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Workbench Release Notes

Upvise Reminder

New Upvise Integration URL - Deprecation of OLD integration method 1st September 2023:
Upvise has introduced a new Integration model available in "My Account"--> "Integration". 

The key feature includes:

  • Unified Export URL for both archive and production database.

  • Designed for performance and scalability.

  • New Security architecture with new private API Token and secure storage of credentials.

  • Time Zone with DST support.

  • Logs & traceability of export URLs.

Any clients using deprecated URL links for reporting in SL or PowerBI will need to migrate over to using the new integration URLs - Please engage your consultant for guidance on this.

The deprecated links will be removed from 1st September 2023.

Beta Release 4.6.14.1

Scheduled Release - 14 August 2023

New Features

  • General:
    A new Tooltip has been introduced to highlight new features that may be of interest. This will typically include a link to the related Release Notes where you can get further details on the functionality. The image below illustrates the Tooltip for the ‘Surcharge and Discounts’ feature.

Feature Revisions

Jobs

  • Contract Enquiry:
    Additional precaution added to procedure to prevent update of forecast if the year/period is not open for forecasting, even if the screen allows the button to be clicked.

Purchasing

  • Purchase Order Schema:
    Updated the schema matching to support matching to subjobs when the specified job was not level 1.

  • AP Voucher:
    Enhancement for an approved voucher so the Docket Lines tab now displays the associated docket lines reconciled to this voucher.

Subcontracts

  • My Approval:
    Fixed an issue where a subclaim was not listing for the Assigned Approver when using “Standard” approval.

  • Subcontract Portal:
    Added additional safeguard to disable editing Subcontracts by subcontractor users.

Plant

  • Plant Enquiry:
    Rectified an error when using Excel Export from the Recovery tab.

Expense Claims

  • Expense Claim Emails:
    Enhanced configuration for emails:

    • Email when paid: The paid email is now optional with the "Email Expense Claim Paid" setting.

    • Email when approved: The approved email is now optional with the Setting "Email Expense Claim Approved" setting. It is no longer determined by the “Expense Claim Workflow Email Enabled“ setting.

    • Note the “Expense Claim Workflow Email Enabled” setting is used for email configuration for both Standard & Workflow processes.

Billing

  • If Order number in AR Invoice and AR Credit exports is longer than 20 characters, then truncate to 20 chars in the export SPs.

Administration

  • Utilities:
    wbImportActivities supports optional ActivityGroupCode column that links the Activity to the group if specified.

Reporting

Stock

  • wbrsStockList:
    Updated the on-hand value calculations that was using Items instead of Stock By Period for that location.

Integration

File Export

  • Sage:
    File-based AR Invoice and AR Credit exports not truncates the string if the JobInvoices.OrderNumber is longer than 20 chars.

Upvise

  • Punch item 'Created Date” column control:

    • The “Created Date” is now available in punch item columns display options. Clients wanting to receive this update should raise a request with workbench support.

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