IN PROGRESS
Workbench Release Notes:
Beta Release 4.5.21.1
Scheduled Release - 24 January 2022
Upvise licence changes:
We are moving away from having 3 levels of Upvise Licences on Workbench: Administrator, Supervisor, Operator, to just having one type, Upvise User.
When syncing a new user to Upvise, the user type in Upvise will be set to Manager. Thereafter, the user type has to be maintained in Upvise.
A one-off data script will be executed on the 4.5.21 upgrade, to reassign each of the 3 legacy Upvise licences to the new Upvise User one.
New Features
Jobs
Contracts:
Claim Date vs Invoice Date: On Claims tab on a contract, you can now identify Claim dates as opposed to Invoice date. These dates are set within in a Contract Claim. This allows users to identify what has been claimed but not invoiced/certified yet.
Claim Date is also available on Job Sales Invoices as a new column and a filter.Default Claim Date for new Claims is Today.
Default Invoice Date is same as Claim Date on new Claims.
Feature Revisions
Jobs
Dockets and Daysheets
Contractor Daysheets:
Sell Rate column has been added to Contractor Schedule lines.
On the Dockets tab in AP Vouchers, exclude lines that have not been Supervisor approved. i.e. have not had a Job Transaction generated yet.
Timesheets
Job Manager Approval:
Anyone with the new permission “Can Change Activity and Work Centre“ can now edit/change Work Centre and Activity from this screen. This new permission is not assigned to any roles by default.
Also Start and End time columns have been added.
Expense Claims
Several enhancements have been made to this module, to bring it up to similar standards other modules have in terms of approvals, email notifications and visibility for Expense Claims.
Expense Claims for approval have been added to My Approvals List.
Email notifications are now being sent to:
Approvers once an Expense Claim is marked as Complete.
Requester, once the Expense Claim has been marked as Approved and/or marked as Paid.
Email templates used (new token $ClaimDate):Notification - EC Approval
Notification - EC Approved
Update of the Paid flag on a Expense Claim when a payment of the associated AP Invoice syncs back from the financials.