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Workbench Release Notes:

Beta Release 4.5.15.1

Scheduled Release - 11 October 2021

New Features

Reports export to Word:

A new control parameter has been added to enable/disable the option to export an SSRS report to a Microsoft Word file. By default this function is disabled.
Control Parameter name: Report Server Word Output

Feature Revisions

Jobs:

  • Job Enquiry -
    On the Financial Summary tab of the Job Enquiry there a few enhancements to display costs based on Cost Categories:

    1. Budget information has been added to display Budgeted vs Actual values.

    2. Cost Summary is now split into Cost Categories. Only those Cost Categories that have actual costs allocated to them will be displayed.

    3. “Project Profit / Loss” has been renamed to “Surplus / Deficit”

    4. A new subsection “Hours Summary“ has been added: It will display a row per Cost Category with a unit of “Hr” “Hrs” or “Hours”. It shows quantities of hours.

  • Job Contract Forecast -

    • Filtering by Activity was not showing the expected results. This has been rectified.

    • Forecast Labour and Plant now handle job codes with a dot in the Job Code i.e. 2021.33

Dockets and Daysheets

Daysheets:

  • Disbursements in Timesheets: Disbursement lines in Timesheets were not displayed after saving, even though they were saved successfully. This has been rectified and lines are displayed after saving.

Purchasing

Stock

  • Stock Items Average Cost calculation: The Average Cost calculation is now including Stock issue transactions.

  • Inwards goods lines: Editing an Inwards goods line is now disabled when the associated job transaction has been exported.

Timesheets

Quotes

  • Revisions: A revision can now be created and saved from a brand new Quote that has not been saved yet. And when copying a Cost Sheet from the Quote into the revision the copied Cost Sheets are correctly linked to the Revision Quote and not to the original Quote.

Month End

  • Export Control: Created Date column has been renamed to Batch Date, which is more representative of the date being displayed.

System Setup

Administration

  • Data Transfers-
    -Employees - Extended Data Import : This import now allows the import of multiple EBA Employee Profiles when importing users.

    • Column Name: Employee Agreement: It is a text field

    • Valid values: exact EBA Profile names separated by semicolon ( ; )(no spaces in between and no Profile Code).

Integration

Workbench API

  • AP Vouchers - VouchersDetailAPI metod has been enhanced to use the supplier AlphaCode to to identify the supplier. Alpha Code will be prioritized if GST Code also provided in the method call.

MYOB Advanced

  • Timesheet export -
    The timeout period when exporting Timesheets from Workbench to MYOB Advanced has been extended to 5 minutes. If this process does not complete before 5 minutes and it times out a warning message will be displayed “Please check timesheets have been exported in MYOB Advanced. If not, contact Workbench for additional support.“

  • General Ledger Journal transactions export -
    Improved error handling when exporting GL Journal transactions, to allow users to identify missing GL Account Codes.

Business Central

Further enhancements have been done:

  • Analysis2 is now populated with Workbench Job Type

  • Dimension settings are now displayed on the Integration page.

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