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Beta Release 4.5.8.x

Scheduled Release - 05 Jul 2021

Feature Revisions

Timesheets

  • Timesheet Approval - Sine timesheet approval by Location is deprecated, the Location filter has been removed.

Administration

  • Utility List - A new utility wbUtilityReassignManagers is now available to change the Job Manager and/or Account Manager on a range of open Jobs to a new specified manager. It is anticipated that this may be used when an employee changes role or leaves the business.

NOTES

  • WARNING - This process updates data and is irreversible.

  • The manager is changed on the Jobs only, not any other table.

  • If no Job Code criteria is specified then all jobs are updated.

  • Be aware that since Job codes are a string data type that this is a string range and does not behave like a numeric range.

Integration

Xero

  • AP Invoices - Xero has updated their invoice behaviour and this will affect our export, Xero will only accept AP Invoices from the un-locked dates. We used to be able to export very old and future invoices. Now it has to be within the current financial period.

Xero’s Developer Update

Bringing consistency to lock dates and the API

In may, we aligned the behaviour of the Invoices endpoint to check lock dates the same way the Xero app does. If an app is connected by a user with the adviser role, invoices and bills can now be created prior to the adviser-only lock date.

We’ll roll out this change to other endpoints - e.g. CreditNotes, BankTransactions - in July 2021, keep an eye on the release notes page for updates as they happen.

API

  • TableRow - This API currently supports updates to a maximum of 99 columns, and with the Jobs table we may require updating 120 columns so the number of supported columns was extended to 150.  

Reporting

Report Revisions

  • wbContractClaim004 - Payment Claim Invoice Preview - Has been updated to include the Job’s Order Number and Client Reference.

  • wbJobTransaction008 - Unbilled Job Transactions with Outstanding Purchase Orders and Outputs - A change was incorrectly made to the standard report procedure causing "Written Off' transactions to be displayed, so this was reverted.

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