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IN PROGRESS

Workbench Release Notes

 Beta Release 4.6.39.1

Scheduled Release - 26 August 2024

https://www.youtube.com/watch?v=nh_0fHIZs1I

Upcoming Functionality & News

📣 Important announcement on Contract Claims Accrual Process

In November last year, we released the new & improved process to accrue uncertified Contract Claims. This can be enabled with a beta control parameter. Until today both ways are still available, and the time has come to deprecate the old way in early September.

We encourage you to check out the details of the new process either in the Release Notes HERE or in the User Documentation HERE

New Features

Administration - Users

  • New flag on Users - Upvise User Only:

    image-20240826-045850.png

    A new flag has been added on User setup, which can be used for those users that only require access to Upvise, and are configured from Workbench and then synced to Upvise.
    A new filter to find these specific users has been added to the Users List and Licence Matrix.

Feature Revisions

User Experience enhancement

  • Unnecessary confirmation prompts have been removed:

    • Activities - no prompt after opening and then closing when there are no changes.

    • Users - prompt removed for both save & close button, save button.

    • Vouchers - prompt removed when submit is clicked.

Jobs

  • Job lookup optimization:
    We have optimised the way a Job is selected at data entry when a user types a job code and the system displays the suggested list of Jobs that match what the user has typed.

    This is of particular interest to those users who are very fast at typing and use the Tab key to navigate from field to field.

  • Budget - order of lines:
    The budget lines order should be sorted by Sequence No column, but was not working. This has been fixed.

  • Contracts - Forecast adjustments:
    An Uncommitted adjustment or Risk adjustment can only be deleted from the forecast it was added to. It cannot be deleted from the following forecasts where the adjustment was carried over to, only reversed by making its value equals $0. The bin column for the line will be disabled and a message will be displayed.

    image-20240816-054219-20240826-060709.png

Purchasing

  • Vouchers

    • Improved default Voucher coding for GST Type on manual lines:
      When new manual lines are coded with the default values in setting Default Voucher Coding (Job,WC,Activity), the GST type was not being defaulted. It is now populated with the default GST type on the activity.

    • Service Log Number on AP Credits:
      You can now enable the Service Log Number for those AP Invoice lines to which the Credit is being applied.
      This new column is hidden by default and can be enabled from Grid Management.

Stock

  • Inactive Stock Locations in Stock reports:
    A new option has been added so inactive Stock Locations are excluded from the Stock Valuation report and the Stock List report. By default, inactive locations are excluded and can be included by changing the default predicates (filters).

    • Stock Valuation Now Report by Location.

    • Stock List

Billing

  • Internal Invoices - handling reopening a finalised Invoice:
    When an Internal Invoice is unapproved, the Cost lines in the Charge To Job are deleted and created again once the Invoice is approved. The same behaviour should have been for finalised invoices that get reopened. We made changes so that the Cost lines on the Charge To Job are deleted when a finalised invoice is reopened.
    Also, the Charge To Job on the Job Invoice is now displayed when the Charge To Job is coming from a Service Log (it wasn’t displayed before).

Utilities

  • New Utility to Reprice Current Transactions:
    A new utility called wbRepriceUnbilledTransactions is available to reprice (but not re-cost) all transactions which:

    • are in the current period, which is still open for billing.

    • have a job that has Input or Input Output based billing.

    • are not already invoiced.

  • Job Transactions transfer - activity filter:
    A fix has been made so the Activity filter works fine without the need to use the Apply filter option first.

Minor enhancements:

  • wbMergePeople utility - it can now handle a merge where timesheets exist.

  • Data import - wbImportForecastAdjustments:
    A Date column has been added as a non-mandatory field.

Upvise

Fixes & Technical changes

 details

  • Subcontract Claims - total on summary lines:
    This Claim value on subcontract claim summary lines for WO type and summary line for each WO were not displaying the right values. This has been rectified.

  • Licence Matrix:
    Changed the word Lisence to Licence, as er British English spelling.

  • Last page on some lists empty:
    Fixed an issue with pagination on the below screens where in some cases the last page was empty depending on the filters used and the space these filter would take on the screen:
    Job list, Job Financials, PO list, Job invoices list.

  • Fix tile creation on Home screen for Job Financials shortcuts.

  • Docket Schedule - apply Activity Groups filtering:
    If the docket schedule header has an Activity Group specified, the list of activities in the lines are now limited to those in the Activity Group.

Things we are busy working on...

🗓️ 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.

(blue star) Audit for configuration changes.

⌛ Month End Process: controlled and easy to follow.

📈 Analysis graphs on Sales Invoices.

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

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