Workbench Release Notes
https://www.youtube.com/watch?v=nh_0fHIZs1IUpcoming 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 Webinar Sharperlight Reporting - 16 September
Join Justin Gardner and Donald Wynne from Sharperlight as they highlight the key features of Sharperlight and how it can greatly enhance your Workbench experience.
Step beyond the standard Workbench reports and build a custom reporting strategy tailored to your business, gaining measurable insights into your business based on your own metrics and data definitions.
Agenda:
Sharperlight Introduction
Overview of key features
Examples of different reporting options
Practical example of building a Sharperlight Dashboard and displaying it within Workbench
Q&A session
New Features
Administration - Users
New flag on Users - Upvise User Only:
A new flag has been added on User setup, which can be used for those users that only require access to Upvise: they are not employees nor they have a login to Workbench (these users won’t have timesheets, or leave requests, or expenses entered against them). This are very specific scenarios that require an Upvise Access licence and must be configured from Workbench, and then synced to Upvise.
These users will only have one licence assigned to them, Upvise User Access. Existing users with access to Upvise that are set as Is Employee and/or Has Login do not need this new flag.
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.
Job Enquiry Summary - report incorrect values when there are sub-jobs:
Data was not consolidated at the job header level when using a job structure of Job and subjobs. This has been rectified (wbJobSummary001).
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.
Fixes & Technical changes
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.
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)