IN PROGRESS
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 soon make 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. This will be released in the upcoming release and announced in the Release Notes.