Workbench Release Notes
IN PROGRESS
Things we are busy working on...
💻 New series of webinars starting in July.
🔐 Project Trust Accounts On Contracts.
🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). New approval process on Contract Claims to resemble the certification process.
🔎 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: controled and easy to follow.
📈 Analysis graphs on Sales Invoices.
🔨 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 functionality
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).
New Custom Views on List screens coming soon
This new functionality will give you the freedom to create your own reporting and extract your data. Custom Views will progressively be released in most of the List screens.
Admin users will be able to create any number of Views with preferred columns and filters.
Default standard views will be provided, starting with Standard Job Invoices View, Aged Debtors, Contract Claims.
New Features
Purchasing
Procurement Lists enhancements:
Multiple people working on the same Procurement list?
The system now notifies users if someone is already working on a Procurement List and another user opens it. And notifies the user that opened it last, that a user is editing it. This is to avoid overlapping of work or changes.
Job Contract
Feature Revisions
Purchasing
Stock
Subcontracts
W
Billing
Job Invoices:
Month End
System Setup
Administration
Gen
Fixes
Dockets
Plant
Quotes
Administration
Data