IN PROGRESS
Workbench Release Notes
Upcoming Functionality & News
Enhanced Access Control for Financial Integration Screens
Access to Financial Integration screens (Xero, MYOB AccountRight, MYOB Acumatica, Business Central/Wiise) is controlled solely through licences.
We will be introducing enhanced access control with more granular permissions, allowing you to define what each user can do on the integration screens. Users will be able to:
Access only the data synchronization functionality from financial systems to Workbench.
Access the ability to set up or modify the integration configuration.
Have access to both.
These changes provide the flexibility to safely grant access to users who only need to perform data synchronization, ensuring more secure and role-appropriate access management.
What you need to know:
Financial integration screens are available for all role licences (if included in the user’s site map profile).
2 new permission:
Financials Admin to access the config fields and action buttons.
Financials Sync to access the sync button only.
Included by default in Administrator role and Finance role.
Therefore, other Roles may lose access to the financial integration screen and must be setup by System Administrator.The change will be released in January.
Prevent users from seeing all Purchasing related documents for Jobs not in their Profit Centre Groups
We will soon be making changes to how Profit Centre Group security is applied on PO List and AP Invoice List. Instead of simply preventing opening the detail popup we will be excluding the item from the list entirely if the document includes lines with jobs that are not allowed in the user's profit centres. This security will also be extended to AP Vouchers list
Contract Claims - new process to capture claimed and certified values on each Claim
The new process on Contract Claims that resembles the certification process is ready.
This is in Beta stage. If you are interested in being an early adopter and need help let us know here
New Features
Quotes
Feature Revisions
Jobs
Contract
Project Trust Accounts - Limit selection of PTA to only one Contract:
A change has been made so that only one Project Trust Account (PTA) can be assigned to one Job Contract. When selecting a Trust Account on the Contract tab, the only available options to select will be those that have not been assigned to a Job yet.
Job Budget
Daysheets & Dockets
Stock
Timesheets
Plant
Plant Item import now with mandatory Work Centre:
The Work Centre was not a mandatory field when importing Plant items using the Plant data import (wbImportPlant), this was causing issues later in the process when using these plant items. The import has been enhanced:mandatory "Cost Work Centre Code"
validation of "Cost Work Centre Code"
the "Base Cost", "Overhead Cost", "Other Cost ", and "Sell Rate" fields are set to zero if not populated
Quotes
Attachments:
Attachments can now be loaded and file properties can now be edited even after Sent status. However, deleting files after Sent status is not allowed.
System Setup
Administration
Fixes & Technical changes
Fixes:
Job Contracts - Project Trust Accounts:
In some cases, when an AP Invoice had multiple lines with eligible activities, the amount of the AP Payment was duplicating by the quantity of the invoice lines when displayed on the Trust Ledger. Fixed.
Upvise - Create Diary App - No plant issue form in diary
A change has been applied to the Create Diary app, allowing daily diaries to be created without including the "Plant Issues" subform. This update specifically caters to clients who do not manage equipment in Upvise and therefore do not require the "Plant Issues" subform in their daily diaries.
Upvise- Duplicating Daily Diaries
A technical change has been made to re-introduce support for duplicating the daily diary. To enable this functionality, along with code changes, the following form element types have been updated on daily diary form templates on all sites:
Project Hours - Field F10 (timeslotids) - Type: System
Admin Hours - Field F10 (timeslotids) - Type: System
Equipment Hours - Field F10 (timeslotids) - Type: System
Operator Hours with Equipment - Field F12 (timeslotids) - Type: System
Plant Issues - Field F12 (timeslotids) - Type: System
Admin Hours - Field F10 (timeallowanceid) - Type: System
Upvise - Equipment Files
We’ve fixed a bug that was preventing users from accessing equipment files directly from the equipment section in Upvise. This update restores access to equipment files from individual equipment.
Upvise - Equipment Punch item display
We’ve resolved an issue where the punch item tile on equipment was not displaying the correct count. The tile now accurately reflects the total punch item count.
Upvise - Job SMS Button
The warning message displayed when using the Job SMS button on the mobile app has been updated. It now clearly states: “SMS is not available on the mobile app.”
Upvise - Project Files
We’ve fixed a bug that was preventing users from accessing Project files directly from the equipment section in Upvise. This update restores access to Project files from projects directly.
Upvise - Punch Columns Displayed
We’ve resolved a bug that affected the display of columns in the equipment options punch list. With this fix, the columns configured in the equipment options punch list now correctly reflect in the global punch list view.
Upvise
Things we are busy working on...
🔎 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)