Workbench Release Notes

Beta Release 4.6.34.1

Scheduled Release - 17 June 2024

Things we are busy working on...

💻 New series of webinars starting in July. Visit our new Events page on our website

🔐 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: controlled and easy to follow.

📈 Analysis graphs on Sales Invoices.

🔨 Interval- Based Equipment Maintenance in Upvise (eg. 250-hour increments- 250, 500, 750, 1000 repeat)

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).

Available from July 2024.

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 it also notifies the user that opened it advising a user was already editing the list. This is to avoid overlapping of work or changes.

Similarly, when a user tries to add Budget lines into a Procurement Listthat is being edited, the user on the Budget will be notified, and advised that someone else is editing the Procurement List.

Billing

Enhanced Sub Job Sales Billing process to handle Quoted Sub Jobs:
Quoted jobs now also support sub-jobs with a quoted billing type. Typically, the Header job will be Quoted with a Billing Consolidation Header Job with Sub Jobs, and the subjobs would be Quoted with a Consolidation of Invoice Parent - Revenue on Job.

A common use case for quoted subjobs is in the Construction industry, where a Header Job has the Contract, there is a Level 2 job for each Subdivision’s Lot, and a Level 3 job under each Lot to do billing for the different parts of each Lot’s work: charges for the Developer, charges for the Fencing on each Lot, and any extras added by each Lot owner. All these three subjobs will be quoted differently depending on each Lot.

Control Parameters

Changes tracking on Control Parameters:
As in many other screens where we have been adding visibility of changes done on a document for better auditability and accountability, we have now introduced a History feature in Control Parameters.
- History button: lists all changes: Control parameter name, the person who made the change, date and details of the original value and the new value.
- Search: There are filters in the History screen to facilitate finding something specific.
- New Last Updated column: date and user that made the last change, and a hyperlink to a list screen with all changes on that specific control parameter.
- How awesome is this? 🤩 No more guessing or asking around. Just check the History.

Feature Revisions

Dockets & Daysheets

Daysheets:
When creating a new daysheet by copying a previous datasheet the date on the timesheet tab was not updated as per the new daysheet header date. This has been enhanced to update the timesheet lines date to the Daysheet header date.

Subcontracts

Subcontractor Retention Balance Report:
This report now has an additional column for Retentions Including GST. In Queensland, Australia, Retentions are to be withheld inclusive of GST. In NZ it is up to the head contractor.

You can make any additional comments or a note in the email body when sending these retention balance reports in Bulk, and clarify that you are keeping Retention in Trust Incl or Excl of GST, if you feel it has to be clarified. Use Email Template Notification - SubconRetentionStatement
‘Create Payment' option on Subcontract Claims:
For Workbench instances which have a flat-file integration, the Payments on Subcontract claims can be manually created by using the Create Payment tickbox on SUbcontract Claim batches. This checkbox was removed not long ago, but it has been reinstated, and can be controlled with Control Parameter 'BatchApprovedSubContractClaimsCreatePayments’
This control parameter has 3 valid values:
- OFF, this will mean the checkbox is hidden from the batches, and Payments will have to be imported by API integration.
- Yes, it will tick the 'Create Payment' option by default.
- No, it will not tick the 'Create Payment' option by default.
Editing Subcontractors and Companies Insurance details:
There is a new permission that is required to be able to edit a Company’s Insurance details, either from the Company record, Insurance tab, or from the Subcontract itself. The new permission is called: Edit Company Insurances
System Roles Finance, Data Entry and Administrator include this new permission by default.

Timesheets

Smart Award Interpretation (EBA) - re-costing original Timesheets:
When using the EBA module, there is an option to update the cost on the original Timesheet transactions that generated the Payroll transactions, once EBA has been generated. This is done by using the control parameter Recost Time from EBA = yes.

We have made improvements so the recosting of the Time transactions from Payroll Transactions takes the cost breakdown of the PayrollTransactions into account. e.g. Base, Overhead, Other.
This is to get a more accurate allocation of costs to GL accounts.

Month End

Utilities - update wbUtilityRebatchNegativeInvoices:
It seems the continued access to wbUtilityRebatchNegativeInvoices means users run this when there is no longer a need to. This action affects the correct display of the retention values.
Updated utility logic to behave like the CP - Batch negative Claims as Credit.

Administration

Data imports
- New data import for Job Work Centre extension column values:
  A new data import has been added to Job Work Centres, for those that require to populate extension columns on Job Work Centres. The import is available from Job Work Centres tab on a Job. And it requires the user to have the appropriate permission to be able to import.
  - it contains 4 columns: Job Code, Job Work Centre (JWC), and the Extension Column name, and Ext Col value/data.
  - the validation is that the JWC exists for the Job.
  - allows overwriting if there is existing data.
Licences
- Several licence changes, so you can do more:
  - My Email List every user now has access to it, regardless of the licence.
  - Stocktake Mobile access was added to the Advanced Timesheet licence.
  - Inwards Goods was added to the Standard licence.
  - Fixed an issue where to access My Approvals an Advanced Procurement site licence was required.
  - Fixed an error when allocating users a licence and the site has Shared Services Licences.
File attachments on Documents emailed out:
When emailing out a document like POs, Job Invoices, etc, there is now a limit of 20 file attachments including the pdf for the document itself. A warning message will be displayed if the user tries to attach more than 20 files.

Fixes