Workbench Release Notes

IN PROGRESS
Beta Release 4.6.5.1

Scheduled Release - 10 April 2023

New Features

Feature Revisions

Jobs

Purchasing

• AP Vouchers:

  • Replace AP Invoice pdf from Xtracta with a more recent one:
    Users might need to load an updated AP Invoice pdf, more recent than the pdf processed by XTracta, and they can now do so from the Attachments screen on the Voucher. The pdf processed by Xtracta must be deleted (this will unlink the document to the AP Voucher), and the new pdf attached. A note with the DocumentID from XTracta will be added as a Comment for audit purposes.

  • New PO Type filter on AP Vouchers list:
    A PO Type filter is added on Voucher List to support use of specific PO types. A voucher will match if any voucher line has an associated PO of the specified filter type.

  • Duplicate AP invoice number validations:
    Made a typo and entered a space before or after an AP Invoice number and you did not notice? Workbench has added extra validation to help users, specially those using manual vouchers, identify when duplicate AP invoices are being entered:

    • Trim invoice number for spaces when saving manual vouchers.

    • Cater for leading spaces on the duplicate numbers function so these will be detected correctly.

  • Display Work Centre on Voucher’s Docket Lines tab:
    Work Centre can now be enabled to be displayed on the Docket Lines tab on a Voucher. Use 'Voucher Docket Line List' grid on Grid Management to enable it.
    

Stock

Subcontracts

Plant

Timesheets

• Week-Based EBA Profiles with Leave:
  Leave is now considered in the calculation of week-based profiles. Those profiles use the 'Wk' Day value.
  

  

Billing

• Job Outputs - improved filters:
  Users can now filter by Client and also different options when searching by Job Code.
  

  

Quotes

System Setup

• Workflow Schema reports:
  The report to print a specific Workflow schema has been modified to only include the Workflow being viewed rather than all of them.

Administration

Integrations

Upvise

• Daily Diary:
  A minor bug was fixed in the Daily Diary causing an error when generating project hours on the mobile.

• New Setting - Manager can reset form status to Draft:
  Upvise has introduced a new setting called "Manager can reset form status to draft".

  You can find this in Forms/options/user rights
  

  

  This will enable "manager" type users to reset forms to draft.

  Previously only admin type users could reset forms to draft.