with MYOB Advanced, that brings accross The cash account’s GL Code for Job Receipts (Cash account into which the deposit was done) and AP Payments (Cash account from which the Payment was made). This will be used to validate that the correct Bank Accounts are being used, as required by Queensland Building & Construction Comission (QBCC).
We will be working on Xero and Business Central integrations next (MYOB AccountRight has already been completed).
Job Enquiry:
Improved filtering in the Outputs tab to allow users to find lines linked to a specific Output Schedule.Cashflow Period Change With Forecast Period:
We made some changes on the default periods displayed in the Forecast screen:
The default Cashflow Period will now display the first open Forecast period not just Current period.
When the Cashflow Period is changed, the Display Period will be updated to be Cashflow Period + 1.
Purchasing
Mobile Purchase Orders list - exclude cancelled and completed POs:
For ease of use, the Purchase Order List for the mobile phone excludes Completed and Cancelled POs. The Mobile List screen is not designed to view historical PO data, and it only displays unnaproved POs. If aproving a PO from the mobile phone, the PO must be sent to the Supplier at the moment of apporval, or otherwise access it later from the standard desktop PO list.Image Documents - update supplier matching to use GST + ACTIVE:
For those using OCR to process AP Invoices (Xtracta), the matching to find a supplier is now only looking at Active suppliers, to avoid links to the wrong supplier.
Stock
Redesigned Setup Wizard for the Stock module:
All instructions for the initial configuration of the stock module are displayed in the screen and will guide the Consultant and Admin user alike, in the process.
The main changes are the imports required:
Create Stock Items in Bulk: For Standard and Last Cost methods, this will initialise each Item’s cost. Period Average method will also require the new data import below to initialise the Period Average Cost.
Initialise Average Cost Value per Location: Data import: wbImportStockOpeningBalances.
Import Stock opening balances through this import in order to initialise quantity and an average cost for your stock items - locations. The item and location must be new to the system. The adjustments will be flagged as initialisation records and used to calculate the starting average cost. In the future, to update existing Average Cost value per Location, use the 'Import Stock Adjustments' import, leaving the Quantity 0 in order to adjust the average cost.
Billing
Internal Sales
We made the process of creating Internal Sales more intuitive:
You will now see the Internal Sales label at the top of an Internal Sales AR Invoice, so it is clear that you are creating this type of document and not a standard AR Invoice.
You can now see what job this is being charged to with the new label: Charge To Job [ Job Code : Job Description]. It also has a hyperlink to Job Enquiry, so you can see the resulting Cost transactions on the Charge To Job.
We have removed the Billing Type ‘Internal Sales’ from Charge Types, as this is not required. The only way to indicate Internal Sales charge type is by selecting the Allow Internal Sales check box on the Charge Type. Typically, the Charge type would be Input Output Based or Input Based or Outut Based with Internal Sales enabled.
Internal Sales Cost transactions dates:
The resulting Cost transactions on the Charge to Job, had the date the Internal Sales Invoice was created. We have changed this and these transactions now have the Date of the Job Invoice.
Month End
Export Control - Analysis on Inter-Company AP Lines:
Where an AP Invoice Line is on a job in a different FinCo the Analysis1 code will not be populated from the ExportCode of the job’s profit centre. This is because that analysis code may not exist in the FinCo being exported to.
Administration
Data Transfers - Data imports:
AP Invoice lines import now includes the option to import a Log Number on each line (wbImportAPInvoiceLines).Licencing:
Business Central Integration screen:
Besides a Business Central Site licence, users with Finance, System Admin and Data ENtry can now access Business Central integration screen if included in their site map profiles.
Fixes
Dockets & Daysheets
Date on Plant issue ( on Plant tab) was reverting to the Daysheet header date when the plant issue had a different date. This has been amended and the Plant Issue date is not changed.
Purchasing
Vouchers
The reference on the AP Invoice lines resulting from an approved Voucher now have the reference of the PO line on the Voucher Line, rather than the PO on the Voucher Header.
Billing
Reinstate profit centre security on the Job Sales Invoice list.
Month End
Utilities - Docket Reconciliation report:
The Docket AP Invoices Reconciliation report that is printed from the Docket Reconciliation list, can now be executed including Financial Companies as a parameter.
Integration
Workbench API
Business Central
A compatibility issue with v24 has been fixed.
Xero
Upvise
Fixed a timeout issue on attendance import.