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Workbench Release Notes

Beta Release 4.5.39.1

Scheduled Release - 03 October 2022

New Features

Jobs

  • Contract Claim Schedule sequence:


A new Sequence Number option has been added to Claim Schedules and their Claim Schedules lines to allow users to determine the order in which they are presented, especially in billing and on claim schedules.

Feature Revisions

Jobs

  • Job Maintenance -Docket Schedule picker:
    When having multiple Docket Schedules to select on the Docket Schedule picker, the user could not navigate out of the first page to select a Schedule. This has been rectified.

  • Job Enquiry - Expense Claim transactions:
    On the Job Transactions tab when a Supplier is the same for more than one person’s Expense Claims Company, the lines were duplicating. This has been rectified.

Purchasing

  • Payment Due Date validation:
    On AP Vouchers and AP Invoices, the Payment Due Date is automatically populated based on the Supplier's Payment Terms. 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 Payment 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.

Stock

  • Making a Stock Item inactive:
    When lagging a Stock Item as inactive, the system will now automatically flag the line corresponding to this STock Item on Workbench System Stock Catalogue, as inactive, so it cannot be used when creating POs.

Subcontracts

  • Work Order List - Status:
    To cater for both types of WO approvals in Workbench, Standard and Workflow, we have updated 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 method being used.

Timesheets

  • Job Manager Approval allows editing of Timesheets:
    A new permission has been created that allows Job Managers to modify or delete lines on the Job Manager Approval screen (Start, End, Break, Log No, Delete), without having to navigate back and forth o the Timesheet Administrator screen or having to request each employee to modify their timesheets before being able to approve.
    Permission ‘Job Manager Approval Allow Edit and Delete’. Use this new permission with caution and advise your employees that you might be updating their original 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.

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.

Integrations

MYOB Advanced

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

  • 'Tenant' field has been added on MYOB Advanced integration screen.

  • Due to changes made by MYOB Advanced on their API, Fixed FC on AP Vouchers and POs were not reflected when AP Invoices were exported. We have made changes to handle the new changes.

Xero

  • Reversed Payment import:
    Those AP Payments that are ‘deleted' or ‘unbatched’in Xero are now imported to WOrkbench as reversed payments.

    Note: in Xero, if a payment is unbatched, it gets flagged as ‘deleted’ and a new payment is created. These ‘deleted’ payments need to be imported into Workbench to cancel out the authorized payment.

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