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Workbench Release Notes

IN PROGRESS 🏗️

Beta Release 4.5.39.1

Scheduled Release - 03 October 2022

New Features

Feature Revisions

Lists

Jobs

Purchasing

  • Payment Due Date validation:
    On AP Vouchers and AP Invoices the Payment Due Date is automatically populated based on the Payment Terms of the Supplier. This information is imported from the Financial system. However, some Suppliers do not have this info populated leaving the Payment Due date blank. This date is a required value when exporting a batch to the financial system. To handle the scenarios where a Supplier does not have this populated, Workbench now warns users that the Paymet Due date is empty and it does not allow an AP Invoice or Voucher to be approved without this date.

    To streamline your AP process, we recommend all Suppliers have their Payment details populated on the Financial System, so they can be automatically imported/updated in Workbench. This will ensure that the Payment Due date is populated automatically as well.

Subcontracts

  • Work Order List - Status:
    To cater for both types of WO approvals in Workbench, Standard and Workflow, we have update the Work Order List to display the correct Status and the person the document is assigned to (if it is).

    Deprecated columns: Approved By and Assigned Approver
    New columns: Status and Assigned

    Refer ctrl param ‘WO Approval Process’ for approval in use

Plant

Timesheets

  • Removing features related to the deprecated Daily Diary module:
    The Schedule field has been removed from Timesheet Groups, as this was only used by Daily Diary functionality and is not required anymore. Daily Diary has been replaced by Daysheets and Upvise Daily Diary.

Billing

Quotes

Service Logs

  • Billing ‘Small Jobs' Logs:
    When billing Service Logs (using the Invoice button on the Log screen), the invoice will be created for the Client on the Service Log, rather than the Client on the Job on the Service Log.

    These two can be different, and a common scenario would be in those cases where there are very small jobs done that do not have a specific Job setup in Workbench for it, but rather a generic/cath-all Job for Small Jobs, where the Client could be the Internal company. This Job can be used on the Logs, and typically once the work is done is billed right away, selecting the correct Client that work has been done for.

    For now, the integration with Upvise Jobs will still be using the Project’s Company/Client, and the correct client will have to be selected/updated in the Workbench Log. An enhancement to the Client’s selection on Upvise Jobs will be done soon to support this type of scenario with different Project Client vs Upvise Job Client.

Month End

Integrations

MYOB Advanced

  • A new integration with financials has been added to the extense list of Workbench integrations with financial system.
    In addition to the existing API integration with MYOB Advanced, we have now developed the option for File based exports to MYOB Advanced.

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