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7 March 2017

New Features

Xero Integration

  • Profit Centre Analysis can now be provided in Xero by populating a Profit Centre Tracking Category when exporting. See Xero Profit Centre Analysis

MYOB Integration

Feature Revisions

Xero Integration

  • Where a Xero Contact is both a customer and supplier, a single Company record is now created in Workbench with the same AP and AR account codes. Previously separate Company records were created for the Contact's AR and AP accounts.
  • A problem with Xero customers being imported to Workbench as suppliers, and suppliers as customers, has been fixed.
  • On exporting AR and AP invoices, any zero line quantities are set as 1, as Xero does not allow zero line quantities.  Previously some contract claims could fail to export because they had zero quantities on lines.
  • Previously export batches could get stuck in a Processing state. Now exports go to Error status if they are not processed in 10 minutes.


Service Logs

Emailing

  • If an email processed by the Email Engine fails, because of an invalid email address for example, the sender is sent an email notifying the error.




Timesheet

  • General
    • On Timesheets, the Workcentre lookup was limited to one page of results. This has been updated to support multiple pages of workcentre search results.

Timesheet Approvals

  • Daily Approval
    • A new column ‘Time Code’ has been added to the grid to reflect the Time Code selected on each timesheet line.
    • The ‘TimesheetsJobManagerApproval’ grid can now be managed from grid management.


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