General Release 4.5.8.4

Scheduled Release - 12 July 2021

This release addresses:

• New Standard site map profile:
  -Write Off Transactions menu item was added.
  -AP Invoice Edit and AP Credit Edit screens were moved from Month End /Utilities section to Purchasing.

Hotfix Release 4.5.8.3

Scheduled Release - 06 Jul 2021

This release addresses:

• Office365 Integration. Emails could not be sent out of Workbench when using Office 365 integration. This hotfix reverts this issue that was inadvertently introduced with new beta functionality in 4.5.8.2

• Daysheets - Fixes an error on Plant Tab where Unit column was not being defaulted properly for new lines.

Hotfix Release 4.5.8.2

Scheduled Release - 05 Jul 2021

This release addresses:

• [Incomplete fix] Office365 Integration. Emails could not be sent out of Workbench when using Office 365 integration. This hotfix reverts this issue that was inadvertently introduced with new beta functionality in 4.5.8.1

Beta Release 4.5.8.1

Scheduled Release - 05 Jul 2021

Watch the 2021 Q2 clip… or check our blogpost with all the updates on 2021 Q2

New Features

Daysheets - Time & Plant

As another step toward deprecating the previous Daily Diary model the Daysheet’s Timesheet tab now supports time & plant with Plant Issues in a sub-grid. As per other timesheet plant issues the work centre default is driven by the Activity Group’s Default Work Centre Basis.

Plant issues independent of timesheets display on the Plant tab.

Feature Revisions

Dockets & Daysheets

• Daysheet - The Job code on Plant, Output and Stock tabs will now default based on the Job on the Header tab.

Purchasing

• Purchase Order -

  • A non-editable Log No is now displayed in the Other section if the PO is created directly from a Service Log, refer Service Desk - Service Log.

  • A notification to the 'Entered By' on PO Approval can now be enabled when using the Standard PO approval process; this being an addition to the Purchaser notification. This is enabled using the 'Email PO Entered By on Approval' setting with a Global and Person options, and the notification defined by the 'Notification – PoApproved' email template.

• AP Vouchers - An External Link icon is now available in ‘This Voucher’ tab to open the source document for your reference.

• AP Invoice - Rectified an issue that caused an error on delete of an AP invoice. This was inadvertently introduced by the Extension Fields enhancement.

Timesheets

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

Contracts

• Bonds - The Bond Type have been migrated to the Lookups type 'ContractBondTypes' and the Bonds table is deprecated. Attachments are now supported. Minor display tweaks were made for consistency.

Stock

• Stock List - Rectified an discrepancy between the Stock List’s Quantity On Hand value and that displayed on drill in to the Stock Transactions. The list is now Period based to be consistent instead of being Transaction Date based.

Subcontracts

• Bonds - Attachments are now supported. Minor display tweaks were made for consistency.

Billing

• Job Sales Invoice -

  • Attachments popup - This is enhanced with a Related tab displaying attachments on the associated Job and/or Service Log.

  • Print - The Report Send popup is enhanced to allow adding Related attachments from the Job and/or Service Log.

Quotes

• Quote - Rectified an issue on Budget creation where activity based costs were grouped under a single Revenue line and so lost the option to be sold independently.

Datasheets

• Datasheet Templates - Rectified an error when creating a template for Dockets.

Service Desk

• Service Log -

  • Outputs tab- The output rate is now editable based on the 'Edit Output Rates' permission.

  • Completion tab - The Status and Completion Details fields and Attachments now remain enabled after the Log is completed.

  • Purchases tab - The tab is enhanced to display a Purchase Orders grid.

  • New PO - It is now possible to create a PO directly from a Log and the LogNo will be displayed in the PO’s Other section.

  • Print - The ‘Report - LogMaintenance’ email template has been added, and this is applied when sending Log reports.

Administration

• Price Codes - The list of price codes can now be filtered by Code and Description with the typical string conditions.

• 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.

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.

MYOB

• AP Invoices - Foreign currency invoices are now supported and we now populate our PO Number in the Comment field and our Due Date (Payment Date) into the Promised Date field.

Upvise

• Expense Claims - Rectified a rounding issue syncing Expense Claims from Upvise.

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

• wbARInvoice001 - AR Invoice by Job Code - Suppress the blank lines underneath the schedule output line when there is no detail data add to the schedule output lines.

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

• wbInwardsGoods001 - Inwards Goods - The Report Category has been corrected to ‘Purchasing’.

• 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.