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IN PROGRESS

Workbench Release Notes

 Beta Release 4.7.8.1

Scheduled Release - 10 February 2025


Upcoming Functionality & News

 

Exclude Contract Schedule from Retentions

Contract Schedules have an option to indicate that the Schedule should be excluded from Retention calculations: Exclude From Retention
The flag is currently ignored.

We will be applying changes so that this flag is taken into account when calculating Retentions on a Contract Claim.
Please review your Claim Schedules.

image-20250204-030954.png

Due Date on Contract Claims

Currently, the calculation of the Contract Claims Due Date is based on the client’s Payment Terms. We will be enhancing the logic to support using contract-specific parameters like in Subcontracts to indicate the basis of the calculation for the Due Date.

image-20250204-014708.png

 


New Features

Purchasing


Feature Revisions

Lists


Job Budget


Purchasing


Subcontracts


Billing

Month End

System

Administration



Beta Features


Fixes & Technical changes

 details

Fixes & Technical Changes:


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.

(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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